Workflow automation

Physical Therapy Billing Automation

Physical therapy billing automation organizes completed visits, tracks administrative authorization and visit limits, and prepares documentation and billing exceptions for staff review. Sarva helps PT practices improve handoffs while qualified staff review timed services, coding, and final billing decisions.

Designed for: Outpatient physical therapy practices, therapy groups, and multi-location rehabilitation organizations.

What administrative problem does this solve?

These workflows are often distributed across inboxes, portals, worklists, and spreadsheets. The practical opportunity is to make ownership and exceptions visible without removing qualified staff from decisions.

  • Completed visits wait for billing preparation or documentation handoff.
  • Authorization blocks and visit limits are difficult to monitor manually.
  • Timed-service details need qualified review before billing.
  • Registration and referral gaps create downstream rework.

What can be automated?

  • Identify completed visits awaiting billing preparation.
  • Track administrative authorization and visit-count fields.
  • Route missing referral or documentation items to the correct owner.
  • Flag timed-service records for qualified staff review.

Implementation sequence

  1. 01Map visit completion, documentation, authorization, and billing queues.
  2. 02Define staff review rules for timed services and exceptions.
  3. 03Pilot one clinic or payer group.
  4. 04Compare baseline turnaround, exception rate, and rework before expansion.

Software and compatibility considerations

The assessment should confirm the PT practice-management or EHR system, version, available exports or interfaces, and permissions. Sarva can review compatibility and approved handoffs; a named PM system does not guarantee an integration.

Human review and escalation

Qualified staff review documentation, timed-service details, code selection, medical necessity, payer rules, and final claim readiness. Automation does not make clinical or reimbursement decisions.

Pilot measures to evaluate

Use these as evaluation criteria against a documented baseline. They are not promised outcomes.

  • Visits awaiting billing preparation
  • Authorization-limit exception rate
  • Documentation handoff time
  • Timed-service review completion
  • Registration readiness

Information needed for an assessment

  • Completed visit signal
  • Authorization and visit-limit fields
  • Referral and registration status
  • Documentation metadata
  • Staff approval rules

Frequently Asked Questions

No. It can identify records that need review and organize supporting information. Qualified staff remain responsible for timed-service review and code selection.

Review this workflow with Sarva

Bring your current process, software details, and exception rules. We will help identify what is suitable for a staff-reviewed pilot.