Occupational Therapy Documentation Guide | COTA CPT Code Cheat Sheet | Skilled Documentation Examples | Therapy Notes PDF

**Know what you did in treatment — but struggle with how to document it?**

The **Well With Kell Practical OT Documentation Guide** is a 20-page desk-side resource designed to help occupational therapy practitioners turn real treatment interventions into clear, functional, skilled documentation.

Instead of focusing on generic SOAP note templates, this guide is organized around the **CPT code categories OT practitioners actually use** and helps you connect the intervention you provided to the skilled reasoning behind it.

**INSIDE THE GUIDE**

You'll find practical guidance for documenting:

• 97110 — Therapeutic Exercise
• 97530 — Therapeutic Activities
• 97535 — Self-Care / Home Management
• 97112 — Neuromuscular Re-Education
• 97542 — Wheelchair Management
• 97140 — Manual Therapy
• Orthotic Management + Training
• 97129 + 97130 — Cognitive Function Intervention
• 97150 — Group Therapy

PLUS:

• How to build a skilled treatment note
• Skilled documentation verbs
• What performance details to capture
• How to decide which code best fits the intervention
• Same activity, different therapeutic focus examples
• Splitting a real treatment session between codes
• Realistic treatment documentation examples
• Quick documentation templates
• Practical wording you can adapt to your own treatments

**BUILT FOR REAL TREATMENT DAYS**

The goal isn't to give you notes to copy and paste.

It's to help you understand what makes documentation skilled so you can more confidently document what you actually did, why OT was necessary, how the client performed, and what still needs to be addressed.

Perfect for:

• Occupational therapy practitioners
• COTAs / OTAs
• OT and OTA students
• Fieldwork students
• New graduates
• Clinicians transitioning into a new setting
• Practitioners looking to strengthen documentation habits

**DIGITAL DOWNLOAD**

You will receive a 20-page PDF digital resource. No physical product will be shipped.

This resource is for educational purposes only and does not replace current CPT guidance, payer requirements, facility policies, clinical judgment, or state/federal regulations. Always verify current coding and billing requirements applicable to your setting.

Created by **Well With Kell**

*Resources • Support • Empowerment*