
Complete presentation file for reference during video lectures
Artifact 1A/1B
Missouri HealthNet Therapy Guideline Quick Reference Guide
CPT Codes and Reimbursement Rates Spreadsheet updated in Feb 2025
Artifact 2
Full report and analysis of national OT survey and external market research with recommendations for SetWorks.
Artifact 3
A market analysis comparing vendors and finacial projections if SetWorks were to expand into the OT software market.
Explore how EHRs affect documentation time and accuracy in occupational therapy. Examine Easterseals partnership, survey adoption rates, and an 11% growth to $360 million in the occupational therapy software market.
Hello, my name is Abigail Summers, and at the time this course was created I was a 3rd year entry level occupational therapy doctoral student at Drake University. Over the past 14 weeks, I have completed a doctoral capstone project & experience in collaboration with SetWorks, under the mentorship of Co-CEO David Lindell and Client Success Manager Jocelyn Leatherman.
This session is the result of that project—a guided exploration of electronic health record (EHR) systems in occupational therapy, including compliance requirements, documentation trends, and how software design impacts occupational therapy workflows. Together, we’ll examine real-world data, market research, and user feedback to better understand the needs of occupational therapy professionals and how those needs are (or aren’t) being met by current EHR platforms. Attached to this course are the mentioned artifacts that I completed throughout this course for you to review on your own after completion of this Udemy course.
ACOTE, the accrediting body for occupational therapy programs, requires that the final capstone project be disseminated, and Udemy is an approved option for students to disseminate content. Please see the ACOTE website or the Drake University Occupational Therapy program page for questions about program curriculum and requirements. If any questions arise about this Udemy course.