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Buyer’s Guide

Picking the Right EMR (PT/OT/SLP)

Use this checklist to evaluate EMRs on the things that matter for rehab.

EMR buyer’s guide

RFP checklist (highlights)

  • Billing route: direct‑to‑payer support, contingency clearinghouse, claim scrubber quality
  • Documentation: AI note quality, manual flexibility, plan‑of‑care signing & auto‑fax
  • Scheduling: next‑available logic, visit limits, auth awareness
  • Flowsheets: adaptive guidance for techs/assistants; outcomes linkage
  • Payment: POS collection, statements, online links, ERA auto‑post
  • Interoperability: e‑fax, NPI import, address verification, payer enrollment
  • Security: role‑based access, audit logs, BAA and HIPAA‑conscious workflows
Tip: during demos, bring a real case and ask vendors to complete the full workflow—from intake call to posted ERA.