Live one-hour webinar on June 16, 2026 at 12:00pm Central
To earn a continuing education unit (CEU) certificate, you must be a member of the OT Potential Club.

Coming soon on:
Apple
Spotify
YouTube
Course Description
We all know that documentation is a heavy burden for therapists. But home health therapists arguably face one of the heaviest loads, with mandated OASIS reporting layered on top of standard clinical documentation — a dual requirement unique to this setting.
They also face challenges that clinic-based therapists rarely encounter: coordinating care across disciplines — physicians, nurses, and other therapists — often without shared documentation systems, as well as navigating privacy considerations and internet instability when documenting in patients’ homes.
But, as we’ve already discussed around outpatient EHRs, there are changes on the horizon. In this discussion, we’ll zoom in on what’s becoming possible in this complex environment, from clinical decision support to practical automation. We’ll be joined by Rohit Shetty of AutoMynd — Rohit is excellent at explaining exactly what’s possible, while staying grounded in reality.
OT Potential courses are presented as live webinars, then released on-demand video and audio via the OT Potential Podcast. Attendance in the live webinar will be indicated on your certificate. Learn more about how our courses help meet live webinar requirements, and OT CEU requirements overall.
Learning Objectives
- You will be able to identify how data-driven documentation systems are streamlining administrative tasks to prioritize time for occupation-based practice in home health.
- You will recognize the role of AI-integrated analytics in ensuring regulatory compliance while maintaining a focus on occupation-centered patient outcomes in home health.
Agenda
Intro (5 minutes)
Discussion (40 minutes)
- Tell me your journey from deeply understanding home health documentation to setting out to improve it?
- Home health therapists have many unique documentation challenges. Can you walk us through them?
- What is currently becoming possible in home health documentation (i.e. what’s on the market for therapsists?)
- Across documentation, we are seeing adoption of 3 core technologies: Scribes, compliance automation, and clinical decision support. Where does home health stand with the adoption of these?
- What upsides and challenges do you see that have emerged from integrating these new technologies?
- What do you see as the primary KPIs for home health documentation- what does the ideal analytics dashboard look like?
- What do you see on the 2 year horizon for our industry?
- How can a therapist think innovatively about their documentation even if they are on an old system?
Live Q&A (10 min)
Closing (5 min)
Supporting Research and Journal Articles
- Match Rates Between Home Health Assessment and Medicare Claims Data
- Interprofessional collaboration in the home care setting: perspectives of people receiving home care, relatives, nurses, general practitioners, and therapists-results of a qualitative analysis
- Exploring home healthcare clinicians’ needs for using clinical decision support systems for early risk warning
Instructional Methods/Registration/Special Needs Requests/Cancellation Policy
This course is an independent/self-study course delivered via podcast on iTunes, Spotify, Google Play & more.
If you need accommodations to take this course, please contact us and we will address your needs on an individual basis.
If we cancel a promoted course, event, live stream, or any other paid CEU offering prior to release, and you subscribe explicitly for said offering, you are eligible for a full refund if you did not complete and earn any other CEU quizzes or certificates during your subscription.
If a live webinar is cancelled that you signed up for, our system will automatically generate an email to you and if possible, we will inform you of the rescheduled date. Our most current webinar schedule will be found at: otpotential.com/live-ot-ceu-webinars.
Course Completion Requirements
In order to receive a certificate for this course, you must first participate in the podcast/webinar in its entirety. Then, you will need to take the quiz that will accompany the course and earn 75% or higher. If you pass, a certificate will be automatically generated and sent to your email. Quizzes for live (distance learning–interactive) webinars must be completed within 3 days of completing the webinar.
Target Audience/Educational Level
Our target audience is occupational therapy practitioners who are looking to learn more about home health therapy documentation. The educational level is introductory.
Financial and Non-financial Disclosures
It is the policy of OT Potential to disclose any financial and non-financial interest the provider or instructor may have in a product or service mentioned during an activity. This is to ensure that the audience is made aware of any bias of the speaker.
We here at OT Potential have no financial stake in this topic.
Speakers
Rohit Shetty
Rohit Shetty is the founder and CEO of Automynd, a health-tech startup that builds AI powered documentation products specifically for home health clinicians.
Sarah Lyon, OTR/L
Sarah’s passion is helping fellow OT practitioners translate evidence into daily practice. Sarah earned her BA in religion from St. Olaf College, then earned her master’s degree in occupational therapy from New York University in 2011.
Since then, she’s worked in numerous facilities, including a critical access hospital, an acute trauma hospital, and a state inpatient psychiatric hospital. Sarah is the founder/owner of OT Potential. Read more about OT Potential here.
This course was designed to meet your continuing education requirements
We designed the courses in the Club to meet the requirements for “online” and “independent/self-study” courses. To verify the requirements from your specific state (within the US), check out our post, OT Continuing Education Requirements. If you are outside of the United States and have questions, please contact us.
We are proud to be an AOTA Approved Provider and to meet the requirements for your NBCOT renewal.
See our other OT courses!
Home Health Therapy Documentation - Live Webinar • OT Potential
Learn more about documentation improvements on the horizon for home health occupational therapists in this CEU course with guest Rohit Shetty.
Course Provider: Organization
Course Provider Name: OT Potential
Course Provider URL: https://otpotential.com/
Course Mode: Online
Start Date: 2026-06-16
Duration: 1:00:00
Repeat Frequency: Yearly
Course Type: Subscription









