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Concurrent and group therapy under PDPM: An expert Q&A

April 19, 2024 / 4 min read

What does the 25 percent limit on concurrent and group therapy mean for SNFs and the overall financial impact of PDPM? Our expert Q&A unpacks the renewed focus of the PDPM guidelines.

Since the implementation of PDPM (the Patient Driven Payment Model), the reimbursement system for skilled nursing facilities (SNFs), on Oct. 1, 2019, the Centers for Medicare & Medicaid Services (CMS) has reinforced specific guidelines for the delivery of group and concurrent modes of therapy. 

CMS states that individual therapy is the preferred mode of therapy provision for residents; however, CMS also recognizes group therapy can play an important role in SNF resident care and can serve as an adjunct to individual therapy. While group therapy isn’t appropriate for everyone, both group and concurrent approaches are valuable to residents while delivering quality, evidence-based therapy interventions.

CMS also recognizes group therapy can play an important role in SNF resident care and can serve as an adjunct to individual therapy.

Plante Moran Healthcare Consulting Partner Denise Leonard sat down with Marianne Hassen, chief operating officer of Concept Rehab, to discuss the renewed focus on PDPM guidelines.

Leonard: Marianne, let’s start with the basics for everyone. Can you explain the difference between group and concurrent therapy?

Hassen: Absolutely, Denise. Let’s start with some definitions:

Leonard: And can you explain how group and concurrent therapy is handled under PDPM? Anything providers should take into consideration?

Hassen: Yes, there are limits to take into consideration. Group and concurrent delivery under PDPM has a 25% limit on group and concurrent therapy, combined per discipline, per patient in a covered Medicare Part A stay. This means therapy must be delivered on an individual basis at a minimum of 75% of the total treatment for a therapy episode, from the start of care through the end of care, for each discipline — occupational therapy, physical therapy, and speech therapy. For example: if a resident received 1,000 minutes of physical therapy, no more than 250 minutes of this physical therapy could be provided on a group or concurrent basis.

CMS continues to monitor the compliance of the 25% group and concurrent therapy limit for each therapy discipline as it is part of the Discharge MDS assessment. If the 25% threshold is exceeded, this is deemed as noncompliant in a communication to the provider as a nonfatal error on the validation report when the Part A PPS Discharge assessment is submitted. There is currently no penalty for exceeding the threshold. The communication is meant to alert the provider that their future practices must comply with these guidelines.

If the 25% threshold is exceeded, this is deemed as noncompliant.

Leonard: The industry continues to be subjected to scrutiny and a variety of audits. Anything you recommend providers be aware of?

Hassen: Be aware of documentation requirements. When providing group and concurrent modes of therapy, clinicians are required to provide more detailed justification in their documentation for therapy that’s planned to be provided using a mode other than individual therapy. This justification is required at the start of care in the documented therapy evaluations/plan of care for each resident, and needs to include:

Documentation for each therapy encounter must include the number of residents involved in the therapy session and a description of the active goals and outcomes achieved.

If there is an observed change in the need for group or concurrent therapy after a plan of care has been initiated, CMS expects this to be reflected in the medical record in the therapy progress notes.

Leonard: Marianne, can you share some benefits of group and concurrent therapy from the resident’s perspective?

Hassen: Sure, there are several benefits of group and concurrent modes of therapy:

Group and concurrent modes are effective methods of therapy service delivery when used for meeting resident needs. Clinicians must understand and adhere to the definitions, rules, and requirements to be compliant. Therapy providers need to have systems in place to monitor utilization, ensure skilled delivery, and provide justification through proper documentation of group and concurrent modes of therapy treatment.

Clinicians must understand and adhere to the definitions, rules, and requirements to be compliant.

To learn more about Concept Rehab, please visit their website here.

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