This new employee orientation covers the following key points in 3 sentences: The orientation reviews PTC's core values, the employee's role and responsibilities, professional development training, who the various company partners are, documentation and billing standards, and emphasizes having fun while embracing change. Employees will complete personality and learning assessments, learn about mentoring resources, and get an overview of performance reviews, social media guidelines, and the importance of teamwork and excellent customer service. The goal is to onboard new employees effectively and get them started on a path of continued learning and professional growth as part of the PTC team.

1. Show Time

2. Welcome New Employee Orientation

3. Why am I here? Goals for today. To have a good understanding of the PTC Tribe and all the members and their responsibilities. To understand your role and responsibility. To review our core values and explain how we use those values to run our business. To begin your journey of professional development. To go through the professional development plan

4. Ice Breaker Introduce yourself Where are you from ? Any brothers or sisters ? Where did you go to college ? Family Hobbies

5. 10 Questions Who is your favorite cartoon character? What is your favorite food? What is your favorite thing to do? What is the top thing on your bucket list? Wine or Beer – why? If a sign said, “Don’t walk on the grass.” Would you? Why did you become a PT/PTA? Can’t say to help people. List three things to do with a blanket. What is your favorite TV show, movie or book? If you could meet one person who would it be? Why?

6. My Job as CEO We are on a journey and it is my job to climb the mountain and keep PTC moving forward. A never ending journey I want to create change and movement Always want to improve Status Quo is unacceptable Failure is not an option True Grit – vimeo video

7. Professional Development Our most valuable assets are our people. PTC takes pride in development of our future leaders. PTC will grow or die on your shoulders. Goal of the program is mentorship. This starts today with our meeting.

8. Who are we ? We are therapist owned Teamwork How we started Video of the early years What is to come… Why this works

9. Who is INC ? Centralized billing company Administration Human Resources Health Insurance IRA Training Hire and train office managers

10. Brand Forward your ptcentral email to any mail account you want. Brand your email signature

11. True Color Profile Personality Test To understand insights into your personality, communication style. Insight will give you better tools to be able to communicate. Complete the profile

12. True Colors Watch Video Does this match how you see yourself? How does your personality affect your communication? How can you use this information?

13. Blue Friendly, helpful, optimistic, wants harmony They first focus on establishing a relationship They want to help others Tips Acknowledge them, show appreciation Include them Have patience and don’t “bark” orders

14. Gold Respectful and responsible, they listen for detail. Purposeful, supportive of the rules, detailed oriented. Loyal and devoted. Will have a list and check it off. Tips Be prepared and give details, be consistent. Show respect and recognize their contributions.

15. Green They focus on the matter at hand, not on the relationship. Logical, big picture, questioning. Tips Allow them time to ponder, skip the “small” talk, avoid redundancy. Give big picture or point first, then fill in the details. Don’t miss interrupt their need for info as interrogation

16. Orange Wants to share their opinion, taking action, expedient. Now oriented, fast paced, straightforward, active and involved. Tips Use sound bites to communicate, move with them and multi-task, allow options and flexibility, lighten up. Stick to business

17. Lamp fell to floor Blue Are you all right Emotionally are you OK Gold Organization mode Get a broom Fill out an incident report Green I wonder why that fell They will stop what they are doing to ponder Orange Lets just scoot that out of the way and let’s keep going

18. The clinic owner Is very busy and has 10 things on their mind We think about payroll Referral sources Clinic is too busy or too slow Marketing When you have something on your mind – please find us, stop us and ask to talk. We are all here for you.

19. PTC Vision Mission To be the provider of choice for out-patient orthopedic physical therapy services in Oklahoma. To get you…. Back to Work. Back to Play. Back to Life.

20. What are Core Values? Guide our Business Clarify who we are Articulate what we stand for Influence our decisions Essential Tenets

21. Core Values Be Humble and Kind Be Passionate and Determined Build a Positive Team Pursue Growth and Learning Be Progressive and Embrace Change Be Respectful and Gracious Live with Integrity Create FUN and Laughter

22. Professional Development Training Program Goal To provide mentorship and structured learning. Orientation Required to complete Level I 12 Month s You are responsible to submit the assignments Step One Meet with Mentor Schedule monthly meetings. 1 on 1 mentoring for patient care Fill in form and email Reading List All are due 4 months from now

23. NetworkPartner We have partnered with EIM to provide residency and fellowship training. Join the conversation Sign up for a free account www.evidenceinmotion.com

24. Professional Development 6 Month Review Appendix B Email to me Educata Differential Diagnosis Exercise Tolerance Email me when complete Condition Specific Algorithm Dropbox JOSPT Read for Credit Two

25. APTA Membership Mandatory Attend one APTA or OPTA event per year. Attend one Western District Meeting per year. If you do not – will reimburse the clinic 50% of your dues.

26. OPTA Board of Directors Western District Jeff Jankowski – President Debbie Christian – 1st VP Tamara Hart – 2nd VP Vince Lepak – Secretary Mike Strakal – Treasurer Peggy Newman – Chief Delegate Debbie Simmons – PTA Caucus Rep Samantha Klepper – Chair Tara Lindsey – Vice Chair Bridgit Finley – Director Jennifer Edwards – Secretary RaeAnn Thomas – Treasurer Amy Lee, Christy Brashares & Shawn Houck – Nominating Committee

27. Clinical Review Meeting The first Thursday of the month. 7:00-8:30 PM Mandatory 80% attendance No meeting in July or December In OKC office

28. PTC Employee Manual Read – p. 4-6 Initial Employment Period – 90 days Wage Policy Pay day – direct deposit Bi-monthly Benefits PTO – two weeks CE Holidays Paid Dues Mentoring

29. Work Hours7:30 am - 7:00 pm You will be scheduled about 38 hours of direct patient care. You will have two hours a week for paperwork. You are a professional and at times will be expected to work patients into your schedule and expand. You will be scheduled to work late to accommodate patients. If you work late you may come in late and work 11-7pm Or work a split shift

30. Performance Reviews 6 month review This is a mid term check up Set some goals Make sure you are on track Plan for the future Annual Review Scheduled with clinic director and Bridgit Will fill out performance review paperwork before Eligible for a raise

31. Gift Policy Solicitation or encouragement of gifts are strictly prohibited. All gifts must be disclosed to clinic owner/manager. No gifts can be accepted >$50 value. All gifts will be shared.

32. Job Description Customer Loyalty Build a Team Excellent Communication Handle Stress Live by our Core Values Must be OPTA/APTA member EBP Work with Students Flexibility in Working Hours Must be professional Hours worked Flexibility

33. Social Media Join us on FB Employee pages Google account Shared Calendars Groups Twitter PhThCentral Review Policy Flip Camera When you post To inspire To connect To entertain To educate We are embracing our customers Marketing – have to add value for customer

34. How to make a decision Is it legal? Is it ethical? Is it in line with PTC core values? Am I willing to be held accountable? Is it good for the company?

35. Why Document? Professional responsibility and legal requirement. Support payment of service. Documentation is non-billable time. Communication tool among providers. Used to measure patient outcomes. Legal document Internally to provide feedback Must reflect thought process & decision making.

36. CMS Insufficient Documentation Top 7 Identified by Medicare Therapeutic Exercise 97110 Manual Therapy 97140 Please read – Defensible Documentation APTA web site. Limit use of abbreviations Date & sign all entries Document legibly Report function progress- outcome measures ID note type – initial, progress Include missed/cxl visits Demonstrate skilled care

37. Documentation Skilled Care Medical Necessity Clinical decision making Why choose intervention Functional limitations Comorbidities & safety issues Observable and measurable improvement in functional ability. Outcome Measures Use current best evidence Include test & measures

38. Documentation Tips Avoid Update goals Highlight progress Write progress reports “Function” Re-evaluate Patient tolerated treatment well Continue per plan As above Keep charts secure & face down Charts should never be left unattended or taken from the clinic.

39. Goals Poor Goals Functional Goals Increase shoulder flexion to 150 degrees Decrease pain Improve safety Increase shoulder flexion to 150 degrees to enable overhead activities. Decrease pain to 2/5 on VAS with reaching activities. Patient/client will walk with a standard walker independently within the home to complete activities of daily living.

40. Defensible Documentation APTA - resource FAQ Documentation Checklist Top 10 Components of Documentation Sample Case – total knee

41. Billing Standards Charges Standards Average 15 patients a day Units billed 4 to 5 per patient Bill for your services Tape TENS fitting Therapeutic Exercise Manual Therapy NMS vs E-Stim Self Care Vasoneumonatic Compression

42. MedicareException Exception Process Automatic Exceptions Cap is $ 1860 annually Can use for any diagnosis – justify/medically necessary. CMS has identified conditions and complexities that are appropriate. If a patient qualifies, submit KX Modifier Joint Replacement Amputations Surgery Diabetes Obesity Peripheral Nervous System Injury to Nerve Roots CVA RCR, ruptured tendon Osteoporosis Vertebral Fracture/Fracture Abnormality of Gait

43. Medicare Requirements Timed Codes Evaluation POC 90 days Progress Notes Use outcome measures Every 10 treatments or 30 days Daily Treatment Notes Must include time for timed codes Total time – time in & out Time for interventions

44. Thrive during Change video

45. Have Fun at Work Choctaw Newcastle Chickasha

46. Summary PTC is a business, but our business is personal. You are here because you can strengthen our tribe and we expect big things from you. Commit our Core Values to memory. Schedule your meeting with your Mentor Get back to work….