When You’ll Use This Article
Use this article when you need to:
Plan or adjust therapy minutes during an active certification
Review payer, frequency, and certification details while planning
Copy planned minutes across weeks
Apply therapy templates to speed up planning
Overview
The Therapy Planning page allows you to plan therapy minutes for all disciplines in one place. Planning minutes defines how much therapy is expected during an Episode of Care but does not assign therapists or create scheduled visits.
Planned minutes must exist for a patient to appear on the Scheduler.
Before You Begin (Required Conditions)
A patient must meet all of the following before minutes can be added:
An Episode of Care is open
An Evaluation has been completed
The patient has an active certification period
If these conditions are not met, minutes cannot be added.
Step-by-Step: Planning Therapy Minutes
Step 1 — Open Therapy Planning
From the left-hand navigation:
Go to Scheduling
Select Therapy Planning
Step 2 — Select a Patient
Patients who require planning (active certification) appear first
Other patients appear below
You can:
Select a patient from the dropdown
Use the arrow icons next to the patient name to move to the next patient in the list
Patients needing planning are always prioritized at the top.
Step 3: Complete the MDS Assessment (if needed)
Step 3: Complete the MDS Assessment (if needed)
If you need to complete an MDS Assessment for insurance purposes, follow these steps:
Go to the MDS Assessment tab.
Click the "Create New MDS Assessment" button.
Choose the assessment type from the dropdown menu.
Complete the required assessment fields. (You can return back to this assessment at any time to update initial assessment fields, and finalized MDS assessment.)
Step 4 — Review Plan of Care Details
Before entering minutes, review the information displayed at the top right of the planner:
Plan of Care (frequency by discipline)
Payer type
Certification start and end dates
Additional indicators:
Frequencies also display in red directly under each discipline
If Group or Concurrent was not selected during the evaluation, those rows will appear grayed out and minutes cannot be entered
You cannot add minutes if there is no completed evaluation and open Episode of Care.
Step 5 — Enter Planned Minutes
You can plan minutes for:
Individual
Group
Concurrent
Each has its own row per discipline.
Group and Concurrent percentages are displayed at the bottom of each discipline row.
Ways to Enter Minutes
Option 1: Manual Entry
Click into a minutes field and type
Use keyboard arrows to move between fields
Changes save automatically
Option 2: Copy Weekly Plan
(Available only with an active certification)
Click the double square icon at the start of the week
Select Copy Weekly Plan after manually minute entry
Choose:
A specific date to copy to, or
Max (up to 90 days or the anticipated discharge date)
Option 3: Apply a Template
Select a template to pre-fill minutes until a specified date or to max (90 days).
To create or manage templates:
Click Manage Templates in the top-right corner
Step 6 — Review the 9-Day Planning Window
The planner displays a rolling 9-day window to help visualize frequency.
Blue bars = within frequency limits
Red bars = frequency exceeds limits
These indicators help identify potential over-planning before scheduling.
Step 7 — Navigate the Planner
You can move through dates using:
Single arrow icon — scroll day-by-day
Double arrow icon — scroll week-by-week
Calendar icon — jump to a specific date
You can also use Jump to Start of EOC to return to the beginning of the episode.
Bottom-of-Planner Summary
At the bottom of the planner, you’ll see:
Daily Total Minutes: Planned | Actual
RUGs Total
Variation
This summary helps compare planned therapy to delivered care.
Important Rules & Behaviors
Planned minutes are required for patients to appear on the Scheduler
Planning does not assign therapists or create visits
Minutes cannot be added outside an active certification period
Group and Concurrent minutes require those options to be selected in the evaluation
Common Questions
Why can’t I add minutes for a patient?
Why can’t I add minutes for a patient?
Confirm the evaluation is complete, the Episode of Care is open, and the certification period is active.
Why are Group or Concurrent rows grayed out?
Why are Group or Concurrent rows grayed out?
Those options were not selected during the evaluation.
Do planned minutes schedule visits automatically?
Do planned minutes schedule visits automatically?
No. Scheduling is handled separately.
If you need any further support, please contact your Customer Success representative. We’re always here to help!