# Autonomy planner for your practice | Aera by WebPT

Source: https://meetaera.com/autonomy/

> Task by task, decide what Aera runs on its own in your PT, OT or speech practice, what needs your approval and what a person does. Print your plan.

## Decide what Aera runs on its own.

Every practice sets its own rules, task by task. Make your plan and bring it to setup.

Each task starts on a suggested setting. Change any of them.

Referral intake Read referrals from fax, email or portal and enter them

On its own With my OK A person

Insurance eligibility Verify benefits, co-pays and authorization limits

Intake forms Send intake to patients to finish from home

Booking first visits Reach new patients and book the first visit

Appointment reminders Remind patients by text, phone and email

Filling cancellations Offer openings to the right patient on the waitlist

Visit prep Summarize history, goals and progress before each visit

Drafting the note Draft the visit note as care happens

Coding checks Check codes against what was documented

Home programs Send the home exercise program from the visit

Signing the note Only a licensed clinician signs. Aera never signs a note

Claim checks before submission Catch payer gaps while the note is still open

Claim submission Submit clean claims

Denial follow-up Trace each denial to its source and follow up

Denials Trace a denial to its cause and prepare the fix

Payment posting Post payments and reconcile

Rescheduling requests Let patients move a visit on their own

Progress check-ins Check in between visits and share progress with the therapist

Balance reminders Send clear bills and reminders

Morning brief A brief on every location before the day starts

Alerts when something changes Flag what changed, why, and what to do about it

## Your plan

- 0 run on their own

- 0 wait for your OK

- 0 stay with a person

- 1 always the clinician

Your approval queue. These wait for your yes.

You can change any of these at any time, and everything Aera does is logged with a full audit trail.

## One form. Our team takes it from there.