Occupational Therapy
Better operations for the work that matters.
Occupational therapy practices rely on efficient intake, scheduling, authorization management, billing and administrative coordination. Capri helps OT providers develop the operational systems and workflows needed to support sustainable practice growth.
Built by operators. For operators.
Who we support
An operational partner for your practice.
Pediatric OT clinics
Outpatient therapy practices
Multi-disciplinary providers offering OT alongside other services
Capri provides operational, administrative and executive support—not direct clinical treatment, supervision or clinical decision-making.
The operational challenges
The details that make running your practice complex.
Occupational Therapy organizations need processes that fit their providers, service patterns and administrative requirements—not another disconnected workaround.
Claims, denials and EHR workflows
Claims preparation and follow-up depend on clear documentation handoffs and usable administrative systems. Repeated exceptions need defined ownership.
Payer enrollment
Applications, CAQH maintenance, and recredentialing across commercial and government payers.
Intake and referral processes
Coordinating referrals, benefits verification, and intake steps across multiple referral sources.
Authorization tracking
Managing authorization periods, visit limits, and renewals before they interrupt care.
Scheduling and capacity
Aligning treatment cadence, equipment or space constraints, and provider availability.
Administrative workforce
Covering intake, scheduling, and billing coordination without overloading clinical staff.
How Capri supports your practice
Specialized support. Connected to the whole operation.
Engage a defined function, implement a better workflow or bring experienced leadership into the work. These existing Capri services can be shaped around your discipline and agreed scope.
Payer Enrollment
Enrollment, payer participation, and recredentialing coordination through Capri Access360.
Explore Access360 →Intake & Referral Processes
Intake workflows, referral follow-up, and status visibility from inquiry to first appointment.
Explore intake support →Authorization Tracking
Authorization workflows and renewal visibility built around OT visit patterns.
Explore authorization support →Scheduling & Capacity Planning
Scheduling design and capacity visibility that reflect treatment cadence and site constraints.
Explore operations consulting →Revenue Cycle Management
Billing workflow assessment, denial follow-up, and revenue visibility.
Explore Revenue360 →Practice-Management Workflows
System configuration and process alignment for intake, scheduling, and documentation-to-billing.
Explore technology support →Expansion Planning
Operational readiness for new locations, new service lines, or multi-disciplinary growth.
Explore expansion support →The operation behind your expertise
Less time managing disconnected processes. More confidence in your operations.
OT workflows must account for evaluations, recurring treatment appointments, staff availability and the practical use of therapy spaces. Capri works alongside your team on workflow design, technology adoption and training, while clinical content and treatment decisions stay with qualified professionals.
Why The Capri Collective
We don’t just give you the answer. We help you put it to work.
Too many practice owners spend valuable time piecing together advice, searching for templates, troubleshooting disconnected systems and building processes from scratch. Our team brings real-world healthcare operations experience. We can take agreed work off your plate, build better processes alongside you or coach your team to manage them confidently.
01
We Do It For You
Managed operational and administrative services, scoped to the functions you need.
02
We Do It With You
Hands-on consulting, implementation and workflow development alongside your team.
03
We Teach You How
Training, SOP development, coaching and knowledge transfer.
No gatekeeping. No black boxes. Just practical expertise and a clearer way forward.
Technology, systems & workflows
Make the system work for the people using it.
Practice-management alignment
Workflows and configuration that match how OT clinicians document and schedule.
Configuration, automation and reporting depend on verified capabilities, compatible systems, available data and agreed access. Clinical decisions remain with qualified professionals.
Explore Technology & EHR Implementation →
Startup, growth & operational maturity
A foundation that evolves with your practice.
Whether you are adding a clinician, opening a second site, or building a multi-disciplinary team, we help OT organizations plan capacity and standardize the workflows that expansion demands.
Our approach · The CAPRI Method
A flexible path—not a fixed package.
We meet Occupational Therapy organizations where they are. A clear need can move directly into execution; broader uncertainty may benefit from a focused assessment. Our five stages guide the work, not a mandatory engagement sequence.
- 01
Capture
The Vision
We begin by understanding your vision, priorities, challenges, and what success looks like for your organization.
- 02
Assess
The Operation
Through targeted operational assessments, we examine the people, processes, systems, performance, and risks relevant to your goals.
- 03
Prescribe
The Solution
We translate insights into practical recommendations and a prioritized plan tailored to your organization's needs, resources, and objectives.
- 04
Realign
The Infrastructure
We help align workflows, responsibilities, systems, and resources to support meaningful operational change.
- 05
Implement
The Plan
We work alongside your team to put solutions into action, establish accountability, and make adjustments as needs evolve.
Frequently asked questions
Before we begin.
Can Capri help launch an OT practice?
Practice startup support can cover launch sequencing, payer enrollment coordination, staffing workflows and systems readiness. Licensure and clinical requirements remain with qualified advisors.
Can you manage billing?
Revenue360 can provide defined claims, denial and payer follow-up support or redesign your existing workflows, within agreed scope.
Can you help with authorizations?
We help track administrative requirements, approved limits and renewals. Clinical decisions and payer approvals remain outside Capri’s authority.
Can you help improve scheduling?
We can align evaluation and treatment schedules with staff availability, space constraints, family preferences and authorization parameters.
Can you support a multi-disciplinary clinic where OT is one of several services?
Yes. Multi-disciplinary operations — shared intake, scheduling, and billing across service lines — are a common engagement.
Do you help with pediatric OT specifically?
Yes. Pediatric OT practices have distinct referral and authorization patterns, and we shape support around them.
Do you guarantee payer approvals or authorization outcomes?
No. Those decisions remain with payers. We build the workflows that make outcomes easier to manage and track.
Clinical decisions and documentation content remain with qualified clinicians. Payer enrollment, authorization, and reimbursement outcomes remain subject to payer decisions. Scope is agreed before an engagement begins.
Let’s find your way forward
Better operations start with a conversation.
Tell us what you’re building, what’s getting in the way, or where your team needs support. We’ll help you identify the right next step.