The PDPM New Admission Worksheet — PT-OT Component is a comprehensive, multi-format clinical tool designed to guide your MDS team through the full PT and OT component at new admission — with built-in logic, auto-calculation, and compliance checkpoints to catch errors before the ARD is set.

This is the tool for facilities that want to stop leaving reimbursement accuracy to chance.

Three formats. One purchase.

• ✅ Excel Workbook — auto-calculating; scores, groupers, and case-mix indexes populate automatically as you work through the assessment
• ✅ Fillable PDF — digital completion for teams working outside Excel
• ✅ Hand-Calculated PDF — printable version for paper-based workflows or bedside use

What it does:

Walks your team step by step through the PT/OT component — from primary diagnosis confirmation to final group determination — with built-in reference tables, scoring logic, and documentation guidance drawn directly from CMS and the RAI Manual. The tool captures input from both therapy and nursing, flags where documentation gaps or discrepancies exist before the ARD, and auto-calculates function scores and groupers so your team can identify where a closer look is warranted.

A built-in compliance checklist ensures the key accuracy checkpoints are covered — from observation windows and effort ladder accuracy to reconciliation between disciplines — grounded in CMS guidance and real-world audit experience.

The result: a structured, defensible review process that supports accurate PDPM grouping, stronger documentation, and audit-readiness at every new Medicare admission.

📋 Formats included: Excel (auto-calculating) · Fillable PDF · Hand-Calculated PDF
📌 Built on RAI Manual v1.20.1 (October 2025) and CMS FY2027 SNF PPS final rule materials.