Welcome to the Team!
Your Journey Begins Here
Congratulations on joining United Medical Healthwest! This comprehensive orientation program is designed specifically for non-clinical sales and marketing professionals entering the Inpatient Rehabilitation Facility (IRF) industry.
Program Overview
Over the next three days, you will gain the foundational knowledge necessary to excel in your role. This program covers everything from basic IRF concepts to complex CMS compliance requirements, ensuring you can confidently engage with referral sources and contribute to our mission of restoring patient function. A critical component of this training is learning how to articulate the value of IRF care compared to other post-acute settings like Skilled Nursing Facilities (SNFs) and Home Health.
What You Will Learn
| Day | Topic | Key Objectives |
|---|---|---|
| Day 1 | Foundations of IRF Sales | Understand IRF purpose, expanded ADLs (including CMS Section GG items), therapy modalities, and the interdisciplinary team. |
| Day 2 | Competitive Landscape & CMS Rules | Master the side-by-side comparison of IRF vs. SNF vs. Home Health (costs, intensity, outcomes), objection handling, and the 13 qualifying conditions. |
| Day 3 | Interactive Assessment | Apply knowledge through scenario-based questions and demonstrate readiness. |
| Post-Orientation | 30-Day Mentorship Plan | Transition from theory to practice with weekly KPIs and check-ins. |
Important: Assessment Requirements
To successfully complete this orientation, you must achieve a score of 90% or higher on the Day 3 assessment. If you score below 90%, you will be required to review the material and retake the assessment with a new set of questions.
The Simple Explanation of What We Do
Any patient who has had a medical event serious enough to be admitted to a hospital, and as a result has lost physical function—which we call Activities of Daily Living (ADLs)—is a potential candidate for our services.
These ADLs include: walking, transferring, grooming, reaching, bathing, toileting, swallowing, and sit-to-stand movements.
Our job is to return them to the function they had before the incident, or as close to it as possible.
Day 1: Foundations of IRF Sales
What is an Inpatient Rehabilitation Facility (IRF)?
An Inpatient Rehabilitation Facility (IRF) is a specialized hospital setting that provides intensive rehabilitation services to patients who have experienced a significant loss of physical function due to a medical event. Unlike skilled nursing facilities or home health services, IRFs offer a higher intensity of therapy—typically three hours per day, five days per week—under close medical supervision.
Our primary goal is to help patients regain their independence and return to their prior level of function, or as close to it as possible. This requires a coordinated, interdisciplinary approach that addresses not only physical limitations but also cognitive, emotional, and social factors affecting recovery.
Key Differentiator
What sets an IRF apart from other post-acute care settings is the intensity of services and the medical complexity of patients we serve. Our patients require physician oversight and a coordinated team approach that cannot be provided in less intensive settings.
Your Role as a Non-Clinical Salesperson/Marketer
As a sales and marketing professional at United Medical Healthwest, you serve as the critical bridge between referring facilities and our rehabilitation services. Your responsibilities include:
- Building and maintaining relationships with hospital case managers, discharge planners, and physicians.
- Educating referral sources on the benefits and capabilities of our IRF services.
- Identifying appropriate patient candidates based on clinical criteria.
- Facilitating smooth transitions for patients who require our specialized care.
- Ensuring referral sources understand our admission criteria and the value we provide.
- Advocating for patients to receive the right level of care, even when lower-cost options are being considered.
Therapy Modalities: How We Restore Function
At United Medical Healthwest, we employ multiple therapeutic disciplines to address the diverse needs of our patients. Each modality plays a specific role in the rehabilitation process.
Focus: Improving mobility, strength, balance, and coordination.
Common Interventions: Gait training (teaching patients to walk again), strengthening exercises, balance and fall prevention training, range of motion exercises, and use of assistive devices (walkers, canes).
For Sales: When speaking with referral sources, emphasize our PT team's ability to get patients walking safely and independently again.
Focus: Helping patients regain skills needed for daily living and working.
Common Interventions: Self-care training (dressing, bathing, grooming), fine motor skill development, cognitive rehabilitation, home safety assessments, and adaptive equipment training.
For Sales: Highlight how OT helps patients return to their homes and daily routines safely and independently.
Focus: Addressing communication and swallowing disorders.
Common Interventions: Swallowing evaluations and therapy (dysphagia management), speech and language rehabilitation, cognitive-communication therapy, voice therapy, and augmentative communication devices.
For Sales: Emphasize our ability to help stroke and brain injury patients communicate effectively and eat safely.
Focus: Providing care for patients with breathing problems.
Common Interventions: Ventilator weaning, oxygen therapy management, breathing exercises, airway clearance techniques, and tracheostomy care.
For Sales: This is a key differentiator—many post-acute settings cannot manage complex respiratory needs.
The Interdisciplinary Team
One of the hallmarks of IRF care is the coordinated interdisciplinary team approach. This team meets regularly to discuss each patient's progress and adjust treatment plans as needed.
| Team Member | Role |
|---|---|
| Physiatrist (Medical Director) | Physician specializing in physical medicine and rehabilitation; oversees medical care and leads the team. Required to see patients face-to-face at least 3 times per week. |
| Rehabilitation Nurses | Provide 24/7 nursing care with specialized training in rehabilitation; reinforce therapy gains. Typical ratio is 1 nurse per 6 patients. |
| Physical Therapist | Focuses on mobility, strength, and balance. |
| Occupational Therapist | Addresses daily living skills and cognitive function. |
| Speech-Language Pathologist | Manages communication and swallowing disorders. |
| Medical Consultants | Specialists (cardiologists, nephrologists, internal medicine) who manage complex medical conditions. |
| Case Manager | Coordinates care, manages insurance authorizations, and plans for discharge. |
| Social Worker | Addresses psychosocial needs, family support, and community resources. |
Day 1: Understanding Activities of Daily Living (ADLs)
Activities of Daily Living are the fundamental self-care tasks that individuals perform on a daily basis. When a patient loses the ability to perform these activities due to illness or injury, they become candidates for rehabilitation services. Understanding ADLs is essential for identifying appropriate referrals. You will often hear case managers describe a patient's functional status using these terms.
Basic ADLs
| ADL | Description | Why It Matters |
|---|---|---|
| Walking/Ambulation | The ability to move from one place to another on foot. | Essential for independence and community participation. |
| Transferring | Moving from one surface to another (bed to chair, chair to toilet). | Critical for safety and preventing falls. |
| Grooming | Personal hygiene tasks like brushing teeth, combing hair, shaving. | Impacts self-esteem and social interaction. |
| Reaching | Ability to extend arms to access objects. | Necessary for dressing, eating, and daily tasks. |
| Bathing | Washing oneself in a tub, shower, or sponge bath. | Important for hygiene and skin integrity. |
| Toileting | Using the toilet, including getting on/off and cleaning oneself. | Fundamental for dignity and independence. |
| Swallowing | The ability to safely consume food and liquids. | Essential for nutrition and preventing aspiration pneumonia. |
| Sit-to-Stand | Rising from a seated position to standing. | Prerequisite for walking and most functional activities. |
Expanded CMS Functional Assessment (IRF-PAI Section GG)
For reporting to CMS, IRFs use a detailed assessment tool called the IRF-PAI (Patient Assessment Instrument). Section GG of this tool provides a much more granular look at function, which helps paint a full picture of a patient's needs. Marketers should be familiar with these categories as they represent the specific functional data points our clinical liaisons assess.
Self-Care Items (Section GG0130)
| Item | Description |
|---|---|
| Eating | The ability to use suitable utensils to bring food and liquid to the mouth and swallow food once the meal is presented. |
| Oral Hygiene | The ability to use suitable items to clean teeth, including brushing, flossing, and rinsing, and removing and reinserting dentures. |
| Toileting Hygiene | The ability to maintain perineal hygiene, adjust clothes before and after using the toilet, commode, bedpan, or urinal. |
| Shower/Bathe Self | The ability to bathe self in shower or tub, including washing, rinsing, and drying self. Does not include transferring in/out of tub/shower. |
| Upper Body Dressing | The ability to dress and undress above the waist, including fasteners, if applicable. |
| Lower Body Dressing | The ability to dress and undress below the waist, including fasteners; does not include footwear. |
| Putting On/Taking Off Footwear | The ability to put on and take off socks and shoes or other footwear that is appropriate for safe mobility. |
Mobility Items (Section GG0170)
| Item | Description |
|---|---|
| Roll Left and Right | The ability to roll from lying on back to left and right side, and return to lying on back. |
| Sit to Lying | The ability to move from sitting on side of bed to lying flat on the bed. |
| Lying to Sitting on Side of Bed | The ability to move from lying on the back to sitting on the side of the bed with feet flat on the floor, and with no back support. |
| Sit to Stand | The ability to come to a standing position from sitting in a chair or on the side of the bed. |
| Chair/Bed-to-Chair Transfer | The ability to transfer to and from a bed to a chair (or wheelchair). |
| Toilet Transfer | The ability to get on and off a toilet or commode. |
| Car Transfer | The ability to transfer in and out of a car or van on the passenger side. Does not include the ability to open/close door or fasten seat belt. |
| Walk 10 feet | Once standing, the ability to walk at least 10 feet in a room, corridor, or similar space. |
| Walk 50 feet with two turns | Once standing, the ability to walk 50 feet and make two turns. |
| Walk 150 feet | Once standing, the ability to walk at least 150 feet in a corridor or similar space. |
| Walking 10 feet on uneven surfaces | The ability to walk 10 feet on uneven or sloping surfaces, such as grass or gravel. |
| 1 Step (curb) | The ability to go up and down a curb and/or up and down one step. |
| 4 Steps | The ability to go up and down four steps with or without a rail. |
| 12 Steps | The ability to go up and down 12 steps with or without a rail. |
| Picking up object | The ability to bend/stoop from a standing position to pick up a small object, such as a spoon, from the floor. |
| Wheel 50 feet with two turns | Once seated in wheelchair, the ability to wheel at least 50 feet and make two turns. |
| Wheel 150 feet | Once seated in wheelchair, the ability to wheel at least 150 feet in a corridor or similar space. |
Day 1 Knowledge Check
Complete this quiz to test your understanding of Day 1 material before proceeding.
Day 2: The Competitive Landscape
The Core Challenge You Will Face
A major challenge for marketers is overcoming the push from case managers to send patients to lower, less expensive levels of care like Skilled Nursing Facilities (SNFs) or Home Health (HH). Your job is to advocate for the patient to receive the right level of care at the right time. This section will arm you with the facts and talking points you need.
IRF vs. SNF vs. Home Health: A Side-by-Side Comparison
Understanding the key differences between these settings is critical for articulating the value of IRF care. The following table provides a comprehensive breakdown.
| Feature | Inpatient Rehabilitation Facility (IRF) | Skilled Nursing Facility (SNF) | Home Health (HH) |
|---|---|---|---|
| Therapy Intensity | Minimum 3 hours/day, 5 days/week. Totaling 15+ hours per week of intensive PT, OT, and/or ST. | Variable, much lower intensity. Typically 30-90 minutes per day, totaling 5-9 hours per week. | Lowest intensity. Intermittent visits, typically 2-3 times per week for about an hour per session. ~3-5 hours per week. |
| Medical Supervision | Daily physician oversight. Led by a Physiatrist with required face-to-face visits at least 3 times per week. | Less frequent physician oversight. A physician visit is required only within the first 30 days. | Physician-ordered, but no direct, onsite supervision. Care is managed by nurses and therapists. |
| Nursing Care | 24/7 specialized rehabilitation nursing. Low nurse-to-patient ratio (e.g., 1:6). | 24/7 skilled nursing care available, but less specialized. Higher nurse-to-patient ratio (e.g., 1:15 or higher). | Intermittent skilled nursing visits. No 24/7 care available. |
| Clinical Team | Mandatory interdisciplinary team approach. Weekly team conferences to review patient progress. | Team approach is not required or as structured. | Services are provided by different agencies that may not coordinate closely. |
| Typical Patient | Medically complex patients (stroke, brain injury, spinal cord injury) who can tolerate and benefit from intensive therapy. | Patients who are more medically stable and cannot tolerate 3 hours of therapy, or require primarily nursing care. | Patients who are stable enough to be at home and require only intermittent skilled services. |
| Avg. Daily Cost | ~$1,800 - $2,200/day. Higher cost reflects the intensity of services, physician oversight, and specialized nursing. | ~$300 - $400/day. Lower cost due to less intensive therapy and medical supervision. | ~$150 - $250/visit. Cost varies by service (nursing, PT, OT). Total monthly cost is lower but reflects much lower intensity. |
| Avg. Length of Stay | 10-14 days. Focused, intensive stay designed to maximize recovery quickly. | 20-30+ days. Longer stays due to lower therapy intensity. | Variable. Can be weeks to months of intermittent visits. |
| Clinical Outcomes (Stroke) | Superior for complex neuro patients. Studies show IRF care is associated with lower mortality (17.5% vs 30.5%) and better functional gains compared to SNF. | Poorer outcomes for complex patients compared to IRF. Higher mortality rates for stroke patients discharged to SNF vs. IRF. | Appropriate for lower-acuity patients, but insufficient for those needing intensive, coordinated rehabilitation. |
Making the Case: Overcoming Common Objections
When a case manager, patient, or family defaults to SNF or Home Health, here is how you make the case for IRF, especially for a stroke or neurological patient. Study these responses and practice them until they feel natural.
Your Response:
"I understand that cost and location are important factors. However, for a patient recovering from a significant neurological event like a stroke, the intensity and specialization of the program are the most critical factors for achieving the best possible recovery. Research published in JAMA Network Open consistently shows that patients who go to an Inpatient Rehab Facility have better functional outcomes and a significantly lower risk of mortality than those who go to a SNF—in one study, mortality was 17.5% for IRF patients vs. 30.5% for SNF patients. While the daily cost appears higher, the goal of IRF is to get the patient home faster and with greater independence, which can significantly reduce long-term care costs and prevent costly hospital readmissions. This isn't just about short-term savings; it's about investing in a better long-term outcome for the patient."
Your Response:
"That's a very common concern, and I appreciate you thinking about the patient's tolerance. It's important to know that the '3-hour rule' is flexible. Therapy can be provided in shorter, more frequent sessions throughout the day as the patient's tolerance improves. Our physiatrists and therapy team are experts in managing the medical and rehabilitation needs of complex patients, including managing fatigue. Delaying intensive therapy can mean missing a critical window for neuro-recovery—the brain is most receptive to re-learning in the early weeks after an event. By starting in an IRF, the patient is under the daily care of a rehabilitation physician who can medically manage them while they participate in a program designed to maximize their recovery from day one."
Your Response:
"Everyone wants to get the patient home, and that is 100% our goal as well. The question is how to get them home in the safest, most independent way possible. Home health provides a few hours of therapy per week. Our program provides a few hours of therapy per day—that's a massive difference in intensity. For a patient with significant functional deficits from a stroke, the evidence is clear that this higher intensity leads to better, faster recovery. A short, focused stay with us first—typically 10-14 days—can make the difference between going home and needing help for everything, versus going home and truly regaining independence. We are the bridge to a safe and successful return home."
Your Response:
"Let's not assume that. Our clinical liaison team is highly experienced in working with insurance companies to obtain authorizations for patients who meet medical necessity criteria. If this patient has had a significant functional decline due to a qualifying condition, they deserve to have their case reviewed. Can I have our liaison reach out to review the patient's chart and work with your team on the authorization? We fight for our patients every day."
Day 2: The CMS 60/40 Rule
Critical Compliance Information
Understanding the 60/40 Rule is essential for your role. This rule directly impacts which patients we can admit and our facility's ability to maintain its IRF designation. Non-compliance can result in significant financial penalties and loss of specialized status.
Understanding the 60% Rule
The Centers for Medicare & Medicaid Services (CMS) has established a requirement known as the "60/40 Rule" or "60% Rule." This regulation states that to be classified and paid as an Inpatient Rehabilitation Facility, at least 60% of a facility's total patient population must have a primary diagnosis or comorbidity that falls within one of 13 specific qualifying medical conditions.
This rule exists to ensure that IRFs serve the population for which they were designed—patients with complex rehabilitation needs who require intensive, coordinated care. It prevents facilities from admitting patients who could be appropriately served in less intensive (and less costly) settings.
Why This Matters to You
As a salesperson/marketer, you must understand which patients count toward our 60% compliance and which fall into the 40% category. Every referral you bring in affects our compliance percentage. Bringing in too many patients who don't meet the 60% criteria can jeopardize our facility's designation.
The 13 Qualifying Conditions (The "60% List") - Detailed Criteria
The following 13 medical conditions are specified by CMS in 42 CFR 412.29(b)(2) as qualifying conditions for the 60% rule. Patients with these conditions as their primary diagnosis count toward the required 60% threshold. Understanding the specific criteria for each condition is essential for identifying appropriate referrals.
| # | Condition | Detailed CMS Criteria & Qualifying Requirements |
|---|---|---|
| 1 | Stroke |
Qualifies automatically. Includes ischemic stroke, hemorrhagic stroke, or transient ischemic attack (TIA) with residual deficits. The patient must have functional deficits requiring intensive rehabilitation. This is one of the most common and straightforward IRF diagnoses.
Common presentations: Hemiparesis/hemiplegia, aphasia, dysphagia, cognitive deficits, visual field cuts, balance impairments. |
| 2 | Spinal Cord Injury |
Qualifies automatically. Includes traumatic spinal cord injury (SCI) from accidents, falls, or violence, as well as non-traumatic SCI from tumors, infections, vascular events, or degenerative conditions. Must result in neurological deficits.
Common presentations: Paraplegia, tetraplegia/quadriplegia, incomplete injuries with motor/sensory deficits, neurogenic bladder/bowel. |
| 3 | Congenital Deformity |
Qualifies automatically. Birth defects or developmental abnormalities affecting physical function that require intensive rehabilitation intervention.
Common presentations: Cerebral palsy, spina bifida, limb deformities, muscular abnormalities present from birth. |
| 4 | Amputation |
Qualifies automatically. Loss of a limb (upper or lower extremity) requiring prosthetic training, functional rehabilitation, and adaptation to activities of daily living.
Common presentations: Above-knee amputation (AKA), below-knee amputation (BKA), upper extremity amputation, multiple limb loss. Includes traumatic and surgical amputations (e.g., due to diabetes, vascular disease). |
| 5 | Major Multiple Trauma |
Qualifies automatically. Multiple serious injuries affecting two or more body systems or organs, typically from motor vehicle accidents, falls from height, or other high-energy trauma.
Common presentations: Polytrauma with multiple fractures, internal injuries combined with orthopedic injuries, traumatic injuries requiring multiple surgical interventions. |
| 6 | Fracture of Femur (Hip Fracture) |
Qualifies automatically. Fracture of the femur bone, most commonly hip fractures in elderly patients. Includes femoral neck fractures, intertrochanteric fractures, and subtrochanteric fractures.
Common presentations: Post-surgical repair (ORIF, hemiarthroplasty, total hip arthroplasty for fracture), significant mobility limitations, pain with weight-bearing. |
| 7 | Brain Injury |
Qualifies automatically. Includes traumatic brain injury (TBI) from falls, accidents, or violence, as well as acquired brain injury from anoxia, encephalopathy, tumors, or infections.
Common presentations: Cognitive deficits (memory, attention, executive function), motor impairments, behavioral changes, communication disorders, balance/coordination problems. |
| 8 | Neurological Disorders |
Qualifies automatically. CMS specifically lists: Multiple Sclerosis (MS), Motor Neuron Diseases (including ALS), Polyneuropathy, Muscular Dystrophy, and Parkinson's Disease.
Common presentations: Progressive weakness, spasticity, tremor, rigidity, gait disturbances, fatigue, sensory changes. Patient must have functional decline requiring intensive rehabilitation. |
| 9 | Burns |
Qualifies automatically. Severe burns requiring intensive rehabilitation for mobility, range of motion, scar management, and functional recovery.
Common presentations: Second or third-degree burns affecting large body surface area, burns affecting joints or functional areas, burns requiring skin grafting with subsequent contracture prevention. |
| 10 | Active Polyarticular Rheumatoid Arthritis |
Has specific criteria that MUST be met:
• Must be active (not in remission) and polyarticular (affecting multiple joints) • Also includes psoriatic arthritis and seronegative arthropathies • Must result in significant functional impairment of ambulation AND other ADLs • AND one of the following: (a) Has NOT improved after an appropriate, aggressive, and sustained course of outpatient therapy or less intensive rehab immediately preceding admission, OR (b) Results from a systemic disease activation immediately before admission • Must have potential to improve with more intensive rehabilitation |
| 11 | Systemic Vasculidities with Joint Inflammation |
Has specific criteria that MUST be met:
• Must have joint inflammation from the systemic vasculitis • Must result in significant functional impairment of ambulation AND other ADLs • AND one of the following: (a) Has NOT improved after an appropriate, aggressive, and sustained course of outpatient therapy or less intensive rehab immediately preceding admission, OR (b) Results from a systemic disease activation immediately before admission • Must have potential to improve with more intensive rehabilitation |
| 12 | Severe or Advanced Osteoarthritis |
Has specific criteria that ALL must be met:
• Must involve TWO OR MORE major weight-bearing joints (elbow, shoulders, hips, or knees) • A joint with a prosthesis does NOT count (even if OA was the reason for replacement) • Must have joint deformity AND substantial loss of range of motion • Must have atrophy of muscles surrounding the joint • Must have significant functional impairment of ambulation AND other ADLs • Has NOT improved after appropriate, aggressive, and sustained outpatient therapy or less intensive rehab immediately preceding admission • Must have potential to improve with more intensive rehabilitation |
| 13 | Knee or Hip Joint Replacement |
Has specific criteria - must meet AT LEAST ONE:
• (A) Bilateral Surgery: Patient underwent bilateral knee OR bilateral hip replacement during the acute hospital admission immediately preceding IRF admission • (B) Extreme Obesity: Patient has BMI of at least 50 at time of IRF admission • (C) Advanced Age: Patient is age 85 or older at time of IRF admission Important: A single knee or hip replacement in a patient under 85 with BMI under 50 does NOT qualify for the 60%. |
IRF-Level Admission Criteria: Medical Necessity Requirements
Beyond having a qualifying diagnosis, patients must also meet IRF-level medical necessity criteria to be appropriate for admission. Documentation must demonstrate ALL of the following at the time of admission:
The 6 Key Medical Necessity Requirements
| Requirement | What This Means |
|---|---|
| 1. Multiple Therapy Disciplines | Patient requires active and concurrent treatment from at least two therapy disciplines (PT, OT, ST, or RT). One discipline alone is not sufficient for IRF level of care. |
| 2. Intensive Therapy Program | Patient can reasonably be expected to actively participate in and benefit from an intensive rehabilitation program consisting of 3 hours of therapy per day, 5 days per week (or 15 hours per week). The majority must be individualized (not group) therapy. |
| 3. Close Physician Supervision | Patient requires face-to-face visits by a rehabilitation physician at least 3 times per week to assess medical and functional status and modify treatment as needed. This level of oversight is unique to IRFs. |
| 4. Coordinated Interdisciplinary Team | Patient's care requires an interdisciplinary team approach with weekly team conferences. The team must include: rehabilitation physician, RN with rehab experience, social worker/case manager, and therapists from each discipline treating the patient. |
| 5. Specialized Rehabilitation Nursing | Patient requires 24-hour specialized rehabilitation nursing care that is more intensive than what can be provided in a SNF or home setting. This includes complex medication management, wound care, bladder/bowel programs, etc. |
| 6. Reasonable Expectation of Improvement | There must be a reasonable expectation that the patient will make significant functional improvement within a reasonable timeframe. The patient must have the potential to benefit from the intensive program. |
Pre-Admission Screening (PAS) Requirements
Before a patient can be admitted to an IRF, a Pre-Admission Screening (PAS) must be completed within 48 hours preceding admission. This screening must be performed by a licensed clinician and reviewed/approved by the rehabilitation physician BEFORE admission. The PAS must document:
| PAS Element | Description |
|---|---|
| Medical Status | Current medical condition, comorbidities, and stability for intensive rehabilitation |
| Prior Level of Function | What the patient could do BEFORE the illness/injury (baseline) |
| Current Level of Function | What the patient can do NOW (the deficit from baseline) |
| Condition Causing Need for Rehab | The primary diagnosis requiring rehabilitation services |
| Risk for Complications | Clinical and rehabilitation risks that may affect the stay |
| Expected Level of Improvement | Realistic functional goals the patient can achieve |
| Expected Length of Time | How long it will take to achieve the expected improvement |
| Expected Frequency/Duration of Treatment | The anticipated therapy schedule and intensity |
| Anticipated Discharge Destination | Where the patient is expected to go after IRF (home, SNF, etc.) |
| Anticipated Post-Discharge Treatment | What services the patient will need after leaving the IRF |
The Comorbidity Exception
A patient can count toward the 60% even if their primary admission diagnosis is NOT one of the 13 conditions, IF they have a qualifying comorbidity. All three of the following must be true:
- The patient is admitted for a condition that is NOT one of the 13 qualifying conditions (e.g., cardiac surgery, debility)
- The patient has a comorbidity that IS one of the 13 conditions (e.g., Parkinson's disease, prior stroke with residual deficits)
- The comorbidity has caused significant functional decline such that, even without the admitting condition, the patient would require intensive IRF-level rehabilitation
Comorbidity Exception Example
Scenario: A patient is admitted to the hospital for cardiac bypass surgery. They also have Parkinson's disease that has significantly affected their mobility and balance. Even though "cardiac surgery" is not a qualifying condition, if the Parkinson's disease (a qualifying condition) has caused significant functional decline requiring intensive rehabilitation, this patient CAN count toward the 60%.
Special Criteria for Joint Replacements (#13)
Unlike the other 12 conditions, knee or hip joint replacement patients only qualify for the 60% if they meet at least one of the following specific criteria:
- Bilateral Surgery: The patient underwent bilateral knee or bilateral hip joint replacement during the acute hospital admission immediately preceding the IRF admission.
- Extreme Obesity: The patient has a Body Mass Index (BMI) of at least 50 at the time of admission to the IRF.
- Advanced Age: The patient is age 85 or older at the time of admission to the IRF.
Important Note
A patient who has a single knee or hip replacement and is under 85 with a BMI under 50 does NOT count toward the 60%. They would fall into the 40% category.
The 40% Rule: Understanding the Balance
The remaining 40% of patients may have diagnoses that require intensive rehabilitation but do NOT fall into the 13 qualifying conditions. These patients are still appropriate for IRF care—they just don't count toward the 60% compliance threshold. Understanding this category is crucial because these patients still need our services, but we must balance their admission with patients who have qualifying conditions.
Common 40% Category Diagnoses
The following table outlines the most common diagnoses that fall into the 40% category. These patients can absolutely benefit from intensive rehabilitation, but their conditions are not on the CMS 13 list.
| Diagnosis Category | Common Conditions | Why They Need IRF Care |
|---|---|---|
| Debility / Deconditioning / Generalized Weakness |
• Prolonged ICU stay with weakness • Post-sepsis syndrome • Failure to thrive • Prolonged bed rest • ICU-acquired weakness • Post-ventilator weakness |
These patients have experienced significant functional decline due to prolonged illness, hospitalization, or immobility. They have lost the ability to perform ADLs and require intensive therapy to regain strength, endurance, and independence. While they don't have a specific qualifying diagnosis, their rehabilitation needs are real and intensive. |
| Cardiac Conditions |
• Post-cardiac surgery (CABG, valve replacement) • Heart failure exacerbation • Post-heart transplant • Post-LVAD placement • Cardiac arrest survivors |
Cardiac patients often have significant functional decline and require monitored, progressive rehabilitation to safely rebuild endurance and strength while managing cardiac precautions. They benefit from the close physician supervision and nursing care available in an IRF. |
| Pulmonary Conditions |
• COPD exacerbation with deconditioning • Respiratory failure • Post-lung transplant • Prolonged mechanical ventilation • COVID-19 recovery with weakness |
Pulmonary patients need intensive therapy combined with respiratory therapy to rebuild function while managing oxygen needs and breathing techniques. The interdisciplinary team approach is essential for their recovery. |
| Single Joint Replacement (Non-Qualifying) |
• Single knee replacement (patient under 85, BMI under 50) • Single hip replacement (patient under 85, BMI under 50) • Revision joint replacement |
While these patients may need intensive rehabilitation, they don't meet the specific CMS criteria for joint replacement (bilateral, BMI≥50, or age 85+). They can still be admitted but count toward the 40%. |
| Other Orthopedic Conditions |
• Pelvic fractures (non-femur) • Vertebral fractures • Complex upper extremity fractures • Post-spine surgery (non-SCI) • Multiple non-femur fractures |
These orthopedic patients have significant mobility limitations and functional deficits that require intensive rehabilitation, but their specific fracture or condition is not on the qualifying list. |
| Cancer-Related Conditions |
• Post-cancer surgery with functional decline • Cancer-related weakness • Post-chemotherapy deconditioning • Brain tumor (if not causing brain injury-level deficits) |
Cancer patients often experience significant functional decline from the disease and its treatment. They may need intensive rehabilitation to regain independence before returning home or continuing treatment. |
| Other Medical Conditions |
• Renal failure with weakness • Liver disease with deconditioning • Post-organ transplant (non-cardiac/lung) • Infectious disease recovery • Autoimmune conditions (non-qualifying) |
Various medical conditions can cause significant functional decline requiring intensive rehabilitation, even if the underlying diagnosis is not on the CMS 13 list. |
Key Point: Debility and Generalized Weakness
"Debility," "deconditioning," and "generalized weakness" are among the most common 40% diagnoses you will encounter. These patients have typically experienced:
- A prolonged hospital stay (often in the ICU)
- A serious medical event that required extended bed rest
- Multiple medical complications during hospitalization
- Significant loss of muscle mass and strength
- Inability to perform basic ADLs like walking, transferring, and self-care
These patients absolutely need intensive rehabilitation to recover. However, because "debility" is not a qualifying condition, they count toward the 40%. This is why it's critical to also identify patients with qualifying conditions to maintain our compliance ratio.
The Balancing Act: Managing the 60/40 Mix
As a marketer, you need to understand that both 60% and 40% patients are important to our facility. The key is maintaining the right balance:
| Scenario | Impact | Action |
|---|---|---|
| Too many 40% patients | Risk falling below 60% compliance threshold, jeopardizing IRF designation | Focus marketing efforts on referral sources that see more qualifying diagnoses (neuro units, trauma centers, orthopedic surgeons) |
| Healthy 60/40 balance | Compliance maintained, serving diverse patient population | Continue balanced approach, monitor monthly compliance reports |
| Strong 60% numbers | More flexibility to accept 40% patients who need our services | Can accept more cardiac, pulmonary, and debility patients while maintaining compliance |
Remember: 40% Patients Still Need Medical Necessity
Even though 40% patients don't have a qualifying diagnosis, they must still meet all IRF-level medical necessity criteria:
- Need for multiple therapy disciplines
- Ability to tolerate 3 hours of therapy per day
- Need for close physician supervision
- Need for interdisciplinary team approach
- Need for specialized rehabilitation nursing
- Reasonable expectation of functional improvement
A patient with debility who cannot tolerate intensive therapy or who does not need close physician supervision may be more appropriate for a SNF, regardless of the 60/40 consideration.
Consequences of Non-Compliance
If, during a calendar year, more than 40% of our patients fall outside the 60% list, we risk losing our IRF designation. The consequences are severe:
- Loss of IRF Classification: Facility would be reclassified as an acute care hospital
- Dramatic Payment Reduction: Reimbursement would drop to much lower acute care hospital rates
- Retroactive Adjustments: CMS may demand repayment for the entire non-compliant period
- Financial Devastation: Potential loss of millions of dollars annually
- Reputation Damage: Loss of specialized status in the market
This is why your role matters. Every referral you bring in affects our compliance percentage. Understanding which patients qualify for the 60% helps protect our facility's designation and our ability to serve patients who need intensive rehabilitation.
Day 2 Knowledge Check
Complete this quiz to test your understanding of the competitive landscape and CMS 60/40 Rule before proceeding to the final assessment.
Day 3: Final Assessment
Assessment Requirements
This is your final assessment. You must score 90% or higher to successfully complete this orientation. The assessment consists of scenario-based questions that test your ability to apply what you've learned.
If you score below 90%, you will need to review the material and retake the assessment with a new set of questions.
Instructions
Read each scenario carefully and select the best answer. After submitting, you will receive immediate feedback explaining why each answer is correct or incorrect. Take your time—there is no time limit.
Final Assessment: Scenario-Based Questions
30-Day Post-Orientation Mentorship Plan
Goal of the Mentorship
To transition the new salesperson from theoretical knowledge to practical application, ensuring they meet initial performance targets and integrate successfully into the sales team. You will be assigned a Senior Salesperson or Sales Manager as your mentor.
Week 1: Shadowing & Relationship Building
| Weekly Check-in Topics | Key Performance Indicators (KPIs) |
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Week 2: Independent Field Work & Objection Handling
| Weekly Check-in Topics | Key Performance Indicators (KPIs) |
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Week 3: Clinical Integration & Complex Cases
| Weekly Check-in Topics | Key Performance Indicators (KPIs) |
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Week 4: Performance Review & Goal Setting
| Weekly Check-in Topics | Key Performance Indicators (KPIs) |
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Training Videos
Visual Learning Resources
These videos demonstrate the different therapy modalities and rehabilitation approaches used in IRF settings. Watching these will help you understand what our patients experience and better communicate our services to referral sources and families.
Understanding Inpatient Rehabilitation
What is an Inpatient Rehabilitation Facility (IRF)?
This video provides an excellent overview of what IRFs do and how they differ from other post-acute care settings.
Stroke Recovery: Why Choose an IRF?
Learn why stroke patients benefit from choosing an inpatient rehabilitation facility over other care settings.
Physical Therapy (PT)
Physical Therapy in Rehabilitation
Physical therapists focus on mobility, strength, balance, and gait training. Watch how PT helps patients regain their ability to walk and move safely.
Inpatient Rehab for Stroke Patients
A physical therapist shares information, tips, and strategies for inpatient rehabilitation for stroke patients.
Occupational Therapy (OT)
Occupational Therapy for Stroke Rehab
Occupational therapy focuses on Activities of Daily Living (ADLs). Watch how OT helps patients relearn essential skills like dressing, bathing, and eating.
Activities of Daily Living (ADL) After Stroke
Learn how occupational therapists teach patients simple strategies to resume daily tasks such as dressing, bathing, and eating after a stroke.
Speech-Language Pathology (ST)
Rehabilitation After Stroke: Speech Therapy
Speech therapists help patients with communication disorders and swallowing difficulties. Watch a speech therapy session in action.
Road to Recovery: Speech Therapy After Stroke
A speech pathologist discusses the impact of strokes on speech and swallowing function, and the role of speech therapy in recovery.
Aphasia Exercises for Stroke Rehabilitation
Learn rehabilitation exercises to help patients overcome aphasia (language impairment) after a stroke or traumatic brain injury.
Swallowing Therapy (Dysphagia)
Swallowing Rehabilitation Exercises
Many stroke and brain injury patients have difficulty swallowing (dysphagia). Watch specific swallowing exercises that speech therapists use to help patients.
Comprehensive Rehabilitation Overview
Inpatient Rehabilitation Introduction
A comprehensive introduction to inpatient rehabilitation services, showing the interdisciplinary team approach.
Inpatient Rehabilitation Video
See how the rehabilitation team works together to help patients recover and regain independence.
Key Takeaways from These Videos
- Intensity Matters: Notice how patients receive multiple therapy sessions throughout the day
- Team Approach: PT, OT, and ST work together toward common goals
- Functional Focus: All therapy is aimed at restoring real-world function
- Patient Engagement: Patients are active participants in their recovery
- Progress Tracking: Therapists measure and document improvements
Additional Resources
Quick Reference: The 13 Qualifying Conditions
- Stroke
- Spinal Cord Injury
- Congenital Deformity
- Amputation
- Major Multiple Trauma
- Fracture of Femur (Hip Fracture)
- Brain Injury
- Neurological Disorders (MS, ALS, Parkinson's, etc.)
- Burns
- Active Polyarticular Rheumatoid Arthritis
- Systemic Vasculidities with Joint Inflammation
- Severe or Advanced Osteoarthritis
- Knee/Hip Replacement (bilateral, BMI≥50, or age 85+)
Key Talking Points for Referral Sources
| Topic | Key Message |
|---|---|
| Intensity of Care | "Our patients receive 3 hours of therapy per day, 5 days per week—far more intensive than SNF or home health." |
| Medical Supervision | "Patients are seen by a rehabilitation physician at least 3 times per week, ensuring close medical oversight." |
| Team Approach | "Our interdisciplinary team meets weekly to coordinate care and adjust treatment plans." |
| Outcomes | "Research shows our patients have better functional outcomes and lower mortality than those sent to SNF." |
| Goal | "Our goal is to return patients to their prior level of function and get them home safely and quickly." |
Regulatory References
For detailed regulatory information, refer to the following official sources:
| Regulation | Description | Link |
|---|---|---|
| 42 CFR 412.29 | Classification criteria for payment under the IRF prospective payment system. This is the primary regulation defining the 60% rule and the 13 qualifying conditions. | View on eCFR → |
| 42 CFR 412.622 | Basis of payment for IRFs under the prospective payment system, including case-mix groups and payment rates. | View on eCFR → |
| Medicare Benefit Policy Manual, Chapter 1 | Inpatient Hospital Services Covered Under Part A. Section 110 covers IRF coverage requirements. | Download PDF → |
| CMS IRF-PAI Manual | The official manual for completing the Inpatient Rehabilitation Facility Patient Assessment Instrument, including Section GG functional items. | View on CMS → |
| CMS 60% Rule Compliance Specifications | Official CMS document detailing how to calculate and report 60% rule compliance. | Download PDF → |
| CMS IRF PPS Final Rule (FY 2025) | The most recent final rule with updates to payment rates, quality measures, and policies. | View on CMS → |
| MedPAC IRF Payment Basics | An excellent overview of the IRF payment system from the Medicare Payment Advisory Commission. | Download PDF → |
Key Research Citations
The following peer-reviewed research and authoritative sources support the clinical arguments for IRF care:
| Citation | Key Finding | Link |
|---|---|---|
| Hong, I., et al. (2019) JAMA Network Open |
Stroke patients in IRFs had significantly better functional outcomes and lower mortality (17.5% vs. 30.5%) compared to those in SNFs. | View Study → |
| Pattath, P., et al. (2023) CDC/NCHS |
Ischemic stroke patients discharged to IRFs were more likely to achieve functional independence (mRS ≤ 2) at 90 days. | View Study → |
| Lake, D., et al. (2025) Journal of the American Geriatrics Society |
Following hospitalization for stroke and hip fracture, discharge to an IRF was associated with lower mortality relative to SNF. | View Study → |
| Dobson DaVanzo & Associates AMRPA Commissioned Report |
When patients are matched on characteristics, IRF rehabilitation leads to lower mortality, fewer readmissions and ER visits, and better functional outcomes. | Download Report → |
| Shirley Ryan AbilityLab (2025) | Comprehensive comparison of IRF vs. SNF care levels, therapy intensity, and patient selection criteria. | View Article → |
| PAM Health (2023) | Overview of advantages of inpatient rehabilitation hospitals for stroke recovery, including therapy intensity and outcomes data. | View Article → |
Additional Industry Resources
| Resource | Description | Link |
|---|---|---|
| AMRPA | American Medical Rehabilitation Providers Association - the national trade association representing IRFs. | Visit Website → |
| ACRM | American Congress of Rehabilitation Medicine - professional organization for rehabilitation research and education. | Visit Website → |
| AAPM&R | American Academy of Physical Medicine and Rehabilitation - the national medical specialty organization for physiatrists. | Visit Website → |
Congratulations!
Upon successful completion of this orientation (scoring 90% or higher on the final assessment), you will be prepared to begin your role as a sales/marketing professional for United Medical Healthwest. Remember, your success depends on understanding both the clinical aspects of our services and the regulatory requirements that govern our operations. Your advocacy for patients to receive the right level of care can change lives.
Role-Play Scenarios
Practice Makes Perfect
These role-play scenarios are designed to help you practice handling common objections from case managers, patients, and families. Read through each scenario, study the recommended responses, and practice delivering them naturally. The key is to acknowledge concerns, educate with data, and always focus on patient outcomes.
How to Use These Scenarios
- Read the Setup: Understand the context and the objection being raised
- Study the Response: Learn the key talking points and data to cite
- Practice Out Loud: Say the responses aloud until they feel natural
- Role-Play with a Partner: Have a colleague play the case manager while you respond
- Adapt to Your Style: Modify the language to fit your personality while keeping the key points
Scenario 1: "SNF is Cheaper"
The Objection
Case Manager: "I appreciate you coming by, but honestly, we're going to send Mrs. Johnson to the SNF down the street. It's cheaper for the family and closer to home. She'll get therapy there too."
Your Response
You: "I completely understand the cost concern—that's something families think about a lot. But let me share something that might change the picture. While the daily rate at a SNF may look lower, the total cost of care often ends up being higher."
You: "Here's why: At our IRF, Mrs. Johnson will receive 3 hours of therapy every day, 5 days a week. That's 15+ hours per week. At a SNF, she'll typically get 5-9 hours per week. Because of this intensity, our average length of stay is about 12 days, while SNF stays often run 25-30 days or longer."
You: "More importantly, research published in JAMA shows that stroke patients like Mrs. Johnson have a 43% lower mortality rate when they go to an IRF versus a SNF—17.5% compared to 30.5%. They also have fewer hospital readmissions and better functional outcomes."
You: "So while the daily rate is higher, the shorter stay and better outcomes often mean lower total costs and a faster return to independence. Would it help if I shared some of this research with you and the family?"
Key Points to Remember:
- Acknowledge the cost concern—don't dismiss it
- Reframe from daily cost to total cost of care
- Cite the therapy intensity difference (15+ hrs vs. 5-9 hrs)
- Cite the length of stay difference (12 days vs. 25+ days)
- Cite the JAMA mortality data (17.5% vs. 30.5%)
- Offer to share research with the family
Scenario 2: "Patient is Too Weak"
The Objection
Case Manager: "Mr. Davis just came out of the ICU after his stroke. He's extremely weak and deconditioned. There's no way he can handle 3 hours of therapy a day. Let's send him to a SNF first to build up his strength, then maybe he can come to you later."
Your Response
You: "I hear that concern a lot, and it makes sense on the surface. But here's something important to consider: the 3 hours of therapy doesn't have to be three consecutive hours. Our therapists can break it up into shorter sessions throughout the day—maybe 45 minutes of PT in the morning, 30 minutes of OT before lunch, another session in the afternoon, and so on."
You: "What's really critical here is timing. After a stroke, there's what we call a 'golden window' for recovery—the first few weeks when the brain is most receptive to rehabilitation. If Mr. Davis spends 3-4 weeks in a SNF getting minimal therapy, he may miss that window entirely."
You: "Our medical director and nursing team are experienced with post-ICU patients. We have 24-hour rehab nursing with a 1:6 nurse-to-patient ratio, and our physician sees patients at least 3 times per week. If Mr. Davis needs to start slower, we can accommodate that and ramp up as he gets stronger."
You: "The research actually shows that patients who go directly to an IRF have better outcomes than those who go to SNF first. Would you like me to have our clinical liaison come evaluate Mr. Davis to see if he's a good fit?"
Key Points to Remember:
- Explain that 3 hours can be broken into shorter sessions
- Emphasize the "golden window" for neurological recovery
- Highlight the medical supervision (physician 3x/week, 1:6 nursing ratio)
- Offer flexibility—we can start slower and ramp up
- Offer a clinical liaison evaluation
Scenario 3: "Family Wants Patient Home"
The Objection
Case Manager: "The family is really pushing for Mrs. Chen to go home. They say they can take care of her and she can get home health therapy. They don't want her in another facility."
Your Response
You: "I completely understand—everyone wants to be home, and that's ultimately our goal too. But let me share why a short stay at our IRF might actually get Mrs. Chen home faster and safer."
You: "Home health therapy typically provides about 3-5 hours of therapy per week—maybe a PT visit on Monday, an OT visit on Wednesday, and so on. At our IRF, Mrs. Chen would get 15+ hours of therapy per week. That's roughly 5 times the intensity."
You: "Think of it this way: would you rather have Mrs. Chen get a little therapy over many weeks at home, or intensive therapy for about 12 days and then go home much stronger and more independent? Our patients often go home able to do things they couldn't do when they arrived—walking safely, getting dressed independently, managing their medications."
You: "The other thing to consider is safety. If Mrs. Chen goes home too soon and falls, she could end up back in the hospital with a hip fracture or head injury. Our goal is to make sure she goes home ready to be safe and independent."
You: "Would it help if I spoke with the family directly? Sometimes hearing about what we do and how quickly patients progress can ease their concerns."
Key Points to Remember:
- Validate the desire to go home—it's our goal too
- Compare therapy intensity (15+ hrs/week vs. 3-5 hrs/week)
- Frame IRF as the bridge to a BETTER return home
- Emphasize safety and fall prevention
- Offer to speak directly with the family
Scenario 4: "Insurance Won't Authorize"
The Objection
Case Manager: "Look, I'd love to send Mr. Thompson to your facility, but his insurance is a nightmare. They denied IRF authorization last time for a similar patient. It's just easier to send him to the SNF where we know it'll get approved."
Your Response
You: "I understand the frustration with insurance—it can definitely be challenging. But I want you to know that we have a dedicated team that handles authorizations, and we're pretty successful at getting them approved when the patient is clinically appropriate."
You: "What insurance does Mr. Thompson have? [Wait for answer] Okay, we work with them regularly. Our clinical liaison can review Mr. Thompson's case and help ensure the documentation supports IRF-level care. If there's a denial, our team handles peer-to-peer reviews where our physiatrist speaks directly with the insurance medical director."
You: "The key is making sure the documentation clearly shows that Mr. Thompson needs the intensity of care we provide—multiple therapy disciplines, close physician supervision, and 24-hour rehab nursing. If he truly needs IRF care, we should fight for him to get it."
You: "Can I have our clinical liaison come by to review his case? If he's appropriate, we'll take the lead on the authorization process. You won't have to deal with the insurance company—we will."
Key Points to Remember:
- Acknowledge the insurance challenge
- Emphasize that your team handles authorizations
- Offer peer-to-peer review support
- Stress proper documentation is key
- Offer to take the burden off the case manager
Scenario 5: "Patient Has Cognitive Issues"
The Objection
Case Manager: "Mrs. Rodriguez had a severe TBI and has significant cognitive deficits. She's confused, has memory problems, and can't follow multi-step commands. I don't think she can participate meaningfully in therapy. SNF is probably more appropriate."
Your Response
You: "Actually, patients with traumatic brain injury and cognitive deficits are exactly who we specialize in treating. TBI is one of the 13 qualifying conditions for IRF care, and cognitive rehabilitation is a core part of what we do."
You: "Our speech-language pathologists work specifically on cognitive-communication skills—attention, memory, problem-solving, and following directions. Our occupational therapists help patients relearn daily tasks even when they have cognitive challenges. And our whole team is trained in working with patients who have confusion or memory issues."
You: "The key question isn't whether Mrs. Rodriguez is confused now—it's whether she has the potential to improve with intensive, specialized rehabilitation. The brain has remarkable plasticity, especially in the early weeks after injury. If we wait and send her to a SNF, we may miss the critical window when her brain is most ready to heal."
You: "Would it help if our clinical liaison came to evaluate her? We can assess her potential for improvement and determine if she's a good candidate for our program."
Key Points to Remember:
- TBI is a qualifying condition—we specialize in this
- Cognitive rehabilitation is part of our core services
- Emphasize neuroplasticity and the recovery window
- Focus on potential for improvement, not current status
- Offer clinical liaison evaluation
Scenario 6: "We Already Have a SNF Relationship"
The Objection
Case Manager: "We have a great relationship with Sunny Acres SNF. They take our patients quickly, they communicate well, and we know what to expect. I don't really see a reason to change what's working."
Your Response
You: "I'm glad you have a good relationship with Sunny Acres—having reliable partners is important. I'm not asking you to stop using them. What I am suggesting is that we might be the better option for certain patients."
You: "Think of it this way: SNFs are great for patients who need skilled nursing care and some therapy. But for patients who have had a major medical event—like a stroke, brain injury, or spinal cord injury—and need intensive rehabilitation to regain function, that's really what IRFs are designed for."
You: "When you have a patient who's younger, more motivated, or has a condition that responds well to intensive therapy, those are the patients who would benefit most from coming to us. The SNF can still be your go-to for the patients who need a different level of care."
You: "I'd love to be another resource in your toolkit. Can I leave you some information about the types of patients who do best with us? And I'm always available if you have a patient you're not sure about—I can help you think through whether IRF or SNF is the better fit."
Key Points to Remember:
- Don't criticize their existing relationship
- Position yourself as an additional resource, not a replacement
- Help them understand which patients are IRF-appropriate
- Offer to be a consultative resource
- Leave educational materials
Scenario 7: "Patient is Too Old"
The Objection
Case Manager: "Mr. Williams is 87 years old. At his age, I just don't think intensive rehab makes sense. He's not going to bounce back like a younger person. Let's just make him comfortable at a SNF."
Your Response
You: "I understand that concern, but I'd encourage you not to let age alone determine Mr. Williams' care path. We successfully treat many patients in their 80s and even 90s. What matters more than age is their prior functional status, their motivation, and their medical stability."
You: "Let me ask you a few questions: Before this hospitalization, was Mr. Williams living independently? Was he walking, driving, managing his own affairs? If so, he has a lot of function to get back to, and he deserves the chance to try."
You: "Actually, for patients 85 and older who need a joint replacement, that automatically qualifies them for the 60% rule. CMS recognizes that older patients often need more intensive rehabilitation."
You: "The research shows that older patients can and do make significant gains in IRF settings. The key is their baseline function and their goals. If Mr. Williams wants to get back to his life, we should give him that opportunity. Can I have our team evaluate him?"
Key Points to Remember:
- Age alone should not determine care level
- Focus on prior functional status and motivation
- Patients 85+ with joint replacement qualify for 60%
- Older patients can and do make significant gains
- Ask about baseline function and patient goals
Scenario 8: "Debility Patient—Not a Qualifying Condition"
The Objection
Case Manager: "I have a patient who was in the ICU for 3 weeks with sepsis. He's extremely weak and deconditioned, but he doesn't have a stroke or brain injury. He's just debilitated. Can you even take him?"
Your Response
You: "Great question. Yes, we can absolutely take patients with debility and generalized weakness—they're actually one of our most common patient types. While debility isn't one of the 13 conditions that count toward our 60% compliance, it falls into our 40% category."
You: "Here's what that means: CMS requires that at least 60% of our patients have one of 13 specific conditions. The other 40% can have conditions like debility, cardiac rehab, pulmonary conditions, or other diagnoses that still benefit from intensive rehabilitation."
You: "The key question is whether your patient meets the medical necessity criteria: Does he need multiple therapy disciplines? Can he tolerate 3 hours of therapy per day? Does he need close physician supervision? Does he require 24-hour rehab nursing? If the answer is yes, he may be a great candidate."
You: "Post-ICU patients with severe deconditioning often do extremely well with us. They've lost significant function and need intensive therapy to regain it. Let me have our clinical liaison evaluate him."
Key Points to Remember:
- Debility patients fall into the 40% category
- Explain the 60/40 rule simply
- Focus on medical necessity criteria
- Post-ICU patients often do very well in IRF
- Offer clinical liaison evaluation
Practice Tips
- Listen First: Always let the case manager fully express their concern before responding
- Acknowledge: Start by validating their concern—"I understand" or "That's a great point"
- Educate: Share data and information without being condescending
- Offer Solutions: Always end with a concrete next step—usually a clinical liaison evaluation
- Build Relationships: Your goal is to be a trusted resource, not to "win" every patient
- Know When to Step Back: If a patient truly isn't appropriate for IRF, acknowledge it and maintain the relationship
Insurance Authorization Guide
Why Authorization Matters
Obtaining proper insurance authorization is critical for ensuring patients can access IRF care without financial barriers. As a marketer, understanding this process helps you set appropriate expectations with referral sources and families, and positions you as a knowledgeable resource.
Medicare Authorization Process
Traditional Medicare (Parts A & B)
Good News: Traditional Medicare does NOT require prior authorization for IRF admissions. However, the patient must meet medical necessity criteria, and documentation must support the admission.
| Step | Action | Responsible Party |
|---|---|---|
| 1 | Verify Medicare eligibility and Part A benefits | Admissions/Business Office |
| 2 | Complete Pre-Admission Screening (PAS) within 48 hours of admission | Clinical Liaison/Physiatrist |
| 3 | Ensure documentation supports medical necessity (6 key criteria) | Clinical Team |
| 4 | Submit admission notice to Medicare within 24 hours | Business Office |
| 5 | Complete IRF-PAI assessment within required timeframes | Clinical Team |
Key Documentation Requirements:
- Physician certification of need for IRF-level care
- Pre-admission screening completed by qualified clinician
- Rehabilitation physician review and approval before admission
- Documentation of all 6 medical necessity criteria
Medicare Advantage (Part C) Plans
Important: Medicare Advantage plans typically DO require prior authorization. The process varies by plan but generally follows this pattern:
| Step | Action | Timeline |
|---|---|---|
| 1 | Identify the specific MA plan and obtain authorization phone/fax number | Day 0 |
| 2 | Submit authorization request with clinical documentation | Day 0-1 |
| 3 | Follow up on pending authorizations daily | Ongoing |
| 4 | Obtain authorization number before admission (if possible) | Before admission |
| 5 | Request concurrent review authorization during stay | Every 3-7 days |
Common MA Plans and Contact Information:
- UnitedHealthcare: 1-877-842-3210 | Fax: 1-801-994-1349
- Humana: 1-800-523-0023 | Provider Portal: Availity
- Aetna: 1-800-624-0756 | Provider Portal: Availity
- Cigna: 1-800-768-4695 | Provider Portal: Cigna for Healthcare Professionals
- Anthem/BCBS: Varies by state | Check member ID card
Medicaid Authorization Process
State Medicaid Programs
Medicaid authorization requirements vary significantly by state. Most states require prior authorization for IRF admissions.
| Step | Action | Key Considerations |
|---|---|---|
| 1 | Verify Medicaid eligibility and managed care enrollment | Check if patient is in fee-for-service or managed Medicaid |
| 2 | Identify authorization requirements for the specific state/MCO | Requirements vary widely |
| 3 | Submit prior authorization request with required documentation | Include medical records, PAS, physician orders |
| 4 | Follow up within 24-48 hours if no response | Document all contacts |
| 5 | Appeal denials promptly within required timeframes | Typically 30-60 days for appeals |
Common Medicaid Managed Care Organizations:
- Molina Healthcare: 1-888-562-5442
- Centene/Superior: Varies by state
- Amerigroup: 1-800-600-4441
- WellCare: 1-866-530-9491
Commercial Insurance Authorization
Private/Commercial Payers
Commercial insurers almost always require prior authorization for IRF admissions. The process is typically more rigorous than Medicare.
| Step | Action | Best Practices |
|---|---|---|
| 1 | Verify benefits and authorization requirements | Call the number on the back of the insurance card |
| 2 | Obtain referral from PCP if required (HMO plans) | Some plans require PCP referral before specialist auth |
| 3 | Submit authorization request with comprehensive documentation | Include: H&P, therapy evaluations, PAS, physician orders |
| 4 | Request peer-to-peer review if initial denial | Physiatrist speaks directly with insurance medical director |
| 5 | Track authorized days and request extensions proactively | Submit extension requests 2-3 days before auth expires |
Handling Authorization Denials
Denial Management Process
Denials are common but often can be overturned with proper documentation and persistence. Follow this process:
| Step | Action | Timeline |
|---|---|---|
| 1 | Review the denial letter carefully - Identify the specific reason for denial | Same day |
| 2 | Request peer-to-peer review - Have the physiatrist speak with the insurance medical director | Within 24-48 hours |
| 3 | Gather additional documentation - Obtain any missing records that support medical necessity | Within 3-5 days |
| 4 | Submit formal appeal - Include letter from physiatrist addressing denial reasons | Within appeal deadline (usually 30-60 days) |
| 5 | Escalate if needed - Request external review or involve patient advocacy | After internal appeal exhausted |
Common Denial Reasons and How to Address Them
| Denial Reason | How to Address |
|---|---|
| "Patient does not meet medical necessity" | Provide detailed documentation of all 6 IRF medical necessity criteria. Include functional assessment scores, therapy evaluations, and physician attestation. |
| "Patient can be treated at a lower level of care (SNF)" | Document why patient requires 3 hours/day of therapy, close physician supervision, and interdisciplinary team approach. Cite outcome studies showing IRF superiority for the diagnosis. |
| "Patient is not medically stable" | Provide documentation showing medical issues are controlled and patient can participate in intensive therapy. Include recent vital signs, lab values, and physician assessment. |
| "Insufficient documentation" | Resubmit with complete medical records, therapy evaluations, PAS, and detailed physician orders. Ensure all required forms are included. |
| "Patient cannot tolerate 3 hours of therapy" | Document patient's participation in acute care therapy, cognitive status, and motivation. Explain that therapy can be provided in shorter sessions throughout the day. |
Expediting Authorizations
Tips for Faster Authorization
- Submit complete documentation upfront - Missing information is the #1 cause of delays
- Use electronic submission when available - Fax and portal submissions are faster than mail
- Request urgent/expedited review - Available when patient's health could be jeopardized by standard timeframes
- Build relationships with payer representatives - Know your contacts at major insurers
- Follow up proactively - Don't wait for the payer to contact you
- Document everything - Keep records of all calls, reference numbers, and commitments
Quick Reference Card
Downloadable Field Reference
This one-page quick reference card summarizes the key information you need in the field. Print it or save it to your phone for easy access during referral source visits.
UNITED MEDICAL HEALTHWEST
IRF Quick Reference Card
The CMS 13 Qualifying Conditions
- Stroke
- Spinal Cord Injury
- Congenital Deformity
- Amputation
- Major Multiple Trauma
- Hip Fracture (Femur)
- Brain Injury
- Neurological Disorders (MS, ALS, Parkinson's)
- Burns
- Polyarticular Rheumatoid Arthritis*
- Systemic Vasculidities*
- Severe Osteoarthritis*
- Joint Replacement** (bilateral, BMI≥50, or 85+)
*Has specific criteria | **Must meet at least one qualifier
IRF vs. SNF: Key Differences
| Factor | IRF | SNF |
|---|---|---|
| Therapy/Day | 3+ hours | 1-2 hours |
| Physician Visits | 3x/week | Monthly |
| Nursing Ratio | 1:6 | 1:15+ |
| Avg. Stay | 12 days | 25+ days |
| Stroke Mortality | 17.5% | 30.5% |
Key Talking Points
Intensity: "3 hours of therapy daily, 5 days/week"
Supervision: "Physician sees patient 3x per week"
Team: "Weekly interdisciplinary team conferences"
Outcomes: "43% lower mortality for stroke patients"
Speed: "Home in ~12 days vs. 25+ in SNF"
Value: "Better outcomes, fewer readmissions"
6 Medical Necessity Criteria
✓ Multiple therapy disciplines needed
✓ Can tolerate 3 hrs therapy/day
✓ Requires close physician supervision
✓ Needs interdisciplinary team
✓ Requires 24-hr rehab nursing
✓ Expected to improve significantly
United Medical Healthwest | IRF Sales & Marketing | April 23, 2026
Certificate of Completion
Complete Your Training First
To generate your Certificate of Completion, you must first pass the Day 3 Final Assessment with a score of 90% or higher. Once you have passed, return to this page to generate and print your personalized certificate.
Marketing Materials
Professional Marketing Toolkit
Download and print these professionally designed marketing materials for use in the field. All materials feature the United Medical Physical Rehabilitation Hospital branding and include the New Orleans campus contact information.
Leave-Behind Materials for Case Managers & Physicians
| Material | Description | Best Used For | Download |
|---|---|---|---|
| Facility Brochure | Tri-fold brochure with overview of services, therapy programs, and contact info | First meetings, facility tours, general introductions | View/Print |
| One-Page Fact Sheet | Quick reference with key stats, therapy hours, outcomes, and team overview | Case managers, quick reference during meetings | View/Print |
| IRF vs SNF Comparison | Side-by-side comparison with research data showing IRF advantages | Objection handling, competitive discussions | View/Print |
| CMS 13 Quick Card | Pocket-sized reference card with all 13 qualifying conditions | Field reference, quick patient screening | View/Print |
| Home Health Failure Signs | Warning signs that a patient at home may need IRF evaluation | Home health agencies, PCPs, family discussions | View/Print |
| Competitor Quick Reference | One-page guide with head-to-head comparison, talking points, and objection responses for SNF/Home Health | Sales team internal use, competitive positioning | View/Print |
Patient & Family Materials
| Material | Description | Best Used For | Download |
|---|---|---|---|
| Patient & Family FAQ | Common questions answered about IRF care, what to expect, and what to bring | Patient/family education, pre-admission discussions | View/Print |
Referral Tools
| Material | Description | Best Used For | Download |
|---|---|---|---|
| Referral Form | Fax-ready referral form with patient info, insurance, and clinical details | Leave with case managers, referral pads | View/Print |
| Business Cards | Customizable business card generator - enter name, title, phone, email | Sales team, networking, professional introductions | View/Print |
Printing Tips
- Brochure: Print on 11x8.5" paper (landscape), then fold into thirds
- Fact Sheet & Comparison: Print on standard letter paper (8.5x11")
- CMS 13 Quick Card: Print on half-page (5.5x8.5") or cut letter paper in half
- Referral Form: Print multiple copies for referral pads
- Business Cards: Print on cardstock (110 lb), 10 cards per page, cut along dashed lines
- All Materials: Use "Print" (Ctrl+P / Cmd+P) from your browser, select "Save as PDF" to create digital copies
Contact Information on All Materials
United Medical Physical Rehabilitation Hospital - New Orleans
3201 Wall Blvd, Suite B, Gretna, Louisiana 70056
Main: 504-433-5535 | Fax: 504-433-5551
Admissions: Rosa (Director of Admissions): 504-251-5065 | Anya (IRF Business Development): 954-825-6409
Hours: Mon-Fri 8am-6:30pm, Sat-Sun 9am-2pm
Neuro IRF Playbook
"Finish the Job" Clinical Pathway & CMS-13 Strategy
This playbook provides the clinical pathway for post-stroke and neurological rehabilitation, along with diagnosis-specific marketing cards for each of the CMS-13 qualifying conditions. Use these materials to understand our clinical approach and effectively communicate our value proposition to referral sources.
Neuro Program Medical Director
Lionel A. Branch Jr., MD
Email: [email protected]
Dr. Branch leads our Neurology Rehabilitation Program, overseeing stroke, TBI, and neurological disorder rehabilitation with a focus on evidence-based care and optimal patient outcomes.
Core Philosophy: "Finish the Job"
Acute care stabilizes the patient and addresses the immediate medical crisis. But stabilization is not recovery. Our job is to finish what acute care started — to restore function, prevent complications, and prepare patients for a safe return to their lives.
- Restore Function: Mobility, self-care, communication, swallowing
- Prevent Complications: Aspiration, falls, DVT, pressure injury, delirium
- Lock in Prevention: Secondary stroke prevention, medication optimization, patient/family education
- Prepare for Discharge: Safe home setup, caregiver training, outpatient therapy plan
Post-Stroke Clinical Pathway
| Phase | Timing | Key Focus Areas |
|---|---|---|
| Phase 0: Pre-Admission | Before arrival | Clinical screening, insurance authorization, family communication, bed assignment |
| Phase 1: First 72 Hours | Days 1-3 | Comprehensive evaluations (PT/OT/ST), physiatrist exam, nursing assessment, swallow evaluation, fall risk assessment, care conference |
| Phase 2: Active Rehab | Days 4-10 | Intensive therapy (15+ hrs/week), daily progress monitoring, complication prevention, medication optimization, family training begins |
| Phase 3: Discharge Prep | Days 10-14 | Home safety evaluation, equipment ordering, caregiver competency training, outpatient therapy scheduling, follow-up appointments |
| Phase 4: Discharge | Day 14+ | Discharge education, medication reconciliation, written instructions, 24-hour follow-up call, PCP/specialist communication |
Downloadable Clinical & Marketing Materials
| Material | Description | Best Used For | Download |
|---|---|---|---|
| Post-Stroke Marketing Card (4x6) | Two-sided 4x6 card with stroke pathway on front, CMS-13 reference on back | Leave-behind for neurologists, hospitalists, stroke coordinators | View/Print |
| CMS-13 Diagnosis Cards (All 13) | Individual 4x6 cards for each CMS-13 condition with "Finish the Job" focus and complications prevented | Targeted outreach to specialists (orthopedics, neurology, pulmonology, etc.) | View/Print |
| Clinical Pathway Document (PDF) | Original comprehensive clinical pathway and CMS-13 modules document | Internal reference, clinical liaison training | Download PDF |
| Full Pathway & CMS-13 Modules (DOCX) | Editable Word document with complete pathway and all CMS-13 condition modules | Customization, internal training materials | Download DOCX |
CMS-13 Condition Quick Reference
| # | Condition | Key "Finish the Job" Focus | Primary Complications Prevented |
|---|---|---|---|
| 1 | Stroke | Restore mobility, treat dysphagia, lock in prevention | Aspiration, falls, DVT, pressure injury |
| 2 | Spinal Cord Injury | Maximize independence, bowel/bladder program | Pressure injury, autonomic dysreflexia, DVT |
| 3 | Congenital Deformity | Optimize mobility, adaptive techniques | Skin breakdown, contractures, falls |
| 4 | Amputation | Pre-prosthetic training, ADL retraining | Wound complications, contractures, falls |
| 5 | Major Multiple Trauma | Coordinate multi-system recovery | DVT/PE, pressure injury, deconditioning |
| 6 | Hip Fracture | Early mobilization, fall prevention | Falls, DVT, pressure injury, delirium |
| 7 | Brain Injury | Cognitive rehab, behavioral management | Agitation, falls, aspiration, seizures |
| 8 | Neurological Disorders | Optimize function within disease constraints | Falls, aspiration, contractures, depression |
| 9 | Burns | ROM, scar management, splinting | Contractures, hypertrophic scarring, infection |
| 10 | Polyarticular Inflammatory Arthritis* | Joint protection, ADL retraining | Further joint damage, falls, deconditioning |
| 11 | Systemic Vasculidities* | Joint protection, fatigue management | Joint damage, falls, medication side effects |
| 12 | Severe Osteoarthritis* | Pain management, mobility optimization | Falls, chronic pain, loss of independence |
| 13 | Knee/Hip Joint Replacement** | Early mobilization, gait training | Falls, dislocation, DVT, stiffness |
*Requires active/polyarticular involvement + limited response to prior less intensive rehab
**Requires bilateral, BMI ≥50, or age ≥85
Using the Diagnosis-Specific Cards
- Targeted Outreach: Use the stroke card when visiting neurologists and stroke coordinators; use the hip fracture card for orthopedic surgeons
- Education Tool: Each card explains what we do ("Finish the Job") and what we prevent (complications)
- Leave-Behind: Print on 4x6 cardstock and leave with referral sources
- CMS Compliance: Each card shows the CMS-13 number, reinforcing that these patients count toward the 60%