Capture RTM Revenue Reliably — Without Adding Work
An AI-assisted RTM/RPM workflow designed for small PT & OT clinics to guarantee compliant billing capture while fitting existing operations.
Most Affordable & Feature Rich Learning Platform for Trainers and Experts
Build an online learning community. Deliver all forms of training on the web and mobile apps from a single system
I have been building eLearning courses for over 25 years and when I saw Instancy learning platform, I fell in love with the system. The support team has been great to work with.
Tom Dover
Dover Telecommunication
RTM Revenue Is Being Earned —
But Not Always Captured
Most PT/OT clinics already support patients between visits.
What’s missing isn’t care — it’s reliable, auditable tracking.
Manual RTM tracking:
- Breaks down during busy weeks
- Depends on staff memory and spreadsheets
- Leads to missed billing thresholds and delayed claims
When thresholds aren’t documented correctly:
- Billable days are lost
- CPT time is underreported
- ~$115 per patient per month quietly slips away
This isn’t a compliance problem. It’s an operational one.
Know Exactly When a Patient Is Ready to Bill
Designed for Both Sides of the Care Relationship
Patient App
- Simple, guided check-ins
- Clear adherence prompts
- No technical complexity
Built to encourage consistency — not overwhelm.
Practitioner View
- At-a-glance adherence status
- Automated summaries
- No manual reconciliation
Designed to support clinical judgment, not replace it.
Social Learning & AI-Powered User Content Creation
Empower learners to create, share, and discuss knowledge using AI-driven tools, discussions, and messaging features.
AI Tutors
Transform existing documents and webpages into interactive AI Tutors that teach, check knowledge, and answer learner questions.
AI Roleplays
Enable learners to practice interpersonal communication skills through simulated conversations. Leverage generative AI to create dynamic, realistic roleplay scenarios with instant feedback and coaching.
Microlearning
Build a library of bite-sized learning units that are easy to consume. Leverage generative AI to add interactivity, quizzes, and multimedia for enhanced engagement.
User Guides and Performance Support
Capture software workflows, standard operating procedures, and step-by-step performance support to guide users in the flow of work, enhanced with multimodal AI chatbots for just-in-time assistance.
Learning Paths
Organize and aggregate any learning content—such as virtual classrooms, assessments, microlearning, and more—into adaptive, blended, and personalized learning paths tailored to each learner’s needs.
Co-Create Knowledge
Empower your learning community members to collaboratively build and share diverse learning objects including flashcards, quizzes, videos, podcasts, microlearning units, performance support guides, and more.
Social Learning
Enable learners to form connections and share knowledge through discussions, knowledge bases and messaging.
Gamification
Motivate learners with points, badges, levels, and leaderboards earned through courses, discussions, and engagement boosting participation and progress.
RTM Data Flows Where It Belongs — Automatically
Technology fatigue is real. RTM only works if it fits into how clinics already operate.
Our AI documentation agents:
- Summarize RTM data automatically
- Push documentation directly into your EHR
- Eliminate duplicate data entry
Zero Double Entry — No copy/paste, no spreadsheets
Staff Time Saved — Documentation happens in the background
EHR-Friendly — Designed to work with systems like Tebra, Practice Better, and others
The goal isn’t more software. It’s less administrative drag.
Built for Compliance — Without Turning Staff Into Billers
Day Threshold Tracking
Automatically verifies adherence days required for RTM billing.
Time-Based CPT Support
Tracks and supports documentation for CPTs like 98980 / 98981.
Audit Confidence
Creates consistent, timestamped logs that stand up to review.
Compliance is built into the workflow — not added on top.
We’ve Built 90%. The Last 10% Needs Real Clinics
The technology is ready.
What matters now is ensuring it works inside real PT/OT clinics, with real constraints.
We’re partnering with a small group of clinic owners to:
- Validate workflows
- Stress-test usability
- Shape final product decisions
Is Your Clinic a Fit for the RTM Pilot? Success
A short conversation is often enough to tell.
FAQ About Learning Communities on
Instancy Social Learning Network
Experts, authors, coaches, trainers and teachers in any subject area or industry can build a learning community on Instancy social learning network. Training companies and education institutes or entrepreneurs building an online learning business can create a learning community also.
There is no limit to learners, instructors, content contributors, or administrators in a learning community. Please speak with Instancy team about the pricing options.
If you plan to sell learning resources or membership subscriptions then revenue share is applicable. If you do not plan to use eCommerce features, you can start with as few as fifty users for an introductory price.
For creating multiple sites (multi-tenancy), customizations, or integrations, please subscribe to the Instancy Enterprise Learning Solution.
Instancy RTM Apps: Frequently Asked Questions
An RTM app is a HIPAA-compliant mobile platform that helps physical therapy (PT) and occupational therapy (OT) clinics monitor patients between visits. Instancy’s RTM solution includes a patient-facing mobile app and a practitioner dashboard — enabling home exercise program (HEP) adherence tracking, daily check-ins, secure messaging, and video conferencing. When patients complete the required 16 days of engagement in a calendar month, the platform generates a billing-ready summary for CPT codes 98977, 98980, and 98981, eliminating manual tracking and reducing revenue leakage.
Instancy’s RTM platform automatically tracks daily patient engagement against the 16-day CMS threshold required for RTM billing. When a patient completes a check-in, the practitioner dashboard updates in real time. Once the threshold is met, the system generates a billing-ready summary flagging the applicable RTM codes — 98977 (musculoskeletal data collection) and 98980/98981 (treatment management) — for clinician review and verification. The platform integrates with EHR systems via FHIR® standards, reducing documentation time and supporting audit-ready records.
The Instancy patient app provides a complete between-visit care experience, including:
Digital onboarding with intake forms and wellness plan setup
Daily check-ins and symptom tracking (pain scale, functional status)
Multimedia microlearning — practitioners can assign video, audio, or text-based home exercise content
Journals and wellness plans for ongoing self-management
Secure messaging and video conferencing with the care team
Automatic data sync to the practitioner dashboard to support RTM billing thresholds
Yes. Instancy’s RTM platform is built on FHIR® (Fast Healthcare Interoperability Resources) standards, enabling secure, structured data exchange with major EHR systems. Practitioners can review RTM summaries and verify data directly in the app, then sync documentation to their EHR with minimal manual entry — eliminating “swivel-chair” data transfer and supporting HIPAA-compliant, auditable records. Contact Instancy to confirm specific EHR integration availability for your practice.
Most RPM tools are designed for chronic disease management and require device hardware. Instancy RTM is purpose-built for PT, OT, and behavioral health clinics, focused on non-physiological therapeutic data — the category CMS specifically created RTM codes to reimburse. Key differentiators include:
Complete care workflow — onboarding, intake forms, HEP assignment, journaling, and wellness plans in one platform
Multimedia microlearning — assign video and interactive content, not just text instructions
Practitioner + patient apps — both sides of the care relationship in one solution
FHIR-based EHR integration — billing-ready, not just data-collecting
RTM-specific billing automation — built around the 16-day threshold, CPT 98977/98980/98981
English 
Arabic