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HelloNote
HelloNote
HelloNote, created by occupational therapist Steve Glukh, is a leading EMR designed specifically for physical and occupational therapy private practices. At Next Level, we collaborate closely with HelloNote to support therapists in starting, building, and growing their practices. Therapists in our Therapy Business Builder Program receive the base level of HelloNote as part of their enrollment, along with a 25% discount on additional therapist accounts. Our program participants benefit from the best pricing available and ongoing training and support to ensure they make the most of HelloNote’s features.
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Note Ninjas
The Note Ninjas
The Note Ninjas was founded by Nicole Poppert, MS, OTR/L, and Stephanie Mayer, PT, DPT. The Note Ninjas is a PT and OT duo dedicated to empowering therapists through effective treatment planning and documentation. For the last 6 years, they have specialized in providing patient-centered treatment ideas and practical documentation examples that streamline the process, allowing therapists to focus more on patient care. Their mission is to simplify and enhance the practice for therapists working with older adults, proving that this population is capable of great achievements. Through their comprehensive and easy-to-use educational resources, they aim to support therapists in delivering high-quality care while ensuring proper reimbursement and compliance.
The Functional Activity and Documentation Master Program
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EZ Way To Stay
EZ Way To Stay
Are you passionate about creating homes that truly support all stages of life? This is your chance to earn NAHB CAPS designation—the Certified Aging in Place Specialist credential—through live, online discounted courses for NLOT members, taught by NAHB Educator of the Year, Instructor Gail Stocks, OTD, OTR/L, CAPS, ECHM.
Steps to Earn NAHB’s Certified Aging in Place Specialist (NAHB CAPS) designation:
1. Take the 3 required courses (CAPS 1,2,3) and pass the test for each.
2. You will then receive a certificate of completion for each class to download
3. Submit your online application with fees indicated on How to Earn Your Caps to receive the designation.
4. Renew yearly with information regarding continuing education and fees required.
To learn more go to ezwaytostay.com/
and type code: “NLOT” for your discount!
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Lift Off Linens
Lift Off Linens
Lift Off Linens is a smarter sheet system designed to make daily care easier, safer, and more dignified for older adults and the people who care for them. Our innovative linens are thoughtfully engineered to simplify bed changes, reduce strain on caregivers, and improve comfort for those spending extended time in bed.
Every detail is intentional — from intuitive design features that support mobility and hygiene, to soft, durable fabrics that stand up to frequent washing without sacrificing comfort. Lift Off Linens helps create a cleaner, calmer, and more manageable care environment, whether at home or in professional settings.
Because better care starts with better design.
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Adaptive Mobility Services
Adaptive Mobility Services
Susie is an occupational therapist and driver rehabilitation specialist. She’s the owner of Adaptive Mobility Services. In addition to providing patient care, she is proud to carry on the tradition of providing occupational therapy practitioners with education on driving. Adaptive Mobility Services offers a range of education to support the OTP In general practice as well as the OT becoming a driver rehabilitation specialist.
Adaptive Mobility Services is thrilled to offer Next Level OTP 50%, our most popular course, “Part 1 Driving Risk Assessment Training.”
OTP, who complete this 25-hour training, is able to provide a driving risk assessment – a reimbursable service on a valuable IADL.
To learn more visit adaptivemobility.com.
To save 50%, use code: NextLevel50
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Rockstar VAs
Rockstart VAs
Next Level Occupational Therapy has teamed up with Virtual Rockstar to connect therapists in our Therapy Business Builder program with top-tier virtual assistants. Through this partnership, we provide training and meet with the virtual assistants weekly for ongoing support so the therapists in our program can focus on scaling their practices and taking their businesses to the Next Level!
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Elevation Tax
Elevation Tax Group
Next Level Occupational Therapy has teamed up with Jeff and his team at Elevation Tax Group because they understand the unique financial needs of small, service-based practices. Their expertise in entity structuring, bookkeeping, payroll, and proactive tax planning ensures our therapist-clients spend less time wrangling numbers and more time helping people. With Elevation Tax Group on our team, we offer a seamless financial foundation that supports stability, growth, and focus on care.
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The Dementia Collaborative
The Dementia Collaborative, LLC
Founded by Rachel Wiley, MS, OTR/L, CDP, The Dementia Collaborative stands at the forefront of dementia care education and training. With extensive experience in occupational therapy and a history of running Day By Day Home Therapy, Rachel Wiley is a recognized leader in the field. Her organization offers the Skills2Care® certification, along with agency training and community presentations. Kara Welke and her team at Home Therapy Solutions are proud to be certified in Skills2Care®, with Rachel Wiley personally providing their training. Kara highly recommends Rachel Wiley as a leading expert in dementia care education. Next Level is honored to be an affiliate of The Dementia Collaborative, supporting their mission to elevate dementia care through evidence-informed education.
Enhancing Activity Engagement for Individuals Living with Dementia
The “Enhancing Activity Engagement for Individuals Living with Dementia” course by Dementia Collaborative offers practical strategies for caregivers and healthcare professionals to engage dementia patients in meaningful activities. The course teaches how to tailor activities to individual abilities and interests, promoting cognitive stimulation and emotional well-being. Participants will learn to create supportive environments that encourage participation and improve the quality of life for those with dementia.
TEMPLATE: Fax Cover Form Dementia Service
The “Dementia Service Fax Cover Form Template” course by Dementia Collaborative provides healthcare professionals with a practical tool for managing dementia care communication. This course offers a customizable fax cover form to ensure accurate and confidential exchange of patient information. It helps streamline communication between care providers, enhancing overall patient care and ensuring that critical details are effectively conveyed to support optimal outcomes.
Questions to Ask When Touring Memory Care Communities
The “Questions to Ask When Touring Memory Care Communities” course by Dementia Collaborative provides essential guidance for evaluating memory care facilities. It teaches individuals how to ask the right questions to assess the quality of care, staff expertise, and overall resident well-being. This course helps families make informed decisions, ensuring they choose the best possible environment for their loved ones living with dementia.
DOCUMENTATION TEMPLATES: Occupational Therapy Dementia Initial Evaluation & Treatment Notes
The “OT Dementia Evaluation & Treatment Notes Template” course offers a customizable tool for accurate, efficient documentation of initial evaluations and treatment plans for dementia patients.
Dementia Care: A Client Centered Approach - Self-Directed Learning
The “Dementia Care: A Client-Centered Approach” course by Dementia Collaborative offers self-directed learning for caregivers and professionals. It emphasizes personalized care strategies, enhancing quality of life for individuals with dementia. The course covers effective communication, activity planning, and compassionate care techniques.
October 2024 Skills2Care® Certification for Occupational Therapy Practitioners - October 18th and 19th
The October 2024 Skills2Care Certification course provides occupational therapy practitioners with essential skills for dementia care. Join us on October 18th and 19th to enhance your professional expertise.
Skills2Care® Certification Tune-Up (for CEUs)
The “Skills2Care Tune-Up” course by Dementia Collaborative offers continuing education units (CEUs) for occupational therapy practitioners. This course refreshes and updates essential skills in dementia care, emphasizing the latest techniques and best practices. Enhance your expertise, improve patient outcomes, and earn CEUs through engaging, self-paced learning modules designed for professional growth.
Managing Dementia-Related Incontinence and Toileting Challenges (1.5 hours)
The “Managing Dementia-Related Incontinence and Toileting Challenges” course by Dementia Collaborative offers practical strategies for caregivers to address incontinence issues, improve toileting routines, and enhance the quality of life for individuals with dementia.
Dementia Squad
The “Dementia Squad” course by Dementia Collaborative is designed to equip caregivers and healthcare professionals with innovative strategies for engaging and supporting individuals with dementia. This course focuses on building a cohesive care team, fostering effective communication, and implementing personalized care plans. Participants will learn to create a supportive environment that enhances the well-being and quality of life for those living with dementia.
Dementia Care: A Client Centered Approach September 16, 2023
The “Dementia Care: A Client-Centered Approach” course by Dementia Collaborative provides caregivers and professionals with strategies for personalized dementia care. It covers effective communication, activity planning, and compassionate care techniques to enhance the quality of life for individuals with dementia.


















