Case Study: Stepping Stones Occupational Therapy achieves streamlined practice management and growth with Clinicient

Practice management becomes much easier when an ambitious OT decides to partner with Clinicient

Stepping Stones Occupational Therapy, founded by Jessica McMurdie in Renton, WA, grew from car-based home visits into a multi-location clinic with eight OTs and three speech therapists—but struggled for years with unreliable billing partners. McMurdie needed a professional, ethical billing and management partner that offered full transparency and strategic communication about the clinic’s finances.

In 2013 Stepping Stones partnered with Clinicient and adopted its TotalInsight cloud platform for EMR, billing, scheduling, and reporting. The solution automated documentation and workflows, provided actionable metrics (revealing a 27% referral-to-patient conversion vs. a 90% benchmark), and enabled data-driven hires and process improvements. Results included hiring four therapists to meet demand, a 2% cancellation rate, 93% first-pass claim payments, greater operational efficiency, and more time to focus on patient care and growth.

Stepping Stones Occupational Therapy

Jessica McMurdie

Occupational Therapist