Searching the Knowledge Base

By AskSAMIE · April 05, 2026 · 2 min read

The Knowledge Base is your go-to resource for learning about OT business, billing, marketing, clinical topics, and more. It's packed with articles written by OT professionals and industry experts.


How to Search

  1. From your Dashboard, click Knowledge Base
  2. Type your question or topic into the search bar
  3. SAMIE will search the Knowledge Base and give you a direct answer, along with links to the full articles

You can ask things like:

  • "How do I get credentialed with Medicare?"
  • "What's the difference between private pay and insurance billing?"
  • "How do I start a home modification business?"
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Tip: Ask your question in plain language — just like you'd ask a colleague. SAMIE understands natural questions, not just keywords.

Browsing by Category

If you'd rather browse, you can explore articles by category. The Knowledge Base is organized into topics like:

  • Expanding Your OT Expertise — Certifications, clinical skills, and research
  • Starting a Side Gig — Transitioning to private practice
  • How to Start a Business — LLC formation, websites, and business planning
  • Marketing & Getting Customers — Social media, Google Business, and client acquisition
  • Insurance, Billing & Getting Paid — Medicare, Medicaid, superbills, and credentialing
  • Documentation & Assessments — EMR systems and AI documentation tools
  • Legal & Risk Management — State regulations, insurance, and compliance
  • Managing a Profitable Business — Pricing, taxes, hiring, and SOPs
  • Advocacy & Legislation — Policy changes and advocacy for OT
  • OTP Students & New Grads — Fieldwork, salary, and debt management

Click any category to see all articles within it.


How SAMIE Answers Work

When you search, SAMIE doesn't just guess — it pulls answers directly from the Knowledge Base articles. You'll see:

  • A clear, concise answer to your question
  • Citations showing which articles the answer came from
  • Links to read the full articles for more detail

This means every answer is grounded in real, expert-written content — not generic AI output.

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