Administration and organization of OT (Lori) Flashcards

1
Q

Servant Leadership:

A

Servant first
* Natural feeling that one wants to serve
* Do those served grow as persons?
* Inner drive to serve in a way consistent with ones
own values and ethics
* Focus on building leadership capacity for all,
thereby enhancing sustainable leadership for the
future
* Work with others collaboratively as opposed to
hierarchical structure

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2
Q

CHARACTERISTICS OF SERVANT
LEADERS:

A
  • Listening for deeper understanding combined with
    reflection
  • Empathy
  • Healing
  • Awareness
  • Persuasion
  • Conceptualization
  • Foresight (based on past, present and future)
  • Stewardship (commitment to serve others)
  • Commitment to growth of others
  • Building community
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3
Q

TRANSACTIONAL LEADERSHIP:

A
  • Pragmatic give and take process
  • Do good work, get promoted
  • Rewarding those that are high performers
  • Viewed as able to deliver outcomes based on
    brokering skills
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4
Q

TRANSFORMATIONAL LEADERSHIP:

A
  • Connecting with staff in a way that heightens
    motivation
  • Attending to their needs
  • Engaging them as team members
  • Perceived by others as a strong role model whom
    others want to emulate
  • Deeply respected and trusted
  • Inspires team spirit through shared vision
  • Listens carefully and provides individualized
    consideration
  • Help staff to grow through supportive feedback
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5
Q

LEADERSHIP COHERENCE:

A
  • Leadership that is guided by core values that
    influence leadership style
  • Leadership behaviors are guided by core values
  • What leaders do to sustain their leadership
    reinforces their performance and performance in
    turn reinforces core values
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6
Q

LEADERSHIP SUSTAINABILITY AS AN ELEMENT OF LEADERSHIP COHERENCE:

A
  • Leadership sustainability refers to “self care” as a
    means of building capacity at the organizational
    level and expanding leadership influence
  • Self Care
  • Staying physically fit
  • Managing emotions to one’s advantage
  • Valuing counsel
  • Creating space to maintain clarity and perspective
  • Gaining satisfaction on challenges and results of ones work
  • Seeking intellectual stimulation
  • Welcoming inspiration through a higher power
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7
Q

PERSPECTIVES:

A
  1. Management
    * Guiding an organization by planning, organizing, directing
    and controlling
  2. Planning
    * Short and long term goals and action plans related to
    organization’s mission
    * Determining resource needs (staffing etc)
  3. Organizing
    * Designing work loads
    * Determining lines of authority and communication
    * Developing and managing patterns of coordination
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8
Q

PERSPECTIVES CONTINUED:

A
  1. Directing
    * Providing guidance and oversight so that activities are goal-
    oriented and focused on desired outcomes
    * Mentoring and coaching
    * Disciplinary activities
  2. Controlling
    * Measuring performance against expectations
    * Guiding staff to overcome obstacles to achieve outcomes
    * Control mechanisms
    * Measure that consistently monitors output – failures may require a
    change to the work process
  3. Leadership
    * Creating organizational change that allows individual values,
    vision, and ethics to integrate into the culture of a community in
    order to achieve sustainable change
  4. Supervision
    * Control and directing work in a way that promotes improved
    performance and better outcomes
  5. Value Based Leadership
    * Values of all individuals create an organization code of standards
    and ethics that enables individuals to make independent decisions
    that align with the organizations values
    * Core values of an organization are used as directing principles that
    shape behavior and actions of members of the organization.
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9
Q

Strategic Planning:

A
  • Is used to plan for long term goals and requires
    developing strategies for attainment versus day-to-day
    management used for short term goals
  • Time for strategic management is affected by high
    productivity needs
  • Guided by mission statement
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10
Q

Managing vs Leading:

A
  • Managing
  • Set Goal
  • Focus on procedures
  • Direct and control
  • Maintain the status quo
  • Maintain existing skills
  • Leaders
  • Create vision
  • Inspire and empower
  • Challenge the process
  • Lifelong leadership
    development
  • Focus on relationships
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11
Q

Management + Leadership =

A

Transformational Leadership

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12
Q

Mission Statements:

A

“The mission is a description, typically concise and carefully
crafted, that defines the basic purpose or focus of the
organization or agency.”

Usually remain stable overtime and address:
* Why organization exists
* What functions they perform
* Primary beneficiaries
* How organization goes about filling function
* Help prioritize work and use of resources

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13
Q

Vision:

A
  • The aspiration or ideal state desired of the organization.
  • Centennial Vision “We envision that occupational therapy
    is a powerful, widely recognized, science-driven, and
    evidence-base profession with a globally connected and
    diverse workforce meeting society’s occupational needs”
  • Vision 2025
  • “Occupational therapy maximized health, well-being, and
    quality of life for all people, populations, and communities
    through effective solutions that facilitate participation in
    everyday living” (AOTA 2016)
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14
Q

Maryland State Board of OT Practice:

A

*Licensing authority of Occupational Therapists and Occupational Therapist
Assistants in the State of Maryland.
* Mandated to regulate the practice of Occupational Therapy in Maryland
* The program is 100% special funded. (from licensing fees)
* The Board consists of 7 members appointed by the Governor with the advice
of the Secretary and the Senate.
* 4 members: OT
* 1 member : OTA
* 2 members: represent the public.

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15
Q

Requirements for Obtaining a
License:

A
  • GRADUATE FROM AN ACCREDITED OT OR OTA EDUCATIONAL
    PROGRAM.
  • COMPLETE YOUR FIELDWORK REQUIREMENTS.
  • APPLY FOR AND PASS THE NBCOT® CERTIFICATION
    EXAMINATION.
  • APPLY FOR A LICENSE AND PAY A FEE FOR EACH
    STATE/JURISDICTION IN WHICH YOU WISH TO PRACTICE OR
    HOLD A LICENSE.
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16
Q

OTA Supervision:

A

*Direct supervision-face to face, modeling, co-
treating, teaching, instruction
* Indirect-phone, written, electronic

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17
Q

Periodic supervision by a licensed OT:

A

1) once every 10th visit
2) once every 30 day calendar period. Can include meetings, chart reviews, observation of treatment or client report.

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18
Q

OTA Role delineation

A
  • selects, implements, and makes modifications to
    therapeutic interventions
  • contributes to the modification of the intervention plan
  • contributes to the transition or discontinuation plan
  • contributes to evaluating the safety and effectiveness
    of OT services
  • other things that both OT and OTA does together
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19
Q

Strategic Planning:

A

Strategic planning involves setting goals and developing a strategy to meet those goals

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20
Q

Strategic Planning Process:

A

 1. Mission and vision development / review
 2. SWOT analysis
 3. Strategic scenario development
 4. Scenario selection
 5. Strategic goals formulation and review
 6. Strategies identified
 7. Plan evaluation
 8. Plan review / revision

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21
Q

Stakeholders External:

A

Patients, clients, other service providers, government
agencies, payers, and community members or organizations

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22
Q

Stakeholders Internal:

A

 Employees, administrators and managers, staff members,
and organization’s owners or board of directors

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23
Q

SWOT Analysis:

A

Frequently used process in strategic planning

24
Q

define personal values and beliefs about what
is right or wrong

A

Morals

25
Q

stresses the social system where these morals
are applied.

A

Ethics

26
Q

has an important moral challenge embedded in it

A

Ethical issues

27
Q

personal distress that is “felt”
when one feels that they do not have options or ability to take appropriate action

A

Ethical distress

28
Q

when there is more than one
option but neither is an acceptable choice

A

Ethical dilemma

29
Q

AOTA Code of Ethics (7 Principles):

A
  1. Beneficence
  2. Nonmaleficence
  3. Autonomy
  4. Justice
  5. Veracity
  6. Fidelity
30
Q

Components of a budget:

A
31
Q

Operational Budget:

A
  • Detailed line item budget for all expenses
  • Businesses often use a template past on the current year’s activities.
  • Examine current trends
  • Project for future trends
  • Assisted by Finance Department
32
Q

Capital Budget:

A
  • Equipment that costs
    over $500
  • Appreciated and amortized over 3-5 years or life of equipment
  • Written justification required
33
Q

Indirect vs Direct Costs:

A
34
Q

Net revenue:

A

Gross Revenue – Contractual Allowance

35
Q

Gross profit:

A

Net revenue – direct costs

36
Q

Medicare:

A

 Is for individuals over 65 years of age, those with long standing disabilities
 Managed by federal government
 Medicare Part
A: Inpatient
B: Outpatient
C: Managed care (vision, dental, prescription drugs)
 D: Prescription drugs
 Role of Fiscal Intermediary

37
Q

Medicaid:

A

 Founded by state government for low income individuals and families
 States are increasingly using HMOs to implement programs
 Limit number of evaluations allowed a year
 Usually preauthorization is required before an evaluation or any treatment can be performed

38
Q

Workmen’s Compensation:

A

 Covers work related injuries
 Funding governed by individual states
 Case managers approve services and claims for patients
 You, as the therapist will have close contact with them
 Get preapprovals for all care and equipment
 Employers often eager for job restrictions and worksite modifications

39
Q

Children’s Health Insurance Program (CHIP):

A

 Coverage for eligible low-income receive OT services
 Individuals with Disabilities Education Act of 1990 (IDEA)
 Birth to 3 years old
 Reimbursed through Part C preschool grant
 Provided in home setting
 After 3 years old may qualify for Head Start and then school based programming.

40
Q

Managed Care:

A

 Preferred Provider Organizations (PPOs)
 Health Maintenance Organizations (HMOs)
 Providers are part of the network
 Providers deliver services for a predetermined fee
 There are capitation fees which allow recipients to
incur charges up to a fixed amount over a fixed time
period
 This time period is growing ever longer!

41
Q

Gatekeepers to Care:

A

 That would be the payer
 Members choose from a fixed provider list
 Treatment outside the provider list costs more
 May need to meet deductible
 May pay a higher co-pay
 Providers must gain entry to the “group”

42
Q

Private Payers:

A

 Over 200 private insurance companies throughout the US
 Is your organization an approved provider?
 What services are covered?
 Does each therapist need to be credentialed?
 What are the details of coverage? Visits, Timeframe,
capped dollar amount?
 What is the co-payments?
 Does client have a co-insurance (meet criteria for all
plans)

43
Q

must be necessary to:
 improve a patient’s current condition
 maintain the patient’s current condition
 prevent or slow further deterioration of the
patient’s condition

A

Skilled therapy

44
Q

 once established is generally carried out by the
patient alone, with family member, or unskilled
personnel (coverage not provided)
 skilled if specialized judgment, knowledge and
skills are required

A

Maintenance Program

45
Q

OT Manager Responsibilities:

A

 Build and maintain a culture of compliance
 Prevent compliance problems
 Detect compliance problems
 Respond to compliance problems

46
Q

Who is responsible for compliance?

A

OT manager

47
Q

What is required to obtain and renew an OT license in Maryland?

A

GRADUATE FROM AN ACCREDITED OT OR OTA EDUCATIONAL
PROGRAM.
* COMPLETE YOUR FIELDWORK REQUIREMENTS.
* APPLY FOR AND PASS THE NBCOT® CERTIFICATION
EXAMINATION.
* APPLY FOR A LICENSE AND PAY A FEE FOR EACH
STATE/JURISDICTION IN WHICH YOU WISH TO PRACTICE OR
HOLD A LICENSE.

48
Q

Maryland Requirements for Continuing Competency Requirements:

A

12 contact hours between January 1 and December 31
* Minimum of 8 contact hours related to occupational
therapy principles and procedures and a maximum of 4
contact hours through occupational therapy role-related activities.

49
Q

Payment/Documentation for Acute care, Rehab, SNF, and home care:

A
50
Q

How and under what circumstances can grants be used?

A
51
Q

How does AOTA support political interest of the profession?

A
52
Q

What are the resources for new managers or staff when encountering an ethical dilemma?

A
53
Q

Why is documentation important?

A
  • professional responsibility
  • legal record
  • risk management
  • basis of payment
  • regulations
54
Q

What is the logic model? Components? what value does it serve?

A
55
Q

What are the key attributes of good communication?

A
56
Q

What is included in communication?

A
57
Q

Examples of marketing and promotional strategies?

A
  • Communication of information to potential consumers through:
  • Advertising
  • Sales Promotion
  • Public Relations
  • Personal Selling