Doc Exam 2 Flashcards
Suggestion, No federal rules
Referrals
Referrals are received based on
State licensure and payor policy
When to refer to others
Outside of our knowledge base, personal issues, others w/ expertise
AOTA prefers term
physician referral
Substitute for order
Can be specific or very broad
Care plans/treatment plan
Medicare requires recertification every
30 days for outpatient (60 for homecare)
Referral includes
Full name/client
Date
Reason for referral (dx)
Full name and physician signature
Frequency/duration (can include intensity/length of session)
brief check to see if client needs further eval, referral, or intervention
Not reimbursable
Can be done without physician order/referral
Screenings
routinely screening individuals in a particular setting
Type 1 screen
screening after referral has been received
Type 2 screen
Screen CAN/CANNOT be subbed for an eval?
Cannot
Screen CAN/CANNOT be a component of eval??
Can
Guidelines of screening system:
Within scope
Timely
Understanding of population
Intervention should be available
Valid/reliable methods (does not mean standardized)
4 Possible outcomes of screen:
- Needs OT
- not severe enough to warrant OT
- Out of scope
- Doesn’t need anything
In screenings a COTA can…
Assist and report recommendations
brief note in the medical record
May be used to document….
Order/referral received
Screen was performed
Communication between OT and COTA
Recommendation for equipment
Recommendation of family or caregiver or training
Missed visits
Contact note
most impairment doc to OT; client centered and evidence based
All other documents/actions follow
Must show need for OT services; “medically necessity” “educationally relevant”
Must demonstrate the clients function presently and previously (prior to intervention)
Evaluation
process
Evaluation
Tool
Assessment
Describe current level, predict future function, measure for baseline
Evaluation
T/F: You do not have to provide intervention but you do have to apply evaluation
True
Examples of how an eval should describe any unique circumstances:
Previous injury, Context, Emotional issues, Inconsistency
performance first
Kolhman, TOGGS, school functional assessment, ADL
Top down eval
client factors first
Berg, DTVP3, ROM, MMT, ACL
Frame of reference must go w/ eval
Bottom up eval