OT Manager Flashcards

1
Q

what are the 4 majors fxs of the managerial skill set?

A

Planning
Organizing
Directing
Controlling

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2
Q

what are the purpose of guidelines for supervision for OT services?

A

define supervision
create parameters to be used by OT personnel
for OT personnel to meet state and federal regulations

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3
Q

what is supervision according to AOTA?

A

Cooperative process in which people participate in an effort to establish, maintain, and elevate competence and performance

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4
Q

what does supervision promote?

A

effective utilization of resources, encourages creativity and innovation, and provides education and support to achieve a goal

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5
Q

what are the rules for supervising OTA’s?

A

States vary in OTA supervisory requirements

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6
Q

what are methods of supervision dependent on?

A
complexity of client needs
# and diversity of clients
OT/OTA skills
type of practice setting
requirements of the practice setting
other regulatory requirements
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7
Q

what does a documentation of supervision include?

A

frequency of supervisory contact
method(s)/type(s) of supervision
content areas addressed
evidence to support areas and levels of competency
names and credentials of the persons participating in the supervisory process

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8
Q

what are OT aides client vs. non client delegated tasks?

A

Non-client-related tasks = clerical and maintenance activities and prep of the work area or equipment

Client-related tasks = routine tasks when aide may interact with the client

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9
Q

why are aides NOT primary service providers?

A

b/c they dont provide skilled services

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10
Q

who trains aides?

A

OT/OTA

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11
Q

are aides reimbursed by medicare?

A

no

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12
Q

when can an OT delegate client tasks to OT aide?

A

Outcome is predictable

client and the environment is stable and will not require judgment, interpretations, or adaptations be made

Client demonstrated some performance ability in executing the task

Task routine and process have been clearly established

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13
Q

what should the supervisor be sure of before delegating client tasks to aides?

A

the aide is trained and competent in carrying out the task and using equipment, if appropriate

Has been instructed on how to carry out the task with the specific client

Knows precautions, signs, and symptoms for the client that would indicate the need to seek assistance

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14
Q

what are the steps in the recruitment process?

A

Identify position (Justify position, Job description)
Advertise
Screen and interview
Validate license, contact references, etc.
Make offer
Follow-up

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15
Q

what should job description include?

A

necessary competencies (performance standards) & skill sets

essential fxs of the job (ADA compliance)

purpose or summary of job, duties, supervisory relationships, position qualifications, and specifications.

salary range but NOT specific salary

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16
Q

what should a job description be written for?

A

Should be written for the position NOT person

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17
Q

what are performance reviews?

A

appraisal of staff performance

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18
Q

when are performance reviews given?

A

after probation and then annually thereafter

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19
Q

what are the ideal purposes of performance reviews?

A

assess performance relative to standards/expectations
identity areas for improvement and strength
provide a forum for to share ideas,
develop plans for professional growth

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20
Q

what are the practical uses for performance reviews?

A
Merit raises
Meet accrediting standards
Recommendations
Promotions
Determine competency
Support termination
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21
Q

what are aspects of the performance review process?

A
Frequency
Scheduling
Contributors
Behavior directed
Feedback
Sign off
22
Q

what is “hot stove discipline”?

A

Warning
Consistent
Objective
Immediate

23
Q

what is progressive discipline?

A

Verbal Warning
Written Warning
Suspension
Termination

24
Q

what are the types of factors for motivation?

A

intrinsic factor and extrinsic factors

25
Q

what are types of feedback to enhance motivation?

A

positive and corrective feedback

26
Q

what is corrective feedback?

A

Providing info about an event or behavior in order to facilitate change in behavior

27
Q

what should corrective feedback focus on?

A

modifying behavior in a positive manner

28
Q

what are the characteristics of corrective feedback?

A
Open 
Descriptive and specific     
Balanced	
Well Timed 
Focus on Behavior
29
Q

what is responsibility vs authority?

A

responsibility = state, fact, or position of being accountable to somebody or for something

authority = right or power to enforce rules or give orders

30
Q

what are rules for effective delegation?

A

Requires good communication skills

Assign task to most junior person who
has the skills necessary to complete it successfully

Be clear about task, expectations, time frames

“Check in” as necessary

31
Q

what is the purpose of a Policy and Procedure Manual (PPM)?

A

Express value system of an organization (mission statement)

Outline specific direction, goals and expected behaviors in an organization

32
Q

why do you Outline specific direction, goals and expected behaviors in a PPM?

A

provide effective decision making & day to day operations
Clarify and communicate steps to perfor tasks and fxs
Ensure coordination and continuity within your dept and organization
Provide important info to employees

33
Q

what are elements of a PPM?

A
Statement of purpose
Personnel policies & procedures
Table of organization                        
Scope of services 
Referral procedures
Documentation procedures
Fiscal management
Infection control
Tx protocols and clinical pathways
Quality assurance and performance improvement
34
Q

what are the regulatory requirements to consider when justifying a position?

A
client to staff ratio
supervisory requirements (OTR vs OTA)
35
Q

what are the staff types to consider when justifying a position?

A

OTR vs OTA
Additional Qualifications/Experience
Support staff

36
Q

what are the #/patterns to consider when justifying a position?

A

Full time Equivalent (FTE)

37
Q

what does an FTE of 1.0 mean vs. FTE 0.5?

A

FTE of 1.0 means that the person is equivalent to a full-time worker, while an
FTE of 0.5 signals that the worker is only half-time

38
Q

how is productivity measured?

A

actual time that can be billed to clients/ third party payers

39
Q

when does non-billable time occur?

A

in the workday: i.e. meetings, documentation, prep and cleanup, waiting for patients

40
Q

how does an OT identify units of measurement for productivity?

A
Consider your particular setting and case mix 
# Visits (Patients)
# Billable minutes
# Billable procedures
41
Q

why do you monitor productivity?

A

identify trends, utilization, and to justify current/future staffing

42
Q

what % are average billable hours of direct care?

A

70-90%

43
Q

what are medicare A rules for group therapy?

A

Limited to 25% of patient time spent in therapy; max of 4 clients per group per therapist or assistant

44
Q

what is concurrent or “dovetailing” therapy?

A

Therapist treats more than 1 client during a specific time period.
Therapist has been working 1:1 with client who is now finishing session and can proceed with task independently with therapist supervising

45
Q

what is the limit of concurrent clients in medicare A?

A

to 2 concurrent clients; minutes of tx based on time spent individually with client

46
Q

what is a time slice for medicare A?

A

2 patients tx concurrently for 60 minutes

47
Q

what are medicare B rules for group therapy?

A

No limit on # clients in group/ time in group , however therapist clinical judgment should be used

48
Q

what is the issue with increasing members in group therapy? (medicare b)

A

Need to insure skill services (as # of participants go up in group, may be hard to document need for skilled services)

49
Q

what are the medicare B rules for concurrent therapy?

A

No limit on concurrent clients; but minutes of tx based on time spent individually with each client

50
Q

what is the time slice for medicare B concurrent therapy?

A

3 patients tx concurrently for 45 minutes