OT Practice Essentials Flashcards
The official document of AOTA that describes the requirements for OTs and OTAs for delivery of OT services.
This document includes specific requirements regarding education, examination, and licensure.
Standards of Practice for OT
An official document of AOTA that defines the scope of practice in OT ad provides a model definition of OT to promote uniform standards of professional mobility across state OT statutes and regulations.
Occupational Therapy Scope of Practice
True or false: The Occupational Therapy Scope of Practice describes the domain and process of OT (Occupational Therapy Practice Framework) and the educational and certification requirements to become an OT or an OTA (Standards of Practice for Occupational Therapy).
True!
Scope of Practice: Governs what OTs are allowed to do during practice both administratively and with clients.
—OTPF: Governs how OTs are allowed to practice with clients.
— Standards of Practice: Governs how OTs are allowed to practice administratively.
“The professions purview and the areas in which its members have an established body of knowledge and expertise,” is called…
A. Process
B. Client
C. Domain
D. Occupational Therapy Practicioner
E. Evaluation
F. Intervention
G. Cornerstones
H. Outcomes
C. Domains
There are 5 domains of practice:
1. Occupations
2. Contexts
3. Performance Patterns
4. Performance Skills
5. Client Factors
“The client-centered delivery of occupational therapy services,” is called…
A. Process
B. Client
C. Domain
D. Occupational Therapy Practicioner
E. Evaluation
F. Intervention
G. Cornerstones
H. Outcomes
A. Process
The process has 3 parts:
1. Evaluation
2. Intervention
3. Outcomes
“Developing an occupational profile and analyzing a client’s performance of occupations,” is called…
A. Process
B. Client
C. Domain
D. Occupational Therapy Practicioner
E. Evaluation
F. Intervention
G. Cornerstones
H. Outcomes
E. Evaluation
“Developing a treatment plan, implementing the treatment, and reevaluating and reviewing it,” is called…
A. Process
B. Client
C. Domain
D. Occupational Therapy Practicioner
E. Evaluation
F. Intervention
G. Cornerstones
H. Outcomes
F. Intervention
“What emerges from the occupational therapy process and describes the results clients can achieve through occupational therapy intervention,” is called…
A. Process
B. Client
C. Domain
D. Occupational Therapy Practicioner
E. Evaluation
F. Intervention
G. Cornerstones
H. Outcomes
H. Outcomes
“Typically classified as persons, groups, or populations with common attributes such as contexts, characteristics, or have a common shared purpose,” is called…
A. Process
B. Client
C. Domain
D. Occupational Therapy Practicioner
E. Evaluation
F. Intervention
G. Cornerstones
H. Outcomes
B. Client
“Occupational therapy practitioners have distinct knowledge, skills, and qualities that contribute to the success of the OT process,” is called…
A. Process
B. Client
C. Domain
D. Occupational Therapy Practicioner
E. Evaluation
F. Intervention
G. Cornerstones
H. Outcomes
G. Cornerstones
An official AOTA document that describes the purpose, types, and content of professional documentation used in OT.
Guidelines for Documentation of OT
“Services under accepted standards of medical treatment, also considered to be specific and effective treatment for the patient’s condition” are known as ______________ services.
Medically necessary
“The medical record must support that the expertise and knowledge of a qualified clinician was necessary” are known as ______________ services.
Skilled
What are 4 purposes/reasons it is important to document?
- To communicate information about the client’s occupational history and experiences, interests, values, and needs
- To articulate rationale for the provision of occupational therapy services and the relationship of those services to client outcomes
- To provide a clear chronological record of client status, the nature of OT services provided, client response to OT intervention, and client outcomes
- To provide an accurate justification for skilled OT service necessary and reimbursement
True or false: Client’s full name, date of birth, gender, and case number are required to be on each page of documentation.
True!
In addition, identification of the type of documentation, date of service, clear rationale for services, and professional services.
True or false: If you make an error in documentation, you can erase it or white it out.
FALSE!
You must put one line through it, make the correction, and sign and initial the error.
“Also known as a referral, often written by a physician (but not always required), which includes the date, source of referral, services requested, and reason for referral,” describes which type of documentation?
A. Evaluation report
B. Intervention plan
C. Order
D. Screening
C. Order
“The purpose of this document type is to identify whether a person may benefit from OT services and whether evaluation is necessary,” describes which type of documentation?
A. Evaluation report
B. Intervention plan
C. Order
D. Screening
D. Screening
“A document that states the referral source, and data gathered through the OT evaluation process,” describes which type of documentation?
A. Evaluation report
B. Intervention plan
C. Order
D. Screening
A. Evaluation Report
“A document of goals and interventions to be used along with client’s goals,” describes which type of documentation?
A. Evaluation report
B. Intervention plan
C. Order
D. Screening
B. Intervention Plan
“Steps to reach an overarching goal of occupational services,” are also known as…
Short-term goals
“Goals the client is expected to achieve by discharge,” are also known as…
Long-term goals
True or false: No attendance or missing an occupational therapy appointment is typically documented with a progress note.
FALSE!
This is typically documented with a contact note .
These notes can also document the OTs contact with the client including interventions used, client’s response to intervention, any instruction, education, or training given, and any phone calls or meetings relating to the client.
What are the typical contents of a progress note (or progress report)?
—Identifying data (e.g., client’s name, date of birth, gender)
—Intervention provided during session (e.g., environmental modifications, ADL retraining, orthotics fitting)
—Length of session; where session occurred (e.g., home)
—Precautions followed during intervention session
—Contraindications or reasons why particular interventions were not completed
—New assessments completed or information obtained
—Client’s current functional level and progress made toward goals
—Intervention plan modifications
—Whether occupational therapy services should continue and rationale for continuing intervention or for discharging client
—Referrals to other services
—Recommendations with rationale; plan for next session
What is a SOAP note?
A type of format for a progress note:
S: Subjective information from client, paraphrased or quoted (e.g., client reported he was able to undress himself before bed last night; “I didn’t sleep well last night”)
O: Objective information from intervention session, such as measurements, observable data, and any quantifiable data such as goniometric or strength measurements
A: Assessment; includes the occupational therapy clinician’s interpretation or analysis of the information in the previous sections of the note, therapist’s judgment
P: Plan; includes the estimated duration and frequency of occupational therapy services, anticipated intervention strategies to be used. Should relate to previous sections of the note.
What is a DAP note?
DAP stands for Description, Assessment, and Plan.
This type of note is similar to SOAP except that the “S” and “O” sections of the note (Subjective and Objective) are collapsed together in the “D” section.
True or false: A narrative formatted progressive note must follow SOAP format.
FALSE!
These notes may include pertinent information in a logical order of the writer’s choosing but not in a specific format of SOAP or DAP notes.
What are BIRP, PIRP, and SIRP notes?
BIRP: Stands for Behavior, Intervention, Response, Plan.
PIRP: Stands for Purpose, Intervention, Response, Plan.
SIRP: Stands for Situation, Intervention, Response, Plan.
When is a reevaluation or reassessment report written/conducted?
Formal reevaluation is conducted when, in the professional judgment of the occupational therapist, new clinical findings emerge, a significant change in the patient’s condition requiring further tests and measures is observed, the client demonstrates a lack of response as expected in the plan of care, or additional information is required for discharge or when required by practice guidelines and payer, facility, and state and federal guidelines and requirements.
This report “documents the formal transition plan to support the client’s transition from one service to another within a service delivery system.”
Transition Plan
This report “documents the discharge plan to support the client’s discharge from OT services.”
Discharge or discontinuation report and summary
What are the 3 different types of goal writing methods?
RUMBA: Relevant, understandable, measurable, behavioral, and achievable
COAST: Client, Occupation, Assistance level, Specific conditions, Timeline
SMART: Specific, Measurable, Achievable, Related, Time limited
This written document details a student’s academic needs and functional goals within the school setting.
Individualized Education Plan (IEP)
This document is generally written in lay terms and document the types of needs and goals for children to meet specific milestones; not always in a school setting.
Individualized Family Services Plan (IFSP)
In early intervention settings
Section GG outcome measures are typically used in which 3 settings?
—Skilled nursing facilities
—Inpatient rehab
—Long-term care settings
Clients who have Medicare or Medicaid in home health settings must complete what type of assessment?
Outcome and Assessment Information Set (OASIS)
This assessment helps to provide guidance for the services the client requires and helps determine the client’s eligibility to receive home health.
NOTE: OT documentation in home health typically revolves around the client’s ability to perform functional tasks as well as safety or environmental concerns.
What is the Health Insurance Portability and Accountability Act (HIPAA)?
A federal legislation giving patients certain rights over their medical information, including:
—Ensuring a record remains private
—Providing rules and regulations around sharing medical information discarding documents with Protected Health Information (PHI); more below.
The HIPAA Privacy Rule defines and limits the use and disclosure of individuals’ protected health information (PHI; see Kornblau, 2019). The law sets forth 18 identifiers that, if associated with medical information or billing, render that information PHI (e.g., a client’s name, medical record number, or social security number). Failure to eliminate any of the 18 identifiers would allow someone to locate or identify the patient and thus violate HIPAA. Occupational therapy practitioners and other health care providers can de-identify the PHI by removing the 18 identifiers.
Under the rules, a covered entity cannot use or disclose PHI unless the Privacy Rule allows or requires the disclosure or the individual or his or her personal representative authorizes the release in writing
What is the Family Education Right and Privacy Act of 1974 (FERPA)?
This act protects the confidentiality of student information, including a student’s educational record (Estes & Bennett, 2019), including occupational therapy documentation completed on students.
In regard to confidentiality, what is the Individuals with Disabilities Education Improvement Act of 2004?
Similar to FERPA, this act protects the confidentiality of student information, ages 0-21.
What is the AOTA Code of Ethics?
The Code of Ethics stresses the principle of autonomy and states that “occupational therapy personnel shall respect the right of the individual to self-determination, privacy, confidentiality, and consent.” (AOTA, 2020a, p. 3).
True or false: Third party payers may request, review, and audit OT’s documentation to determine whether it meets their specific guidelines for reimbursement and whether OT services should be paid for by the payer.
TRUE!
What is the largest third-party payer in the United States?
Centers for Medicare and Medicaid Services (CMS)
CMS administers programs such as Medicare and Medicaid.
What are the eligibility requirements for Medicare?
—65 years or older
—Some people with disabilities younger than 65 years old
—People who have end-stage renal disease
Payment for Occupational Therapy services falls under what part/s of Medicare?
Part A: Services in the hospital, skilled nursing facilities, hospice services, and some home health
Part B: Outpatient care, some medical supplies, and preventative services
Part C: (Also known as “Medicare Advantage”) An alternative way to receive Medicare benefits, run by private companies and approved by the federal government
Only Part D is NOT covered—that is for prescriptive drug coverage.
What are the 5 requirements for Occupational Therapy reimbursement under Medicare?
- Client must be/must have been recently under care of a physician; OT must be medically necessary.
- Services are providing following a written care plan approved by the physician.
- Services are performed by qualified Occupational Therapy providers (including OTAs under appropriate supervision)
- Services must be skilled and require the knowledge and expertise of OT.
- The amount, duration and intensity of services must be ”reasonable and necessary” for the client’s condition.