12. How often do I need to document treatment?

The Board requires documentation of each intervention session; in other words, there must be an intervention note for each intervention session provided to the client.   As stated in §372.1(g)(2) of the OT Rules, “The licensee providing occupational therapy services must document for each intervention session. The documentation must accurately reflect the intervention, decline of intervention, and […]

11. Must an OTA have notes co-signed?

No, the OT Rules do not require that the OT co-sign the OTA’s notes. However, in each intervention note, the OTA must include the name of an OT who is readily available to answer questions about the client’s intervention at the time of the provision of services. The OT in the intervention note may be […]

10. Can I co-treat?

You will have to look at what the payer allows.  The Board has no rules on this.

7. Do I have to be certified before I provide a physical agent modality?

At all times, it is the responsibility of the occupational therapy practitioner (OTs and OTAs) to demonstrate competency in all physical agent modalities used for the provision of occupational therapy services.  Occupational therapy practitioners must know how to perform and demonstrate proficiency in, as noted, any physical agent modalities used; however, please note that the […]

5. Can the OTA write the discharge?

No. The occupational therapist must review any information from the occupational therapy assistant(s), determine if goals were met or not, complete and sign the discharge documentation and/or make recommendations for any further needs of the patient in another continuum of care. 

4. Can the occupational therapy practitioner sign off for an Activities Director?

No. The activities director is not providing occupational therapy services.  Unless the activities director is working with a client, under the direct, on-site supervision of the OT, and unless that client’s activity is part of a prescribed OT plan of care, the OT should not sign off on the activities director’s services.

3. Can an OT or OTA supervise the Restorative Nursing Program?

No.  The OT cannot run the restorative nursing program, but can make a recommendation for the patient to participate in the restorative nursing program and/or any specific recommendations for the patient as part of the discharge from skilled services.