Leadership Final 2

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Last updated 1:22 AM on 7/29/26
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74 Terms

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SWOT analysis

strategic planning framework to evaluate a business

strengths

weakness

opportunity

threats

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Strengths

internal and helpful

loyal customers, connections, etc

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weakness

internal and harmful

limited budget

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opportunity

external and helpful

emerging trends, growing need / demographics

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threats

external and harmful

competition

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environmental assessment for marketing

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leaders v managers

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styles of leadership

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who are customers/stakeholders who determine quality

Patients/clients, family, caregivers, payers/insurance, administration/supervisors, referrals, regulators

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quality management

Method for ensuring that all activities necessary to design, develop and implement a product or service are effective and efficient with respect to the system and its performance

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components of quality management

quality control

quality assurance

quality improvement

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quality control

ongoing effort to maintain the integrity of a process to MAINTAIN the reliability of achieving an outcome

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quality assurance

planned or systematic actions necessary to provide enough confidence that a product or service will satisfy the given requirements for quality

detecting defects through testing and inspection / standardized procedures

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quality improvement

purposeful change of a process to improve the reliability of achieving an outcome

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plan do act check cycle

Plan: identify what needs improvement

Do: implement the change

Check: analyze results

Act: adopt or adjust the improvement

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relationship of QI, EBP, and outcome studies

Outcome studies are "reality-based" with the purpose of improving client care

1. Match outcome studies with objectives

2. see if you are meeting objectives

3. if not look at QI strategies

4. update objectives

5. start over

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joint commission

Oldest accrediting agency for ....

General, psychiatric, children, and rehab hospitalsHealthcare networks'Home care organizationsNursing homes and other long term care facilitiesAssisted livingBehavioral health care organizationsAmbulatory care providersClinical laboratories

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joint commission accreditation is based on

1. Compliance with consensus based national standards

2. Effective use of established clinical practice guidelines to manage and optimize care

3. Performance measurement and improvement activities

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process of joint commission

surveys the workplace, reviews docs and talks to leaders

survery info sent to joint commission

within 45 days they send recs

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joint commission survey happens every ____ years

3 (with annual visits)

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CARF

commission on accreditation of rehabilitation facilities

international, private, not-for-profit organization

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CARF accredits

Adult day services

Assisted living

Behavioral health

Employment and community services

Medical rehabilitation

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CARF process

Survey process

standards applied

if outcome of service is not achieved they must have a plan to address the deficit

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CARF accreditation outcomes

3 year accreditation, 1 year, provisional, or no accreditation

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ACOTE

accreditation for OT education

is affiliated with AOTA but it is its own independent body recognized by the US department of education and council for higher education

Assures programs value external evaluation and that program meets standards of professional field

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ACOTE standards are reviewed formally every ___ years

5

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ACOTE process

programs engage in self-study process

make review

receive report and make improvements

on site visit

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ACOTE outcome

accreditation, probationary accreditation, accreditation withheld

first visits grants accreditation for 5 years and then subsequent visits can be 7-10 years

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council on quality and leadership

Own organization from the joint commission in 1969

Measures the quality of organizations for people with developmental disabilities, mental disabilities or physical disabilities

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types of documentation

evaluation, re-evaluation, treatment, progress notes, discharge note

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documentation must follow ....

both state and medicare guidelines

if they differ, follow the stricter one

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skilled services

require professional training, clinical judgement, and expertise of a qualified OT

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evaluation codes

1 code for any eval, no matter how long it is

3 codes based on level of complexity

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there is ___ code for re-eval

one

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treatment codes

billed on 15 min increments

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0-7 mins

0 units

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8-22 mins

1 unit

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23-37 mins

2 units

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38-52 mins

3 units

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54-67 mins

4 units

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jimmo settlement

law used to require progress to be made for services to be covered

but JIMMO eliminated the "improvement standard"

Therapy can now be provided to maintain function, to prevent or slow decline

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MPPR

multiple procedure payment reduction

If you bill 2 units of the same code, then the second one will only be covered 50%

Paid more if you do lots of short sessions on different days

Therapists paid more if OT/PT/SLP are on different days

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MIPS

merit-based incentive payments

Promotion or cuts based on "best practice"

Impacts solo practitioners, small practice, rural most

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purpose of job description

Clarifies the role, anchors evaluation (pinpoints growth areas and focuses training), sets the agreement (on expected results)

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job description must communicate

basic requirements, key qualifications, desired performance attributes

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performance appraisals

Structured formal assessment over set period of time, measures clear and realistic standards, is collaborative and recurring at predetermined intervals

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performance appraisals purpose for employees

Clarifies strengths, supports development and skill building, can influence promotion, pay and advancement

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performance appraisals purpose for supervisors

Highlights where coaching or support is needed

Confirms performance expectations are being met

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SBI model

situation, behavior, impact

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FMLA

family medical leave act

covers 12 weeks of unpaid, job-protected leave per year

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FMLA qualifying reasons

birth of child, care or newborn, placement of child through foster care / adoption, care for spouse/child/parent with serious health condition, own serious health condition

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what you cannot ask about when hiring someone (bc of ADA)

disabilities, medical disgnosis, workers comp history, pregnancy, mental health history

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what you can ask about when hiring

can you perform the essential functions of this position with or without reasonable accommodation?

For medical exam and drug screening on conditional offer but only for ALL employees

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reasonable accommodations when hiring

When appropriate, unless doing so creates an undue hardship for the organization

Ex: modified schedule, ergonomic workstation, adaptive equipment, flexible break schedule, temporary light duty

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continuous supervision

Aide/paraprofessional

For development of skills

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close supervision

Daily, direct contact at site of work

For entry level OT or OTA

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routine supervision

Direct contact every 2 weeks at site of work, with interim supervision occurring by other methods

Intermediate-level OT or OTA

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general supervision

At least monthly direct contact and available as needed

Intermediate-high level OT ot high-proficiency OTA

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minimal supervision

Only on an as needed basis, may be less than monthly

High-proficiency level OT

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OT responsibilities

Responsible for all aspects of OT service delivery

Must be directly involved in services during initial evaluation and regularly throughout treatment

Does intervention planning, implementation and review

Can determine responsibility of OTA in outcome evaluation but must be directly involved / responsible for selecting, measuring, and interpreting outcomes that are related to the client's ability to engage in occupations

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OTA responsibilities

Can administer OT services under the supervision of/in partnership with the OT

OTA contributes to the evaluation process by implementing delegated assessments and providing verbal and written reports of observations and client capacities to the OT

Must be knowledgeable about interventions and outcomes

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role of OT or rehab aide

they handle non-client tasks like sanitizing equipment, managing supply inventory, escorting patients, and taking care of scheduling or clerical duties to ensure smooth clinic operations

creating a safe, functional environment so therapists can focus on skilled, hands-on care

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supervision of students

Both OT and OTA students MUST be supervised by OT practitioners with at least one year of experience (beyond passing the NBCOT exam)

OT students can ONLY be supervised by an OT

OTA can be supervised by OT or OTA

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state regulation

Protect consumers from unscrupulous practitioners

Setting standards, coverage and reimbursement, funding for higher education, awarding research grants

Scope of OT and OTA under supervision

supervises license

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Liscensure

Ensures patient protection, particularly in the investigation and resolution of consumer complaints involving fraudulent or negligent delivery of OT services

requires passing NBCOT and continuing education

monitored by the state

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practice act

What you can and cannot do per state (scope)

Laws passed by the state legislators that establish regulations for healthcare professionals

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components of practice act

Requirements for licensure or other forms of regulation

License renewal requirements

Supervision of OTAs, Aides and Limited permit holders

Disciplinary Action

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what does AOTA regulate

nothing

professional association that advocates for the field, provides continuing education, handles professional ethics guidelines for its members, and works to advance the profession at the state and federal levels

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what should be reported to NBCOT

broader ethical issues

sexual misconduct, fraud, criminal convictions, client abuse, etc

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NBCOT controls

certification from NBCOT and who can sit for the exam

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what should be reported to AOTA

infractions made by members of AOTA

professional misconduct

harm and neglect

billing and legal violations

documentations failure

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what should be reported to the state

violations to state laws or professional regulations

failure to renew license, practice act violations

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renewing NBCOT and license are ....

not the same

NBCOT does not need to be renewed but license does

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continuing competency

academic coursework

continuing ed

presentations

publications

research peer review

work experience

advanced certification