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SWOT analysis
strategic planning framework to evaluate a business
strengths
weakness
opportunity
threats
Strengths
internal and helpful
loyal customers, connections, etc
weakness
internal and harmful
limited budget
opportunity
external and helpful
emerging trends, growing need / demographics
threats
external and harmful
competition
environmental assessment for marketing
leaders v managers
styles of leadership
who are customers/stakeholders who determine quality
Patients/clients, family, caregivers, payers/insurance, administration/supervisors, referrals, regulators
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
components of quality management
quality control
quality assurance
quality improvement
quality control
ongoing effort to maintain the integrity of a process to MAINTAIN the reliability of achieving an outcome
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
quality improvement
purposeful change of a process to improve the reliability of achieving an outcome
plan do act check cycle
Plan: identify what needs improvement
Do: implement the change
Check: analyze results
Act: adopt or adjust the improvement
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
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
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
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
joint commission survey happens every ____ years
3 (with annual visits)
CARF
commission on accreditation of rehabilitation facilities
international, private, not-for-profit organization
CARF accredits
Adult day services
Assisted living
Behavioral health
Employment and community services
Medical rehabilitation
CARF process
Survey process
standards applied
if outcome of service is not achieved they must have a plan to address the deficit
CARF accreditation outcomes
3 year accreditation, 1 year, provisional, or no accreditation
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
ACOTE standards are reviewed formally every ___ years
5
ACOTE process
programs engage in self-study process
make review
receive report and make improvements
on site visit
ACOTE outcome
accreditation, probationary accreditation, accreditation withheld
first visits grants accreditation for 5 years and then subsequent visits can be 7-10 years
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
types of documentation
evaluation, re-evaluation, treatment, progress notes, discharge note
documentation must follow ....
both state and medicare guidelines
if they differ, follow the stricter one
skilled services
require professional training, clinical judgement, and expertise of a qualified OT
evaluation codes
1 code for any eval, no matter how long it is
3 codes based on level of complexity
there is ___ code for re-eval
one
treatment codes
billed on 15 min increments
0-7 mins
0 units
8-22 mins
1 unit
23-37 mins
2 units
38-52 mins
3 units
54-67 mins
4 units
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
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
MIPS
merit-based incentive payments
Promotion or cuts based on "best practice"
Impacts solo practitioners, small practice, rural most
purpose of job description
Clarifies the role, anchors evaluation (pinpoints growth areas and focuses training), sets the agreement (on expected results)
job description must communicate
basic requirements, key qualifications, desired performance attributes
performance appraisals
Structured formal assessment over set period of time, measures clear and realistic standards, is collaborative and recurring at predetermined intervals
performance appraisals purpose for employees
Clarifies strengths, supports development and skill building, can influence promotion, pay and advancement
performance appraisals purpose for supervisors
Highlights where coaching or support is needed
Confirms performance expectations are being met
SBI model
situation, behavior, impact
FMLA
family medical leave act
covers 12 weeks of unpaid, job-protected leave per year
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
what you cannot ask about when hiring someone (bc of ADA)
disabilities, medical disgnosis, workers comp history, pregnancy, mental health history
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
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
continuous supervision
Aide/paraprofessional
For development of skills
close supervision
Daily, direct contact at site of work
For entry level OT or OTA
routine supervision
Direct contact every 2 weeks at site of work, with interim supervision occurring by other methods
Intermediate-level OT or OTA
general supervision
At least monthly direct contact and available as needed
Intermediate-high level OT ot high-proficiency OTA
minimal supervision
Only on an as needed basis, may be less than monthly
High-proficiency level OT
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
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
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
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
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
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
practice act
What you can and cannot do per state (scope)
Laws passed by the state legislators that establish regulations for healthcare professionals
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
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
what should be reported to NBCOT
broader ethical issues
sexual misconduct, fraud, criminal convictions, client abuse, etc
NBCOT controls
certification from NBCOT and who can sit for the exam
what should be reported to AOTA
infractions made by members of AOTA
professional misconduct
harm and neglect
billing and legal violations
documentations failure
what should be reported to the state
violations to state laws or professional regulations
failure to renew license, practice act violations
renewing NBCOT and license are ....
not the same
NBCOT does not need to be renewed but license does
continuing competency
academic coursework
continuing ed
presentations
publications
research peer review
work experience
advanced certification