Management, Leadership & Professionalism Lecture

Vocabulary flashcards covering management functions, leadership, team dynamics, policy, ethics, reimbursement, and professional roles for exam preparation.

Planning

Management function involving setting objectives and deciding in advance the appropriate actions to achieve them.

Organizing/Staffing

Management function that arranges resources and assigns people to carry out plans.

Directing

Management function focused on motivating and leading employees to achieve organizational goals.

Controlling

Management function that monitors performance and implements corrective actions as needed.

Cognitive Intelligence

Leadership trait encompassing analytic skills, trend analysis, strategic planning, and opportunity identification.

Emotional Intelligence

Leadership trait involving self-awareness, self-management, social awareness, and relationship management.

Execution Skills

Leadership trait reflecting effective communication, organizational abilities, and performance management.

Leadership Personality

Combination of attitudes and behaviors such as assertiveness, coaching, risk-taking, or risk-aversion that influence leadership style.

Participative Leadership

Style that actively involves team members in decision-making processes.

Autocratic Leadership

Style in which the leader makes decisions unilaterally without team input.

Charismatic Leadership

Style that relies on the leader’s personal charm and magnetism to inspire followers.

Transformational Leadership

Style that motivates people to exceed expectations and embrace change.

Transactional Leadership

Style based on structured rewards and punishments to achieve performance.

Situational Leadership

Style that adapts to the task, context, and team readiness level.

Servant Leadership

Style that prioritizes the needs and growth of the team above the leader’s own interests.

Strengths-Based Leadership

Approach that invests in individual strengths, builds diverse teams, and aligns tasks with talents.

Respectful Communication

Foundational team behavior promoting open dialogue and collaboration.

Meaningful Conflict

Team practice of engaging in dynamic, respectful debates to address controversy and improve outcomes.

Team Commitment

Shared clarity on goals, flexibility, and willingness to learn from mistakes.

Team Accountability

Agreement on performance standards, shared responsibility, and meeting deadlines.

Collective Results Focus

Team orientation that celebrates group achievements and minimizes individual agendas.

Motivating Teams

Processes such as effective feedback, fairness, delegation, inclusivity, mentoring, and rewards to inspire performance.

Action Communication Style

Communication focused on the purpose or reason behind the message, often to persuade or influence.

Information Communication Style

Communication centered on exchanging data, facts, or knowledge.

Relational Communication Style

Communication that emphasizes the relationship between the people involved.

Behavior-Focused Feedback

Giving feedback that targets observable actions rather than personal traits.

Policy Literacy

Ability to understand and interpret policies, regulations, and legislative processes.

Policy Acumen

Deep understanding of policy issues and trends enabling informed analysis and decisions.

Policy Competence

Skill in formulating, implementing, and evaluating policies within established frameworks.

Policy Influence

Capacity to shape, change, or direct policy formulation and implementation.

Change Agent

Individual who advocates, collaborates, negotiates, and takes bold action to achieve positive change.

How a Bill Becomes Law (Step 1)

Develop an idea for a bill.

How a Bill Becomes Law (Step 2)

A member of the House or Senate formally introduces the bill.

How a Bill Becomes Law (Step 3)

Both chambers vote to approve the bill.

How a Bill Becomes Law (Step 4)

Governor signs the bill into law or vetoes it.

How a Bill Becomes Law (Step 5)

If vetoed, the legislature can override with a two-thirds majority in both chambers.

AOTA Hill Day

Advocacy event where practitioners and students meet legislators to promote OT issues.

AOTPAC

Political action committee that supports OT-friendly candidates and legislation.

Grassroots Advocacy

Bottom-up efforts by individuals or local groups to influence policy.

World Federation of Occupational Therapists (WFOT)

International body representing and promoting occupational therapy worldwide.

AOTA

National professional association for occupational therapists in the United States.

OTAC

California’s state occupational therapy association involved in licensure and advocacy.

Virtue Ethics

Ethical theory emphasizing character and moral virtues over rules or consequences.

Ethics of Care

Ethical framework prioritizing relationships, empathy, and responsibility to care.

Utilitarianism

Ethical theory judging actions by the greatest benefit for the greatest number.

Deontological Ethics

Ethical approach focused on duties, rules, and principles regardless of outcomes.

Altruism (Core Value)

Unselfish concern for the welfare of others, a foundational OT value.

Equality (Core Value)

Value that all individuals have the same fundamental rights and opportunities.

Freedom (Core Value)

Value that clients have the autonomy to choose and direct their own care.

Justice (Core Value)

Value promoting fairness and impartiality in service delivery.

Dignity (Core Value)

Respect for the inherent worth and uniqueness of each person.

Truth (Core Value)

Commitment to honesty and accuracy in all professional interactions.

Prudence (Core Value)

Ability to govern oneself through reason and make judicious decisions.

Beneficence (Principle)

Duty to demonstrate concern for the well-being and safety of recipients of services.

Nonmaleficence (Principle)

Obligation to refrain from actions that cause harm.

Autonomy (Principle)

Respect for clients’ rights of self-determination, privacy, and informed consent.

Justice (Principle)

Commitment to fairness, equity, and objectivity in professional activities.

Veracity (Principle)

Provision of comprehensive, accurate, and objective information when representing the profession.

Fidelity (Principle)

Treating clients and colleagues with respect, fairness, discretion, and integrity.

NBCOT Disciplinary Role

Protects the public by addressing violations of practice standards or code of conduct.

Intersectionality

Framework recognizing overlapping social identities and related systems of oppression or discrimination.

California OT Practice Act §2570.185

Law requiring OTs and OTAs to document evaluations, plans, and maintain records for at least seven years.

Medicare Part A

Federal insurance covering inpatient services for adults 65+ and certain disabled individuals.

Medicare Part B

Federal insurance covering outpatient services for adults 65+ and certain disabled individuals.

PDPM

Patient-Driven Payment Model used for reimbursement in skilled nursing facilities.

Durable Medical Equipment (DME)

Medical equipment that is reusable, medically necessary, suitable for home use, and lasts at least three years.

Medicaid

State-federal program providing health coverage for low-income individuals (Medi-Cal in California).

CHIP

Children’s Health Insurance Program offering coverage to children in families above Medicaid income limits but unable to afford private insurance.

APR-DRG

All Patient Refined Diagnosis-Related Group system that classifies hospitalized patients for reimbursement and quality analysis.

CPT Codes

Current Procedural Terminology codes used to report healthcare procedures and services.

Minimum Data Set (MDS)

Standardized assessment tool for nursing home residents to improve care quality and reimbursement accuracy.

ICD-10

International Classification of Diseases, 10th Edition, coding system for diagnoses and procedures.

IDEA

Individuals with Disabilities Education Act providing free appropriate public education and related OT services.

Preferred Provider Organization (PPO)

Insurance plan allowing patients to see providers outside a network, usually at higher cost.

Health Maintenance Organization (HMO)

Insurance plan offering care through a defined provider network for a monthly fee.

Mission Statement

Concise declaration of an organization’s purpose and primary objectives.

Vision Statement

Aspirational description of an organization’s desired future state.

SWOT – Strengths

Internal factors with positive impact on achieving objectives.

SWOT – Weaknesses

Internal factors that hinder achievement of objectives.

SWOT – Opportunities

External factors that could help surpass goals or create advantages.

SWOT – Threats

External factors that could negatively affect goal attainment.

Strategic Plan

Dynamic roadmap outlining long-term goals and methods for achieving them.

Action Plan

Detailed steps, timelines, and responsibilities for executing strategic objectives.

Cross-Training

Scheduling solution in which staff are trained for multiple roles to increase flexibility.

Float Pool

Group of employees who move between units to cover staffing shortages.

Capital Budget

Financial plan that allocates funds for long-term assets and organizational growth.

Multidisciplinary Network Marketing

Strategy of collaborating with other professionals to enhance holistic care and attract clients.

OT Cybersecurity Role

Compliance with legal standards to prevent loss, theft, or tampering of sensitive patient data.

Role of New OT

Can serve as practitioner, mentee, advocate, supervisor, fieldwork educator, and association member.

Contractual OT Work

Professional service agreements including consulting, direct care, and reassessments requiring licensure and liability coverage.

Academic Program Director

OT educator with at least 8 years’ experience in practice, administration, scholarship, and teaching.

Academic Fieldwork Coordinator

Licensed OT with minimum two years of practice responsible for student fieldwork placements.

Instructional Design – Integrative Model

Subject-centered approach that incorporates adult learning theories and ACOTE standards.

OT Supervision Ratio

Recommended maximum of three OTAs per supervising OT with onsite observation at least once every 30 days.

Productivity Standards

Benchmarks ensuring efficient, cost-effective service delivery in healthcare settings.