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Documenting OT
Fundamentals Test 1 (stack 3)
| Question | Answer |
|---|---|
| Documentation | is often the determinate in the reimbursement of services; reflects clinical reasoning and judgement |
| Client Records | confidential; legal documents; can be subpoenaed for court |
| Types of Documentation | Initial & Re-evaluation Report |
| IE | Initial Evaluation; completed by OTR; includes client info;referral;identified areas of dysfunction |
| IE | includes the description and judgement about performance skills, patterns, context and environments, client factors impacting performance; recommendations regarding continuation or dc plans |
| Re-evaluation | includes updates of dysfunction, summary of any new information, changes in status and outcomes |
| Re-evaluation | recommendations for changes in services, revision or continuation of goals, frequency, recommendation to other professionals/agencies |
| Contact Note | documents contact between client and OT practitioner; records types of interventions used and the clients response |
| Contact Note | Reason a session was missed or cancelled |
| PN | Progress notes are written on a scheduled basis; summary of the intervention; completed by OTR/COTA |
| PN | include client info, frequency, strategies, modifications, AE, orthotics provided, education provided and DME recommended |
| Transition Plan | written when client is transitioning from one setting to another |
| Transition Plan | recommendations for modifications or accommodations, assistive tech devices and environmental modifications |
| IEP | Individualized educational program |
| IEP | guides services for ages 3-21; includes special education and related services; written every year and reviewed every 6 months |
| IEP | present level of education, goals, measurement of progress |
| S.O.A.P | subjective, objective, assessment and plan |
| Subjective | includes information or statements the patient/family/caregiver share in relation to their problems, limits, needs, progress and feelings |
| Objective | includes observable, measurable, quantifiable data obtained during the OT session |
| Objective | results of assessments, what you did (interventions provided), what was observed, client responses/functional status |
| Assessment | consists of the clinicians skilled appraisal of the client |
| Plan | What you plan to do? What needs are you addressing? What recommendations you may plan to make and Frequency and duration |