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California Occupational Therapy Supervision and Delegation


"Client related tasks" means tasks performed as part of occupational therapy services rendered directly to the client.

"Level I student" means an occupational therapy or occupational therapy assistant student participating in activities designed to introduce him or her to fieldwork experiences and develop an understanding of the needs of clients. 

"Level II student" means an occupational therapy or occupational therapy assistant student participating in delivering occupational therapy services to clients with the goal of developing competent, entry-level practitioners.

"Non-client related tasks" means clerical, secretarial and administrative activities; transportation of patients/clients; preparation or maintenance of treatment equipment and work area; taking care of patient/client personal needs during treatments; and assisting in the construction of adaptive equipment and splints.

"Periodic" means at least once every 30 days.

General Responsibilities when Supervising/Delegating

The supervising occupational therapist shall at all times be responsible for all occupational therapy services provided by an occupational therapy assistant, a limited permit holder, a student or an aide. The supervising occupational therapist has continuing responsibility to follow the progress of each client, provide direct care to the client, and assure that the occupational therapy assistant, limited permit holder, student or aide do not function autonomously.

The level of supervision for all personnel is determined by the supervising occupational therapist whose responsibility it is to ensure that the amount, degree, and pattern of supervision are consistent with the knowledge, skill and ability of the person being supervised.

Actions that Cannot be Delegated

The supervising occupational therapist shall assume responsibility for the following activities regardless of the setting in which the services are provided:

  • Interpretation of referrals or prescriptions for occupational therapy services.
  • Interpretation and analysis for evaluation purposes.


Cal. Bus. & Prof. Code § 2570.3

Cal. Code Regs. tit. 16 § 4181

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