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The analysis of any legal or medical billing is dependent on numerous specific facts — including the factual situations present related to the patients, the practice, the professionals and the medical services and advice. Additionally, laws and regulations and insurance and payer policies are subject to change. The information that has been accurate previously can be particularly dependent on changes in time or circumstances. The information contained in this web site is intended as general information only. It is not intended to serve as medical, health, legal or financial advice or as a substitute for professional advice of a medical coding professional, healthcare consultant, physician or medical professional, legal counsel, accountant or financial advisor. If you have a question about a specific matter, you should contact a professional advisor directly. CPT copyright American Medical Association. All rights reserved. CPT is a registered trademark of the American Medical Association.

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California Occupational Therapy Supervision and Delegation

Members have full access to the material below and can email us with questions regarding any California occupational therapy compliance issue.  Please consider joining today if you need assistance.

Definitions

OT Responsibilities 

    • Which services can only be performed by an OT?
    • What are the responsibilities of the OT when delegating?

Aides

    • What tasks can an aide perform?
    • What is an aide expressly prohibited from doing?
    • What are the responsibilities of the OT when delegating to an aide?
    • What type of supervision is required?
    • What is the ratio between supervising OTs and aides?
    • Required designation for aides



Assistants

    • Which services are OTAs allowed to practice?
    • Are there specific services that OTAs are prohibited from practicing?
    • What type of supervision is required?
    • What does the OT need to consider when delegating to an OTA?
    • Does the supervising OT need to co-sign documentation created by the OTA?
    • Who can be supervised by an OTA?
    • What is the ratio between supervising OTs and OTAs?

Students and New Graduates

    • Can students practice in a clinical setting?
    • What kind of supervision is required for student OTs and OTAs?
    • How must students identify themselves?
    • Who is eligible for a limited permit?
    • What is required for the application?
    • What type of supervision is required for a temporary permit holder?
    • Duration of the limited permit
    • Co-signature requirements



About Us

Therapy Comply is a healthcare compliance firm that seeks to bring high quality web-based compliance guidance and one-on-one consulting services to small and medium size physical, occupational, and speech therapy practices.

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