Certified Occupational Therapy Assistant       

Required Qualifications

The Certified Occupational Therapy Assistant must possess:

1. A valid, unrestricted license in his/her therapy discipline in the state.
2. Meet educational requirements of his/her licensure requirements.
3. Valid driver’s license in the state of employment.
4. Knowledgeable of skilled nursing home regulations, procedures, laws, regulations and guidelines pertaining to the appropriate service lines: Skilled Nursing Facility, Assisted Living Facility or Home Health Care

Major Duties and Responsibilities

Assists in the practice of occupational therapy and activities requiring an understanding of occupational therapy but not requiring professional or advanced training in the anatomical, biological, and physical sciences involved in the practice of occupational therapy.

Practices only under the direction of a registered occupational therapist.

Implements the occupational therapy treatment plan as established by the occupational therapist in accordance with the American Occupational Therapy Association (AOTA) in accordance with guidelines issued by the governing body and its respective affiliate state chapter, current state and federal laws and regulations; and respective practice act(s) in the state.

Records the patient’s progress and can request a reexamination if/when needed.

Offers suggestions, provides feedback, carries-out agreed upon activities, and voices constructive concerns in a collaborative manner with the occupational therapist.

Interviews new and returning patients to assist the occupational therapist in determining their health and rate of recovery.

Documents occupational therapy services by charting in the patient medical record.

Complies with facility or agency’s policies and procedures for appropriately documenting for patients receiving occupational therapy.

Schedules and coordinates with facility or agency’s nursing staff therapy sessions for patients as instructed by the occupational therapist or rehabilitation director.

Prepares required documentation according to facility or agency’s policy for billing purposes, discharge planning, etc. and as instructed by the occupational therapist or rehabilitation director.

Helps patients perform their planned therapeutic procedures by administering manual exercises such as simply instructing and encouraging a patient through his/her exercises to physically helping him/her complete a difficult routine.

Treats patients who demonstrate disorders of musculoskeletal deficiencies, neurological conditions, etc.  Treatment will only be conducted after a written order is received from the physician.

Is familiar with assistive devices that might be used during treatment, like adaptive utensils, adaptive plates and silverware, nosey cups, reachers and grabbers, grab bars, sock pullers, shoe horns, dressing sticks, trays, wheelchair accessories, etc. that some patients may require.

Monitors the patient’s environment in order to identify any needs or barriers that might negatively impact the patient’s therapy and recovery.  Observes and makes recommendations for the necessary accommodations to the occupational therapist and enacts those recommendations.

Provides patient information needed for the patient assessment instrument according to facility or agency’s policy such as functional abilities, functional status, range of motion, self-care activities, occupational therapy minutes and distinct calendar days, etc. during the defined observation period(s) as assigned by the occupational therapist or rehabilitation director.

Ensures occupational therapy equipment is stored, used and sanitized, disinfected and/or cleaned properly and safely in the facility or agency.

Participates in daily, weekly, and/or monthly rehabilitative and interdisciplinary team meetings to discuss patients’ therapy progression in relation to discharge planning for patients receiving occupational therapy services as designated by the occupational therapist or rehabilitation director.

Adheres to the state practice guidelines in his/her discipline as defined by the State of ______________ Occupational Therapy Practice Act.  Maintains appropriate conduct and follows practice guidelines as defined by the professional association.                      

Knows how to access the occupational therapy state practice act and professional association standards. 

Develops and maintains positive relationships with patients, employees, and family members through scheduled, deliberate positive interactions with them using face to face, phone, or other means of communication.

Facilitates, serves, attends or participates in various committees of the facility or agency’s as necessary.

Knows and understands the purpose and requirements for the scope of work requirements as defined by the occupational therapy practice act in each state.

Delivers compassionate quality care and occupational therapy services across the spectrum as evidenced by professional competence, general cleanliness of therapy gyms/offices, and optimal patient functioning and satisfaction with occupational therapy services provided.  

Knows occupational therapy employees and employees of the interdisciplinary team in order to effectively communicate and provide optimal care for as well as any miscellaneous related needs.

Promotes teamwork, mutual respect, and effective communication.  Promotes positivity and active daily problem solving.  

Makes written and oral reports/recommendations to the occupational therapist concerning occupational therapy.

Follows facility or agency’s policy related to readiness for health inspection surveys, Occupational Safety and Health Administration (OSHA) surveys, and any other regulatory entity or requirement.

Reads and stays informed regarding regulatory, scope of work requirements as defined by the occupational therapy practice act, business practices and other changes influencing occupational therapy outcomes.

Promotes safe work practices, safety rules, and accident prevention procedures to prevent patient/employee injury and illness.

Additional Tasks

1. Treats all patients with dignity and respect.  Promotes and protects all patients’ rights.
2. Establishes a culture of compliance by adhering to all facility or agency’s policies and procedures.  Complies with standards of business conduct, and state/federal regulations and guidelines, and relevant practice act(s).
3. Follows appropriate safety and hygiene measures at all times to protect patients and themselves.
4. Maintains confidentiality of protected health information, including verbal, written, and electronic communications.
5. Reports noncompliance with policies, procedures, regulations, or breaches in confidentiality to appropriate personnel.  Reports any retaliation or discrimination to HR or compliance officer.
6. Reports any allegations of abuse, neglect, misappropriation of property, exploitation, or mistreatment of patients to supervisor and/or administrator.  Protects patients from abuse, and cooperates with all investigations.
7. Reports any occupational exposures to blood, body fluids, infectious materials, and/or hazardous chemicals in accordance with facility or agency’s policy. 
8. Participates in all life safety and emergency drills and trainings.  Fulfills responsibilities as assigned during implementation or activation of the facility or agency’s emergency plan.
9. Reports work-related injuries and illnesses immediately to designated staff member.
10. Follows established infection control policies and procedures.
11. As a condition of employment, completes all assigned training and skills competency.

Personal Skills and Traits Desired/ Physical Requirements/Working Conditions

1. Ability to read, write, speak and understand the English language.
2. Ability to deal tactfully with personnel, patients, family members, visitors, government agencies/personnel and the general public.
3. Must have patience, tact, and willingness to deal with difficult patients, family and staff.
4. Must not pose a threat to the health and safety of other individuals in the workplace.
5. Must be able to move intermittently throughout the workday.
6. Meets general health requirements according to facility or agency’s policy, including medical and physical exams and checking immunity status to various infectious diseases.
7. Ability to work beyond normal working hours and on weekends and holidays when necessary.
8. Ability to assist in evacuation of patients during emergency situations.
9. Ability to bend, stoop, kneel, crouch, perform overhead lifting and perform other common physical movements as needed for the position.
10. May be subject to falls, burns from equipment, and/or odors throughout the day; encounter reactions from dust, tobacco smoke, disinfectants, and other air contaminants.
11. Subject to exposure to infectious waste, diseases and/or conditions which include AIDS, Coronavirus, Hepatitis B, and Tuberculosis.
12. May be subject to hostile or emotional patients, family members, visitors or personnel.
13. Contributes to and exemplifies team work.
14. Makes independent decisions when circumstances warrant such action.
15. Possesses leadership, supervisory skills and willingness to work harmoniously with and supervise other personnel.
16. Successfully follows oral and written instructions.
17. Successfully relays information concerning patients, employees or any given subject matter.
18. Willing to move intermittently throughout the workday.
19. Willing to cope with the mental and emotional stress of the position.
20. Communicates with medical, nursing staff, and all departments.
21. Accepts call-backs during emergency conditions.
22. Works in office and throughout the facility or agency.
23. Willing to work to task completion in spite of frequent interruptions.

Compliance as a Condition of Employment and Performance Appraisal

Agreement to abide by all standards, policies, and procedures of the facility or agency, including the facility or agency’s compliance and ethics program, is a condition of employment.  Compliance will be a factor in evaluating job performance.  Violations, including failure to report violations, will result in disciplinary action, up to and including termination.

This job description is intended to convey the general scope of the major duties and responsibilities inherent in this position.  Other tasks not listed here may be assigned by the Board of Managers, Board of Directors, and/or patient of the company.  Periodic revision may be necessary to reflect changes in expectations placed on long term care by various governmental agencies.  This job description will be reviewed and/or revised annually and as needed.

Individual performance will be evaluated using the following scale:

1. Unsatisfactory: Achieves results which are far less than the standards identified for the performance factors rated.
2. Needs Improvement: Achieves results which are less than the standards identified for the performance factors rated. Exhibits the potential to become a competent performer.  May be new to job or need skill development.
3. Meets Standards: Achieves results which meet the standards identified for the performance factors rated.  This rating is the expected level of performance.
4. Exceeds Standards: Achieves results which usually exceed the standards identified for the performance factors rated.

Reasonable Accommodation Statement

Consistent with the Americans with Disabilities Act (ADA) and [insert state civil rights law], it is the policy of [Facility or agency’s Name] to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship.  The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process.  If reasonable accommodation is needed, please contact [include name and/or department, telephone, and e-mail address].

Required Qualifications

The Occupational Therapist must possess:

1. A valid, unrestricted license in his/her therapy discipline in the state.
2. Meet educational requirements of his/her licensure requirements.
3. Valid driver’s license in the state of employment.
4. Knowledgeable of regulations, procedures, laws, regulations and guidelines pertaining to the appropriate service line: Skilled Nursing Facility, Assisted Living Facility or Home Health Care