COTBC Quality Practice Webinars · QUALITY PRACTICE WEBINARS •Personal counselling •Decisions re: initiation or termination of treatment •Referral of a client to another professional

11/23/2017

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COTBC Quality Practice WebinarsToday’s session will start shortly

Working with Education AssistantsWith Andrea Bowden and Kathy Corbett

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QUALITY PRACTICE WEBINARS

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Kathy Corbett Andrea Bowden

Registrar and CEO Director of Practice and Policy


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WORKING WITH EDUCATION ASSISTANTS

Today’s Session


Timing

Introductions 1500

Why now? 1515

Consultation vs. Assignment 1520

If/when assigning

• Resources

• What cannot be assigned

• Steps

• Supervision considerations

1540

Questions and Answers 1600

Wrap-up 1615

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Employer

Caseload – students, schools

Frequency

Confidence


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Assignment



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ConsultationAssignment



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Consultation

Delegation

Assignment



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Consultation

Delegation

Assignment


Supervision


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Consultation

Delegation

Assignment


Responsibility

Supervision


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Consultation

Delegation

Assignment

Risk


Responsibility

Supervision


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Assignment

Consultation


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Consultation

Is:

• advice, education, and training

• facilitating problem solving

• time – limited

OT does not:

• transfer responsibility

• assign service components

• have responsibility for supervising


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• OT allocates components of the OT plan

• Support personnel - responsibility for the

delivery of the component

• OT - accountability for the outcome of the

overall program/care plan

• Synonyms - delegation, transfer of function


Assignment

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Still

confused?


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• Is this a task that falls within your own role that you

could do, but are handing off to increase your

efficiency?


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efficiency?

• Are you providing information to support the EAs

regular role?



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efficiency?


regular role?

• Does the task require ongoing OT supervision?



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efficiency?


regular role?


• Are there OT specific goals and a plan that you are

you progressing overtime?



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efficiency?


regular role?


• Are there OT specific goals and a plan that you are

you progressing overtime?

• Are you the person who provides supervision for how

the EA implements the activity?


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Communicating Roles and Expectations


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Assignment

Consultation


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So… you

decide to

assign

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Supervision

“The process whereby the

occupational therapist

provides continuous and

interactive feedback to the

support personnel to ensure

competent delivery of service

components”


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Key Responsibility

“ The therapist assigning a component of an

occupational therapy service has the

responsibility to determine and demonstrate

appropriate assignment, supervision, and

documentation”



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The OT will ensure that Support Personnel:

• Understand roles and responsibilities

• Identify role to the client as assisting OT

• Are competent and receive appropriate training

• Acknowledge accountability to OT

• Understand how/when to contact OT

• Change/modify tasks within established limits



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Components that are not assigned


• Interpretation of a referral


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• Initial and re-assessments


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• Aspects of assessment requiring clinical judgement


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• Aspects of assessment requiring clinical judgement

• Interpretation of assessment findings


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• Intervention planning and determining goals

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• Selection of treatment strategies or procedures

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• Modification beyond established limits

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• Decisions where continuous clinical judgement is

necessary to monitor/guide progress

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• Decisions where continuous clinical judgement is

necessary to monitor/guide progress

• Determination of caseload

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• Personal counselling

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• Decisions re: initiation or termination of treatment

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• Referral of a client to another professional or agency

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• Referral of a client to another professional or agency

• Discharge planning

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Steps in Assigning


1. Assess needs, decide assignment, determine competence

2. Determine if will assign

3. Establish supervision and communication plans

4. Document supervision plan

5. Obtain consent

6. Assign components

7. Evaluate

8. Ensure changes directed by OT

9. Terminate as appropriate


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Supervision

Plan – document outlining methods and frequency,

reporting, methods of communication, and evaluation.

Methods – direct and indirect

Evaluation – ability of EA, outcomes, client satisfaction,

cost efficiency.


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Decision Making Tool


Risk management is “nothing

more than a careful examination

of what, in your work, could

cause harm to people, so that

you can weigh up whether you

have taken enough precautions

or should do more to prevent

harm”.

Health and Safety Executive, 1999

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Checklist



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THANK YOU FOR LISTENING… Questions?

• Please fill out the evaluation.

• Recording will be available in 24 hours

• Additional questions? Email [email protected]

• Join us on

@OTCollegeBC

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UPCOMING WEBINARS

Coming up!

Quality Practice Webinars Date/Time

How Recent Bylaw Changes

Affect Your Practice

December 7, 2017

12:00


mailto:[email protected]

Documents

COTBC Quality Practice Webinars · QUALITY PRACTICE WEBINARS •Personal counselling •Decisions re: initiation or termination of treatment •Referral of a client to another professional