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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
© Can Stock Photo / michaeljung
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Kathy Corbett Andrea Bowden
Registrar and CEO Director of Practice and Policy
QUALITY PRACTICE WEBINARS
11/23/2017
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Today’s Session
QUALITY PRACTICE WEBINARS
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
QUALITY PRACTICE WEBINARS
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QUALITY PRACTICE WEBINARS
© Can Stock Photo / Nelosa
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Assignment
QUALITY PRACTICE WEBINARS
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ConsultationAssignment
QUALITY PRACTICE WEBINARS
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Consultation
Delegation
Assignment
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Consultation
Delegation
Assignment
QUALITY PRACTICE WEBINARS
Supervision
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Consultation
Delegation
Assignment
QUALITY PRACTICE WEBINARS
Responsibility
Supervision
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Consultation
Delegation
Assignment
Risk
QUALITY PRACTICE WEBINARS
Responsibility
Supervision
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QUALITY PRACTICE WEBINARS
Assignment
Consultation
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QUALITY PRACTICE WEBINARS
© Can Stock Photo Inc. / pressmaster
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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QUALITY PRACTICE WEBINARS
• 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
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Assignment
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QUALITY PRACTICE WEBINARS
© Can Stock Photo / cybernesco
Still
confused?
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QUALITY PRACTICE WEBINARS
• 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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© Can Stock Photo / Forgiss
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QUALITY PRACTICE WEBINARS
• Is this a task that falls within your own role that you
could do, but are handing off to increase your
efficiency?
• Are you providing information to support the EAs
regular role?
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QUALITY PRACTICE WEBINARS
• Is this a task that falls within your own role that you
could do, but are handing off to increase your
efficiency?
• Are you providing information to support the EAs
regular role?
• Does the task require ongoing OT supervision?
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© Can Stock Photo / Forgiss
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QUALITY PRACTICE WEBINARS
• Is this a task that falls within your own role that you
could do, but are handing off to increase your
efficiency?
• Are you providing information to support the EAs
regular role?
• Does the task require ongoing OT supervision?
• Are there OT specific goals and a plan that you are
you progressing overtime?
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© Can Stock Photo / Forgiss
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QUALITY PRACTICE WEBINARS
• Is this a task that falls within your own role that you
could do, but are handing off to increase your
efficiency?
• Are you providing information to support the EAs
regular role?
• Does the task require ongoing OT supervision?
• 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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QUALITY PRACTICE WEBINARS
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Communicating Roles and Expectations
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QUALITY PRACTICE WEBINARS
Assignment
Consultation
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QUALITY PRACTICE WEBINARS
© Can Stock Photo / jarenwicklund
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QUALITY PRACTICE WEBINARS
© Can Stock Photo / denyskuvaiev
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QUALITY PRACTICE WEBINARS
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QUALITY PRACTICE WEBINARS
So… you
decide to
assign
© Can Stock Photo / GUARDING
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QUALITY PRACTICE WEBINARS
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”
QUALITY PRACTICE WEBINARS
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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
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• Interpretation of a referral
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Components that are not assigned
QUALITY PRACTICE WEBINARS
• Interpretation of a referral
• Initial and re-assessments
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Components that are not assigned
QUALITY PRACTICE WEBINARS
• Interpretation of a referral
• Initial and re-assessments
• Aspects of assessment requiring clinical judgement
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Components that are not assigned
QUALITY PRACTICE WEBINARS
• Interpretation of a referral
• Initial and re-assessments
• Aspects of assessment requiring clinical judgement
• Interpretation of assessment findings
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Components that are not assigned
QUALITY PRACTICE WEBINARS
• Intervention planning and determining goals
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Components that are not assigned
QUALITY PRACTICE WEBINARS
• Intervention planning and determining goals
• Selection of treatment strategies or procedures
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Components that are not assigned
QUALITY PRACTICE WEBINARS
• Intervention planning and determining goals
• Selection of treatment strategies or procedures
• Modification beyond established limits
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Components that are not assigned
QUALITY PRACTICE WEBINARS
• Intervention planning and determining goals
• Selection of treatment strategies or procedures
• Modification beyond established limits
• Decisions where continuous clinical judgement is
necessary to monitor/guide progress
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Components that are not assigned
QUALITY PRACTICE WEBINARS
• Intervention planning and determining goals
• Selection of treatment strategies or procedures
• Modification beyond established limits
• Decisions where continuous clinical judgement is
necessary to monitor/guide progress
• Determination of caseload
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Components that are not assigned
QUALITY PRACTICE WEBINARS
• Personal counselling
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Components that are not assigned
QUALITY PRACTICE WEBINARS
• Personal counselling
• Decisions re: initiation or termination of treatment
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Components that are not assigned
QUALITY PRACTICE WEBINARS
• Personal counselling
• Decisions re: initiation or termination of treatment
• Referral of a client to another professional or agency
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Components that are not assigned
QUALITY PRACTICE WEBINARS
• Personal counselling
• Decisions re: initiation or termination of treatment
• Referral of a client to another professional or agency
• Discharge planning
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Steps in Assigning
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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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WORKING WITH EDUCATION ASSISTANTS
Decision Making Tool
QUALITY PRACTICE WEBINARS
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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QUALITY PRACTICE WEBINARS
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QUALITY PRACTICE WEBINARS
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
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