Case Study

The College promotes continued competency and education among occupational therapists by offering resources to support every day practice. See our featured case studies and scenarios with real examples to guide OTs in their practice and help OTs deliver safe, effective and ethical care.

Featured Case of the Month

Succession Planning for Client Records

Marina is an OT with a private practice providing psychotherapy treatment. She works out of her home office and is the health information custodian of the client records. 

Marina has a friend who is also an OT in private practice. Due to illness, her friend is uncertain how much longer she will be working and is getting advice about closing her practice. Marina realizes she hasn't given much thought to her own succession plan and and is uncertain who can act as her own successor...CONTINUE READING



Case Archive

February 2019 (English | French)
Working Within Managed Resources 

May 2019 (English | French)
Succession Planning for Client Records 

2018

January 2018 (English | French)
Obtaining Informed Consent for an Incapable Client When an SDM is not Available 

February 2018 (English | French)
Client Suicidal Ideation and Privacy

March 2018 (English | French)
Forms, Record Keeping and Accountability

April 2018 (English | French)
Discontinuing Occupational Therapy Services

May 2018 (English | French)
Obtaining Consent from a Minor 

July 2018 (English | French)
Conflicting Opinions – Professional Obligations for OT Reports

September 2018 (English | French)
How to Apply the Conscious Decision-Making Framework

November 2018 (English | French)
Crossing the Line? Managing Personal and Professional Interests

December 2018 (English | French)
Obtaining Consent for Student Involvement 

Contact

Questions? Contact the Practice Resource Service 1.800.890.6570/416.214.1177x240 or practice@coto.org