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

Electronically Scanning Client Information 

Jason is an OT practising psychotherapy who uses standardized paper and pencil screening assessments. Jason summarizes these clinical assessments and interventions in the clinical notes and securely maintains the original paper copy. His workplace has recently implemented a new electronic medical record system.

Jason wonders if he scans his paper assessments, is it also necessary to retain the original paper copy or can it be destroyed?...CONTINUE READING



Case Archive

February 2019 (English | French)
Working Within Managed Resources 

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

October 2019 (English | French)
Electronically Scanning Client Information 

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