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Case Studies

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 occupational therapists in their practice and help occupational therapists deliver safe, effective and ethical care.

Questions? Suggestions? Contact the Practice Resource Service.

Featured Case of the Month

Requests from Clients to Sign Forms and Documents

Occupational therapists (OTs) are often asked by clients and other stakeholders to complete forms and documents as part of the occupational therapy service.

Examples include: Requests for Assessment of Capacity, Disability Tax Credit Certificates, and passport application forms.
Before proceeding, OTs should carefully review the entire form and consider the following...

Case Archive


February 2022
Assessing risks with a power recliner lift chair (English | French)
Considerations when recommending a power recliner lift chair (English | French)

March 2022 (English | French)
Providing virtual service involving other jurisdictions

April 2022 (English | French)
Lessons from an In-Home Assessment Complaint

May 2022 (English | French)
Managing Team Disagreements

June 2022 (English | French)
Requests from Clients to Sign Forms and Documents


January 2021 (English | French)
Sexual abuse and mandatory reporting

February 2021 (English | French)
Obtaining consent and substitute decision-makers

March 2021 (English | French)
Changing jobs and responsibly transferring clients

May 2021 (English | French)
Professional boundaries and social media

June 2021 (English | French)
Requests for private practice follow up with clients

July 2021 (English | French)
Am I practising occupational therapy?

September 2021 (English | French)
What should I do when a client discloses domestic abuse?

October 2021 (English | French)
Checklist for starting a private practice


August 2020 (English | French)
Considerations for virtual care

November 2020 (English | French)
Occupational therapy services in the client's home: infection, prevention and control – are you prepared?

December 2020 (English | French)
Competency in psychotherapy


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


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 (Unpublished)
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