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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 case studies and scenarios with real examples to guide occupational therapists in their practice and help occupational therapists deliver safe, effective and ethical care.

Case Studies

Learnings From a Complaint About Equipment Funding

(Disclaimer: this is a hypothetical case scenario; outcomes will differ from case to case.) Ashwin is an occupational therapist working in the community. He is working with Estelle,…
Case Studies

Maintaining Professional Boundaries

At some point in every occupational therapist’s career, the issue of a professional boundary crossing with a client will come up. A boundary crossing occurs when an occupational…
Case Studies

Managing a Privacy Breach

Manuel, an occupational therapist in an outpatient clinic, has been working with a client named Daisy. As a part of his role, Manuel recommended some adaptive equipment and…
Case Studies

Working with OTAs in a Private Community-Based Practice

Quinn is an occupational therapist and owner of a private practice. She receives referrals mainly from insurers and lawyers for clients after motor vehicle accident or personal injury….
Case Studies

Should OTs transport clients in personal vehicles?

Luna is an occupational therapist working with Rumel, a client trying to return to work after a traumatic incident. Rumel witnessed a pedestrian struck by the bus he…
Case Studies

Documenting Group Interventions

Stella works for a community organization providing occupational therapy services in clients’ homes. As part of the organization’s community outreach, they asked her to develop and run group…
Case Studies

Can Two Occupational Therapists Provide Treatment to One Client at the Same Time?

Jasmin is an occupational therapist (OT) who works in an outpatient neurorehabilitation program. She has been working with Mr. Brodie, a client who is recovering from brain aneurysm…
Case Studies

Advertising in Occupational Therapy Practice

Riley is starting a private practice to provide occupational therapy services to children and families. She is planning to provide individualized services and start a group therapy program…
Case Studies

Occupational Therapists Providing Education or Training of Recommendations to Others

Rebecca is an occupational therapist working in home and community care. She receives a referral to assess a client’s ability to transfer using a mechanical lift and provide…
Case Studies

Recording Occupational Therapy Sessions

The practice consultant receives a call from Esther, an occupational therapist working in the community, to discuss a client's request to record an occupational therapy session. Esther wonders…
Case Studies

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: Melissa is an occupational…
Case Studies

Managing Team Disagreements

Dayne is an occupational therapist on an acute general medicine unit who will be going on vacation for a week. He reviews his caseload with Aspen, the program…
Case Studies

Lessons from an In-Home Assessment Complaint

Amanda is an occupational therapist and acts as an independent assessor for an insurance company. She receives a referral to assess for attendant care services in the home…
Case Studies

Considerations when recommending a power recliner lift chair 

You are a community occupational therapist who received a referral to complete a home safety assessment for 78-year-old Mr. Haddad who had a recent cardiac event. Mr. Haddad…
Case Studies

Assessing risks with a power recliner lift chair

You are an occupational therapist who receives a referral to complete a home safety assessment for Mrs. C. Mrs. C is 70 years old, has arthritis in both…
Case Studies

Checklist for starting a private practice

Devon is interested in starting a private occupational therapy practice to work with people experiencing concussion and other acquired brain injuries. Starting the business is very exciting but…
Case Studies

What should I do when a client discloses domestic abuse?

Joleen is an occupational therapist in a professional practice leadership role for a home and community agency. Since the staff have resumed more in-person sessions, Joleen has noticed…
Case Studies

Requests for private practice follow up with clients

Mark works in a local hospital with people recovering from a recent stroke. Sometimes clients or their families will ask Mark if he can continue to provide rehabilitation…
Case Studies

Professional boundaries and social media

Blair is an occupational therapist who owns a private practice in hand therapy and has a large Instagram following. Blair uses a professional account, which is open to…
Case Studies

Changing jobs and responsibly transferring clients

Ally is an occupational therapist who is new to the position of clinic manager. As part of this role, they manage a small interdisciplinary team of health providers….
Case Studies

Obtaining consent and substitute decision-makers

Robert, an occupational therapist (OT) in private practice, receives a referral from a lawyer to assess a client named Louisa who sustained a head injury due to a…
Case Studies

Sexual abuse and mandatory reporting

You are an occupational therapist and psychotherapist with your own private practice. You have been treating a university student named Amanda, who has not been coping well for…
Case Studies

Electronically Scanning Client Information

Jason is an occupational therapist practicing psychotherapy in a mental health facility. As part of each new session Jason uses standardized paper and pencil screening assessments. Jason often…
Case Studies

Succession planning for client records

Marina is an occupational therapist with a private practice providing psychotherapy treatment to her clients. She works out of her home office and is the health information custodian…
Case Studies

Working within managed resources

Nia is an occupational therapist working on a subacute general medicine floor. On the subacute unit, OT referrals are automatically generated on admission. There are 2 full-time OTs…
Case Studies

Obtaining consent from a minor

Lowan, an occupational therapist (OT) working in a publicly funded youth mental health program, is contacted by 14-year-old Xander, who requests counselling services due to recent bullying he…
Case Studies

Discontinuing occupational therapy services

Kendra, an occupational therapist (OT), receives a referral from an employer to assess Rafael’s ability to return to work. While at work, Rafael suffered a slip and fall…
Case Studies

Client suicidal ideation and privacy

Trixie, an occupational therapist (OT), received a referral for a home safety assessment for an 85-year-old client, Mr. Porter. The referral came through the rehabilitation company she works…
Case Studies

Obtaining informed consent for an incapable client when an SDM is not available

Lily, an occupational therapist (OT), was notified by staff at a group home that her client, Davon required a new wheelchair cushion. The cushion had a leak and…

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