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Case Studies

Working with Children Whose Parents are Separated or Divorced

Background Vanessa is an occupational therapist (OT) who owns and operates a private pediatric practice. She received a referral to see Ethan, a 5-year-old boy who has autism…
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Case Studies

Learnings From a Complaint About Equipment Funding

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

Maintaining Professional Boundaries

Background 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…
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Case Studies

Managing a Privacy Breach

Background 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…
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Case Studies

Working with OTAs in a Private Community-Based Practice

Background 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…
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Case Studies

Should OTs transport clients in personal vehicles?

Background 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…
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Case Studies

Documenting Group Interventions

Background 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…
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Case Studies

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

Background 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…
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Case Studies

Advertising in Occupational Therapy Practice

Background 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…
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Case Studies

Occupational Therapists Providing Education or Training of Recommendations to Others

Background 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…
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Case Studies

Recording Occupational Therapy Sessions

Please note: This content contains references to an older version of the Code of Ethics and may not reflect recent updates. As of September 21, 2026, the new…
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Case Studies

Requests from Clients to Sign Forms and Documents

Background 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…
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Case Studies

Managing Team Disagreements

Background 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…
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Case Studies

Lessons from an In-Home Assessment Complaint

Background 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…
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Case Studies

Assessing risks with a power recliner lift chair

Background 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…
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Case Studies

Considerations when recommending a power recliner lift chair 

Background 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….
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Case Studies

Checklist for starting a private practice

Background 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…
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Case Studies

What should I do when a client discloses domestic abuse?

Background 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…
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Case Studies

Requests for private practice follow up with clients

Please note: This content contains references to an older version of the Code of Ethics and may not reflect recent updates. As of September 21, 2026, the new…
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Case Studies

Professional boundaries and social media

Background 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…
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Case Studies

Changing jobs and responsibly transferring clients

Please note: This content contains references to an older version of the Code of Ethics and may not reflect recent updates. As of September 21, 2026, the new…
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Case Studies

Obtaining consent and substitute decision-makers

Background 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…
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Case Studies

Sexual abuse and mandatory reporting

Background 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…
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Case Studies

Electronically Scanning Client Information

Background 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…
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Case Studies

Succession planning for client records

Background 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…
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Case Studies

Working within managed resources

Background 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…
Case Studies

Obtaining consent from a minor

Background 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…
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Case Studies

Discontinuing occupational therapy services

Background 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…
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Case Studies

Client suicidal ideation and privacy

Background 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…
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Case Studies

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

Background 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…
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