Documentation in Occupational Therapy Practice, 2nd Edition

About the Course
The Occupational Therapy Practice Framework-4th edition (AOTA, 2020b) provides practitioners with language and terminology that describes the domain and process of occupational therapy provided to clients, which can include persons, groups, or populations. Using the language endorsed by the AOTA strengthens documentation and enables others, outside of occupational therapy practice, to better understand the role of occupational therapy. However, it can be argued that most seasoned practitioners have not had formal training in using the Occupational Therapy Practice Framework language and might have been trained under previous versions such as Uniform Terminology or might not be familiar with the most recent (4th Edition) published by AOTA (2020b).  This basic-level course will provide an introduction to this language and foster its use for effective clinical documentation in a variety of occupational therapy practice settings. Upon completing this course, occupational therapy practitioners will be able to describe and use effective language and strategies for documentation of occupational therapy and be prepared to explain and use more effective and efficient documentation in many areas of practice.

Learning Objectives 
  • Describe effective strategies for occupational therapy documentation
  • Define the occupational therapy practitioner’s ethical and legal responsibility in the context of documentation
  • Identify the types of language used in occupational therapy documentation
  • Differentiate among the various categories of documentation used in practice
  • Identify the documentation used in different occupational therapy practice settings

About the Author
Elizabeth D. DeIuliis, OTD, MOT, OTR/L, CLA, is currently a clinical associate professor in the Department of Occupational Therapy at Duquesne University, where she has been a faculty member for over 11 years.  Dr. DeIuliis attended Duquesne University and graduated with a master’s degree in occupational therapy in 2004. In December 2009, she completed a post-professional doctorate of occupational therapy degree at Chatham University in Pittsburgh, Pennsylvania. She continues to practice clinically on a per-diem basis at UPMC Shadyside Hospital within Centers of Rehab Services in Pittsburgh. Dr. DeIuliis has had various leadership roles within academia and the occupational therapy profession, such as serving on the Board of Directors within the Pennsylvania Occupational Therapy Association. She has presented at state, national, and international conferences on topics related to fieldwork education, professionalism, interprofessional education, and teaching methodologies. 

How to Receive Credit
  • Read the entire course online or in print.
  • Answer the final examination questions at the end of the course. A passing grade of 75% is required. Test questions link content to learning objectives as a method to enhance individualized learning and material retention.
  • Provide required personal information and payment information.
  • Complete the mandatory course evaluation.
  • Print your Certificate of Completion.

Resolution of Conflict of Interest
Colibri Healthcare, LLC implemented mechanisms prior to the planning and implementation of the continuing education activity, to identify and resolve conflicts of interest for all individuals in a position to control content of the course activity.

Sponsorship/Commercial Support and Non-Endorsement
It is the policy of Colibri not to accept commercial support. Furthermore, commercial interests are prohibited from distributing or providing access to this activity to learners.

The information provided in this activity is for continuing education purposes only and is not meant to substitute for the independent medical judgment of a healthcare provider relative to diagnostic and treatment options of a specific patient’s medical condition.

©2022: All Rights Reserved. Materials may not be reproduced without the expressed written permission or consent of Colibri Healthcare, LLC. The materials presented in this course are meant to provide the consumer with general information on the topics covered. The information provided was prepared by professionals with practical knowledge of the areas covered. It is not meant to provide medical, legal, or professional advice. Colibri Healthcare, LLC recommends that you consult a medical, legal, or professional services expert licensed in your state. Colibri Healthcare, LLC has made all reasonable efforts to ensure that all content provided in this course is accurate and up to date at the time of printing but does not represent or warrant that it will apply to your situation nor circumstances and assumes no liability from reliance on these materials. Quotes are collected from customer feedback surveys. The models are intended to be representative and not actual customers.