Comprehensive Occupational Therapy Practice Staff Training Manual

Section 1: Introduction and Fundamentals

1.1 Practice Overview

• Mission and values
• Organizational structure
• Key personnel and roles

1.2 Regulatory Compliance

• State licensure requirements
• HIPAA compliance
• Documentation standards

Section 2: Clinical Operations

2.1 Patient Care Protocols

• Initial assessment procedures
• Treatment planning
• Progress documentation
• Discharge planning

2.2 Documentation Requirements

• EMR usage guidelines
• SOAP note format
• Goal writing
• Progress notes

Section 3: Safety and Risk Management

3.1 Workplace Safety

• Infection control procedures
• Equipment safety protocols
• Emergency procedures
• Body mechanics

3.2 Patient Safety

• Transfer techniques
• Fall prevention
• Equipment usage guidelines

Section 4: Administrative Procedures

4.1 Scheduling

• Appointment scheduling protocols
• Cancellation policies
• No-show procedures

4.2 Billing and Insurance

• Insurance verification
• CPT coding guidelines
• Documentation requirements for reimbursement

Section 5: Quality Assurance

5.1 Performance Metrics

• Outcome measures
• Patient satisfaction surveys
• Documentation audits

5.2 Continuing Education

• Required certifications
• Professional development opportunities
• In-service training schedule

Section 6: Appendices

• Forms and templates
• Equipment maintenance logs
• Emergency contact information
• Reference materials