(ORC 121.22 (G)(3)) (ORC 121.22 (G)(1))) (50 Minutes) (5 ... Minutes/Mtg Materials OT/OT... ·...

Occupational Therapy Section Meeting July 12, 2017

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Ohio Occupational Therapy, Physical Therapy, and Athletic Trainers Board Occupational Therapy Section Meeting

July 12, 2017 9:30 am. Roll Call

77 South High Street, 31st Floor, East B Columbus, Ohio 43215

Occupational Therapy Section Vision Statement:

The Occupational Therapy Section is committed to proactively:

Provide Education to the Consumers of Occupational Therapy Services; Enforce Practice Standards for the Protection of the Consumer of Occupational Therapy Services; Regulate the Profession of Occupational Therapy in an Ever-Changing Environment; Regulate Ethical and Multicultural Competency in the Practice of Occupational Therapy; Regulate the Practice of Occupational Therapy in all Current and Emerging Areas of Service Delivery.

1. Administrative Matters

1.1 Agenda Review

1.2 Approval of Minutes

Action Required

1.3 Executive Director’s Report

1.4 Executive Session

1.4.1 To discuss pending and imminent court action (ORC 121.22 (G)(3))

1.4.2 To discuss personnel matters related to:

Appointment; Employment; Dismissal; Discipline; Promotion; Demotion; Compensation(ORC 121.22 (G)(1)))

Investigation of charges/complaints against a public employee, licensee, or regulated individual in lieu of a public hearing (ORC 121.22 (G)(1))

1.4.3 To discuss matters required to be kept confidential by federal law, federal rules, or state statutes (ORC 121.22 (G)(5))

1.5 Discussion of Law and Rule Changes

2. Licensure Applications (50 Minutes)

2.1 Application Review Liaison Report (5 Minutes)

Action Required

2.2 Releases from Limited License Agreement(s)

2.3 License Application Waiver Requests

2.4 Occupational Therapist/Occupational Therapy Assistant Examination Applications

Action Required

2.5 Occupational Therapist/Occupational Therapy Assistant Endorsement Applications

Action Required

2.6 Occupational Therapist/Occupational Therapy Assistant Reinstatement Applications

Action Required

2.7 Occupational Therapist/Occupational Therapy Assistant Restoration Applications

Action Required

Occupational Therapy Section Meeting July 12, 2017

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2.8 CE Request(s) for Approval

Action Required

2.8.1 CE Denial Appeal

Action Required

2.9 Licensure Renewal Report

3. Enforcement Division (50 Minutes)

3.1 Assistant Attorney General Report (5 Minutes)

3.2 Case Review Liaison Report (10 Minutes)

3.3 Releases from Consent Agreement(s)

3.4 Notice(s) of Opportunity for Hearing

3.5 Consent Agreement(s)

3.6 Affidavit Consideration(s)

3.7 Hearing Officer Report(s)

3.8 Summary Suspension(s)

3.9 To discuss proposed disciplinary action against a licensee pursuant to ORC 121.22 (G)(1) and pursuant to 121.22 (G)(5) that involve matters required to be kept confidential under ORC sections 149.43 (A)(2) and 4755.02 (E)(1)

4. Correspondence (30 Minutes)

5. OOTA Report (5Minutes)

6. Open Forum (5 Minutes)

7. Old Business (10 Minutes)

7.1 Section Retreat Planning

7.2 OOTA- Medicaid School Program

8. New Business (10 Minutes)

8.1 OOTA – Request on Code of Ethical Conduct

9. Next Meeting Preparation

9.1 Agenda Items

9.2 Executive Director Assignments

10. Adjournment

Occupational Therapy Section May 11, 2017

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Ohio Occupational Therapy, Physical Therapy, and Athletic Trainers Board

Occupational Therapy Section

May 11, 2017 9:00 a.m.

Members Present Beth Ann Ball, OTR/L, Chair Mary Beth Lavey, COTA/L, Secretary Anissa Siefert, OTR/L Members Absent Jean Halpin, OTR/L Legal Counsel

Melissa L. Wilburn, AAG Staff Jennifer Adams, Investigator Assistant Diane Moore, Executive Assistant Lisa Ratinaud, Enforcement Division Supervisor Tony Tanner, Executive Director Guests Brenda George, OOTA

Call to Order Beth Ann Ball, Section Chair, called the meeting to order at 9:06 a.m. The Section began the meeting by reading the vision statement. The Occupational Therapy Section is committed to proactively:

Provide Education to the Consumers of Occupational Therapy Services; Enforce Practice Standards for the Protection of the Consumer of Occupational Therapy Services; Regulate the Profession of Occupational Therapy in an Ever-Changing Environment; Regulate Ethical and Multicultural Competency in the Practice of Occupational Therapy; Regulate the Practice of Occupational Therapy in all Current and Emerging Areas of Service Delivery.

Approval of Minutes Action: Mary Beth Lavey all moved that the minutes from the March 9, 2017, meeting be approved as submitted. Anissa Siefert seconded the motion. The motion carried. Executive Director’s Report The Executive Director informed the Section on the upcoming association meeting and conferences. The Executive Director reported that he is putting the laws and rules in an easier format to work on draft changes. The Executive Director provided an update on the elicense system. Discussion of Law and Rule Changes The Executive Director informed the Section that the Senate hearing beg and OPTA testified in support of the sub bill allowing OTPTAT Board to remain as is. Administrative Reports Licensure Report Action: Beth Ann Ball moved that the Occupational Therapy Section ratify, as submitted, the occupational therapist and occupational therapy assistant licenses issued by examination, endorsement, reinstatement, and restoration by the Ohio Occupational Therapy, Physical Therapy, and Athletic Trainers Board from March 9, 2017, through May 11, 2017, taking into account those licenses subject to discipline, surrender, or non-renewal. Mary Beth Lavey seconded the motion. The motion carried.

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Occupational Therapist – Examination Susan Emily Arendt Kayla Elizabeth Beebe Kristina Dawn Blauser Alexis Nicole Bober Steffenie Nicole Camarata Meaghan Michelle Campbell Anita Marie Casto Emily Jacqueline Chaloux Kara Cicuto Kelly Joanne Cornachione Allexandra Marie Cox Erica M Ellerbrock Nicole Farrar Felicia Bianca Foci Kelly Garman Susan Elaine Gaskill Douglas Joseph Gentile Alexandra Gillen Corey Allen Glanzer Claire Elizabeth Graupmann Taylour Hoyt Patricia Marie King Emily Rae Kingrey Olivia Kolomiyets Ivah Kurzhals Nicole Marie Luthman Amanda E McCoy Tyler McDaniels Kelly Marie O'Dell Megan Grace Placko Danielle Nicole Rasey Erica Jean Ream Elizabeth Anne Reilly Sarah Elizabeth Rhoad Julie Elizabeth Rolik Anthony J. Roscoe Jennifer Lynn Sabo Geoffrey A. Shafto Ashleigh Elizabeth Spires Emily Jane Stout Sarah Elizabeth Thomas Jonathan Conrad Upholz Alicia Lou Valle Eryn Clarissa Weber Chelsea Rae Wischmeyer

Occupational Therapy Assistant – Examination

Shanice R. Abrams Alicia Marciana Amador Elizabeth Erin Antal Kylah Danielle Arnwine Laurence Zachary Barden Rebecca Marie Barker Kayle Kathleen Becht Katey Jo Bentley Douglas John Bernard Teraina C Cargile Ashley Nicole Chase Chanell Coleman Kelly Christine Collins Amy J Eberly Catherine Enciso-McCoy Erica Lee Ettinger Lea Friend Raimonda Garjonyte Jamie Lee Garwood Lisa Gingerich Ashley Nicole Grove Jennifer Guyton Britni Gene Hall Katelynn Hamilton Christina Jacqueline Harber Bryan James Holtsclaw Celeste Noel Kapitan Jennifer Dianne Keltner Julie Knallay Morgan Koepfle Lisa Marie Kurcsak Amanda Kay Lasko Emily Ann Lentz Rhonda Luce Lisa Ann Martin Hannah Mathis Audrey Anna Miller Danielle Nicole Morgan Amanda Marie Murphy Chloe Netro Paige Elise Northeim Kenneth E ONeill Alycia Kay Perry Samantha Jo Pucci Chelsea Marie Pyle Kayla Nanette Lee Schlund Rachel Lynne Scribben Frances Anne Sicking Elizabeth Ann Smith Monica Ashley Smith Alexandria Nicole Stark Ronald Glenn Swartz Leo Sean Talikka Archanna Corinna Walcott Morgan Christine Williams Samantha Lee Woodburn Aubrey Leigh Wright

Occupational Therapist – Endorsement

Shayna Back Jacqueline Barto Caroline Brandel Carroll Hannah Michelle Conn Shannon McDyer Daily Kailey DaLonzo Heather Marie Duyck Alan Terrell Freeman Susanna L. Graham Alyssa Kaylynn Gruhn Krista Lynn Hehemann Therese Ann Henry Teresa Carol King Kayla Kroninger Gar W Lee Ashley Marie Liberatore Katelyn M Martig Christina Needham Andrew Tyler Paulus Jason Adam Suda Shannon Marie Thomas York McFerran Thomas

Occupational Therapy Assistant – Endorsement

Elizabeth Arwen Boldt Brittany Nicole Boso Sherri Amanda Hurt Kyle Huth Alyssa Marie Jones Kimberly Ann Krause Christie Lynn Mielke Kathleen Elaine Rill Tina Hood Tafur Hailee Raeanne Temple Ellen Jane Violand Karen Waldern Brooke Beatrice Wilson

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Occupational Therapist – Reinstatement Elizabeth Ann Buddelmeyer Brenda L. Fisher

Occupational Therapist – Restoration

Carla Ann Qazi Tracy Ann Zinser-Bourne Occupational Therapy Assistant – Reinstatement

Diana Lynn Bishop Haney Limited License Agreements Beth Ann Ball read Jean Halpin’s recommendations for the following files listed below. Jean Halpin’s recommended that the Section grant a limited license agreement for occupational therapy restoration file #3488664, based on the documentation provided. Action: Mary Beth Lavey moved that the Section grant a grant a limited license agreement for occupational therapy restoration file #3488664, based on the documentation provided. Anissa Siefert seconded the motion. The motion carried. Jean Halpin recommended that the Section grant a limited license agreement for occupational therapy restoration file #3488253, based on the documentation provided. Action: Mary Beth Lavey moved that the Section grant a grant a limited license agreement for occupational therapy restoration file #3488253, based on the documentation provided. Anissa Siefert seconded the motion. The motion carried. Jean Halpin recommended that the Section grant an extension for limited license agreement for occupational therapy restoration file #5569779, based on the documentation provided. Action: Anissa Siefert moved that the Section grant a grant an extension for limited license agreement for occupational therapy restoration file #5569779, based on the documentation provided. Mary Beth Lavey seconded the motion. The motion carried. The limited license is extended to 6/30/2018. Jean Halpin recommended that the Section grant a limited license agreement requiring 40 hours of supervised clinical practice for occupational therapy reinstatement file #LR001420516, based on the documentation provided. Action: Mary Beth Lavey moved that the Section grant a grant a limited license agreement requiring 40 hours of supervised clinical practice for occupational therapy reinstatement file #LR001420516, based on the documentation provided. Anissa Siefert seconded the motion. The motion carried. Jean Halpin recommended that the Section grant a limited license agreement for occupational therapy restoration file #3487558, based on the documentation provided. Action: Mary Beth Lavey moved that the Section grant a grant a limited license agreement for occupational therapy restoration file #3487558, based on the documentation provided. Anissa Siefert seconded the motion. The motion carried. Jean Halpin recommended that the Section grant a limited license agreement for occupational therapy restoration file #3485257, based on the documentation provided. Action: Mary Beth Lavey moved that the Section grant a grant a limited license agreement for occupational therapy restoration file #3485257, based on the documentation provided. Anissa Siefert seconded the motion. The motion carried. Jean Halpin recommended that the Section grant an extension for limited license agreement for occupational therapist assistant restoration file #5567126, based on the documentation provided. Action: Mary Beth Lavey moved that the Section grant a grant an extension for limited license agreement for occupational therapy restoration file #5567126, based on the documentation provided. Anissa Siefert seconded the motion. The motion carried. The limited license is extended to 1/1/2018. Continuing Education Report Action: Anissa Siefert moved that the Section approve 59 applications for contact hour approval. Mary Beth Lavey seconded the motion. The motion carried.

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Assistant Attorney General’s Report Melissa L. Wilburn, AAG, informed the Section that HB290 will go into effect on August 6th which will allow healthcare professionals earn continuing education credit for volunteer work. The board will need to adopt rules for this provision. Ms. Wilburn further reported that there is proposed language in HB49 which would track licensees arrest records between renewals. The proposed language will not change our licensure laws. The Board can only only take disciplinary action on convictions not arrest records. Enforcement Report Jean Halpin reported that the Enforcement Division opened twelve cases and closed eight cases since the March 9, 2017, meeting. There are currently twelve cases open. There is one consent agreement and two adjudication orders being monitored. Jean Halpin reported that Christopher Jones complied with all terms and conditions and was released from his consent agreement. Enforcement Actions: Jean Halpin recommended that the Section issue a notice of opportunity for a hearing for case number OT FY17-032 for falsification of a CPR card required for employment Action: Mary Beth Lavey moved that the Section issue a notice of opportunity for a hearing for case number OT FY17-032 for falsification of a CPR card required for employment. Beth Ann Ball seconded the motion. The motion carried. Jean Halpin recommended that the Section rescind the notice of opportunity for a hearing for case number OT FY17-012 based on additional information reviewed. Action: Mary Beth Lavey moved that the Section rescind the notice of opportunity for a hearing for case number OT FY17-012 based on additional information reviewed. Beth Ann Ball seconded the motion. The motion carried. Jean Halpin recommended that the Section accept the consent agreement for case OT FY16-010 in lieu of going to hearing. Action: Beth Ann Ball moved that the Section accept the consent agreement for case OT FY16-010 in lieu of going to hearing. Mary Beth Lavey seconded the motion. The motion carried. The Section accepted the consent agreement for Billie Maurice, OT. Jean Halpin recommended that the Section accept the consent agreement for case OT FY17-014 in lieu of going to hearing. Action: Beth Ann Ball moved that the Section accept the consent agreement for case OT FY17-014 in lieu of going to hearing. Anissa Siefert seconded the motion. The motion carried. The Section accepted the consent agreement for Teresa Carlson, OT. Correspondence The Section reviewed the correspondence and provided feedback to the Correspondence Liaison. Old Business Limited Licensed Rules The Executive Director informed the Section that he is waiting on the Legislative Service Commission to provide a copy of the rules. New Business Medicaid School Program The Section review the letter from OOTA regarding enrollment requirements. The Section will work with Legal Counsel to respond to this issue. Action: Mary Beth Lavey moved to go into executive session to receive legal advice from our AAG regarding to discuss pending and imminent court action against the boar d pursuant orc (ORC 121.22 (G)(3)). Anissa Siefert seconded the motion. The Executive Director Called roll:

Beth Ann Ball Yes Mary Beth Lavey Yes

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Jean Halpin Absent Anissa Siefert Yes

The motion carried. The Section went into executive session at 1:05 pm and came out of executive session at 1:18pm Action: Beth Ann Ball moved that Section allow Legal Counsel to response to this issue. Anissa Siefert seconded the motion. The motion carried. BWC Proposed Rules The Section reviewed the BWC rules regarding lumbar fusion. There were no recommendations from the Section. Open Forum The Executive Director attended the Senate Finance Committee hearing on the budget bill earlier today. There were no changes to the proposed rules. Ohio Occupational Therapy Association (OOTA) Report There was no formal report. Items for Next Meeting Standard Agenda Items Items for Retreat Standard Response – supervising family members Draft proposed rule language for Granting CE for Volunteer work (proof of completion, hours earn per category) Standard Responses Next Meeting Date The next regular meeting date of the Occupational Therapy Section is scheduled for Thursday, July 13, 2017. Action: There being no further business and no objections, Beth Ann Ball adjourned the meeting at 3:21 p.m. Respectfully submitted, Diane Moore

Beth Ann Ball, OTR/L, Chair Mary Beth Lavey, COTA/L, Secretary Ohio Occupational Therapy, Physical Therapy, Ohio Occupational Therapy, Physical Therapy, and Athletic Trainers Board, OT Section and Athletic Trainers Board, OT Section Tony Tanner, Executive Director Ohio Occupational Therapy, Physical Therapy, and Athletic Trainers Board MBL:dm

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Moore, Diane

From: Brenda George, MS, OTR/L <[email protected]>Sent: Thursday, June 01, 2017 9:39 AMTo: Ball BethCc: [email protected]; Moore, Diane; [email protected]; Finni

Becky; Stephens Angie; Kessler Rachel; [email protected]; [email protected]

Subject: update on the MSP concerns

Importance: High

Follow Up Flag: Follow upFlag Status: Flagged

Good Morning Beth, I am writing to update you regarding the MSP situation. As you know, a response from Melissa Wilburn, Assistant Attorney General was sent via email to me on May 23, 2017, related to my submitted question (May 4, 2017) and follow‐up discussion at the May 11, 2017 OT Section meeting. I responded to Ms. Wilburn via email and followed‐up with a phone conversation to her, seeking clarification about her statement regarding the Independent Medicaid Enrollment Application “becoming a requirement”. My understanding during that phone call, is that the rule requiring the Medicaid agreement, 5101‐35‐05 (c), first needs to be adopted. After that point, there would be further activity seeking a formal opinion from the Ohio Attorney General. I agreed to assist her in any way necessary. On May 30, 2017 this rule was heard by JCARR and subsequently adopted. I will be contacting Ms. Wilburn today to see what is the next step in this process. Please advise me if you are aware of further details regarding the course of this matter. I wanted to also update you about the experiences OT Practitioners in school settings are now having as the school year is coming to an end. OT Practitioners are reporting to me that:

they are being threatened with insubordination they are being threatened with job termination they are being compelled to complete the application now (before the end of the school

year), despite the fact that the program does not come into effect until July 1, 2017, for services provided during the 2017‐18 school year

they are filling out the application without knowing what they are agreeing to, while being directly instructed by the billing agent who is the electronic data interchange (EDI) trading partner for the school district, and specifically benefits from the MSP claiming generated by the practitioner

2

they have shared with their employer and/or billing agent that they are awaiting additional guidance from the OT Section and ask for patience

they are questioning sections of the Medicaid application, specifically the ethics of agreeing to the 16 terms and conditions, and how they can be categorized as independent provider/contractor and sole proprietors, while they are working in a school setting

To keep you fully informed, OOTA will be hosting a phone conversation with Senator Lehner’s office tomorrow June 2, 2017, to further discuss HB 89, the MSP rules impacted, and the resulting activities and issues around the Medicaid application. I also wanted to make you aware that there is also a meeting on June 7, of the Ohio School Health Services Association, which is an association representing the interests of billing agents, CPAs and school districts. I appreciate any insight or guidance you have in this complex matter. I will continue to update you as you have asked, as I learn more. Thank you for your assistance. Sincerely, Brenda M. George, MS, OTR/L Ohio Occupational Therapy Association Pediatric Coordinator Legislative Committee

Type Licensed By Applicant Full NameOccupational Therapist (OT) Endorsement Kristen R AndersonOccupational Therapist (OT) Endorsement Megan Nicole‐ Gloor CooperOccupational Therapist (OT) Endorsement Rose Maria FaulhaberOccupational Therapist (OT) Endorsement Julie Ann HeadleyOccupational Therapist (OT) Endorsement Jennifer Jean HoweyOccupational Therapist (OT) Endorsement Emily Marie KingOccupational Therapist (OT) Endorsement Katherine Larissa Finn PippengerOccupational Therapist (OT) Endorsement Ellen Marie RileyOccupational Therapist (OT) Endorsement Celeste Bellemarie RobertsOccupational Therapist (OT) Endorsement Barbara Ann RohmOccupational Therapist (OT) Endorsement Amy Kathryn ScottOccupational Therapist (OT) Endorsement Tiffany Joy ShedlockOccupational Therapist (OT) Endorsement Barbara Kerbe ShephardOccupational Therapist (OT) Endorsement Brianna Marie SilversOccupational Therapist (OT) Endorsement Brian David StephensonOccupational Therapist (OT) Endorsement Elizabeth Florence StuberOccupational Therapist (OT) Endorsement Danielle Marie SylvesterOccupational Therapist (OT) Endorsement Jason Aaron WaibelOccupational Therapist (OT) Endorsement Meagan Jennifer Waryu

Endorsement Count 19Occupational Therapist (OT) Examination Stephanie Bloomfield AndrewsOccupational Therapist (OT) Examination Courtney Ann AndrycOccupational Therapist (OT) Examination Stacy Edward CadwellOccupational Therapist (OT) Examination McKenzie CallicoatOccupational Therapist (OT) Examination Molly Macaire CantwellOccupational Therapist (OT) Examination Mary Katherine CarrollOccupational Therapist (OT) Examination Erica Nicole CoverstoneOccupational Therapist (OT) Examination Carly Marie DauchOccupational Therapist (OT) Examination Brittany Nicole DavisOccupational Therapist (OT) Examination Taira M Fischer

Occupational Therapist (OT) Examination Mark E GrantOccupational Therapist (OT) Examination Kathryn HallOccupational Therapist (OT) Examination Nicole Ann HelmersOccupational Therapist (OT) Examination Ryan Allen JohnsonOccupational Therapist (OT) Examination Meredith Ann Karavolis

Occupational Therapist (OT) Examination Chelsea Allison KincerOccupational Therapist (OT) Examination Erica Ann KomaneckyOccupational Therapist (OT) Examination Natalie Elise KreuzOccupational Therapist (OT) Examination Kaitlin LemonOccupational Therapist (OT) Examination Stacey Malinda Miozzi

Occupational Therapist (OT) Examination Rania MouradOccupational Therapist (OT) Examination Shivani NagpaulOccupational Therapist (OT) Examination Nicholas Philip Nuzzo

Occupational Therapist (OT) Examination Chelsie O'Neill

OT/OTA Licensure Applications July 12, 2017

Occupational Therapist (OT) Examination Lauren Elizabeth PfahlerOccupational Therapist (OT) Examination Abbigail Leigh RauschOccupational Therapist (OT) Examination Meghan Christine RoachOccupational Therapist (OT) Examination T'Neill K TreherneOccupational Therapist (OT) Examination Morgan Christina TurnerOccupational Therapist (OT) Examination Megan Jean VajdaOccupational Therapist (OT) Examination Kristen Carol WarnerOccupational Therapist (OT) Examination Alicia Nicole WestfallOccupational Therapist (OT) Examination Abigail Marie WilsonOccupational Therapist (OT) Examination Dayna Marie Yash

Examination Count 34Occupational Therapist (OT) Reinstatement Linda K BellOccupational Therapist (OT) Reinstatement Heather Renee' Ratchford‐Simms

Reinstatement Count 2Occupational Therapy Assistant (OTA) Endorsement Valerie LoweOccupational Therapy Assistant (OTA) Endorsement Michelle Mallissa LyonsOccupational Therapy Assistant (OTA) Endorsement Olivia Barbara NortheyOccupational Therapy Assistant (OTA) Endorsement Tiffany Ann VonGunten

Endorsement Count 4Occupational Therapy Assistant (OTA) Examination Lanie Michelle AllisonOccupational Therapy Assistant (OTA) Examination Emma Grace BakerOccupational Therapy Assistant (OTA) Examination Mallory Joy BeachOccupational Therapy Assistant (OTA) Examination Manuela BeljanOccupational Therapy Assistant (OTA) Examination Ellen O BellOccupational Therapy Assistant (OTA) Examination Elisa Hellmeister BernardoOccupational Therapy Assistant (OTA) Examination Renee BianchiOccupational Therapy Assistant (OTA) Examination Danielle L BlaseOccupational Therapy Assistant (OTA) Examination Katelyn BylerOccupational Therapy Assistant (OTA) Examination Rebecca M CoughlinOccupational Therapy Assistant (OTA) Examination Jacob Michael CraigOccupational Therapy Assistant (OTA) Examination Siera Grayce DickersonOccupational Therapy Assistant (OTA) Examination Adrienne diGiorgi

Occupational Therapy Assistant (OTA) Examination Amanda DreezeOccupational Therapy Assistant (OTA) Examination Morgan Marie DuesOccupational Therapy Assistant (OTA) Examination Shara Lyn Dutko

Occupational Therapy Assistant (OTA) Examination Sonya Rhea EatonOccupational Therapy Assistant (OTA) Examination Sara FebelOccupational Therapy Assistant (OTA) Examination Mackenzie Mae Gregory

Occupational Therapy Assistant (OTA) Examination Lydia R GrumOccupational Therapy Assistant (OTA) Examination Elizabeth Rose HallOccupational Therapy Assistant (OTA) Examination Alease Hampton‐BurgessOccupational Therapy Assistant (OTA) Examination Samantha HarterOccupational Therapy Assistant (OTA) Examination Peaches Elizabeth JohnsonOccupational Therapy Assistant (OTA) Examination Laura KahligOccupational Therapy Assistant (OTA) Examination Haley Rose Kreger

Occupational Therapy Assistant (OTA) Examination Kerri Ann Lago

Occupational Therapy Assistant (OTA) Examination Ashley Marie LovejoyOccupational Therapy Assistant (OTA) Examination Jillian Eileen MartinOccupational Therapy Assistant (OTA) Examination James Paul McDonaldOccupational Therapy Assistant (OTA) Examination Monica Lynne McFarlandOccupational Therapy Assistant (OTA) Examination Daniel James McKowenOccupational Therapy Assistant (OTA) Examination Anthony Joseph MillerOccupational Therapy Assistant (OTA) Examination Sara Elizabeth MillerOccupational Therapy Assistant (OTA) Examination Ashley Renee MillerOccupational Therapy Assistant (OTA) Examination Ashley Rose ParnabyOccupational Therapy Assistant (OTA) Examination Wendy Hardison PastoriusOccupational Therapy Assistant (OTA) Examination Mary A PetersOccupational Therapy Assistant (OTA) Examination Caitlin Grace PhalenOccupational Therapy Assistant (OTA) Examination Saiphinh Christian PhounsavathOccupational Therapy Assistant (OTA) Examination Jennifer Marie PikeOccupational Therapy Assistant (OTA) Examination Morgan Meyer RarickOccupational Therapy Assistant (OTA) Examination Christopher Allan RushOccupational Therapy Assistant (OTA) Examination Sheena Lynn SellersOccupational Therapy Assistant (OTA) Examination Amber Renee SnyderOccupational Therapy Assistant (OTA) Examination Tiffany Paige SpearsOccupational Therapy Assistant (OTA) Examination Rebecca Lynn StithOccupational Therapy Assistant (OTA) Examination Crystal Kay StotzOccupational Therapy Assistant (OTA) Examination Melanie Gayle StrauchonOccupational Therapy Assistant (OTA) Examination Brooke Lynn ThatcherOccupational Therapy Assistant (OTA) Examination Ann E. WeirichOccupational Therapy Assistant (OTA) Examination Lawrence Allen WilliamsOccupational Therapy Assistant (OTA) Examination Laken Marie WilliamsonOccupational Therapy Assistant (OTA) Examination Emily Ann Wood

Examination Count 54Occupational Therapy Assistant (OTA) Reinstatement Erin Danielle Barnes

Reinstatement Count 1Grand Count 114

Course name and Contact

OT CE for Board Review 07/13/2017

Sports Medicine Roundtable: Current Concepts for Managing Acute Cervical Spine Injuries on theField and in the ED

Mary Beth Schramm

Approved - #CE Awarded _________ Denied Request More InfoBoard Action

1

Movement Analysis and Treatment Strategies for Developing Function in Adults with Hemiplegia-An Introductory Course of the NDT Perspective

Lynn Groves


2

Allen’s Cognitive Model

Kim Downing


3

Fall Prevention

Grant Barker


4

Modalities in Motion

Grant Barker


5

Pediatric Power Mobility: Assessment and Access

Beckett Farris


6



All About the Algorithm: Medicare Funding for Multi-Power Option PWC

Beckett Farris


7

3 Ways to Keep Your Client’s Head Up

Beckett Farris


8

Power Wheelchair Programming: Options to Maximize Safety and Independence

Beckett Farris


9

Wheelchair Seating and Secondary Supports: Are We Promoting Function or Tying the ClientDown?

Beckett Farris


10

Pressure Injury Update: Reviewing Current Evidence and New Terminology

Beckett Farris


11

Degenerative Neurologic Diseases: Multiple Sclerosis & Amyotrophic Lateral Sclerosis

Scott Euype


12



Clincal Implementation of Psychologically Informed Therapy

Scott Euype


13

Strengthening the Geriatric Patient for Function

Heather Adaway


14

Successful Splinting: Hands-On Fabrication and Troubleshooting

Diane Hammel


15

Annual Surveyor Conference 2017

Cindy Iske


16

Let’s Get Rolling! A Therapist’s Guide to Positioning, Seating, and Wheelchair Mobility

Kathy Boyarko


17

Coding for Coders-Competency in Diagnosis Coding

Melissa Jacobs


18



Documentation, Coding, and Billing for Outpatient Therapy Services

Corey Overmyer


19

A Stroke In Time: The Journey of a Stroke and Celebration of Stroke Survivors and Caregivers

Kristy Kohlman


20

Introduction to Interactive Metronome: Professional Application in Clinics and Schools

Beth Sugerman


21

Kings of Swings Sensorimotor Workshop

Amie Crunelle


22

Sensational Brain: The BrainWorks Approach to Effective Sensory Diets, Sensory AND Behavior AComprehensive Approach

Karen Thompson-Repas


23

INFOMERCIALS 2.0: Developing OT and PT School Based Best Practices



24



Every Moment Counts: Promoting Mental Health Throughout the Day



25

The 3 C’s: Coping, Cognition and Communication

Scott Euype


26

Screening for Depression in Patients Receiving Rehabilitation Therapy

Jennifer Proffitt


27

Motor Learning and Movement Control

Keeley Shaw


28

Leadership Development for Rehabilitation Managers

Marilyn Winkel


29

Be a Driving Force for Quality Care

Marilyn Winkel


30



Using a Positive Approach with Treatment Strategies in Dementia Programming

Marilyn Winkel


31

Level 1: IASTM Fundamentals

Trista van Lier


32

Pre-Level 1: IASTM Fundamentals

Trista van Lier


33

Managing Stress

Mary Beth Schramm


34

Great Lakes Wound Care and Hyperbaric Symposium

Becky Roberts


35

Physical Medicine, Therapy (All types) and oncology: A necessary relationship

Lynn Groves


36



Don’t Commit Word Crimes! Use the OT Practice Framework, 3rd edition!

Lisa March


37

Biomechanical Taping for Movement Control

Keith Cronin


38

Motivating Patients To Change

Mary Beth Schramm


39

AM-PAC Boston University Activity Measure for Post-Acute Care

Julie Collins


40

Dementia Capable Care Foundations Course

Kelly Hoffman


41

Tibial Plateau Fractures

Michelle Graf


42



Improving the Mind-Body Connection for Children with ADHD

Dru Miller


43

Understanding Autism and Sensory Processing Dysfunction: Using the MInd-Body Connections forInterventions

Dru Miller


44

The Zones of Regulation: A Concept to Foster Self Regulation and Emotional Control

Dru Miller


45

Insight into Ohio Department of Developmental Disabilities Waivers

Melissa Jacobs


46

Pharmacology in the Acute Care Setting

Scott Euype


47

2017 Pediatric Feeding Conference: Feeding and Swallowing Across the Lifespan

Elizabeth Halpin


48



Advanced Intervention for Ideational Praxis-Affordances to Executive Functions

Dianne Clemens


49

Dry Needling Level 1 Course

Craig Smith


50

Falls: Spotlight on Assessment and Intervention

Marilyn Winkel


51

Integrating Cognitive Behavioral Skills Into Clinical Practice

Ed Dobrzykowski


52

2017 Annual Conference & Trade Show “Power of the Past, Force of the Future”

Melissa Jacobs


53

Talkin’ Baseball and Softball Mercy

Teresa Mersereau


54



Advanced Spasticity Management

Hallie Mannino


55

OCCUPATIONAL THERAPY SECTION

ENFORCEMENT REVIEW PANEL MEETING

Date: July 21, 2017 Meeting Time: 8:00 am

Board Office Conference Room-16th Floor

“New” cases opened since the May meeting: 5 Cases “closed” at the May meeting: 6 Cases “currently open”: 10 Active consent agreements: 2 Adjudication orders being monitored: 1

Physical Therapy Section New cases opened since the May meeting: TBD

Cases closed at the May meeting: TBD Cases currently open: TBD

Active consent agreements: TBD Adjudication orders being monitored: TBD

Athletic Trainers Section

New cases opened since the May meeting: TBD Cases closed at the May meeting: TBD

Cases currently open: TBD Active consent agreements: TBD

Adjudication orders being monitored: TBD

*Statistics as of 6/29/17

OHIO OCCUPATIONAL THERAPY ASSOCIATION, INC.

AN AFFILIATE OF THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC.

P.O. Box 693 Canal Winchester, OH 43110‐0693888‐231‐7319 Fax 614‐920‐0830

http://[email protected]

July 10, 2017 To: The OT Section of the OTPTAT Licensure Board Additional information regarding the MSP enrollment application process and potential impact upon school based practice has recently come to my attention. Occupational therapists are being told by billing agents that if they personally do not want to complete an Independent Medicaid Provider Enrollment Application so that their school district can bill Medicaid, the OT can have a co-worker who has completed the application refer the student to them. This creates many new questions and dilemmas. I have listed all of the potential questions that I will be directing to the 3 state agencies involved but realize those addressed by the OT Section are likely limited to those questions found in “B” below. A. REGARDING IDEA/OPERATING STANDARDS—IS THERE ANY CHANGE TO 1. who is the OT of record 2. who conducts annual and re-evaluations of the student 3. who contributes to the writing of the IEP 4. who writes the progress report 5. who conducts the initial evaluation and completes the individual report (as part of the ETR) 6. is there a limit on the number of students one OT can refer 7. can one OT refer for multiple OTs B. REGARDING OT LICENSURE REQUIREMENTS ---IS THERE ANY CHANGE TO 1. who writes and updates the POT 2. who supervises the OTA 3. does the referring OT have to co-sign the OT's billing notes 4. does the referring OT's name have to be listed on the POT, if she is not the one that is responsible for writing it

C. REGARDING MSP RULE 1. which NPI number is used on the documentation for claiming I sincerely appreciate your attention to this matter and look forward to your clarification of those questions relevant to the Laws and Rules Regulating the Practice of Occupational Therapy.

Brenda M. George, MS, OTR/L Ohio Occupational Therapy Association Pediatric Coordinator Legislative Committee

June 24, 2107

TO THE OCCUPATIONAL THERAPY SECTION OF THE OTPTAT LICENSURE BOARD

I am in need of clarification about some common documentation practices and issues as they relate to the Occupational Therapy Code of Ethical Conduct.

1. OTs and OTAs in educational settings provide related services to carry out theIEP. To comply with federal mandates, IDEA, and state rule, ODE Operating Standards 3301‐51, the purpose of our school based practice is to provide interventions based on the educational needs of the children. Our services, therefore, must be educationally relevant and resulting documentation must align and comply with the previously mentioned state and federal regulations.

OTs and OTA’s are often pressured to also document and code (CPT) their services as medically necessary, so that the claim for these services can also be billed to Medicaid by the school district via contracted billing agents. Many practitioners feel conflicted by this, but often document as their employer and/or billing agents advise. In discussions with school‐based practitioners about their “medical necessity” concerns, I have encouraged them to document services provided per the IEP requirements and code as “non‐billable” any services for which they have doubts.

OT practitioners have also reported to me that their school district compels them to document services on the IEP, Section 7 in specific manner vs. how ODE/OEC requires;

a.) to keep students on as “direct” services when the OT recommends to move the student to an “indirect” type of service, and/or b.) to document collaborative/”support to school personnel” services under the “related service” category.

In my understanding, both of these practices violate the OT Practice Act as well as ODE Operating Standards 3301‐51‐07.

OHIO OCCUPATIONAL THERAPY ASSOCIATION, INC.AN AFFILIATE OF THE AMERICAN OCCUPATIONAL THERAPY ASSOCIATION, INC.

P.O. Box 693 Canal Winchester, OH 43110‐0693 Phone: 888‐231‐7319, Fax: 614‐920‐0830

http://[email protected]

I am requesting that the OT Section develop a Q&A that would address the ethics of documentation in this situation. Below is a question from the PT Section. I am not suggesting that the OT Section replicate the sample below, but to formulate their own Q&A, that is clearer and more accurate. For example, the therapist documents and codes for services rendered but does not directly bill for services. I have highlighted what I believe to be the most important points to be made. _____________________________________________________________________________ Question 36: I'm a school-based physical therapist. Can I bill all of my services to the Ohio Medicaid Schools Program (OMSP)? The Ohio Medicaid Schools Program (OMSP) reimburses school districts only for services that are medically necessary. This does not prohibit the provision of educationally necessary services, but limits billing Medicaid only for those services that are also medically necessary. Therefore, therapists must be cautious about what services they document for Medicaid billing. If, in the therapist's professional judgment, the services the therapist provides the student are educationally necessary, but not medically necessary, the therapist is not required to bill for these services and doing so may be considered Medicaid fraud. The Physical Therapy Section recommends that licensees contact Mark Smith, OMSP Program Coordinator at the Ohio Department of Education to verify who is responsible for the billing and how is should be done. In addition, licensees might also contact Cathy Csanyi, the OT/PT Specialty Consultant with the Ohio Department of Education, Office for Exceptional Children, to determine if all of the goals and services should be both educationally and medically necessary. Under the code of ethical conduct for physical therapy practitioners, established in rule 4755-27-05 of the Administrative Code, a physical therapist shall maintain the ability to make independent judgments on what physical therapy services are provided to the student. The physical therapy practitioner also has an obligation to ensure that the services provided are not billed inappropriately.

________________________________________________________________

2. I have similar ethical concerns regarding the documentation of services provided at the county level as per the DODD early intervention system which uses the Primary Service Provider (PSP) model, due to some recent changes. As background, the PSP model is based on parent education and coaching, not necessarily any direct service to the child and uses one or two team members to provide the parent‐driven services documented on the IFSP. The service is most often provided by the Developmental Specialist, a non‐licensed therapist. OTs working in the county DD system are instructed that they are not to use a medical model. It is important to note that not all county programs have an OT on the “core” team. In addition, I would suggest from my understanding, that the PSP model predetermines the nature (type, amount and frequency), and scope of services a child and family receives, which I believe is not in alignment with IDEA Part C requirements, as the team makes the determination of who, where, how.

DODD recently proposed a new rule regarding an Early Interventions System of Payment for those babies and toddlers receiving county level services under an IFSP. This rule would allow DODD/county boards the ability to bill public and private insurances for the services on the IFSP, with parent consent. This rule was just adopted June 19, 2017. OOTA and others raised many concerns including assuring informed parent consent, compelling community and hospital practitioners to use the PSP model if they want to provide services as part of the IFSP, and legitimately using public and private insurance benefits that are based on medical necessity for an educational/coaching service.

Given this new funding mechanism and the requirement to function under the PSP model, the PSP OT provider may now be put in a position to document their service differently; in such a way, as to meet the medically necessary criteria public and private insurance payors have established. The current nature of the DODD EI System and the new System of Payment seem incompatible, however, the current concern is the ethical dilemmas this may cause for those OTs involved in providing services to babies and toddlers under the PSP model.

I am requesting that the OT Section develop a Q&A that would address the ethics of documentation in this situation.

I sincerely appreciate the time and consideration of the OT Section to address the professional ethics involved in these two different, yet similar situations regarding service documentation. The compromise to the ethical practice of occupational therapy and potential impact on the consumer is very concerning. Your guidance is essential regarding the ethics of professional documentation, as we strive to provide quality services to Ohio’s children.

Respectfully submitted, Brenda M. George, MS, OTR/L Ohio Occupational Therapy Association Pediatric Coordinator Legislative Committee Phone: 740‐687‐5949 (o); 740‐278‐2136 (c) [email protected]

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