Documentation Trends Among Occupational Therapy Practitioners 
Hi everyone - 
We are both acute care occupational therapists who practice in Boston, MA and are in the process of designing a continuing education course focused on documentation considerations for acute care including: 

1) EMR systems (methods of documentation; tips & efficiencies)
2) Goal writing in acute care 
3) Justifying services and tracking patient progress

Our goal is provide instruction on best practice of documentation in acute care and ways to optimize the documentation process. This survey will be used to gain a better understanding of trends among occupational therapy practitioners across the country. 

Please feel free to reach out to us directly with any questions or to provide feedback on the survey:

Jessie Franco: jessie.franco@gmail.com
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WHERE DO YOU WORK?
We are trying to gain a better understanding of how hospital size, location, and OT resource can impact workflow and patient care
What type of hospital do you work in? 
(i.e. Level 1 Trauma, Pediatric, Small community...)
*
Where is your hospital located? (Please list city & state) *
How many beds are in your hospital? *
What patient populations does occupational therapy work with in your hospital? (i.e. pediatric, neuro, ortho, ICU) *
How many occupational therapy practitioners work in your department? Is there a mix of full time and part time staff? 
Are there both occupational therapists and occupational therapy assistants?
*
What is the typical productivity expectation? 
For example, number of units vs. number of patients seen per/day
Please include shift hours/day 
DOCUMENTATION
We are looking to gain a better understanding of the various EMR documentation systems and specific efficiencies used to improve workflow  
What documentation system do you use? *
When does documentation typically occur? *
Please list any time saving tips or efficiencies you use while documenting. (i.e., Smart Phrases in Epic, documentation templates) *
At what frequency do you write Progress notes/Re-evaluations?
(i.e., every X number of days, every X number of treatment sessions, other)
*
In what situations would you sign off on a patient without completing full evaluation? 

For example, Occupational Therapy consult is received but patient is: 
(1) clearly dependent
(2) clearly independent
(3) has mild deficits that do not need acute management/could be addressed in outpatient
*
GOALS
We are looking to gain a better understanding of types, formats, and language used in goal writing, it would be most helpful to provide examples and/or areas you typically would address in your goals 
Do you follow a specific goal writing template (i.e. SMART, COAST) *
Please provide examples of goals written for floor level/step down unit patients *
Please provide examples of goals written for ICU level patients  *
Please provide examples for goals written consistently for specific patient populations 
i.e Total Hip Replacement, Humerus Fracture, Mild TBI
What time frame do you set for Long Term Goals? 
(i.e., To be met while in the hospital (current admission), To be met while at rehab (next care location), or to be met at the end of current injury/medical course (once recovered/anticipated full recovery potential))
*
Do you typically use the same goals for all patients evaluated? 

i.e Use of pre-set templates with changes made to level of assistance to make patient specific 
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TRACKING PATIENT PROGRESS
We are trying to gain a better understanding of how patient progress if tracked through a patient's length of stay and how Occupational Therapists document to justify services to insurance and providers.
What are effective methods used to track patient outcomes and progress? (i.e., Screens, Assessments, ADL performance, ect) *
What language would you use in your documentation to justify services in acute care and/or need for transfer to rehab (SNF or IRF)?  *
What language would you use in your documentation to justify need to discharge Occupational Therapy services?  *
Please feel free to include any other helpful information regarding documentation, goal writing, and/or tracking patient outcomes
FOLLOW-UP
Please include your email address/name if you're willing to be contacted for follow up
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Email
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