Occupational Therapy Appointment Scheduling Protocol

A Comprehensive Guide for Practice Management

Occupational Therapy

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Last updated: Mar 24, 2025

Initial Assessment Appointments

  • Duration: 60-90 minutes
  • Schedule during lower-traffic periods
  • Allow additional time for documentation

Follow-up Treatment Sessions

  • Standard duration: 45-60 minutes
  • Buffer time between appointments: 15 minutes
  • Consider patient mobility needs

Scheduling Priorities

High Priority

  1. Post-surgical rehabilitation
  2. Acute injury cases
  3. Hospital discharge follow-up

Regular Priority

  1. Chronic condition management
  2. Developmental therapy
  3. Maintenance sessions

Time Blocks

Morning Block (8:00 AM - 12:00 PM)

  • Complex evaluations
  • Pediatric cases
  • Elderly patients

Afternoon Block (1:00 PM - 5:00 PM)

  • Follow-up appointments
  • Working adult accommodations
  • Group sessions

Special Considerations

Equipment Requirements

  • Schedule similar treatments consecutively
  • Allow setup time for specialized equipment
  • Consider room availability

Patient Categories

  • Pediatric: Schedule after school hours
  • Geriatric: Earlier appointments preferred
  • Workers' comp: Coordinate with work schedules

Cancellation Policy

  • 24-hour notice required
  • Maintain waiting list for cancellations
  • Document all cancellations and no-shows

Documentation Requirements

  • Pre-appointment insurance verification
  • Treatment authorization tracking
  • Session number monitoring

Emergency Slots

  • Reserve 1-2 daily slots for urgent cases
  • Flexible scheduling for acute conditions
  • Clear protocols for emergency accommodation

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