1. Initial Patient Contact
Pre-Appointment
- Schedule initial evaluation
- Send intake forms electronically
- Insurance verification
- Medical history collection
Check-in Process
- Patient arrives 15 minutes before appointment
- Verify identification and insurance
- Complete remaining paperwork
- Collect copay/payment
2. Clinical Assessment Phase
Initial Evaluation (60 minutes)
- Review medical history
- Conduct standardized assessments
- Document functional limitations
- Establish baseline measurements
- Identify occupational goals
Treatment Planning
- Develop evidence-based intervention plan
- Set SMART goals
- Determine frequency and duration
- Document plan of care
3. Treatment Implementation
Regular Sessions (45-60 minutes)
- Brief reassessment (5-10 minutes)
- Treatment activities (30-40 minutes)
- Home program review (5-10 minutes)
- Documentation (10-15 minutes)
Progress Tracking
- Update goals every 4 weeks
- Document outcome measures
- Modify treatment plan as needed
4. Discharge Planning
Criteria for Discharge
- Goals achieved
- Plateau in progress
- Insurance limitations
- Patient request
Discharge Process
- Final assessment
- Home program instruction
- Referral coordination if needed
- Documentation completion
5. Documentation Requirements
Each Visit
- Treatment notes (SOAP format)
- Billing codes
- Time tracking
Regular Intervals
- Progress notes (every 10th visit)
- Updated plan of care
- Insurance authorization requests
6. Quality Assurance
Weekly Review
- Chart audits
- Outcome measure tracking
- Patient satisfaction surveys
Monthly Analysis
- Productivity metrics
- Cancellation rates
- Treatment effectiveness
Note: Modify protocol based on facility requirements and state regulations.