F-13-201 Therapy Assistant Supervision

🎯 PURPOSE

Describes the process for plotting and documenting a Therapy Assistant supervision visit/session.

Core Responsibilities in Supervision:

Therapist Role: The therapist performs the initial evaluation, establishes the diagnosis/prognosis, develops the plan of care (POC), and delegates appropriate tasks. The therapist remains responsible for the overall care and must provide direction, periodic re-evaluations, and adjustments to the POC.

Therapy Assistant Role: the assistant carries out selected interventions, monitor patient responses, document progress, and report changes. They work only under therapists supervision and must alert the therapist to any issues requiring re-evaluation.

Factors for Determining Supervision Level: Therapy assistant experience/skill, patient complexity/criticality, setting, predictability of outcomes, and re-examination frequency.

Refer to F-13-960 Supervision Requirements for additional details related to therapy supervisory requirements.

🔄 PROCESS

NOTE: The therapy assistant and therapist will track when a supervision visit is required.

Physical Therapy Assistant Supervision:

When a Physical Therapy Assistant supervision visit occurs, the physical therapist will determine if the supervision will occur directly in the client’s home or via telehealth with video.
1. If the supervision is conducted directly (both in the home), the physical therapist will plot the PT10N note on the calendar for the visit, observe some of the treatment and document the supervision within the supervision section of the PT10N document.
2. If the supervision is conducted via telehealth, the physical therapist will plot the PTA Supervision Buddy code (PTASUPTELE) on the calendar for the visit, schedule a zoom meeting with the PTA for that visit time, observe some of the treatment and document the supervision on the PTA Supervision Buddy code within the template on this document.

Occupational Therapy Assistant Supervision:

When an Occupational Therapy Assistant supervision visit occurs, the occupational therapist will determine if the supervision will occur directly in the client’s home or via telehealth with video or face to face outside the home.
1. If the supervision is conducted directly (both in the home), the occupational therapist will plot the OT10N note on the calendar for the visit, observe some of the treatment and document the supervision within the supervision section of the OT10N document.
2. If the supervision is conducted via telehealth, the occupational therapist will plot the OTA Supervision Buddy code (OTASUP) on the calendar for the visit, schedule a zoom meeting with the OTA for that visit time, observe some of the treatment and document the supervision on the OTA Supervision Buddy code within the template on this document.
3. If the supervision is conducted Face to Face outside the home, the occupational therapist plot the OTA Supervision Buddy code on the calendar (OTASUP), meet with the assistant and document the supervision on the OTA Supervision Buddy code within the template on this document.

📅 Effective: 10/13/2026 | 🛠️ Revised: | ✅ Approved: JM