Opportunities and Guidance

Workbooks for purchase and download

Sometimes you don’t need a one on one personal consultation. Contracts, templates, workbooks, webinars and more are available as well.  Low cost, downloadable and editable.
— Iris Kimberg, MS. PT, OTR

Generic Policy and Procedure Manual

Generic Policy and Procedure Manual

160.00

The forms, documents and policies contained in this manual have been compiled by Iris Kimberg, MS PT OTR. It is sold as a word document, not a PDF file so that you can edit each page as you see fit - ie. with practice name, etc.

All practices are unique and reflect the individuals that are their creators. Yet there are commonalities that must be present in all practices by virtue of the fact that we are all compelled by similar professional practice acts, work and professional ethics as well as state and federal regulations including OSHA and HIPAA.

The purpose of this book is to offer generic guidelines, policies and forms from which a therapist can then customize their own policies, procedures and forms to best meet their individual practices. Remember that policy and procedure manuals should be reviewed yearly and updated as often as necessary to reflect current standards of practice, new regulations and any changes in state and federal law.  Table of contents below

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Table of Contents
SECTION ONE:  FORMS

FOR DIRECT PATIENT CARE:

1.  Initial Intake Form – Generic for Adults and Specific to Pediatrics
2.  Generic Evaluation Forms  (Pediatric and Adult Practices)
3.  Generic Progress Re-evaluation Note
4.  Generic Discharge Form
5.  Assignment of Benefits Form/Patient Notification of Billing/Cancellation/Discontinuance of Services Policy/Financial Policy Form
6.  Medicare Beneficiary Form
7.  Authorization for Release of Confidential Information
8.  Notice of Patient Privacy Practice/ Patient Information Consent Form
9.  Patient Satisfaction Survey
10.  Referral Source Satisfaction Survey
11.  Photo/Video Release Form / Waiver Form for Onsite Classes/Permission Slip for Caregivers

SECTION TWO: FORMS/ POLICY STATEMENTS FOR GENERAL OFFICE PROCEDURES

1.  Incident Reporting and Form
2.  Child Abuse
2.  Confidentiality, Release and Handling of Information including HIV Information
3.  Confidentiality for Emails/Faxes
4.  Emergency Preparedness Plan
5.  Health and Safety Issues Including Universal Precautions, Infection Control/   Handwashing Procedures
6.  HIPAA Policy and Procedures

7.  Rehabilitation Update/Documentation for Medicare Patients
8.  Clinical Chart Review Form

SECTION THREE: FORMS FOR HIRING THERAPISTS/NON CLINICAL STAFF

1.  Application Form, Orientation and Minimum Requirements of Therapists
2.  Reference Forms
3.  Clinical Competency Review Form
4.  Employee Health Assessment
5.  Hepatitis B Consent/Decline Form
6.  Freedom from Impairment Form
7.  On Site Clinical Competency Form
8.  Sample Employee Handbook
9.   Code of Ethics  - OT, PT ST

SECTION FOUR:  BOILER PLATE GENERIC CONTRACTS

1. Sample Temporary Personnel Services Agreement
2. Sample Home Care Personnel Services Agreement
3.  Sample Contract for School District Service Provision
4.  Sample Independent Contractor Agreement
5.  Sample Employee Contract
6. Job Descriptions  (4) OT, PT Managers, Assistants