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O.T. and CHT requirements by State
  Assistants & Techs: The Good, The Bad, and The Ugly

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CEUs: .25
Contact Hours: 2.5 FL OT 20-171175 LIVE; 3 HRS

*University & multi-center Licensure available upon request; all courses single user only
*3.25 NBCOT® PDUs
*Watch on your idevices, smart phones, tablets and MOREDomain of OT, Occupational Therapy Process, Professional Issues


George LaCour OTR, CHT


Every practicing rehab professional has been faced with a dilemma at some point in their career concerning assistants and techs. Who can supervise a PTA or COTA? Can a tech provide treatment? Is it legal? How should assistants and techs be utilized? This course answers your ethical and legal questions regarding therapy assistants and techs. Throughout the course you will explore the role of the assistant and tech, their proper utilization in therapy, and the influence of managed care. In addition, this course will help you to develop a strategy for success in your clinic setting which maximizes clinical staff, promotes teamwork, and results in better patient outcomes. This interactive movie course is not designed just for managers. This course is designed for ANY rehab profession who has ever questioned the role of the assistant or tech. Instructional Methods include PowerPoint presentation, lecture. , Upon successful completion of the examination (80%) your certificate will be sent via email. Mixed level course..


  • The participant will demonstrate an understanding between a licensed therapy assistant and a tech.
  • The participant will be introduced to basic knowledge of rules and regulations regarding the practice of physical and occupational therapy assistants.
  • The participant will review what duties an assistant or tech can perform in a rehab setting.
  • The participant will become familiar with how managed care has changed the role of the assistant and tech in therapy.
  • The participant will review how to use job descriptions, performance evaluations, and competency assessments in their clinical setting.
  • The participant will review how to assess and promote competency of staff.
  • The participant will describe how to appropriately incorporate therapy assistants into treatment.
  • The participant will explain how to establish effective communication guidelines in the clinical setting.
  • The participant will review the importance of written documentation.
  • The participant will explain how to foster a cohesive staff that functions together as a team.


I.                     Defining the  Therapy Assistant

A.      Physical Therapy Assistant (PTA)

1.       General Scope of Practice

2.       Supervision Requirements

3.       Limitations of Practice

B.      Occupational Therapy Assistant (COTA)

1.       General Scope of Practice

2.       Supervision Requirements

3.       Limitations of Practice

C.      The Therapy Tech

1.       General Scope of Practice

2.       Supervision Requirements

3.       Limitations of Practice

II.  Assistants and Techs in the Clinic: What’s Right or Wrong?

A.      Assessment

B.      Modalities

C.      Therapeutic Exercises

D.      Splinting

E.       Wound Care

F.       Supervision

G.      Billing

III.                 Benefits of Using Assistants & Techs

A.  Cost Effective

B. Clinical Efficiency

C. Clinical Outcomes

IV.                Managed Care: The Tug of War in Therapy

A.      Pressure from Employers

B.      Caseload Size

C.      Billing Concerns

D.      Documentation Problems

E.       Accountability / Supervision

F.       Cover Your Bases

V.                  Making It All Work: 7 Steps to Success

A.      Competency & Experience of the Therapist

B.      Competency & Experience of the Assistant

C.      Staffing Mix

D.      Therapist:Patient Ratio

E.       The Physician

F.       Determine Treatment Responsibilities

G.      Develop Clinical Competency

1.       Job Descriptions

2.       Performance Evaluation

3.       Competency Assessment

4.       Orientation / training

5.       Continuing Education

VI.                Developing an Effective Team Relationship

A.      Written Communication

B.      Communication with Patients

C.      Physician Interaction



Qty Discount Available with this item. Click Here for details.

Format Movie Presentation
Price $99.00

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Discounted Add On Item(s) Available with this Product

Anatomical Chart - hand & wrist, laminated - Products $36.99
Anatomy Glove Learning System - Glove and 1 year Access to Online Videos - Products $27.99


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  • After purchase is complete please register the course to the participants name and email address where the certificates will be received.
  • Participants have one year to access the CEU course and exam to obtain CEUs.
  • All CEU activities are associated with an online exam to ensure understanding of learner objectives. Once an 80% is achieved a CEU certificate is sent to the email that was used for registering the participant for the CEU course.
  • Course cancellations or refunds are not available once the material or the exam have been accessed.
  • Treatment2go is an AOTA approved provider ID #3397. The assignment of AOTA CEUs does not imply endorsement of specific course content, products, or clinical procedures by AOTA.
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