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Occupational Therapy & Family Health Teams in Ontario
Welcome to the Ontario Society of Occupational Therapists resource page for Family Health Teams interested in
exploring roles for occupational therapists in primary health care and for occupational therapists interested in
learning more about Ontario’s Family Health Teams and ways in which OTs may assist teams to effectively support.
Ministry of Health and Long-Term Care Announces Funding for Occupational Therapy in Family Health Teams
In October 2009, the Ministry of Health and Long-Term Care communicated its plans to move forward with planning
to approve and fund Occupational Therapists as interdisciplinary health providers in Family Health Teams (FHTs). In
a communication forwarded to all Ontario FHTs in March 2010, the Ministry announced expansion of the approved list
of Interdisciplinary Health Providers (IHPs) in Family Health Teams to include occupational therapists. This change
in policy will affect both existing and new FHTs.
Family Health Teams interested in adding an occupational therapist to their staff may submit a request as part of their 2011 - 2012 budget application process. There is no deadline or time restriction that limits application for funding, however FHTs will be required to show evidence of their progress to achieve roster growth targets before new staffing will be confirmed.
Learn more about Family Health Teams
Where are Family Health Teams located?
Learn more about Occupational Therapy
Occupational Therapy in Primary Health Care
Occupational Therapy and Family Health Teams
Integrating Occupational Therapy into a Family Health Team
Sources of Evidence for OT in Primary Health Care
Nurse Practitioner-led Clinics
Who are Occupational Therapists?
People live life to the fullest through meaningful occupations – the day to day skills, activities, interactions and experiences that engage us with our environment, our community and the people around us. Occupational therapists understand that one’s ability to participate in occupations that are important to them promotes health and well-being. The goal of occupational therapy is to influence people’s health by enabling occupation.
Occupational therapists are regulated health professionals who work with people of all ages who are experiencing, or are at risk of experiencing, barriers to managing day to day occupations that are part of their daily living roles and responsibilities and that give meaning to their life. OTs work with their clients to first identify the barriers to their meaningful occupation (self care, paid and unpaid work and leisure) and then to help them to change or remove these barriers. Barriers may result from injury, illness, chronic disease, disability, mental health problems, learning disabilities, aging, social isolation, etc. Working with people or groups of people to maintain, assume or reassume the skills they need for their job of living, occupational therapists will assume a variety of roles – therapist, educator, counsellor, case manager, coach, resource developer and advocate.
Funding of OT Services in Ontario’s Health Care System
Although the government’s commitment to fund occupational therapists to work in Family Health Teams creates a new practice sector for OTs, the profession has a long history of work across all components of Ontario’s publicly funded health care system – in hospitals, rehabilitation centres, in CCAC funded home care services, in long-term care homes, in community health centres. A growing private sector marketplace exists funded by auto insurance, the Workplace Safety and Insurance Board, long term disability insurers, employers and clients themselves. There are approximately 4500 occupational therapists registered to practice with the College of Occupational Therapists of Ontario.
Educational Preparation of Occupational Therapists
Educational preparation is attained at a Masters level in Canadian universities. This level of education develops critical thinkers who are skilful clinicians, team players and have developed research and evaluation skills that can be valued adjuncts to the Family Health Team’s efforts to monitor, evaluate and improve their patient care outcomes. OT professionals bring a strong background in mental health and physical health and rehabilitation to their work.
Occupational Therapists Offer Unique Perspectives to Primary Health Care
With their unique educational preparation and holistic, client-centred focus on the domains of the individual (physical, cognitive, affective), his/her environment and his/her function with the aim of improving the overall health of the individual, occupational therapists are ideal interprofessional team mates for professionals working in Family Health Teams. With a core focus on enabling engagement in everyday living, occupational therapy is ideally positioned in the community, in primary care - where everyday living occurs. Occupational therapists will bring a focused attention to how patients’ health problems or challenges impact their capacity to manage safely, as independently as possible and with dignity in their home and community for both the short term and the long term.
Occupational therapists have much to offer clients who are:
- Experiencing functional limitations that result from disability ,illness, injury, chronic disease, aging processes and mental illness.
- Not experiencing significant or limiting functional impairments but who are deemed at risk, either because they have a disease process that may progress to impede function or because their physical and/or emotional status is vulnerable.
In a primary care context, occupational therapists have much to offer to enable clients to maintain their capacity for meaningful occupational performance. The strategic benefit of utilization of occupational therapists with vulnerable patients in the primary care practice is evident in discussion of the following figure.
Wallace & Seidman (2007) identify that people with severe chronic conditions and disabilities typically represent approximately 6% of a physician’s caseload yet consume 33% of primary care resources. Occupational therapists are well positioned to lend their expertise to these complex clients when their needs relate to the impacts of their health conditions on function and occupation. Efficient utilization of OT resources for this segment of the patient roster presents a cost-effective and successful alternative to repeated access to physician resources, which is heavily taxed by a small percentage of a practice. Patients in the middle section of the figure may require intermittent access to OT services when a patient experiences a functionally related need. Effective attention and problem solving of occupational performance issues amongst this sector of the roster is proactive and strategic in a health promotion, injury/illness prevention context. Maintaining function of vulnerable patients is a critical challenge to FHTs vested in improving health status of all patients. Maintaining function and health status of patients at this level may prevent or stave off a decline in health status that would result in movement to the higher demand segment of the roster. Rostered patients that fit in the bottom 72% of the triangle are less likely to require OT services. That said, episodic injury or illness may result in a short term need for attention to functional adaptation. Ready access to OT services that can promote maintenance of function and safe return to life roles (such as work) can contribute to reduced potential for complications of inactivity and earlier returns to work and life activity.
Why Occupational Therapy in Family Health Teams?
Occupational therapists have demonstrated positive outcomes in primary health care roles with populations of seniors, children, youth, workers, homeless people and those with mental health problems (Canadian Association of Occupational Therapists, 2006). In a review of the literature on evidence supporting occupational therapy in primary health care settings, Restall, LeClair and Fricke (2005), noted strong evidence to support occupational therapy roles to support management of rheumatoid arthritis, stroke, chronic low back pain, return to work, and the prevention of falls and functional decline in older adults. The also noted moderate evidence in support of occupational therapy with people with long term neurological conditions such as multiple sclerosis, parkinson’s disease and traumatic brain injury, chronic obstructive pulmonary disease, chronic fatigue, vocational rehabilitation and support for people with serious mental illness. In addition there is support for occupational therapy’s contribution to the appropriate identification of developmental conditions in children served in primary health care sites (Gaines et al., 2008).
Occupational therapists will contribute meaningfully to the core activities of Family Health Teams – chronic disease management, injury and disease prevention, health promotion and direct care services. Examples of specific services or activities that could be provided by occupational therapists under each of these major activities are provided to illustrate the scope of the practice potential. Each FHT will have differing needs for occupational therapy services depending on the population it serves and the existing team membership.
Chronic Disease Management:
- Interdisciplinary chronic disease management workshops (both disease specific e.g., arthritis, diabetes and generic)
- Energy conservation education
- Chronic pain workshops
- Living with depression or anxiety workshops
- Self-monitoring education on physical function
Injury and Disease Prevention:
- Falls prevention clinics and education
- Caregiver education (transfer techniques, environmental and task modifications)
- Living while Losing (a group for people with obesity)
- Preventing injuries at home
- Identifying and addressing the needs of people at risk for functional decline
Health promotion:
- Developmental assessments with children and families
- Healthy and active aging groups
- Staying healthy and active in mid-life
Direct Health Care Services:
- Direct service delivery and consultation to team members for clients with complex health concerns
- Functional and home safety assessments for frail older clients with complex health concerns
- Functional assessment for return to work
Potential roles for OTs working in Family Health Teams
While the breadth and focus of the OT role will vary from FHT to FHT depending on the characteristics and needs of the roster and the interdisciplinary team mix, the following are identified amongst potential roles that may be assumed by an occupational therapist working within a Family Health Team.
- Cognitive or perceptual assessment
- Support/education for caregivers
- Ergonomic assessment – consultation to employers
- Counselling regarding activities of daily living
- Mental health support and counselling or psychotherapy
- Prevention of falls and other safety-related issues
- Interventions to support life skills maintenance
- School health liaison
- Screening of children with learning problems
- Support/facilitation of community integration
- Self-management monitoring and support
- Splinting, equipment prescription
- Fitness and recreation counselling and facilitation
- Case management
- Pain management
- Home assessment for safety
- Community resource linkage
- Palliative care in the home
- Assistive device consultation
- Wheelchair/mobility consultation/assessment
- Functional assessment for return to work
- Assessment for supported living and/or personal care
- Assessment for guardianship/trusteeship
- Referrals for educational assessment/school board requirements
- Assessments for accommodations requests at school or work
- Developmental screening for infants and children
- Consultation on childhood disorders
- Education/consultation to other team health professionals
- Health care team facilitation
- Community development strategies addressing determinants of health
How will Occupational Therapists work within a Family Health Team?
The integration of occupational therapy services into a FHT should be a complement to staffing/service structure of the team. Occupational therapists are skilled team members and value the quality patient care that results when inter-professional teams work well together. OTs would expect to function as valued, respected members of the inter-professional team, exercising the same to all team colleagues.
The occupational therapist’s work within a Family Health Team may include:
- Individual one to one patient treatment, consultation or education sessions in a clinic
- Group interventions – education, counselling, psychotherapy
- Education or consultation to patients, families, communities
- Consultation to health care team members related to team or team member patients
- Indirect patient care – related to planning, set up, documentation and follow-up to patient interventions
- Team-focused work – team administration, collaborations, etc.
These are roles that would be shared in common with other health professionals working in the FHT. Occupational therapists, like other health professionals in the team, would lend their unique professional perspective to team planning, joint program development and service delivery evaluation processes.
Occupational therapists may have unique practice patterns and needs that should be considered when establishing ratios for caseload management. For example:
- OTs will practice in the clinic environment or treatment facilities when assessment, treatment, consultation, counselling or education is not dependent upon being in the client’s own environment. This is common to FHT members.
- It may be noticeable that occupational therapy visits appear longer than other health professionals in the FHT. Though this may not always be the case, it is common that OT visits are longer than many peers in all sectors of the health system. Occupational therapists’ individual work with clients will likely focus on the most complex clients in the roster. Further, the focus of OT interventions is often the performance/safe management of life skills. By way of example: assessing someone’s safety in their kitchen is not a task done quickly and without focused attention as risk and safety are issues; working with clients who have cognitive impairments may take longer to understand instructions and carry through, patients may need support or counselling further to a session that has been difficult or challenging. It is not uncommon for a typical OT intervention to take one hour. That said, it is expected that in the primary care system, OTs will be more focused on group education, consultation and this may balance the visit time. This notwithstanding, we advise that thoughtful consultation be undertaken by FHTs engaging OTs so as to ensure that typical caseload expectations are not unreasonable. To illustrate this point and to lend insight into what a typical week in a FHT might look like, the schedule in Appendix (page 12) has been based upon information provided by OTs working in community health centres.
- For some aspects of the OTs work, the best practice environment may be the client’s home or workplace when assessment, treatment, consultation, education, caregiver support, etc. is dependent upon engagement in the environment in which the client needs to function. For this reason, OTs may spend more time outside of the clinic in community based interventions. Such interventions will require compensation for travel and incur additional time to cover travel time.
- For some OT practices (depending on the client population) the percentage of indirect time over that of other professionals can be significant. This may be anticipated when OTs are addressing adaptive equipment or mobility equipment needs that require researching options, meeting with vendors, developing prescriptions, etc. or when a therapist is focused on assisting a client to adjust their care or home support needs and they function as a consultant on community resources.
- The assessment and treatment facilities required of OTs will vary dependent upon the focus of their practice, Generally, a private, quiet assessment venue is required. Treatment space that accommodates both individuals and groups comfortably is necessary.
Models of OT Service Delivery
Five models of service delivery can provide guidance to FHTs and occupational therapists as OT services are integrated into these settings. The models identified have been based and modified from those presented by McColl & Dickensen, 2009. These include:
- A clinic model in which a therapist is
co-located at the clinic/location in which all FHT professionals work,
providing treatment and services to both individuals and groups of rostered
patients.
- A shared clinic/community visit model in
which a therapist is co-located at the clinic/location of the FHT but spends a
portion of time outside of the clinic providing assessment or treatment
interventions in patients’ homes, residences or workplaces as may be
appropriate.
- A self-management model through which
patients of the team are provided with support and education to monitor and
manage their chronic disease(s) and disabilities. Services may be delivered in
a clinic site, a community based resource or via web based educational programs
or other educational options.
- A collaborative consultation model
through which the OT provides support and information specific to occupational
issues experienced by patients to individual patients, to team colleagues or
in some cases to community organizations or groups. In most cases the OT would
be co-located with the FHT, but the demand for designated treatment space would
not be as significant.
- A case-management model in which an OT
acts as a coordinator of complex patients’ healthcare and access to community
resources. It is contemplated that occupational therapists could be excellent
case managers for the group of highly complex patients (such as those
identified as the top 6% of Wallace & Seidman’s hierarchy) who are living
with disability or serious chronic disease management.
- An outreach model may be important for
consideration in northern or remote areas of the province if a FHT has rostered
clients that are not served by other primary care services but not in the
community of the FHT.
The service delivery model of choice will be dependent upon the needs of the FHT and its roster. Regardless of the model selected, the integration of a new profession into a FHT will require access to the Electronic Medical Record (EMR), infrastructure such as assessment/treatment tools or materials, administrative support commensurate to that of other team members and use of secure space for individual or group sessions.
Occupational therapists assume a professional responsibility to supervise occupational therapy students. The Family Health Team can provide a rich, inter-professional learning experience for occupational therapy students. At the same time, integration of student occupational therapists, supervised by registered OTs can provide a meaningful way by which to augment OT resources to the team. Contractual arrangements should facilitate the supervision of students.
Direct Versus Indirect OT Time

The pie chart above illustrates the percent of time per function that an OT in an FHT might dedicate in a given day, week or month. The blue section, representing 50% of a full-time OT’s job over 49 weeks per year (assuming 3 weeks holidays deducted from 52 weeks per year), indicates the direct time spent with patients, either on a 1:1 basis or in groups.
The red section of time, at 25%, would be spent on indirect patient care related activities related to the OTs clients and would include activities outlined above, i.e., documentation (required after each patient encounter), travel to home visits, follow-up to clinical interventions (e.g., preparing wheelchair prescription, consultation with suppliers, etc.), administrative duties, etc.
The green section, representing 25% of the FTE OT’s time, reflects indirect time given to the FHT team for shared-care activities including consultation, case management, education, team meetings, provision of resources, etc., as determined by the unique composition/needs of both the team and its roster of patients.
Sample Job Description for OT in Family Health Team
This sample occupational therapy job description was developed and shared by Kerrie Dewachter, OT.
Sample - Typical Week for OT in FHT
| |
Mon |
Tues |
Wed |
Thurs |
Fri |
Total |
|
|
Clinic
Day
|
Off
Site Day
|
Clinic
Day/Groups |
Off
Site Day |
Clinic
Day |
|
| 8:30 |
Team
collaboration |
Home
Visit |
Set-up
for group |
Check
voice/e-mails |
Set
new appointments for coming week |
|
| 9:30 |
Assessment |
“ |
Group
session (6-10 participants) |
Home
Visit |
Assessment |
|
| 10:30 |
Assessment |
Travel
to/from home |
Documentation |
Travel
to/from home |
Follow-up
visits (2) |
|
| 11:30 |
Documentation |
Documentation |
Team
Collaboration |
Documentation |
Documentation |
|
| 12-1 |
Lunch |
Lunch |
Lunch |
Lunch |
Lunch |
|
| 1-2 |
Intervention
|
Travel
to Work-site visit(s) |
Group
session (6-10 participants) |
Home
or Work site visit |
Intervention |
|
| 2-3 |
Intervention
with family member |
Work
Site Visit(s) |
Documentation |
Travel
to/from site(s) |
Intervention
with family member |
|
| 3-4 |
Education
Provision
to team or patients |
Travel
from site |
Completion
of forms/calls to vendors/community resources |
Home
or Work Site Visit |
Planning
and
Research
for coming week |
|
| 4-4:30 |
Stat’s/Prep |
Phone-calls |
“ |
Travel
to/from site(s) |
Stat’s/Admin. duties |
|
|
Total
# visits/day |
5 |
3 |
16
(based on 8/group average) |
3 |
6 |
33/wk. |
Note: With
33 patients/week x 49 weeks (assume 3 weeks/yr. = holidays with no coverage) =
1617 visits/year.
Group sessions: may take a few weeks or months to arrange and implement. These
would likely be co-lead with another member of the inter-professional team.
Direct time: with patients, i.e., assessment/intervention or off-site visits
(either individually, with a family member or in groups) =59% of week
Indirect time: patient related: travel, documentation, statistics, preparation,
forms,phone-calls/e-mails, research, planning, group set-up, etc.
Team-related: team collaboration,
education, triage of referrals, etc. =41% of week, or 20.5% each
Note: these
assumptions were tested amongst a small group of clinicians who have experience in primary health and their input was incorporated into the above chart.
F
Identifying Needs and Roles for Occupational Therapists in Family Health Teams
The opportunities for value-adding utilization of occupational therapists in the primary health care environment are diverse and plentiful. FHTs will be guided by the unique needs and characteristics of their roster, the size and current skills of their existing team, availability of community resources. The following resources are suggested to support investigation and planning for integration of OT services into a Family Health Team.
- Inter-Professional Primary Health Care: Assembling the Pieces – A framework to build your practice in primary health care, CAOT 2009
A unique resource to assist occupational therapists and Family Health Teams to explore and evaluate needs and opportunities to enrich roster services with occupational therapy is Written by Mary Ann McColl (PhD,MTS) and Jackie Dickenson (BNSc), this book provides a comprehensive framework to assist allied health professionals and teams who wish to develop a practice in a primary health care setting.
- Family Health Teams are advised to consult their Senior Program Consultant at the Ministry of Health and Long-Term Care.
- The Quality Improvement and Innovation Partnership (QIIP)
QIIP, formerly the Quality Management Collaborative (QMC), was established by the Ministry of Health and Long-Term Care in January of 2007. The major activities of the QIIP are: a) building networks between FHTs and the staff working in them b) providing resources for FHTs and c) helping with the introduction of an improvement agenda.
- The Ontario Society of Occupational Therapists is pleased to provide further insights into specific roles and services of occupational therapists with identified populations and to assist teams to explore needs for OT services. Teams are advised to contact the Society at osot@osot.on.ca or to call 416-322-3011/877-676-6768.
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