Rule 29. (1) An occupational therapist who delegates the performance of limited
assessments, tasks, or interventions to an occupational therapy assistant as allowed under
section 16215 of the code, MCL 333.16215, shall supervise the occupational therapy
assistant consistent with section 16109(2) of the code, MCL 333.16109, and satisfy the
requirements of this rule. As used in this rule, “limited assessment” means those parts of
an evaluation that an occupational therapy assistant is qualified by education and training
to perform while under the supervision of an occupational therapist.
(2) Before an occupational therapist delegates limited assessments, tasks, or
interventions to an occupational therapy assistant, the occupational therapist shall
evaluate the qualifications of the occupational therapy assistant, including verification of
the occupational therapy assistant’s training, education, and licensure.
(3) An occupational therapist who delegates limited assessments, tasks, or
interventions to an occupational therapy assistant shall determine and provide the
appropriate level of supervision required for the occupational therapy assistant’s
performance of the delegated limited assessment, task, or intervention. The appropriate
level of supervision must be determined based on the occupational therapy assistant’s
education, training, and experience. The level of supervision must be either general
supervision or direct supervision.
(4) An occupational therapist who delegates limited assessments, tasks, or
interventions under this rule shall also comply with all of the following:
(a) Initiate and direct the evaluation of the patient or client before delegating limited
assessments.
(b) Complete the evaluation of the patient or client before delegating tasks or
interventions to be performed by an occupational therapy assistant.
(c) Supervise an occupational therapy assistant to whom limited assessments, tasks,
or interventions are delegated.
(d) Provide predetermined procedures and protocols for limited assessments, tasks,
or interventions that are delegated.
(e) Monitor an occupational therapy assistant’s practice of assigned limited
assessments, tasks, or interventions.
(f) Maintain a record of the names of the occupational therapy assistants to whom
limited assessments, tasks, or interventions have been delegated pursuant to section
16215 of the code, MCL 333.16215.
(g) Meet using live, synchronous contact at least once per month with the
occupational therapy assistant to whom limited assessments, tasks, or interventions have
been delegated to accomplish all of the following:
(i) Evaluate the occupational therapy assistant’s performance.
(ii) Review the patient or client.
(iii) Educate the occupational therapy assistant on the limited assessments, tasks, or
interventions that have been delegated to facilitate professional growth and development.
(h) The occupational therapist shall maintain documentation of the meeting, which
must be signed by both the occupational therapist and occupational therapist assistant.
Compliance with this subdivision must not be used as a substitute for the ongoing
supervision required under this subrule and subrule (3) of this rule.
(5) An occupational therapist shall not delegate the performance of either of the
following to an occupational therapy assistant:
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