(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 in person or 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:
(a) The sole development of a treatment plan.
(b) The sole evaluation and interpretation of evaluation results.
(6) An occupational therapist shall not supervise more than 4 occupational therapy
assistants who are providing services to patients at the same time.
History: 2014 AACS; 2017 AACS; 2021 AACS; 2023 AACS; 2026 MR 6, Eff. March 19, 2026.
R 338.1229a Delegation of tasks to an unlicensed individual; direct supervision of
an unlicensed individual; requirements.
Rule 29a. (1) An occupational therapist who delegates the performance of selected
tasks to an unlicensed individual as allowed under section 16215 of the code, MCL
333.16215, shall supervise the unlicensed individual consistent with section 16109(2) of
the code, MCL 333.16109, and satisfy the requirements of this rule. As used in this rule,
“unlicensed individual” means an individual who does not hold an occupational therapist
license, an occupational therapy assistant license, or another health professional license
and who may be able to perform the tasks identified in this rule.
(2) An occupational therapist who delegates tasks to an unlicensed individual shall
provide direct supervision of the unlicensed individual.
(3) An occupational therapist who delegates tasks under subrule (2) of this rule shall
also comply with all of the following:
(a) Before delegating a task, the occupational therapist shall evaluate the
qualifications of the unlicensed individual under the occupational therapist’s direct
supervision, including verification of the unlicensed individual’s training and education.
(b) Examine and evaluate the patient or client before delegating tasks to be performed
by an unlicensed individual.
(c) Provide predetermined procedures and protocols for tasks that are delegated.
(d) Maintain a record of the unlicensed individuals to whom tasks have been
delegated, under section 16213 of the code, MCL 333.16213.
Page 10