Occupat Therapy Case Manager

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Location: Beverly, MA
Job ID: 155403-1A
Date Posted: Sep 9, 2019
Category: Clinical Professional

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Job Description

Welcome To

Lahey Health is a vibrant and growing health care system, recognized as a trailblazer in medicine and a standard bearer in patient experience. It includes an award-winning academic medical center, a superb constellation of community hospitals, home care services, rehabilitation facilities and more.

We are committed to attracting, developing and retaining top talent in a market long recognized and revered as a global leader in health. With a team approach to care, we encourage learning and growth at all levels, and we offer competitive salaries and benefits. We adhere to the principles of a just and fair work environment for all colleagues, where respect is foundational and performance is rewarded.

About the Job

The occupational therapist plans, organizes, collaborates and directs home care services. They are experienced in occupational therapy, with emphasis on community health education/experience.  The professional therapist builds from the resources of the community to plan and direct services to meet the needs of individuals and families within their homes and communities in accordance with home care regulations and payer guidelines.


Patient Care

  1.  Assumes responsibility to coordinate patient care for assigned caseload including but not limited to: appropriate delegation to COTA staff and supervision of care provided by COTA staff, patient condition change visits, and completion of OASIS time points. Accepts accountability for patient satisfaction scores and quality of care outcome measure results.
  2. Completes and documents an initial assessment of patient and family to determine home care needs.  Provides a complete physical assessment and history of current and previous illness(es).Develops a patient specific plan of care, which establishes goals incorporating therapeutic, preventive, and rehabilitative actions.  Includes the patient and the family in the planning process.
  3. Initiates the plan of care and makes necessary revisions as patient status and needs change.
  4. Initiates appropriate preventive and rehabilitative therapy procedures.  Administers medications and treatments as prescribed by the physician.
  5. Counsels the patient and family in meeting therapy and related needs.
  6. Respects and supports patient and family’s cultural beliefs and values, individual needs, health goals and treatment preferences.
  7. Provides health care instructions to the patient as appropriate per assessment and plan of care.
  8. Instructs, supervises and evaluates home health aide care provided every two (2) weeks as necessary.
  9. Manages episode of care or coordination of care in accordance with evolving occupational therapy needs and continued eligibility for services.
  10. Identifies discharge planning needs as part of the care plan development and implements prior to discharge of the patient.


  1. Communicates with the physician regarding the patient’s needs and reports any changes in the patient’s condition; obtains/receives physician’s orders as required.
  2. Attends regular case conferences and team meetings per Clinical Manager and as needed.
  3. Communicates with team COTA when delegating appropriate visits.
  4. Communicates with other team disciplines and community providers to coordinate the care plan (i.e. insurance case managers, high risk case managers, elder services, protective service, etc).
  5. Practices confidentiality principles set by the agency and federal HIPAA guidelines.


  1. Demonstrates proficiency in OASIS completion
  2. Clinical visit notes explain the need for the skilled occupational therapy service in light of the patient’s overall medical condition and experiences; the complexity of the services performed and the plan for the next visit based on the rationale of prior results.
  3. Completes documentation in accordance with agency timeliness policies.

Professional Development

  1. Maintains and updates clinical knowledge and skills based on current occupational therapy practice.
  2. Adheres to departmental requirements for required training.
  3. Identifies specific learning needs and goals and collaborates with leadership in developing a plan to meet them.

Additional Duties

  1. Participates in the weekend/holiday rotation as defined by Lahey Health at Home.
  2. Ensures that arrangements for equipment and other necessary items and services are available.

Participates in in-service programs and supervises, teaches and precepts other occupational therapy and CHHA personnel per Clinical Manager.



  • Graduate of an accredited program in Occupational Therapy.

Licensure, Certification & Registration:

  • Occupational Therapist with current licensure to practice therapy in the state of Massachusetts.
  • Maintains an American  Heart Association (AHA) CPR certification


  • Minimum of 2 years occupational therapy clinical experience, at least one of which is in the area of public health or home care is preferred.
  • OASIS experience is preferred.

Skills, Knowledge & Abilities:

  • Demonstrates excellent observation and problem solving/critical thinking skills.
  • Well-developed verbal and written communication skills; essential computer skills to work with EMR.
  • Must be a licensed driver with an automobile that is insured in accordance with state or organization requirements and is in good working order.
  • Self-directed and able to work with minimal supervision
  • Shows strong ability to organize and prioritize workload independently.