Introduction to Occupational Therapy Documentation

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While not the most exciting part of occupational therapy practice, documentation is one of the most important parts of what we do as occupational therapy practitioners. Learn why documentation is important, what mistakes to avoid, what good documentation consists of, and more in this introductory course.


OT Dude

Course Level


Target Audience

  • Occupational therapy students and occupational therapy assistant students.
  • New graduate occupational therapy practitioners.
  • Any stakeholder who wants to learn more about the scope of practice of occupational therapy documentation.

Learning Objectives

  1. You will be able to explain why documentation is important for occupational therapy.
  2. You will identify common mistakes made by OTs related to documentation.
  3. You will compare proper and efficient documentation to the opposite, inefficient, questionable, incomplete, and unethical documentation.
  4. You will learn how to apply these concepts and examples for real work practice based on examples and taking the quizzes.

Supporting Evidence-Based Research

Davis-Cheshire, R., Davis, K., Drumm, L., Neal, S., Norris, E., Parker, M., … & Whalen, C. (2019). The perceived value and utilization of occupational therapy models in the United States. Journal of Occupational Therapy Education, 3(2), 11.

Drummond, R., Agbayani, M., Chong, C., Josko, C., Murley, S., & Coppard, B. M. (2019). Occupational Therapist Licensure Revocation by State Licensing Boards. The Open Journal of Occupational Therapy, 7(1), 9.

Jefferies, D., Johnson, M., & Griffiths, R. (2010). A meta-study of the essentials of quality nursing documentation. International Journal of Nursing Practice, 16(2), 112–124. doi: 10.1111/j.1440-172X.2009.01815.x

Johnson, J. M., & Khoshgoftaar, T. M. (2019). Medicare fraud detection using neural networks. Journal of Big Data, 6(1), 1-35.

McCombie, R. P., & Antanavage, M. E. (2017). Transitioning from occupational therapy student to practicing occupational therapist: first year of employment. Occupational therapy in health care, 31(2), 126-142.

Contact Hours

1 Hour — This course is not AOTA approved, but may be eligible for other CEUs (NBCOT, State License).

Instructional Methods

This is an independent self-study distance course delivered via pre-recorded video with included lecture slides to follow along and/or download locally.


Course registration is completed by one-click enrollment for OT Dude Club Members.

Special Needs Requests

If you need any accommodations for this course, please contact me and we will help to address your needs.

Cancellation Policy

If a course is canceled after enrollment, the user may be eligible for a full refund if they did complete it and earn any CEUs during their subscription.

Course Completion Requirements

Course enrolled must complete the course in its entirety, including watching the entire video and reviewing the lecture slides (if provided). Enrollees are also required to pass the quizzes with 80% or higher. Upon course completion, a certificate will be provided and available for download.

Financial and Non-financial Disclosures

Jeffrey Kou sells occupational therapy courses on the website, as well as creates healthcare-related content in the form of articles, videos, podcasts, and books that are self-published for ad revenue or through customer sales on various social media platforms, e-commerce websites, and my personal blog. I have no other disclosures to disclose at this time.

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