Professional Documents
Culture Documents
Table of Contents
Mission & Vision Statement .................................................................................................................... 3
Needs Assessment ...................................................................................................................................... 3
SWOT .......................................................................................................................................................... 4
Location ...................................................................................................................................................... 6
Organizational Chart................................................................................................................................ 6
Job Descriptions ........................................................................................................................................ 6
Services and Scope of Practice ............................................................................................................. 10
Goals and Objectives............................................................................................................................... 11
Budget........................................................................................................................................................ 12
Marketing ................................................................................................................................................. 18
Floor Plan................................................................................................................................................. 24
Program Evaluation ............................................................................................................................... 26
Documentation ........................................................................................................................................ 29
Policy and Procedure.............................................................................................................................. 38
Quality Assurance ................................................................................................................................... 45
Concept Map ............................................................................................................................................ 48
Regulated By ............................................................................................................................................ 48
References ................................................................................................................................................ 49
Mission & Vision Statement
Vision Statement: By supporting both the child and caregivers we strive to ensure that children
and their families can achieve maximum participation in all areas of their lives, specifically in
their homes and communities.
Needs Assessment
● Who
○ Sarah Coddington
○ Hannah Linville
● What
○ Birth to Three Early Intervention Services - Get Up and Grow
● When
○ May 2020
● Where - our location
○ Lincoln County, WV
● Why - why are we putting it there “Because this county has highest peds population
○ 2019 County Health Rankings for the 55 Ranked Counties in West Virginia
● Lincoln County ranked 50/55
○ Highest rate of children born addicted to opioids 106.6 per 1,000 births
○ Population (2018)
■ Lincoln County Population: 20,599
■ Lincoln county persons under 5: 5.7%
■ Child under 5 population: ~1,174
■ Percent of population who are children with disabilities ages 3 through 5:
8.7
○ Need to find BTT therapists in the area
○ Part of Region IV
■ Rural area
■ Neighboring Cabell county had highest overdose rate
○ Poverty: 24.9% of the population live below the poverty line - higher than the
national average of 13.1%
■ Birth to three is free to families, no copay
○ Rural area with no pediatric clinics
○ Low health literacy - need to find statistics
○ High rate of children in foster care - 6592 as of December 2019
■ Opioid crisis
■ Grandparents raising children
● Risk of low health literacy increases
● Personal health factors impeding ability to care for infants
● how - don’t answer with needs assessment, will get into this with budget
SWOT
● Strengths
○ External Factors
■ Strong support from local pediatricians
■ Substantial need: Highest rate of children born addicted, presumed high
rate of children with disability and/or at risk that qualify for BTT services
■ Support from local politicians
■ Limited competition
○ Internal Factors
■ Determined leadership
■ Creative, business savvy
■ Extensive experience working with children birth to three and their
families
■ Funds available for startup
● Weaknesses
○ External Factors
■ Large caseload we may have to take on
■ Limited public education on OT
■ Negative perception of healthcare providers
■ Small infrastructure in Lincoln County, WV
○ Internal Factors
■ Limited financial and legal expertise (may have to bring in outside help
ex. Account, lawyer)
■ Minimal experience on business startup/starting a company
■ Lack of management experience
■ Limited experience with home health/community practice
● Opportunities
○ External
■ Local child services that could provide partnership and a source of
referrals
● Right From The Start
○ https://www.wvdhhr.org/rfts/
● ABLE families
○ https://ablefamilies.org/programs/
■ Constant media on opioid epidemic and rise in children entering foster
care
■ Need for healthcare providers in rural areas
■ WV Birth to Three Early Intervention System State Plan under Part C of
the Individuals with Disabilities Education Act (IDEA)
● Funding: $80,231,079 (19-20) fiscal year. ~1.454 million per
county
○ Internal
■ Expansion of services into bordering counties
■ Increase in financial resources (income, profit) that could be used to
expand and promote business
■ Underserved area with an increasing need for healthcare providers
● Increasing number of children requiring early intervention services
■ With the growth of business, the ability to hire more OTs (and possibly
other healthcare professionals)
● Be able to provide more service to more clients and wider areas
● Bring more people to the rural areas
● Threats
○ External Factors
■ Unreliability of clients (cancelling sessions, not showing up, etc.) is
money and time lost for the business
■ Change in healthcare legislation
■ Location- have to travel to rural areas
● Seasonal weather causing delays or inability to travel
■ Competition from other Birth to Three companies
○ Internal Factors
■ Limited start up capital
■ Instability/unpredictability of business start up (job security, cash flow,
etc.)
■ Need to procure health insurance, liability insurance, etc.
■ First time business owners - inexperienced
Location
Housed in private residence, office will be in therapist’s residence (basement converted to office
space) in Lincoln County, Hamlin, WV.
Organizational Chart
Job Descriptions
Position is directly responsible to the WV Birth to Three Program director and works in
conjunction with other Birth to Three and DHHR personnel, including finance, mis, Medicaid,
etc. To carry out the following duties: act as liaison to facilitate problem resolution and assure
compliance with federal, state and local regulations, laws, policies and procedures governing the
WV Birth to Three Program or technical area. Provide Birth to Three policy interpretation and
guidance for Birth to Three regional administrative units (RAU's), in order to ensure
implementation of program requirements under state statute and federal regulations of the
Individuals with Disabilities Education Act (IDEA) assist locally contracted RAU's with
technical plans of correction following quality assurance monitoring. Represents Birth to Three
System on strategic state level interagency workgroups and assists with local/community agency
working relationship agreements. Provide state oversight for the department's WV Birth to Three
System representatives to develop/evaluate regional work plans in order to implement program
objectives. Uses independent judgement in determining action taken in both the administrative
and operational aspects of the area of assignment. Identify provider training needs across
assigned geographic region since all enrolled providers must meet program established
credentialing requirements. Recommend changes to address performance gaps as required by the
federal funding (Part C/IDEA). Assist in development of performance measures for evaluation of
Birth to Three System outcomes. Recommends operational changes to facilitate efficient and
effective accomplishment of goals or delivery of service. Informs director of technical area,
program, or service deficiencies and recommends improvement. Identifies professional
development needs of participating providers, which include child development specialists,
occupational therapists, nurses, social workers, physical therapists, speech and language
pathologists. Work in conjunction with program director and other state representatives to
develop and evaluate regional work plans to implement program objectives. Arrange for
community forums to assure community engagement. Assists in the development of the policy
and procedure manual for the WV Birth to Three Program and operational guidance. Represents
the department at local planning meetings and is expected to provide public information
functions on a regular basis, including meeting routinely with physicians, higher education, and
various medical specialty organizations such as AAP, FAAP, etc. Assists WV Birth to Three
technical assistant coordinator with development of technical assistance materials and local
administrative reviews. Individual must be able to use independent judgement and analytical
skills while working with regional grantees, enrolled providers, state and local interagency
partners. Must be able to communicate effectively, both orally and in writing, with a wide variety
of stakeholders including grantees, vendors, higher education representatives and other state
agencies policy makers. Must be knowledgeable of IDEA, FERPA, and ADA regulations as well
as other early childhood programs including child care and head start. Located regional office
may have statewide travel but at minimum multiple county travel on routine basis is to be
expected
Covansys/CFO
Primary Responsibilities:
Provide leadership and management over finances. Provides strategic recommendations to other
members of the management team. Overseas all financial reporting. Track financial objectives
and budgets. Advise long-term financial planning. Establish and develop relations with all
stakeholders.
PRIMARY RESPONSIBILITIES:
Staff Occupational Therapist (OTR) will coordinate occupational therapy with other medical and
rehabilitation functions. Designs and implements occupational therapy programs for children
aged 0-35 months with developmental delay or disabilities. Interprets physician prescriptions,
evaluates client’s physical status, and assists child and family in achieving maximum
performance in activities related to self-care, play, and development. Treats children using
standard occupational therapy practices. Revises occupational therapy treatment program in
relation to the child’s progress, documents progress as per state standard, and instructs the child
and/or caregivers in therapeutic procedures.
WORKING RELATIONSHIPS
1. Reports to
The Staff Occupational Therapist (OTR) reports to Convansys (Central Finance
Office) and the Region IV Birth to Three Regional Administrative Unit.
2. Interrelationships
The staff occupational therapist works with other occupational therapy personnel,
physical therapy, speech therapy, nursing personnel, and any other service
personnel as needed as specified on the Individualized Family Service Plans.
Other Responsibilities
● Serves as the supervisor for students and/or volunteers within the program.
● Assists in maintaining a clean, hygienic, safe and “childproof” environment.
● Reports any safety concerns to the Regional Administrative Unit.
● Participates in training sessions and continuing education.
● Participates in and/or coordinates WV Birth to Three events (such as program
activities, community fairs, fundraising, etc.), as requested.
QUALIFICATIONS:
● Services Provided:
○ Get up and Grow OTs administer comprehensive evaluations, create family
centered treatment plans, collaborate to make attainable client goals, and
administer skilled, evidence based interventions focused on increasing the client’s
participation.
○ Help to create and provide services related to Individualized Family Service Plans
(IFSP) that will describe the real-life outcomes wanted for the child and family.
The IFSP lists how, where, and when your family will work with the
Occupational Therapists to reach those outcomes.
○ Get Up and Grow services include but are not limited to:
● Fine motor and gross motor interventions
● Sensory integration
● Improving flexibility, balance, and coordination
● Building muscle strength and endurance
● Oral motor skills intervention
● Family and caregiver education
● Promote developmental milestone progression
● Refer to other professionals
● Play based interventions
● Communication skills
● Target Population:
○ Children aged 0-35 months who have a confirmed medical condition that is
expected to lead to a developmental delay
○ Children aged 0-35 months who have a significant delay in one or more areas of
development:
■ Physical development, such as vision, hearing, movement and health
■ Adaptive or self help skills, such as feeding and dressing
■ Cognitive skills, such as thinking, learning, and reasoning
■ Social-emotional development, such as getting along with others,
expressing feelings, developing relationships
■ Communication skills, such as pointing, understanding your words,
expressing thoughts
Office Costs
Printer $219
Marketing Costs
Flyers and Brochures $150
Website $480
Clinical Expenses
Total: $2645.15
Administration Costs
Staff Salaries
Billable Units
Productivity 60%
Capital Expenses
Yearly Expenses
Logo
Business Cards
Logo for Promotional Materials (pens, pencils, notepads, etc.)
T-Shirts
Radio Ad
“Is your child falling behind developmentally, or is your child diagnosed with a developmental
delay or disability? If so, Get Up & Grow Occupational Therapy can help! Get up and Grow OTs
are highly qualified to treat children from 0 to 36 months that have a wide range of
developmental delays and physical disabilities. Under West Virginia legislature, early
intervention services are FREE of charge to any child who is eligible. Get Up & Grow
Occupational Therapy serves the Lincoln County area, and is based in Hamlin WV. By
supporting both the child and caregivers, Get Up & Grow strives to ensure that children and their
families can achieve maximum participation in all areas of their lives, specifically in their homes
and communities. Ask your child’s health care provider about a referral to receive occupational
therapy services. Call (304)-226-GROW (4769). That’s (304)-226-GROW (4769).”
Email to Physicians
Email Address: GetupandgrowOT@gmail.com
Please consider referring patients to Get Up and Grow who may benefit from our services.
Thank you,
Sarrah Coddington OTR/L
Hannah Linville OTR/L
Facebook Page
Floor Plan
Revenue
Billable Units
Productivity 60%
Staff Salaries
Satisfaction
Thinking about your child's sessions on a scale of 1 to 5 (1 being very unsatisfied and 5 being
very satisfied), how would you rate:
The Occupational Therapy Service your child is receiving:
Dedication and focus on achieving the goals set forth in my child's program:
Knowledge
Thinking about your child's sessions on a scale of 1 to 5 (1 being very unsatisfied and 5 being
very satisfied), how would you rate:
How much information you have learned regarding your child’s skills and development:
Thinking about your job satisfaction, on a scale of 1 to 5 (1 being the lowest and 5 being the
highest) how would you rate:
Documentation
WV BTT Documentation and Billing Forms
Administrative Policy:
1. Emergency Protocol
2. Infection Control
3. Dress Code
4. Disciplinary Action
Date: ______________________
Administrative Policy and Procedure 1 - Emergency Protocol
While in contact with any Get Up and Grow clients follow the following procedures:
1. Mandatory Reporter
○ According to West Virginia Code 49-2-803
■ Any medical, dental, or mental health professional, Christian Science
practitioner, religious healer, school teacher or other school personnel,
social service worker, child care or foster care worker, emergency medical
services personnel, peace officer or law-enforcement official, humane
officer, member of the clergy, circuit court judge, family court judge,
employee of the Division of Juvenile Services, magistrate, youth camp
administrator or counselor, employee, coach or volunteer of an entity that
provides organized activities for children, or commercial film or
photographic print processor who has reasonable cause to suspect that a
child is neglected or abused, including sexual abuse or sexual assault, or
observes the child being subjected to conditions that are likely to result in
abuse or neglect shall immediately, and not more than 24 hours after
suspecting this abuse or neglect, report the circumstances to the
Department of Health and Human Resources. In any case where the
reporter believes that the child suffered serious physical abuse or sexual
abuse or sexual assault, the reporter shall also immediately report to the
State Police and any law-enforcement agency having jurisdiction to
investigate the complaint. Any person required to report under this article
who is a member of the staff or volunteer of a public or private institution,
school, entity that provides organized activities for children, facility, or
agency shall also immediately notify the person in charge of the
institution, school, entity that provides organized activities for children,
facility, or agency, or a designated agent thereof, who may supplement the
report or cause an additional report to be made: Provided, That notifying a
person in charge, supervisor, or superior does not exempt a person from
his or her mandate to report suspected abuse or neglect.
2. Permission to Leave Contact with Client
○ Get Up and Grow employees may use their best judgement to determine whether
their safety is in immediate danger.
○ Get Up and Grow employees may terminate a session with a client if they believe
they are in danger.
○ Immediate threat or danger is present to employees or clients, Get Up and Grow
employees are required to file a report with the local police
Contact Precautions
1. Hand washing
a. Perform hand hygiene before and after contact with each client. Employees are to
use soap and water when hands are visibly contaminated.
2. Contact precautions
a. Should be utilized when direct or indirect contact with contaminated body fluids,
equipment, or the environment is anticipated
b. Wear gloves when in contact with patient or patient’s belongings when necessary
or upon request
3. Equipment
a. All equipment is to be sanitized before and after each use
i. Toys /supplies that are owned by the client do not need to be sanitized
All Get Up and Grow staff must follow dress code as outlined or they will be penalized and not
permitted to provide any patient care until they have changed into appropriate clothing.
1. Scrubs of their choice
a. Exposure of cleavage, butt, stomach and back are not acceptable
b. Printed and colored scrubs are permitted
2. Shoes
a. Must be closed toe shoes
b. Socks must be worn
3. Name badge
a. Get Up and Grow badge with proper credentials should be worn at all times
b. This is for identification
c. If name badge is lost or stolen report immediately to your manager
4. Jewelry
a. Must be appropriate for work
b. No more than two ear piercings should be displayed
c. Assure jewelry does not distract or become a safety problem when treating
patients
5. Grooming
a. Beards
i. Must be kept clean and tidy
b. Hair
i. Should be clean
ii. Should be styled in a way that does not interfere with patient treatment
c. Finger nails
i. To reduce the risk of infections, staff must keep fingernails clean and
fingertip length
6. Perfume and cologne
a. These products should not be used to protect patients who may be sensitive or
allergic to smells
7. Hat/Head coverings
a. Hats are not permitted while treating patients
b. Head coverings, for cultural, religious or medical reasons are permitted by staff
8. Tattoos
a. Tattoos must be covered during all times while treating patients
All staff must ensure confidentiality of our patients and their families
● All personal and medical information obtained about them will be held in strict
confidence.
Confidentiality:
● All records, conversations and services provided will adhere to confidentiality practices
● Written information regarding a patient, client, staff of their families may be released to
external parties only after obtaining written permission from the individual or their family
if they are personally unable to do so.
○ An exception exists only in the events data is subpoenaed by the proceedings
● All files must be returned and locked in appropriate file cabinets at the end of each day
● Should a crisis arise immediately contact your manager whenever possible prior to
releasing pertinent information to the police, Child Protection Services, etc.
○ Mandatory reporting is required of suspected abuse, or life threatening situations
Disciplinary Action
● Any staff who have violated a patient, client, or staff members right to confidentiality
will receive disciplinary action up to and including termination of employment
● Any time an extreme circumstance takes place Get Up and Grow may choose to impose
the most severe penalty (including legal action) based upon the degree of damage to the
patient, client, staff member, etc.
Get Up and Grow policy states that patients may be discharged from services for any of the
following reasons:
● 5 consecutive missed or cancelled appointments within 1 month
● Repeated failure to notify the therapist of cancellation of sessions and/or tardiness for
sessions
Cancellations
● A minimum of a 12 hour notice must be given for any cancellation
○ Emergencies are an exception to this notice
● If you will be 10 minutes or more late, you may not be able to be seen at that time or
recieve a full session
I, ____________________________, have read the above Attendance Policy and understand that
my cooperation and active participation directly related to the success of my child’s birth to three
occupational therapy program.
_________________________________ ________________________
Patient’s Signature Date
Quality Assurance
Dedication and focus on achieving the goals set forth in my child's program:
● Scores
○ 1: 7 people
○ 2: 18 people
○ 3: 20 people
○ 4 or 5: 5 people
● Average Score: 2.56
Knowledge
Thinking about your child's sessions on a scale of 1 to 5 (1 being very unsatisfied and 5 being
very satisfied), how would you rate:
How much information you have learned regarding your child’s skills and development:
● Scores
○ 1: 34 people
○ 2: 15 people
○ 3: 1 person
○ 4 or 5: 0 people
● Average Score: 1.32
Comments made:
“Therapy was great when I was able to be seen in a timely manner. The therapist was always
running 15-20 minutes behind!”
“The therapist was professional and treated me and my child with respect.”
“I just love Get Up and Grow therapy services they are amazing!!”
Regulated By
West Virginia Birth to Three is regulated by Individuals with Disabilities Education Act (IDEA)
References
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virginia-report.
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