RA Updates

Cynthia Meyer is our AOTA Representative. She will keep us updated as issues of importance arise.


Spring 2018 Representative Assembly (RA) from AOTA Update

In March 2018 the AOTA Representative Assembly had an on-line voting meeting. There was one motion to vote on. It was about the AOTA Official Document: Occupational Therapy’s Role in Case Management. The rest of the Spring 2018 meeting was spent discussing the ‘big picture’ of the role and function of the RA. If you would like further details on the vote or the ‘big picture’ discussion, please go to: https://www.aota.org/aboutaota/get-involved/ra/past-meetings/summary-spring-2018-online-meeting.aspx

Thank you:

Cindy Meyer, OTR/L

Arkansas RA Rep for AOTA


2017 Fall AOTA - RA Meeting Results
Dear AOTA Members of (insert state),
The Representative Assembly, the professional standards and policy setting body of AOTA, recently conducted business during a Fall meeting.
The results of the voting were:
1. Societal Statement on Disaster Response and Risk Reduction - passed
2. Commission on Education: Standard Operating Procedures and Attachments - passed
3. Societal Statement on Stress, Trauma, and Post-traumatic Stress - passed
4. Motion on Standardized Evaluation Tool for OTD student performance during Doctoral Experiential Component - passed
5. Commission on Education paper on The Importance of Collaborative OT/OTA Curricula - passed
6. Revised Consent Agenda - passed
It is my pleasure to serve as your AOTA representative.
Cindy Meyer, OTR/L, AR AOTA-RA Rep


The 2017 Spring AOTA Representative Assembly Meeting was held in Philadelphia, PA on March 29, 2017.  A full summary is available at: http://www.aota.org/AboutAOTA/Get-Involved/RA/summary-spring-2017-meeting.aspx

 Major agenda items to pass included:

- Telehealth report from Commission on Practice

- Medication Management Position Paper

- Primary Care in Occupational Therapy Education Position Paper

- Occupational-Based Practice re-affirmation resolution

- Cultural Diversity and Humility based new professional and education tools

- Opioid Drug Abuse ad hoc committee to compile resources

- Academic Fieldwork and Capstone Coordinators division addition of the Academic Leadership Council

 Major agenda item defeated included:

- Sustainability Societal Statement

- Feeding, Eating, and Swallowing ad hoc committee to develop educational plan

Cindy Meyer


Dear AOTA Colleagues,

The Spring AOTA Representative Assembly Meeting will be held March 30, 2017. As your representative, I am seeking your feedback on the motions/action items regarding national professional policies and standards that are being proposed at this meeting.

Reports and action items as well as all proposed motions coming before the RA can be located on the RA webpage at https://www.aota.org/AboutAOTA/Get-Involved/RA.aspx. Please take time to read the reports and review the proposed motions. Feel free to email me at cmeyerot@suddenlink.net with your comments, questions, and/or concerns by March 15, 2017. You may also complete a survey monkey https://www.surveymonkey.com/r/FX8JSQ6 by March 17, 2017.

THANK YOU very much for your engagement in this process and for your valuable time and feedback. Your membership in AOTA and is very much appreciated and it is my pleasure to work with you!

Best regards,

Cindy Meyer, OTR/L


Occupational Therapy: Living Life To Its Fullest


Greeting AROTA members.
Following is a summary of the Fall 2016 AOTA Representative Assembly Meeting.
Several items were approved, including documents regarding:
Bylaws, Policies, and Procedures Committee (BPPC),
Revised Job Descriptions (JDs),
Standard Operating Procedures (SOPs),
and two revised policies related to licensure (including a document about licensure portability),
new position paper: “Continuing Professional Development in Occupational Therapy.”

For more information please see: http://www.aota.org/Publications-News/AOTANews/2016/summary-representative-assembly-fall-online-meeting-October.aspx

Also, if you are an AOTA member and are interested in initiating a motion for the Spring 2017 RA meeting, please see the Motions: Criteria & Process AOTA web page at http://www.aota.org/AboutAOTA/Get-Involved/RA/Motions.aspx.

If you have any questions, please contact me at cmeyerot@suddenlink.net.
Cindy Meyer, M.Ed., MS, OTR/L, OTA/Retired
RA Arkansas

Sept/Oct, 2016

Virginia Stoffel, PhD, OT, BCMH, FAOT, sent this letter to all the state licensing boards requesting they recognize those working in Case Management be able to obtain courses related to Case Management for CE courses.


Dear State Occupational Therapy Board Member:

Case management is taking on an increasingly important role in the health care system as new payment and delivery system models emphasize care coordination across the lifespan, management of chronic conditions, and inter-professional, team- based care. Some occupational therapy practitioners are serving in case management roles and others may wish to take on such roles in this emerging field. AOTA believes that occupational therapy practitioners’ uniquely patient-centered approach can enhance case management services, and we urge state regulatory boards to recognize and support occupational therapy practitioners who are doing case management work.

AOTA encourages state regulatory boards and agencies to (1) recognize that case management is within the scope of practice and (2) that case management continuing education courses should count toward licensure renewal requirements.

AOTA has learned that some state regulatory boards and state agencies are not accepting continuing education courses and activities related to case management submitted by OTs and OTAs for the purpose of meeting licensure renewal requirements. We would encourage a broad recognition of this area as important education for occupational therapy practitioners.

AOTA asserts that case management is within the scope of occupational therapy practice. Occupational therapy practitioners possess the knowledge and skill set appropriate for a case management role. AOTA’s Scope of Practice document, revised in 2014, includes case management as a role included in the practice of occupational therapy. Seventeen states have incorporated case management language in the model definition of occupational therapy practice into their own practice acts, and AOTA encourages other states to adopt this language. However, AOTA wants to reiterate that it is our belief that your state’s practice act does not need to reference case management to recognize case management as an appropriate CE offering. Case management and other critical coordinating or managing activities are well within the profession’s scope of practice; this is well documented in the profession’s body of knowledge. All health professions are recognizing the need for competence in many areas of system coordination, including case management.

We understand you have a responsibility to ensure that licensees get appropriate CE. While AOTA recognizes that not every CE offering will include “occupational therapy” in the course title or even in the course, we encourage you to have a wide- ranging view of application to OT. It is up to the occupational therapy practitioner to select the relevant coursework within their scope of practice and then document how

the coursework is relevant to their occupational therapy practice in their continuing education records.

Also, states without CE requirements should recognize that case management is an appropriate role for occupational therapy practitioners. AOTA will work with state boards to help equip occupational therapy practitioners to take advantage of expanding opportunities in case management and other system coordination and management roles.

For further assistance in this matter please contact AOTA’s State Affairs Department: Chuck Willmarth (cwillmarth@aota.org or 240-482-4133), Laura Hooper (lhooper@aota.org or 240-752-1168) or Chrissy Vogeley (cvogeley@aota.org or 240- 482-4158).


Virginia Stoffel, PhD, OT, BCMH, FAOTA AOTA President

On April 7th, 2016, the RA passed two motions.

  1. The first asked the Commission on Practice to investigate the professional policy and practice issues related to telehealth in order to make recommendations to the RA for the Spring 2017 meeting.
  2. The second motion asked the board to establish an ad hoc committee to develop a fact sheet to support practitioners working with seating and wheeled mobility and complex rehabilitation technology as well as, to formulate a plan to create educational materials to help support practitioners working in SWM.

In addition to the two motions that were passed, the following motions were brought forward:

  1. AOTA to support sate licensure models that allow for license portability
  2. State licensure boards to recognize continuing education courses/workshops that relate to case management for practitioners working in this area
  3. An official document regarding the role of OT in Case Management
  4. The development an online forum in the special interest section on OT connections in the area of Case Management
  5. A request to the Commission on Education (COE) to revise the AOTA Blueprint for Entry Level Education to reflect the latest edition of the Occupational Therapy Practice Framework: Domain and Process and to consider OTA bachelor's degrees as well as, the OTA associate's degrees and the OT master's and doctoral degrees in the upcoming edition
  6. A motion that the Commission on Education consider the different entry-level degrees when reviewing and revising the AOTA Occupational Therapist Model Curriculum (2008) and the Occupational Therapy Model Curriculum (2008)
  7. A motion for the AOTA executive director to identify and implement strategies to develop qualified OTAs to be educators in entry-level OTA programs