TITLE 40.SOCIAL SERVICES AND ASSISTANCE

Part 1. TEXAS DEPARTMENT OF HUMAN SERVICES

Chapter 15. MEDICAID ELIGIBILITY

Subchapter E. INCOME

40 TAC §15.450

The Texas Department of Human Services (DHS) proposes to amend §15.450, concerning general principles concerning income, in its Medicaid Eligibility chapter. The purpose of the amendment is to comply with House Bill 154, in which the 77th Texas Legislature approved an increase in the personal needs allowance (PNA) for Medicaid clients in nursing facilities and ICF/MF facilities. The PNA increase to $60 per month is effective September 1, 2001. For Supplemental Security Income (SSI) clients who receive the $30 federal benefit rate, the state will supplement their incomes by $30 per month so that they will have $60 per month for personal use.

Jerry W. Friedman, Executive Deputy Commissioner, has determined that for the first five-year period the proposed section will be in effect there will be no fiscal implications for local governments as a result of enforcing or administering the section. There will be an effect on state government as a result of enforcing or administering this section.

The effect on state government for the first five-year period the section will be in effect is an estimated additional cost of $6,545,292 in fiscal year (FY) 2002; $6,563,826 in FY 2003; $6,593,161 in FY 2004; $6,622,497 in FY 2005; and $6,651,833 in FY 2006.

Mr. Friedman also has determined that for each year of the first five years the section is in effect the public benefit anticipated as a result of adoption of the proposed rule will be an additional $15 per month, a total of $60, for clients' personal use. There will be no effect on small or micro businesses as a result of enforcing or administering the section because the Medicaid vendor payment will increase to offset the amount retained by the client for personal use. There is no anticipated economic cost to persons who are required to comply with the proposed section.

Questions about the content of this proposal may be directed to Judy Coker at (512) 438-3227 in DHS's Long Term Care Section. Written comments on the proposal may be submitted to Supervisor, Rules and Handbooks Unit-181, Texas Department of Human Services E-205, P.O. Box 149030, Austin, Texas 78714-9030, within 30 days of publication in the Texas Register.

Under §2007.003(b) of the Texas Government Code, the department has determined that Chapter 2007 of the Government Code does not apply to these rules. Accordingly, the department is not required to complete a takings impact assessment regarding these rules.

The amendment is proposed under the Human Resources Code, Title 2, Chapters 22 and 32, which authorizes the department to administer public and medical assistance programs and under Texas Government Code §531.021, which provides the Health and Human Services Commission with the authority to administer federal medical assistance funds.

The amendment implements the Human Resources Code, §§22.001-22.030 and §§32.001-32.042.

§15.450.General Principles Concerning Income.

(a) - (g) (No change.)

(h) A personal needs allowance (PNA) is an amount of a client's income that a client in an institutional setting may retain for his personal use. It will not be applied against the costs of medical assistance furnished in the facility. Clients in institutional settings may retain $60 [ $45 ] per month for their personal use. In couple cases, each spouse may retain $60 [ $45 ]. For SSI clients who receive the $30 reduced federal benefit, the state supplements their incomes by $30 [ $15 ] per month to allow a total of $60 [ $45 ] for personal needs. The effective date of the $60 [ $45 ] PNA is September 1, 2001. [ 1999; prior to that date, the PNA was $30. ]

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on August 17, 2001.

TRD-200104834

Paul Leche

General Counsel, Legal Services

Texas Department of Human Services

Earliest possible date of adoption: September 30, 2001

For further information, please call: (512) 438-3734


Chapter 19. NURSING FACILITY REQUIREMENTS FOR LICENSURE AND MEDICAID CERTIFICATION

Subchapter X. REQUIREMENTS FOR MEDICAID-CERTIFIED FACILITIES

40 TAC §19.2322

The Texas Department of Human Services (DHS) proposes to amend §19.2322, concerning allocation, reallocation, and decertification requirements, in its Requirements for Medicaid-Certified Facilities chapter. The purpose of the amendment is to implement appropriations rider 38 passed by the 77th Legislature. Rider 38 directs DHS to create a program for Medicaid-eligible veterans that will enable those individuals to be placed in state veterans homes.

The proposed rule allows an exemption from the Medicaid nursing facility bed allocation rules for state veterans homes that are authorized and built under the auspices of the Texas Veterans Land Board. The exemption will allow the Texas Veterans Land Board to receive the allocation of Medicaid beds if veterans homes meet the participation requirements of the Medicaid nursing facility program.

Jerry W. Friedman, Executive Deputy Commissioner, has determined that for the first five-year period the proposed section will be in effect, there will be fiscal implications for state government as a result of enforcing or administering the section. The effect on state government for the first five-year period the sections will be in effect is an estimated additional cost of $146,042 in fiscal year (FY) 2002; $146,042 in FY 2003; $146,042 in FY 2004; $146,042 in FY 2005; and $146,042 in FY 2006. There will be no fiscal implications for local governments as a result of enforcing or administering the section.

Mr. Friedman also has determined that for each year of the first five years the section is in effect, the public benefit anticipated as a result of adoption of the proposed rule will be that Medicaid-eligible veterans and qualified family members will be able to receive services in a state veterans home. There will be no effect on small or micro businesses as a result of enforcing or administering the section, because the amendment allows Medicaid funds to be used for the care of Medicaid-eligible veterans and their family members. It is anticipated that most veterans and their family members served in these homes will transfer from veterans hospitals. There is no anticipated economic cost to persons who are required to comply with the proposed section. There also is no anticipated impact on local employment.

Questions about the content of this proposal may be directed to Susan Syler at (512) 438-3111 in DHS's Long Term Care-Policy Section. Written comments on the proposal may be submitted to Supervisor, Rules and Handbooks Unit-193, Texas Department of Human Services E-205, P.O. Box 149030, Austin, Texas 78714-9030, within 30 days of publication in the Texas Register .

The proposal is available for public review at local offices of DHS. For further information, contact Susan Syler in DHS's Long Term Care-Policy Section at (512) 438- 3111.

Under §2007.003(b) of the Texas Government Code, the department has determined that Chapter 2007 of the Government Code does not apply to these rules. Accordingly, the department is not required to complete a takings impact assessment regarding these rules.

The amendment is proposed under the Human Resources Code, Title 2, Chapters 22 and 32, which authorizes the department to administer public and medical assistance programs.

The amendment implements the Human Resources Code, §§22.001- 22.030 and §§32.001-32.042 and Government Code, §§531.033 and 531.021(b).

§19.2322.Allocation, Reallocation, and Decertification Requirements.

(a)-(d) (No change.)

(e) Exemptions. If the NFO meets all criteria, DHS may grant the following exemptions from the policy stated in subsection (c) of this section.

(1)-(9) (No change.)

(10) State veterans homes. State veterans homes, authorized and built under the auspices of the Texas Veterans Land Board, must meet all requirements for Medicaid participation.

(f)-(j) (No change.)

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on August 17, 2001.

TRD-200104814

Paul Leche

General Counsel, Legal Services

Texas Department of Human Services

Earliest possible date of adoption: September 30, 2001

For further information, please call: (512) 438-3734


Chapter 41. VENDOR FISCAL INTERMEDIARY PAYMENTS

40 TAC §41.114

The Texas Department of Human Services (DHS) proposes new §41.114, concerning vendor fiscal intermediary payment option, in its Vendor Fiscal Intermediary Payments chapter. The purpose of the new section is to create a vendor fiscal intermediary (VFI) payment model for programs that offer personal attendant services.

This proposal establishes the payment rate methodology used to determine the consumer payment rate. The consumer can use the methodology to pay a personal attendant, and use the VFI payment rate to pay for contracted VFI services. The sum of these two payment rates cannot exceed the payment rate for contracted providers who deliver services to clients who do not participate in the VFI option. This option will be made available in the Consumer-Managed Personal Attendant Services, Community Based Alternatives (CBA), Community Living Assistance and Support Services (CLASS), Deaf- Blind with Multiple Disabilities, In-home and Family Support, Medically Dependent Children, Primary Home Care, and Family Care Services programs within DHS. The VFI model was piloted in DHS's Client Managed Attendant Services program and the Personal Attendant Services program of the Texas Rehabilitation Commission (TRC) under House Bill 2084 of the 75th Legislature. The pilot has been expanded to other Community Care for the Aged and Disabled (CCAD) programs under Senate Bill 1586 of the 76th Legislature, which directs the Health and Human Services Commission (HHSC) to expand this model to other HHSC community programs.

Jerry W. Friedman, Executive Deputy Commissioner, has determined that for the first five-year period the section is in effect, there will be no fiscal implications for state or local governments as a result of enforcing or administering the section.

Mr. Friedman also has determined that for the first five years the section is in effect, the public benefit anticipated as a result of adoption of the proposed rule will be that consumers enrolled in these programs will be able to determine the compensation of their attendants within an approved service plan budget that is based on the consumer payment rate. There will be no effect on small or micro businesses as a result of enforcing or administering the section, because a limited number of consumers will take advantage of the VFI payment option. A contracted provider who currently serves a consumer who decides to participate in the option can choose to continue providing some of the employer-related responsibilities, such as processing payroll and maintaining records for business tax filings at the VFI payment rate. There is no anticipated economic cost to persons who are required to comply with the proposed section.

Questions about the content of this proposal may be directed to Carolyn Pratt at (512) 438-4057 in DHS's Rate Analysis Department. Written comments on the proposal may be submitted to Supervisor, Rules and Handbooks Unit-202, Texas Department of Human Services E-205, P.O. Box 149030, Austin, Texas 78714-9030, within 30 days of publication in the Texas Register .

The proposal is available for public review at local offices of DHS. For further information, contact Carolyn Pratt in DHS's Rate Analysis Department at (512) 438-4057.

Under §2007.003(b) of the Texas Government Code, the department has determined that Chapter 2007 of the Government Code does not apply to these rules. Accordingly, the department is not required to complete a takings impact assessment regarding these rules.

The new section is proposed under Human Resources Code, Title 2, Chapters 22 and 32, which authorize DHS to administer public and medical assistance programs; and under Texas Government Code §531.021(b), which provides HHSC with the authority to administer federal medical assistance funds.

The section implements the Human Resources Code, §§22.001-22.030 and §§32.001-32.042.

§41.114.Vendor Fiscal Intermediary Payment Option.

(a) The vendor fiscal intermediary (VFI) payment option is made available to eligible consumers in the In-home and Family Support, Primary Home Care (PHC), Family Care Services and Consumer-Managed Personal Assistance Services programs.

(b) The sum of the payment rate for the contracted VFI and the payment rate for the consumer must not exceed the hourly attendant compensation enhancement participant payment rate made to contracted providers in these programs. The payment rate for the contracted VFI is determined by modeling the estimated administrative cost to carry out the responsibilities of the VFI. The payment rate for the consumer is determined by subtracting the contracted VFI payment rate from the attendant compensation enhancement participation payment rate made to contracted providers in these programs.

(c) The VFI payment rate is paid to the VFI as a percentage of the amount expended and claimed to the Texas Department of Human Services.

(d) Consumers must expend on the average hourly compensation of attendants, an amount equal to the calculated consumer payment rate per hour of service divided by 1.07. Compensation includes salaries and wages, payroll taxes, workers' compensation, employee benefits/insurance, and mileage reimbursement.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on August 17, 2001.

TRD-200104830

Paul Leche

General Counsel, Legal Services

Texas Department of Human Services

Earliest possible date of adoption: September 30, 2001

For further information, please call: (512) 438-3734


Part 9. TEXAS DEPARTMENT ON AGING

Chapter 260. AREA AGENCY ON AGING ADMINISTRATIVE REQUIREMENTS

40 TAC §260.4

The Texas Department on Aging proposes new §260.4, concerning Certification of Benefits Counselors Regarding the Preparation of Advanced Directives.

Section 260.4 is proposed in order to conform to the requirements of House Bill 1420 (HB 1420). HB 1420 was enacted during the 77th Legislative Session. In accordance with this bill, the "practice of law" does not include technical assistance, consultation, and documentation completion assistance relating to medical power of attorney or other advance directives under Chapter 166, Health and Safety Code or a designation of guardian before need arises under Section 679, Texas Probate Code when the assistance is provided by an employee or volunteer of an area agency on aging affiliated with the Texas Department on Aging who meets the identified requirements under the bill. HB 1420 requires the Texas Department on Aging by rule to develop certification procedures.

Barbara Zimmerman, Chief Fiscal Officer, has determined that for the first five-year period the new section is in effect there will be no fiscal implications for state or local government as a result of enforcing or administering the new section.

Ms. Zimmerman also has determined that for each year of the first five years the rule is in effect the public benefit anticipated as a result of enforcing the rule will be to conform to the requirements of HB 1420, 77th Legislative Session. There will be no effect on small businesses. There will be no effect to individuals required to comply with the section as proposed.

Comments on the new rule may be submitted to Gary Jessee, Aging Network Policy Coordinator, Texas Department on Aging, P.O. Box 12786, Austin, Texas 78711. All comments must be written and delivered via mail, in person, or facsimile. E-mail and verbal comments cannot be accepted. All comments must be received within 30 calendar days following the date of publication of the proposed new rule in the Texas Register .

The new rule is proposed under Texas Government Code, §2161.003, which provides the Texas Department on Aging with the authority to promulgate rules governing the operation of the Department.

Texas Government Code, §2161.003 is affected and implemented by this proposed action.

§260.4.Certification of Benefits Counselors Regarding the Preparation of Advanced Directives.

(a) To be certified to provide services pursuant to Texas Government Code §81.1011, a benefits counselor must meet the following requirements:

(1) Be an employee or volunteer of an area agency on aging affiliated with the Texas Department on Aging who provides benefits counseling services through an area agency on aging system of access and assistance to persons age 60 years and older and/or their family members or other caregivers, and

(2) Have received the training in providing technical advice, consultation, and assistance, described in subsection (b) of this section.

(b) The training referred to in subsection (a)(2) of this section must:

(1) Be approved by the Texas Department on Aging; and

(2) Include the following components:

(A) statutory, regulatory, and policy provisions applicable to advance directives in Texas;

(B) the use of letters, questionnaires, and checklists for gathering information to provide technical advice, consultation and document preparation for clients;

(C) conducting the client interview (including confidentiality and conflict of interest considerations);

(D) how to complete, sign, and witness, the Advance Directives provided for in the Texas Health and Safety Code, Chapter 166, and how to complete, sign, and witness, the Designation of Guardian Before Need Arises provided for in the Texas Probate Code §679;

(E) how revocation of the documents referred to in subparagraph (D) of this paragraph is accomplished; and

(F) proper procedures for filing and informing health care personnel about the documents referred to in subparagraph (D) of this paragraph.

(3) Include an assessment tool approved by the Texas Department on Aging that verifies that the employee or volunteer providing benefits counseling through an area agency on aging system of access and assistance has sufficient knowledge after the training described in paragraphs (1) and (2) of this subsection, to provide high quality services that meet the needs of clients for technical advice, consultation, and document preparation in regard to the Advance Directives in Texas Health and Safety Code, Chapter 166, and in regard to the Designation of Guardian Before Need Arises provided for in the Texas Probate Code §679. The assessment tool shall require a score of 70% correct answers as the minimum passing grade.

(c) The Texas Department on Aging shall certify an employee or volunteer providing benefits counseling through an area agency on aging system of access and assistance who has completed the training described in subsection (b)(1) and (2) of this section and who has completed the assessment tool with a score of 70% or higher to provide services under Texas Government Code §81.1011. Each area agency on aging has the discretion to decide whether the services authorized under Texas Government Code §81.1011, shall be offered by the area agency on aging.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on August 16, 2001.

TRD-200104786

Gary Jessee

Aging Network Policy Coordinator

Texas Department on Aging

Earliest possible date of adoption: September 30, 2001

For further information, please call: (512) 424-6857


Part 12. TEXAS BOARD OF OCCUPATIONAL THERAPY EXAMINERS

Chapter 362. DEFINITIONS

40 TAC §362.1

The Texas Board of Occupational Therapy Examiners proposes an amendment to §362.1, concerning Definitions. The amendment will add a definition for a term which is used in the rules, but which is not defined. The definition for the Practice Act makes the reference current.

John P. Maline, Executive Director of the Executive Council of Physical Therapy and Occupational Therapy Examiners, has determined that for the first five-year period the rule is in effect there will be no fiscal implications for state or local government as a result of enforcing or administering the rule.

Mr. Maline also has determined that for each year of the first five years the rule is in effect the public benefit anticipated as a result of enforcing the rule will be clarification of terms used in the OT rules. There will be no effect on small businesses. There are no anticipated economic costs to persons who are required to comply with the rule as proposed.

Comments on the proposed rule may be submitted to Augusta Gelfand, OT Coordinator, Texas Board of Occupational Therapy Examiners, 333 Guadalupe, Suite 2-510, Austin, Texas, 78701, augusta.gelfand@mail.capnet.state.tx.us

The amendment is proposed under the Occupational Therapy Practice Act, Title 3, Subchapter H, Chapter 456, Occupations Code, which provides the Texas Board of Occupational Therapy Examiners with the authority to adopt rules consistent with this Act to carry out its duties in administering this Act.

Title 3, Subchapter H, Chapter 454 of the Occupations Code is affected by this amended section.

§362.1.Definitions.

The following words, terms, and phrases, when used in this part shall have the following meaning, unless the context clearly indicates otherwise.

(1) Act--The Occupational Therapy Practice Act, Title 3, Subtitle H, Chapter 454 of the Occupations Code [ Texas Civil Statutes, Article 8851 ].

(2) - (18) (No change.)

(19) Face-to-face, real time--Refers to live interactions either in person or via telecommunications.

(20) [ (19) ] First Available Examination--Refers to the first scheduled Examination after successful completion of all educational requirements.

(21) [ (20) ] Health Care Condition--See Medical Condition

(22) [ (21) ] Investigation Committee--Reviews and makes recommendations to the board concerning complaints and disciplinary actions regarding licensees and facilities.

(23) [ (22) ] Investigator--The employee of the Executive Council who conducts all phases of an investigation into a complaint filed against a licensee, an applicant, or an entity regulated by the board.

(24) [ (23) ] Jurisprudence Examination--An examination covering information contained in the Texas Occupational Therapy Practice Act and Texas Board of Occupational Therapy Examiners rules. This test is an open book examination with multiple choice or true-false questions. The passing score is 70%.

(25) [ (24) ] License--Document issued by the Texas Board of Occupational Therapy Examiners which authorizes the practice of occupational therapy in Texas.

(26) [ (25) ] Licensed Occupational Therapist (LOT)--A person who holds a valid regular or provisional license to practice or represent self as an occupational therapist in Texas.

(27) [ (26) ] Licensed Occupational Therapy Assistant (LOTA)--A person who holds a valid regular or provisional license to practice or represent self as an occupational therapy assistant in Texas and who is required to practice under the general supervision of an OTR or LOT.

(28) [ (27) ] Medical Condition--A condition of acute trauma, infection, disease process, psychiatric disorders, addictive disorders, or post surgical status . Synonymous with the term health care condition .

(29) [ (28) ] Monitored Services--The checking on the status/condition of students, patients, clients, equipment, programs, services, and staff in order to make appropriate adjustments and recommendations. Minimum contact for the purpose of monitoring will be one time a month.

(30) [ (29) ] NBCOT (formerly AOTCB)--National Board for Certification in Occupational Therapy (formerly American Occupational Therapy Certification Board).

(31) [ (30) ] Non-licensed Personnel--OT Aide or OT Orderly or other person not licensed by this board who provides support services to occupational therapists and occupational therapy assistants, and whose activities require on-the-job training and close personal supervision.

(32) [ (31) ] Non-Medical Condition--A condition where the ability to perform occupational roles is impaired by developmental disabilities, learning disabilities, the aging process, sensory impairment, psychosocial dysfunction, or other such conditions which does not require the routine intervention of a physician.

(33) [ (32) ] Occupational Therapist (OT)--A person who holds a Temporary License to practice as an occupational therapist in the state of Texas, who is waiting to receive results of taking the first available Examination, and who is required to be under continuing supervision of an OTR or LOT.

(34) [ (33) ] Occupational Therapist, Registered (OTR)--An alternate term for a Licensed Occupational Therapist. An individual who uses this term must hold a regular or provisional license to practice or represent self as an occupational therapist in Texas. An individual who uses this term is responsible for ensuring that he or she is otherwise qualified to use it.

(35) [ (34) ] Occupational Therapy--The use of purposeful activity or intervention to achieve functional outcomes. Achieving functional outcomes means to develop or facilitate restoration of the highest possible level of independence in interaction with the environment. Occupational Therapy provides services to individuals limited by physical injury or illness, a dysfunctional condition, cognitive impairment, psychosocial dysfunction, mental illness, a developmental or learning disability or an adverse environmental condition, whether due to trauma, illness or condition present at birth. Occupational therapy services include but are not limited to:

(A) The evaluation/assessment, treatment and education of or consultation with the individual, family or other persons;

(B) Interventions directed toward developing, improving or restoring daily living skills, work readiness or work performance, play skills or leisure capacities;

(C) Intervention methodologies to develop restore or maintain sensorimotor, oral-motor, perceptual or neuromuscular functioning; joint range of motion; emotional, motivational, cognitive or psychosocial components of performance.

(36) [ (35) ] Occupational Therapy Assistant (OTA)--A person who holds a Temporary License to practice as an occupational therapy assistant in the state of Texas, who is waiting to receive results of taking the first available Examination, and who is required to be under continuing supervision of an OTR or LOT.

(37) [ (36) ] Occupational Therapy Plan of Care--A written statement of the planned course of Occupational Therapy intervention for a patient/client. It must include goals, objectives and/or strategies, recommended frequency and duration, and may also include methodologies and/or recommended activities.

(38) [ (37) ] Occupational Therapy Practitioners-Occupational Therapists and Occupational Therapy Assistants licensed by this board.

(39) [ (38) ] Place(s) of Business--Any facility in which a licensee practices.

(40) [ (39) ] Practice--Providing occupational therapy as a clinician, practitioner, educator, or consultant. Only a person holding a license from TBOTE may practice occupational therapy in Texas.

(41) [ (40) ] Recognized Educational Institution--An educational institution offering a course of study in occupational therapy that has been accredited or approved by the American Occupational Therapy Association.

(42) [ (41) ] Regular License--A license issued by TBOTE to an applicant who has met the academic requirements and who has passed the Examination.

(43) [ (42) ] Rules--Refers to the TBOTE Rules.

(44) [ (43) ] Screening--A process or tool used to determine a potential need for occupational therapy interventions. This information may be compiled using observation, medical or other records, the interview process, self-reporting, and/or other documentation.

(45) [ (44) ] Supervision--See Chapter 373[ -Supervision ] of this title (relating to Supervision)

(46) [ (45) ] Temporary License--A license issued by TBOTE to an applicant who meets all the qualifications for a license except taking the first available Examination after completion of all education requirements.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on August 17, 2001.

TRD-200104805

John Maline

Executive Director

Texas Board of Occupational Therapy Examiners

Earliest possible date of adoption: September 30, 2001

For further information, please call: (512) 305-6900


Chapter 374. DISCIPLINARY ACTIONS/DETRIMENTAL PRACTICE/COMPLAINT PROCESS/CODE OF ETHICS

40 TAC §374.4

The Texas Board of Occupational Therapy Examiners proposes a new §374.4, concerning Code of Ethics. The new section will add Code of Ethics to this chapter.

John P. Maline, Executive Director of the Executive Council of Physical Therapy and Occupational Therapy Examiners, has determined that for the first five-year period the rule is in effect there will be no fiscal implications for state or local government as a result of enforcing or administering the rule.

Mr. Maline also has determined that for each year of the first five years the rule is in effect the public benefit anticipated as a result of enforcing the rule will be clarification of the ethics expects for occupational therapy practitioners. There will be no effect on small businesses. There are no anticipated economic costs to persons who are required to comply with the rule as proposed.

Comments on the proposed rule may be submitted to Augusta Gelfand, OT Coordinator, Texas Board of Occupational Therapy Examiners, 333 Guadalupe, Suite 2-510, Austin, Texas, 78701, (512) 305-6900, or e-mail: augusta.gelfand@mail.capnet.state.tx.us.

The new section is proposed under the Occupational Therapy Practice Act, Title 3, Subchapter H, Chapter 456, Occupations Code, which provides the Texas Board of Occupational Therapy Examiners with the authority to adopt rules consistent with this Act to carry out its duties in administering this Act.

Title 3, Subchapter H, Chapter 452 of the Occupations Code is affected by the new section.

§374.4.Code of Ethics.

(a) The Texas Board of Occupational Therapy Examiners Code of Ethics is a public statement of the values and principles used in promoting and maintaining high standards of behavior in occupational therapy within the state of Texas. The Code of Ethics is a set of principles that applies to occupational therapy practitioners. ("Practitioners" in this section are defined as those individuals licensed by this board or applicants for licensure with this board.)

(b) Any action that is in violation of the spirit and purpose of this Code shall be considered unethical. To ensure compliance with the Code, enforcement procedures are established by the board and enforced by the Investigation Committee and investigative staff. Submission of an application to, or acceptance of a license from, this board commits these individuals to adherence to the Code of Ethics and its enforcement procedures.

(c) Principle 1. Occupational therapy practitioners shall demonstrate a concern for the well being of the recipients of their services (beneficence).

(1) Occupational therapy practitioners shall provide services in fair and equitable manner. They shall recognize and appreciate the cultural components of economics, geography, race, ethnicity, religious and political factors, marital status, sexual orientation, and disability of all recipients of their services.

(2) Occupational therapy practitioners shall strive to ensure that fees are fair, reasonable, and commensurate with the service performed. When occupational therapy practitioners set fees, they shall set fees considering institutional, local, state, and federal requirements, and with due regard for the service recipient's ability to pay.

(3) Occupational therapy practitioners shall make every effort to advocate for recipients to obtain needed services through available means.

(d) Principle 2. Occupational therapy practitioners shall take reasonable precautions to avoid imposing or inflicting harm upon the recipient of services or to his or her property (nonmaleficence).

(1) Occupational therapy practitioners shall maintain relationships that do not exploit the recipient of services sexually, physically, emotionally, financially, socially, or in any other manner.

(2) Occupational therapy practitioners shall avoid relationships or activities that interfere with professional judgement and objectivity.

(e) Principle 3. Occupational therapy practitioners shall respect the rights of the recipient and/or their surrogate(s) as well as the recipient's rights. (autonomy, privacy, confidentiality).

(1) Occupational therapy practitioners shall collaborate with service recipients or their surrogate(s) in setting goals and priorities throughout the intervention process.

(2) Occupational therapy practitioners shall fully inform the service recipients of the nature, risks, and potential outcomes of any interventions.

(3) Occupational therapy practitioners shall obtain informed consent from participants involved in research activities and indicate that they have fully informed and advised the participants of potential risks and outcomes. Occupational therapy practitioners shall endeavor to ensure that the participant(s) comprehend these risks and outcomes.

(4) Occupational therapy practitioners shall respect the individual's right to refuse professional services or involvement in research or educational activities.

(5) Occupational therapy practitioners shall protect all privileged confidential forms of written, verbal, and electronic communication grained from educational, practice, research, and investigational activities unless otherwise mandated by local, state, or federal regulations.

(f) Principle 4. Occupational therapy practitioners shall achieve and continually maintain high standards of competence (duties).

(1) Occupational therapy practitioners shall hold the appropriate state credentials for the services they provide.

(2) Occupational therapy practitioners shall take responsibility for maintaining and documenting competence by participating in professional development and educational activities.

(3) Occupational therapy practitioners shall critically examine and keep current with emerging knowledge relevant to their practice so they may perform their duties on the basis of accurate information.

(4) Occupational therapy practitioners shall protect service recipients by ensuring that duties assumed by or assigned to other occupational therapy practitioners match credentials, qualifications, experience, and scope of practice.

(5) Occupational therapy practitioners shall provide appropriate supervision to individuals for whom the practitioners have supervisory responsibility in accordance with board rule

(6) Occupational therapy practitioners shall refer to or consult with other service providers whenever such a referral or consultation would be helpful to the care of the recipient of service. The referral or consultation process should be done in collaboration with the recipient of service.

(g) Principle 5. Occupational therapy practitioners shall comply with the rules and laws of the state of Texas guiding the profession of occupational therapy (justice).

(1) Occupational therapy practitioners shall familiarize themselves with and seek to understand and abide by applicable Texas Board of Examiner's Practice Act and rules.

(2) Occupational therapy practitioners shall remain abreast of revision in those laws and rules that apply to the profession of occupational therapy and shall inform employers, employees, and colleagues of those changes.

(3) Occupational therapy practitioners shall require those they supervise in occupational therapy-related activities to adhere to the Code of Ethics.

(4) Occupational therapy practitioners shall take reasonable steps to ensure employers are aware of occupational therapy's ethical obligations as set forth in this Code of Ethics, and of the implications of those obligations for occupational therapy practice, education, and research.

(5) Occupational therapy practitioners shall accurately record and report in a timely manner all information related to professional activities.

(h) Principle 6. Occupational therapy practitioners shall provide accurate information about occupational therapy services (veracity).

(1) Occupational therapy practitioners shall accurately represent their credentials, qualification, education, experience, training, and competence. This is of particular importance for those to whom occupational therapy practitioners provide their services or with whom occupational therapy practitioners have a professional relationship.

(2) Occupational therapy practitioners shall disclose any professional, personal, financial, business, or volunteer affiliations that may pose a conflict of interest to those with whom they may establish a professional, contractual, or other working relationship.

(3) Occupational therapy practitioners shall refrain from using or participating in the use of any form of communication that contains false, fraudulent, deceptive, or unfair statements or claims.

(4) Occupational therapy practitioners shall accept the responsibility for their professional actions which reduce the public's trust in occupational therapy services those that perform those services.

(i) Principle 7. Occupational therapy practitioners shall treat colleagues and other professionals with fairness, discretion, and integrity (fidelity).

(1) Occupational therapy practitioners shall preserve, respect, and safeguard confidential information about colleagues and staff, unless otherwise mandated by national, state, or local laws.

(2) Occupational therapy practitioners shall accurately represent the qualifications, views, contributions, and findings of colleagues.

(3) Occupational therapy practitioners shall take adequate measures to discourage, prevent, expose, and correct any breaches of the Code of Ethics and report any breaches of the Code of Ethics to the board.

(4) Occupational therapy practitioners shall familiarize themselves with established rules, policies and procedures created by the Texas Board of Occupational Therapy Examiners for handling complaints.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State, on August 17, 2001.

TRD-200104804

John Maline

Executive Director

Texas Board of Occupational Therapy Examiners

Earliest possible date of adoption: September 30, 2001

For further information, please call: (512) 305-6900