WOTA Everyday Ethics: Session 8:
Documentation, Reimbursement and Financial Matters (Section 3)
This is the 8th session in this Ethics series. This will focus on section 3 of the Code of Ethics with topic areas of documentation, reimbursement and financial matters.
Please have a copy of the AOTA Code of Ethics, 2020 edition with you for this session (if you have a copy).
Specifically, have the content, below, available for use during this session:
AOTA Code of Ethics, 2020
Section 3: Standards Related to Productivity, Reimbursement and Billing
•3A. Bill and collect fees justly and legally in a manner that is fair, reasonable, and commensurate with services delivered. (Principle: Justice)
•3B. Ensure that documentation for reimbursement purposes is done in accordance with applicable laws, guidelines, and regulations.
(Principle: Justice)
•3C. Record and report in an accurate and timely manner and in
accordance with applicable regulations all information related to
professional or academic documentation and activities.
(Principle: Veracity)
•3D. Do not follow arbitrary directives that compromise the rights or
well-being of others, including unrealistic productivity expectations,
fabrication, falsification, plagiarism of documentation, or inaccurate
coding. (Principle: Nonmaleficence)
Speaker Information:
Deborah Yarett Slater, MS, OTR/L
Deborah Yarett Slater, OT, MSOT, FAOTA, is currently a term lecturer for the interprofessional ethics course at the MGH Institute of Health Professions and an occupational therapy member of the Board of Allied Health Professions in Massachusetts. Her career has included diverse clinical and organizational management roles in healthcare organizations throughout the Boston area. Most recently, she was the ethics program manager and governance liaison to the Ethics Commission (EC), the Special Interest Sections and the Representative Assembly at AOTA. Deborah also served for a number of years on the MAOT Board of Directors. As the AOTA Ethics Program manager, Ms. Slater led the EC through multiple revisions of the Occupational Therapy Code of Ethics and its Enforcement Procedures. She educated practitioners and stakeholders in applications of ethical principles across practice settings, consistently instructing, modeling, mentoring, consulting, and advocating for decisions that upheld these principles and values. Ms. Slater has authored or co-authored over 30 articles, book chapters, online courses, and professional guidelines on applied ethics and practice management. In addition, she has provided numerous presentations to local, state, and national audiences and as well as teaching ethics in OT educational programs.
Wayne L Winistorfer, MPA, OTR, FAOTA
Wayne has been active in WOTA,and AOTA throughout his career. Proud husband, (44 yrs), father of two, Papa of three, and The Pie Guy of Oshkosh Wayne is “mostly retired” but working PRN OT in Inpatient Behavioral Health and teaching one class in the OTA Program at FVTC-Appleton.
Wayne is a UW Madison OT Program grad: 1977. (Go Badgers!) MPA from UW Oshkosh with Master’s Thesis focused on ethics. Served as Chair of the committee that addressed ethical issues at Winnebago Mental Health Institute and Co-Chair of Ethics Committees for Ascension NE Wisconsin - St. Elizabeth Hospital, Appleton and Mercy Hospital, Oshkosh for over 20 years.
Wayne is an OTR with work experience in administrative, clinical, education, private practice, expert witness and consultant roles. Wayne has presented, taught, written, regulated, served and volunteered for WOTA, WisCouncil, AOTA, NBCOT and the State of Wisconsin.
Wayne served as an AOTA Ethics Commission member for 4 years and elected Chair for a three year term. Wrote, co-wrote and contributed content to recent publication: Everyday Ethics & Occupational Therapy (2024, AOTA Press).