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70 Cards in this Set
- Front
- Back
Professionalism
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Describes the attitudes and beliefs as it relates to one's profession, including business practices, educational accomplishments, image and how one lives up to the requirements of one's profession
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Integrity
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honesty, commitment. Three levels of integrity: being true to oneself, honoring commitments and being true to your principles
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Image
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How one's attitude is presented in one's business practices, attire, business settng, communication and behaviors according to the desired persective of the profession and its clients
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Character
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The ethical traits that mark an individal or group. An individual's character is based on personal principles of morality, integrity and values. The character of the profession is dependent on the character of the individual members of the profession.
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Communication
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The verbal and nonverbal interaction a person engages in with others to understand and create a more effective cooperation. It must be honest, sincere and non-judgmental
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Legal and Ethical Standards
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Laws that govern the ethics and principles of practice
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Scope of Practice
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The rules and regulations that govern the techniques appropriate for use by a practitioner depending on their licensure
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Negligence or liability
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Quite often directly related to the scope of practice and violation of that scope. Also there is a certain level of knowledge that is assumed based on the regulatory bodies that govern massage and licensure requirements. Liability is never transferred if a doctor gives approval for massage as it is your best judgment that determines treatment
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Liability Insurance
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Required or highly encouraged according to most professional standards. Protects the therapist and the client
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Confidentiality
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Guarantee of client's right to privacy and safety and anything that occurs in a therapuetic session, including written, verbal and physical interaction. Kept to the highest level of secrecy. Violation could be grounds for legal action
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Limits of Confidentiality
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May be in accordance with therapist's legal obligation. Some things are required for reporting (commission of criminal offense, child abuse). May be waived by client, may also be subject to subpoena rules. Also limited to obligation to the safety of others
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Health Insurance Portability and Accountability Act (HIPAA)
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Health care practitioners are bound by law not to reveal any health information to anyone without written consent unless required by court Order. Covers all written documentation, computer and Intenet information, conversation and sharing of personal or medical info of a client.
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Right of Privacy
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Depends on the scope and regulations governing a practice. No information can be shared without written or verbal consent of the client.
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Boundaries/Rules
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Limits established to separate one person from another. Can be clearly defined (rigid) or vague (permeable) and can change according to feelings, situation and perceived trust
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Physical boundaries
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Based on physical space. Directly relatd to fear or a sense or perception of a threat and thus requires a level of trust to be crossed.
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Emotional Boundaries
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Based on what a person feels in a situation. Relates to the willingness to create personal intimacy and is therefore also based on trust
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Sexual Boundaries
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Based on the level of intimacy created through emotional and physical interaction. A major concern as it relates to dual relationships that exit, has to most problematic legal and ethical consequences.
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Energetic boundaries
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Based on the energetic states created through physical, emotional and mental feelings at the moment they exist and affects the interaction between the client and the therapist. It is important to creat an intentional energetic separation
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Dual Relationships
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overlapping of professional and social interactions and roles, resulting in the chages in boundaries. Personal/sexual relationships may influence objectiveness in the professional climate.
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Sequential Relationship
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A professional relationship that undergoes a natural progression (i.e. student graduates and becomes a peer of the teacher)
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Power Differential
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The difference in authority, responsibility, or professional position as it relates to who holds the power or superior position in the relationship between the parties
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Responsibility and Accountability
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Assumed by the person in the superior or professional position and involves maintaining the boundaries and roles and being responsible for educating and infoming the client about the nature of the relationship and its potential outcomes
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Questions to Define Boundaries
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Who is accountable for the relationship?
Is there mutual and equal consent in the proposed change in the relationship? Will the professional situation be hindered, enhanced or remain unaffected? |
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Sexual Conduct
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To prevent sexual misconduct, the therapist needs to understand the various aspects of sexuality:
Gender Response to Touch Intimacy Culture Sexual Response |
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Gender
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Hormonal and psychological differences between therapist and client
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Response to Touch
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Emotional and mental response
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Intimacy
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Physical, emotional and verbal responses
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Cultures
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Defines the roles and social acceptance of sexuality
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Sexual Response
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Based on arousal
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Establishig Boundaries on Sexual Conduct
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1. Establish firm boundaries before entering into the client-therapist relationship
2. Be vigilat of transference and counter transference issues 3. Intervention: i.e. stopping the session or course of treatement, clarifyig your behavior, educating the client about the behavior, reiterating your intent and referral to oher professionals/documenting the situation. 4. It is well advised to never cross the line between client/relationship as the results are damaging and may have long term consequences |
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Income Reporting
Independent Contractor vs Employee Status |
Status affects your tax situation. Determined, generally, by who provides the supplies and equipment, controls the hours of operation, finds the customers, receives the money, and written contracts
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Self Employment
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The sole proprietro of a business is required to pay a self employment tax that typically is an additional 7% more than being an employee, accountants can help with your individual circumstances
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Quarterly Taxes
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business ownsers are reuqired to pay income taxes on a prescribed basis, based on estimated income
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Wages, tips and barter
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IRS requires that all income be declared, whether it is wages, tips or brter
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Standard Tax Rates
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rates can change so it within your best interest to consult with your accountant
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Liability Insurance
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Highly recommended to obtain for protection against potential lawsuits. With membership in a professional organization insurance maybe available at minimal cost
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Licensing
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Most states following national testing guidelines to ensure a minimal educational knowledge prior to working on the public and to protect the welfare of those in their jurisdiction. 32 states currently require statewide professional licensing.
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Accounting
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Best to contract with a professional business accountant: provides services for taxes and bookkeeping, can serve as an advisor on conducting business, has expertise in managing finance and assets to suit the client situation, will save time effort and money.
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Session Record Keeping Practices
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necessary to create an efficient and comprehensive record keeping procedure for the IRS, insurance company, legal situations and other requirements
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Client Intake Form
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Completed at the beginning of the initial visit to obtain the client's personal information and history.
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Client Intake Form, Elements
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Should include:
personal information and history: name address phone numbers medical history injury history current needs goals for treatment Should be evaluated before each treatment |
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SOAP Notes
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Primarily used for daily charting purposes. Each client treatment, visit, recommendations or cancellation should be documented
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Purposes served by intake form and SOAP notes
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1. IRS record keepig
2. Insurance reimbursement 3. Keeping up to date 4. Tracking and trends 5. Marketing 6. Liability |
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Tax Forms
W-2 |
Employees of company must submit, with year end wage and tax statement to submit with Individual Tax Form
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Tax Forms
1099 |
Independent Contractor:
Year end wage and tax statement to submit with the tax return for any wages in excess of $600.00. Equivalent to W-2 |
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Tax Forms
K-1 |
Member of a business partnership or company:
Year end wage and tax statement to submit with tax return, equivalent to a W-2 |
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Tax Forms
1040 |
Individual:
Year end tax return form, must be mailed by April 15 |
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Tax Forms
1040ES |
Self Employed Individual:
Used for estimating quarterly tax, must be submitted by April 15, July 15, October 15 and January 15 |
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Tax Form
Schedule C |
Sole proprietor of a business:
Business profit and loss form for year of return |
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Schedule SE
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Self Employed Individual:
Self Employmen tax form attached to 1040 form |
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Chiropractor (DC)
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(DC=Doctor of Chiropractic Care)
Uses a series of manipulations and techniques to adjust the structural or skeletal system for improved mobility and enhanced overall health. The basis of chiropractic medicine is the belief that disease and health problems are the result of a lack of structural integrity, especially of the spine and the associated nervous system. |
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Occupation Therapist (OT)
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Professional who evaluates self care, work, play and task performance skills. Use therapies and programs designed for rehabilitation of both well and disabled individuals experiencing physical or mental disabilities. Focus: restoration, development and maintenance of ability to perform fine motor sills and daily tasks, particularly in the arms and hands.
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Orthopedist (MD)
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Medical doctor who uses traditonal medical practices with a focus on mechanical aspects of the body. Can prescribe medication, training also includes natural healing mechanisms of the body.
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Naturopath
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Holistic medical practitioner or doctor who uses natural methods and diets to prevent and treat disease. Alternative techniques include homeopathy, massage, hydrotherapy, and natural herb and vitamin therapy
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Nutritionist or Dietitian (RD)
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Licensed individuals whose expertise is in nutritional counseling. Use nutrition and diet to promote health and rehabilitate
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Physical Therapist (PT)
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Typically uses mobilization, exercise, range of motion work,
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Psychiatrist (MD)
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Medical doctor who specializes in the diagnosis and treatment of mental disorders and diseases. A psychologist, also known as a counselor has a doctoral degree rather than a medical degree. Psychologists practis as observers and advisors in the emotional and belief mechanisms of individuals.
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Religious Leader
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Base their care on philosophical belief, focusing on the moral and religious tenets of their faiths and serving as counselors in their religions. Some are trained and licensed in psychology.
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Interview Techniques
Intake Forms |
Most important tool for determining proper treatment of an individual. Serves as an outline for conducting the initial interview with the client. Provides a medical record for information you gather from cient. Make a complete record of info received. Ask for all information regarding history and personal needs before beginning treatment
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Interview Techniques
Listen |
Most important interviewing technique. Communication comes in subtle ways so pay attention to details such as voice intonation and pauses
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Interview Techniques
Observe |
Observe client's body language. Does the client's body posture provide further information about the client's true condition or state?
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Interview Techniques
Ask Questions |
Ask questions that promote subjective and objecive answers. Create opportunities or more in depth looks at the client condition
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Interview Techniques
Prepare for Treatment |
A good inteview will lead to a suspected cause or reason for symptoms. Begin treatment with hands to explore likely causes of symptoms. Allows use of physical assessment to validate or augment the interview. Keep an open mind
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Medical History
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Be aware of client's medical history in order to identify possile risk factors. Each disorder can affect the person's susceptability to other disorders. A solid medical history is good for treatment and liability issues
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Emotional State and Stress
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Emotional State an Stress can play a role in the overall health of a client. Stress is defined as the non specific response of the body to any demand. Increases susceptibility to disease and infection
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11 Categories of Stress
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1. Infection (overworks the immune system)
2. Injury (trauma) 3. Surgery (precise injury) 4. Overexertion 5. Allergies 6. Immunologic reactions 7. Malnutrition 8. Pregnancy 9. Strong Emotion (eg: death of loved one, wedding, divorce) 10. Exposure (extreme heat or cold) 11. Gravity (associated with body balance) |
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Life Stages
Infancy |
Birth to 3 Years:
a. Child develops neurologically and physically b. Learns through sensory perception and response c. Health threats and sickness present with new environments Good nutrition, proper rest and play are required for continued builidng of immunity and physical strength. |
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Life Stages
Childhood |
3-18 years
Changes of physical growth,including puberty. Many common diseases of this life stage come from direct trauma or direct contact. Psychological problems often develop during this time |
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Life Stages
Adulthood |
19-60
Physical and psychological maturation devleops here. Many habits affecting health are developed here. The diversity of diseases is tremendous. May include everything from heart disease to anxiety, depression, substance abuse and eating disorders |
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Life Stages
Elderly |
60-Death
Many physical changes during this time, muscle tissue decreases and is replaced with connective tissue, bones become brittle, skin becomes thinnner and neither cardivascular/circulator nor nervous system work as well. |