University of Southern California
University of Southern California
Mrs. T.H. Chan Division of Occupational Science and Occupational Therapy
Mrs. T.H. Chan Division of Occupational Science and Occupational Therapy
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Life Management Series | Occupational Therapy in Primary Care

Course Description

This distance learning/online course (6 hours) provides you with the tools and knowledge to establish and maintain an occupational therapy practice in a primary care setting. It includes a detailed overview of service models, documentation practices, clinical and administrative outcomes, and reimbursement models. Emphasis is placed on the role of OT practitioners in primary care settings.

The Introduction to Lifestyle Redesign® course is a prerequisite to the other courses in the Life Management Series, and must be completed first.

Learning Objectives

Participants will:

  • Explain an understanding of the various occupational therapy service delivery models in primary care settings.
  • Describe the potential roles and responsibilities of occupational therapy practitioners in primary care at the level of the consumer (patient), community, providers, and organizations.
  • Recognize best practices for integrating occupational therapy into primary care teams.
  • Articulate models of documentation and reimbursement for occupational therapy in primary care.
  • Identify ways for measuring outcomes related to occupational therapy services in primary care.
  • Discuss the importance of marketing occupational therapy services in primary care.

Program Content

  • Introduction to the Primary Care Setting and the Role of OT
  • Models of OT Service in Primary Care
  • Best Practices for Working on Interprofessional Teams in Primary Care
  • OT Documentation in a Variety of Primary Care Settings
  • Assessing Clinical and Administrative Outcomes in Primary Care
  • Reimbursement Models for OT in Primary Care
  • Documentation, Billing and Reimbursement
  • Case studies

About the Presenters

Ashley Halle OTD, OTR/L

Ashley Halle OTD, OTR/L is Coordinator of Primary Care Residency and Services and Associate Professor of Clinical Occupational Therapy in the USC Chan Division where she balances various teaching, administrative and clinical responsibilities. These roles include providing patient care in primary health care settings, teaching and training students, generating and supporting innovative work in primary care and collaborating on various interprofessional projects. She is passionate about student learning, interprofessional education and collaborative practice, transforming primary health care environments to best meet the needs of patients and populations and expanding occupational therapy’s role in primary health care to help people live happier, healthier and more meaningful lives.

Samantha Valasek OTD, OTR/L

Samantha Valasek OTD, OTR/L is Assistant Professor of Clinical Occupational Therapy in the USC Chan Division. She currently practices at the USC Occupational Therapy Faculty Practice where she specializes in Lifestyle Redesign® working with clients to improve their self-management of a variety of chronic conditions, including obesity, diabetes, pain, headaches, depression and anxiety. She is also involved in the expansion of OT’s role in health and wellness, particularly in primary care settings where she collaborates closely with Family Medicine physicians and other interprofessional teams to enhance client care and educate the next generation of practitioners.


Course Regular AOTA members and USC Chan alumni
Occupational Therapy in Primary Care $180 $162

General Course Information

Audience. This course is designed for OTs, OTAs, and others as an introductory level course; however, all levels of experience are welcome as are all areas of practice.

Take the course on your own time! Participants have 7 days to complete a course once receiving access.

CEU Credit. Participants must complete a post test and course evaluation in order to receive a certificate of completion. Certificates are sent after the course materials are returned. Participants not fulfilling these requirements will not receive a certificate. Keep a copy of the brochure and certificate for your records.

System Requirements. Online courses are presented online using Mediasite technology. To be able to view the course, you’ll need to use a computer that meets certain requirements. You can test whether your computer meets the Mediasite viewing requirements at the Mediasite website.


If you have any questions about the Life Management Series course content or registration process, please contact us at .(JavaScript must be enabled to view this email address).

How to Register

AOTA Approved Provider of Continuing Education

The assignment of AOTA CEUs does not imply endorsement of specific course content, products, or clinical procedures by AOTA.