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US · guidance

CMS Pub. 100-02, ch. 7, § 40.2.4.1

Assessment

activein force · 2026-08-25 – presentas-observed

Assuming all other eligibility and coverage requirements are met, the skills of an

occupational therapist to assess and reassess a patient's rehabilitation needs and potential

or to develop and/or implement an occupational therapy program are covered when they

are reasonable and necessary because of the patient's condition.

As described in §40.2.1(b), at defined points during a course of therapy, the qualified

occupational therapist (instead of an assistant) must perform the ordered therapy service

visit, assess the patient’s function using a method which allows for objective

measurement of function and comparison of successive measurements, and document the

results of the assessments, corresponding measurements, and effectiveness of therapy in

the patient’s clinical record. Refer to §40.2.1(b) for specific timing and documentation

requirements associated with these requirements.

History

(Rev. 179, Issued: 01-14-14, Effective: 01-07-14, Implementation: 01-07-14)

Provenance

Source
cms.gov
Retrieved
2026-08-25
Edition
iom-2026-08-25
Content hash
03a8ae3c95c03c1fe1c184fb3c35f4a23b8cf7e3eb2fa9772efa576c5128f924
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CMS Pub. 100-02, ch. 7, § 40.2.4.1 — Assessment · binding.law