stephanieskurski.files.wordpress.com · Web viewMind Over Body is a non-profit outpatient clinic focused on treating both the mind and the body for adults with adverse side effects

Running head: MIND OVER BODY PROGRAM PLAN

Mind Over Body: Program Plan

Alyssa Cheng, Victoria Giamella, Ellen Huvane, Natalie Movsesian, Stephanie Skurski

The University of Scranton

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MIND OVER BODY PROGRAM PLAN

Mind Over Body: Program Plan

Mission Statement

Mind Over Body is a non-profit outpatient clinic focused on treating both the mind and the body

for adults with adverse side effects from all types of cancer. Our facility collaborates with the

American Cancer Society and Memorial Sloan Kettering Cancer Center to treat not only the

symptoms, but also the person in a holistic manner to ensure a better quality of life. Clients will

receive support through therapeutic interventions provided by occupational therapists. Our goal

is for clients to be supported, engaged, and empowered in their everyday life.

Goals

The first step in creating Mind Over Body as an out-patient occupational therapy clinic

specializing in helping those with cancer, location and building design needed to be chosen

(Appendix A). Then, goals were established to keep the business running on track. This allowed

us to decide what was important to us and allowed us to decide what we should achieve

throughout the creation of our business (Appendix B).

As a preliminary goal, we decided that we needed to find a space in the city of Scranton,

Pennsylvania along with finding all the necessary materials needed to treat our clients. Our goal

was to have 15 clients at the start of our clinic. We aim to hire one full time occupational

therapist (OT) and one full time certified occupational therapy assistant (COTA). Lastly, to

manage the office, we aim to hire one full time secretary.

After our preliminary goals, we split our goals into quarters for the first year, so that we

can track our progress and grow as a clinic. Our goals for July through September included

moving into our new facility and beginning our volunteer program, with two volunteers. We plan

to add eight clients by the end of September. We plan to have 60% client

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satisfaction/improvement in quality of life, caregiver satisfaction, and staff satisfaction. All of

these measurements will be measured using assessments. Lastly, we aim to have a 50%

productivity rate.

Our goals for October through December include organizing a 5k fundraiser for the

American Cancer Society, along with hosting support groups at our facility. We also plan to add

eight new clients to our clinic. We aim to have 65% client satisfaction/improvement in quality of

life, caregiver satisfaction, and staff satisfaction with 50% productivity. This is also the quarter

that we aim to break even, meaning we aim to have our investments meet our revenue.

In January through March, we plan to add eight new clients. We also plan to have a 70%

client satisfaction/improvement in quality of life, caregiver satisfaction, and staff satisfaction

with 60% productivity.

April through June brings nicer weather, so we have a goal of organizing a golf outing for

fundraising for the American Cancer Society. Like the other months, we plan to add eight new

clients. We aim for a 75% client satisfaction/improvement in quality of life, caregiver

satisfaction, and staff satisfaction, with a 70% productivity level. During this quarter, we plan to

have a profit, which we will reinvest into the clinic in order for growth and development of our

business.

Our second year brings us to a goal of hiring an additional COTA and the use of some of

our profits to get specialty occupational therapy certifications. We also plan to use our profit to

make enhancements to the facility. We plan to have 90% client satisfaction/improvement in

quality of life, caregiver satisfaction, and staff satisfaction, and 75% staff retention and

productivity levels.

Program Evaluation

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In order to reach the goals that we have set, specific evaluations need to be implemented.

This will ensure that we are providing our clients and staff with optimal treatment and services.

In order for our business to succeed, we realize the importance of measurable evaluations in

order for our business to prosper and grow to its fullest potential. To measure our goals, we have

created program evaluation forms that will measure a variety of items, one being overall client

quality of life (Appendix C). Client satisfaction with Mind Over Body will also be evaluated

(Appendix D). Caregiver satisfaction will also be measured via an evaluation form (Appendix

E). Staff satisfaction will be evaluated because if it crucial to have a happy and productive staff

team for clients to receive the best care (Appendix F). Productivity will also be assessed based

on the number of billable hours worked by the staff at Mind Over Body.

We adapted our client satisfaction form from the Quality of Life Bref that will evaluate

quality of life for the client after receiving services (World Health Organization, 1994). We

created a caregiver satisfaction survey to measure the satisfaction regarding the facility and the

services we provide. We integrated an employee satisfaction survey to measure the gratification

of our staff from Smith, 2013. To measure staff retention, we will analyze end of the year records

and renewal of contracts with current staff.

Strengths, Weaknesses, Opportunities, and Threats Analysis

When examining our Strengths, Weaknesses, Opportunities, and Threats (SWOT)

Analysis, we had to look at our business’ unique strengths, weaknesses, opportunities, and

threats given the particular location, area of expertise, etc. (Appendix G). Strengths and

weaknesses are internal, meaning that they are within our own business. Opportunities and

threats are external, meaning that they can come from the outside community (Braveman, 2006

pp. 336). These areas help Mind Over Body determine the areas to emphasize over other areas.

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Analysis of the Service Delivery

Our facility is located in Scranton, Pennsylvania with a population of 75,806 (United

States Census Bureau, 2013). In Pennsylvania thyroid cancer rates are rising faster than the

national average. The Scranton/Wilkes Barre area ranks number two for smoking in the nation

(Nissley, 2011). The prevalence of cancer in this area (Lycoming, Sullivan, Luzerne, Columbia,

and Wyoming counties) is alarmingly high. The most recent incidence rate in this region is 496.1

to 560.4 per 100,000 (National Cancer Institute, 2013). With the rise of cancer, this creates an

ideal location for the opening of Mind Over Body.

Some strengths we identified were that we are small and can focused on being client

centered while using evidence based interventions. Our business is non-profit, which is also a

strength of ours. We also employ a licensed OT and COTA, both with good experience and

credentials. Our clinic is also unique in the fact that we have a partnership with Sloan Kettering

Memorial Hospital and are in collaboration with the American Cancer Society (American Cancer

Society, 2015). Our clinic will also practice safe patient handling. Lastly, a strength that we

identified was the fact that cancer is a common diagnosis in the community.

However, some weaknesses that we identified include the expensive equipment that is

required to run our business. We also identified non-profit as being a weakness as well as a

strength. Our program is also new and unfamiliar to the community, which can be a weakness.

The treatment team we have is small, which limits ideas and opinions regarding intervention

techniques. Our space is also limited, which may burden the amount of people that we can treat

at one time. Our staff is also not multilingual, which will be difficult when treating patients that

speak another language. Lastly, our business is dependent on outside funding and grants in order

to operate effectively.

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Mind Over Body, affiliated with Memorial Sloan-Kettering Hospital in New York City,

is an outpatient occupational therapy clinic specializing in treating people of this region who are

suffering with the effects of cancer (Memorial Sloan-Kettering Cancer Center, 2015). Our goal is

to not only treat the symptoms but also the person in a holistic manner to ensure a better quality

of life. Our affiliation with Memorial Sloan-Kettering Hospital allows clients to receive quality

care locally. Our trained staff has the ability to communicate with expert physician for client ease

during treatment if needed. Despite there being other larger rehabilitation facilities, Mind Over

Body provides occupational therapy specifically for those affected by cancer, thus making our

clinic unique.

An opportunity that we are providing to the community is that we are offering holistic

care, treating the whole client, and caring about them as an individual. We also provide Sloan

Kettering Memorial Hospital quality care, without leaving the client’s neighborhood. Also, we

will be getting referrals from Sloan Kettering Memorial Hospital, which will help our business

prosper. Our unique volunteer program was also identified as an opportunity provided to the

community, which will then spread word about our clinic. We also are establishing rapport and a

reputation within the community. Another opportunity identified was the high cancer rates in the

area, which will in turn provide us with referrals. Lastly, an opportunity we identified was our

support groups and other similar gatherings that are held at our facility. These support groups

provide not only our clients with support, but also others in the community who may need an

outlet to express themselves.

Mind Over Body recognizes the financial strains cancer can cause on an individual or

family; we strive to accommodate all circumstances. Therefore, insurances accepted at Memorial

Sloan-Kettering Hospital are accepted by Mind Over Body. In addition, Medicare and Medicaid

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will be accepted. For those who do not have insurance coverage cash payments may be

negotiated. Despite method of payment we guarantee all clients will receive holistic and quality

care.

Other threats that will be faced are larger and broader occupational therapy clinics in the

area, which may have another name that our clients trust. Also, clients may still want to travel to

larger cities to get treatment at larger facilities that are well known. We may experience

difficulties with reimbursements and low funds for advertising. A unique threat that we identified

was treating specifically oncological patients, which will limit the population that we can treat.

Finally, we are a new facility that has yet to be established, which could be a threat to our

business. Despite the presence of both positive and negative internal and external aspects of

Mind Over Body, they are all identified and will be monitored throughout business.

Organizational Chart

There is a hierarchy, beginning with Memorial Sloan Kettering Cancer Center’s board of

Trustees, who supervises the Chief Financial Officer (CFO) and Chief Executive Officer (CEO)

(Appendix G). Having an affiliation with Memorial Sloan-Kettering Center will allow our

facility to provide quality of care and treatment to our patients. The hospital’s prestigious

reputation will be represented in northeast Pennsylvania since the Scranton area has a high

incidence of cancer. Below the CEO is the Chief Operating Officer and Senior Vice President.

The Chief Operating Officer supervises the Director of Rehabilitation, which supervises the

Outpatient Rehabilitation Supervisor.

Mind Over Body will be directed by the Outpatient Rehabilitation Supervisor of

Memorial Sloan-Kettering Center. Certified Occupational Therapist Assistants and Occupational

Therapists can relay information and help from the Outpatient Rehabilitation Supervisor to

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ensure that quality of care is used in our facility. The secretary is supervised by the Occupational

Therapist and volunteers will also be part of our facility and will be supervised by the secretary.

All of the volunteers will help out in the facility and during fundraising events.

Marketing Plan

Mind Over Body provides services for those that are living with various types of cancer.

Northeastern Pennsylvania has a high prevalence rate of cancer, and many are either affected

personally or know someone that is affected. Our facility is affiliated with Memorial Sloan

Kettering Cancer Center, to provide our clients with the best care possible in their local

neighborhoods.

Our facility is located in the central location of Scranton, PA. Scranton is in between two

metropolitan areas, Philadelphia and New York, and is an ideal location for our clinic as there

are no facilities that provide occupational therapy exclusively for those affected by cancer

(Braveman, 2006 pp. 337). There are many future healthcare professionals in the area because of

the neighboring universities and hospitals. Mind Over Body has a reputable relationship with the

University of Scranton, Marywood University, and Misericordia University where we created a

volunteer program for aspiring professionals. This allows students to know about the facility and

word to spread about our center within this population and their families and friends.

Our simplest form of advertisement will be through word of mouth and referrals from

Memorial Sloan Kettering and the American Cancer Society; however, we cannot rely on that

alone. Our facilities will be listed on both Memorial Sloan Kettering’s website and the American

Cancer Society’s website. Inside the clinic, there will be various tip and fact sheets for clients

and/or professionals to look at to gain insight on major areas related to cancer treatment.

Chemotherapy treatment and its effects on client performance is one topic (Appendix I).

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Another area of concern is stress management for those going through cancer treatment

(Appendix J). How cancer effects people throughout the life span is another topic addressed for

clients to read about (Appendix K). Transitional events are impacted by cancer and are an area

occupational therapists focus on as well (Appendix L). Another tip and fact sheet pair is about

the family and caregivers and how a cancer diagnosis of a loved one can impact the relationship

(Appendix M). We have a distinct logo which makes our business recognizable for those who

see our advertisements. Brochures will be distributed to local pharmacies and other businesses in

the area willing to support us (Appendix N).

At Mind Over Body, there will be different business cards and clinicians can also give

these out to individuals they come in contact with in other realms besides the clinic setting

(Appendix O). In addition, we plan to purchase newspaper and online advertisements based on

what people google and their location. This will broaden our scope of clientele and publicize our

facility. Local radio stations such as WFUZ 92.1, “the Fuzz”, WBHD 95.7, “Northeast PA’s #1

Hit Music Station”, WBSX 97.9, alternative rock, and WGGY 101.3, “Froggy Country” will

play a podcast advertising Mind Over Body (Appendix P). Eventually, the hope is for television

ads to be utilized as advertising tools along with a website that will be created using a free

domain.

Another advertising tool we plan to utilize is fundraisers. A 5k walk/run is planned for

the first half of the first fiscal year to raise awareness of cancer in the region as well as the arrival

of Mind Over Body to the Scranton community (Appendix Q). T-shirts will be provided for

participants to wear, thus advertising Mind Over Body (Appendix R). During the second half of

Mind Over Body’s first year, a golf fundraiser will also be used for advertisement (Appendix S).

These community-based events will establish a friendly relationship with the city of Scranton. In

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http://www.froggy101.com/

http://www.979x.com/

http://the570.com/fuzz/


the future, we plan to hold these fundraising events annually and continue to increase advertising

in order for our business to grow.

Formulation and Management of Staffing Analysis

Mind Over Body is a small clinic, therefore, a large staff is not required to meet our

needs. To begin our clinic, we would like to employ one full time occupational therapist (OT) to

complete both evaluations and treatment sessions (Appendix T). We feel that one full time

certified occupational therapy assistant (COTA) can enhance our clinic because they can carry

out certain treatments under the supervision of the occupational therapist, which will allow us to

treat and help as many clients as possible (Appendix U). We also need to hire a full time

secretary, to manage the office, oversee the volunteer programs and fundraisers, and organize

appointments. In our second year, we anticipate hiring an additional certified occupational

therapy assistant.

For our full time occupational therapist, we require a minimum of a master’s of science

degree in occupational therapy (Appendix V). However, some OTs will only have a Bachelor’s

of Science due to being grandfathered in; therefore, these individuals must have graduated from

an accredited OT program, along with a minimum of three years’ experience in a hospital

setting. For our COTA, we require a minimum of an associate’s degree in occupational therapy,

and a minimum of three years’ experience in a hospital setting (Appendix W). We would like our

secretary to have an associate’s degree and experience in the secretarial field. Our secretary

would also have to be willing to become CPR/First Aid certified if not already certified.

The full-time occupational therapy practitioner will be specifically evaluated during

various evaluation and treatment opportunities to ensure competency (Appendix X). In addition

to these competencies of specific duties and tasks, the OT will also be evaluated on overall

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performance (Appendix Y). The COTA has a separate set of tasks and duties which will be

observed for competency when actively working with clients as well (Appendix Z). An overall

performance evaluation, separate from the competency check, will be conducted to ensure

positive performance to keep Mind Over Body and its clients satisfied with staff and services

(Appendix AA). These instruments are used to keep employees at their best and recognize any

areas in need of improvement.

Budget

Revenue and expenses are calculated for each of the four quarters of the first anticipated

fiscal year for Mind Over Body as well as the second year as a whole (Braveman, 2006 pp. 118-

124).

Revenue

The funds received for Mind Over Body, independent of its affiliation with Memorial

Sloan Kettering Cancer Center, will be outlined, separating the first and second projected fiscal

years. Under each, grants and occupational therapy services are discussed in detail.

First Fiscal Year. The first fiscal year for Mind Over Body will start in July and run

until June of the following year and is divided into four quarters (Appendix BB).

Grants. In order to get some startup funding for Mind over Body, we have found two

grants to help us financially (Appendix CC). Our first grant is from the Harry and Jeanette

Weinberg Foundation. This foundation caters to these six areas: older adults, workforce

development, basic human needs and health, disabilities, education and general community

support. We are applying to this grant for our business in regards to supporting and helping

disabilities and community support. In order to become eligible for this grant a business needs to

meet three specific criteria; which we meet. These criteria include; being a tax exempt non-

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profit organization, low income and vulnerable populations must be the main population catered

too and must meet the foundation's geographic priorities (Harry and Jeanette Weinberg

Foundation, 2015). Our non-profit organization treats cancer patients in the low income city of

Scranton Pennsylvania and its neighbors. We are here to provide health needs, education and

community support to people with this illness. We have requested $50,000 dollars from the

Harry and Jeanette Weinberg Foundation for our initial year and are eligible for a grant renewal

in the future, which will be an additional $50,000.00 for the second fiscal year Mind Over Body

is in business.

A second grant that we have applied for is from the Avon Foundation for Women. The

Breast Health Outreach Program provides grants to nonprofit foundations that educate women

about breast cancer and can provide links to health institutions that can aid in the screening

services and follow up care (Avon Foundation for Women, 2015). Our association with

Memorial Sloan Kettering allows us to refer people to the hospital to get the care that they need;

and in return they refer patients of all diagnosis, including breast cancer to us. Since we provide

group therapy, specific groups will be based specifically on clients with/ recovering from breast

cancer where they can be educated and helped at the same time. This organization provides

$50,000 dollar grants to eligible businesses. Due to the affiliation with Memorial Sloan

Kettering Cancer Center, 50% of all grants received is given directly to hospital and the

remaining 50% will be kept for Mind Over Body’s usage. For the first fiscal year, Mind Over

Body will receive $50,000.00 of revenue, total, from the grants.

Occupational Therapy Services. Mind Over Body will employ a 40-hour work week,

Monday through Friday from 9:00 a.m. to 5 p.m. Monday, Thursday, and Friday, and from 11

a.m. to 7 pm. Wednesday and Thursday. A standard occupational therapy evaluation will be

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billed at $150.00 per hour for one unit. Standard occupational therapy intervention will be billed

at $25.00 per unit, with a unit equating to 15 minutes of intervention. From the net revenue

made from occupational therapy services, a thirty percent cut will be taken and given back to

Memorial Sloan Kettering Cancer Center due to Mind Over Body’s affiliation with the hospital.

Grants will also be a source of revenue for Mind Over Body to help with overall expenses. As

with billable services, there will be a fifty percent cut of all grants received to be given to

Memorial Sloan Kettering Cancer Center.

Breaking down the first year Mind Over Body will be in business the first quarter of the

fiscal year will be the three-month period of July, August, and September. The two grants

received, together totaling $100,000.00, are used to help with start-up costs, but fifty percent of

the total is given to Memorial Sloan Kettering Cancer Center. In correspondence with Mind

Over Body’s established goals, there will be fifty percent productivity for both the OT and the

COTA. This means that out of the 40-hour work week for the OT, 20 hours will be spent

evaluating and/or treating clients. To further break this down, 14 hours will be devoted to

performing evaluations on new clients and the remaining six hours will be dedicated to treating

client. For the COTA, all 20 of the productive hours will be dedicated to treating clients because

COTA’s are unable to perform evaluations. This leads to an expected income of $27,300.00

from evaluations and $33,800.00 from treatment sessions over the 13-week quarter. The second

fiscal quarter (October, November, and December) will follow the same format, breakdown, and

expected revenue due to the same productivity level as quarter one.

Quarter three (January, February, and March) places the OT and the COTA at a

productivity level of sixty percent. For the OT, this means that out of the 40-hour work week, 24

hours will be billable--14 evaluations a week with the remaining 10 hours utilized to treat clients.

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The COTA will spend all 24 productive hours treating clients. Since the amount of evaluations

does not change, the expected revenue from evaluations of new clients will be $27,300.00 but the

total therapy treatment revenue for this quarter will be $44,200.00, combining the OT and COTA

treatment hours.

During quarter four (April, May, and June) we aim to have both the OT and the COTA at

a seventy percent productivity level, making 28 of the 40 work week hours billable. The OT will

once again complete 14 evaluations a week and use the remaining 14 hours to treat clients. All

28 of the COTA’s billable weekly hours will be spent providing clients with therapy sessions.

This will generate an income of $27,300.00 for evaluations completed and $54,600.00 for all

traditional occupational therapy treatment sessions for the quarter. After the end of the fourth

quarter, the total amount of revenue from Mind Over Body’s first year for evaluations is

$109,200.00 and for therapy services is $166,400.00--totaling $275,600.00. From this amount, a

thirty percent cut, $82,680.00, is taken and given directly to Memorial Sloan Kettering Medical

Cancer Center. Total revenue for the first fiscal year, including evaluations, services, and grants,

after the affiliate’s cut is estimated at $242,920.00.

Second Fiscal Year. The second fiscal year begins in July and ends the following June

but is not broken down further into quarters (Appendix DD).

Grants. For the second fiscal year, only one grant will be obtained, the renewable Henry

and Jeanette Weinberg Foundation grant, totaling $50,000.00. Fifty percent of the amount will

go to Memorial Sloan Kettering Cancer Center. This leaves $25,000.00 of revenue from the

grant in the second fiscal year.

Occupational Therapy Services. In addition to the OT and COTA, a second COTA will

be hired at Mind Over Body to accommodate the larger clientele. The productivity level of all

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employees is expected to be at seventy-five percent, 30 billable hours out of the typical 40-hour

work week. The OT will perform 22 evaluations a week, with the remaining eight hours

dedicated to client treatment services because with the second COTA, more clients are able to be

treated; therefore, more evaluations should take place per week. Both of the certified

occupational therapy assistants will dedicate 30 productive hours to client therapy treatment

sessions. Projecting the 52-week fiscal year, a total of $171,600.00 of revenue will come from

evaluations alone and $353,600.00 will come from treatment sessions. Thirty percent of the total

revenue will be given to the affiliate of Mind Over Body, with $392,640.00 as the total revenue

for evaluations, treatment, and the grant.

Expenses

The expenses, both initial and progressive, Mind Over Body will procure include the

salaries of all employees, medical equipment, not provided by Memorial Sloan Kettering Cancer

Center, and miscellaneous funds (continuing education credits, marketing, raises, the volunteer

program, etc.) are discussed in detail separated by fiscal years.

First Fiscal Year. The first fiscal year’s expenses are not only from start-up costs, but

also throughout the year and at the end of June when the revenue totals are declared.

Salaries. During the first fiscal year, one of the major expenses for Mind Over Body is

the salaries of both the OT and the COTA. The OT will receive a yearly salary of $65,000.00

and the COTA will receive a yearly salary of $50,000.00.

Medical Equipment. The medical expenses for the clinic paid for by Mind Over Body

directly are divided into eight sections, with the first being items related to Activities of Daily

Living (Appendix EE). The second section will consist of Instrumental Activities of Daily

Living items (Appendix FF). Educational equipment is listed separately (Appendix GG). Items

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related to possible work occupations for clients are provided (Appendix HH). Leisure activity

items are included as well since this is important to all individuals (Appendix II). Any

equipment that may help foster social participation is provided also (Appendix JJ). Rest and

Sleep, the final area of occupation, is listed with applicable equipment (Appendix KK). In

addition, evaluations and assessments necessary to the clinic are provided (Appendix LL). All

equipment purchased has the corresponding quantity, price of each unit and the provider.

Everything that is not included in these tables in supplied and provided by Memorial Sloan

Kettering Cancer Center. For the first year, this start-up cost will be $26,937.50.

Miscellaneous. In addition, there are multiple miscellaneous expenses which are

necessary to the clinic and must be considered. Continuing education credits are integral for OTs

and COTAs to keep their licensure. Therefore, $16,000.00 will be dedicated to support

continuing education for the employees so they are able to bring the most recent research and

information back to Mind Over Body. To advertise Mind Over Body, $10,000.00 will be set

aside for marketing purposes with another $15,000.00 for special events. Our volunteer program

will require some monetary funds designated to advertising, transportation, etc., so $10,000.00

will be set aside at start-up for this program as well. Upon completion of the year and end-of-

the-year reviews for the employees, a $10,000.00 raise will be offered to the OT if he/she wishes

to stay at Mind Over Body and a $5,000.00 raise will be offered to the COTA if he/she wishes to

continue working for another fiscal year. With the surplus in revenue, a therapeutic

garden/greenhouse will be created for individual and group therapy sessions for the second fiscal

year. This project, which is aimed to target desired occupations and functional tasks for clients,

is projected to cost around $25,000.00. Start-up and end-of-the-year costs for the first fiscal year

will amount to $227,937.50, leading to a net total (total revenue minus total expenses) of

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$9,982.50. Though this number should be as close to zero as possible because Mind Over Body

is a non-profit clinic, the remaining funds are going to be used for emergency needs that are not

foreseen in this budget, including building expenses (electrical, heating, plumbing issues), paid-

sick leave, etc. Allowing for extra funds in case of an emergency is wise after the initial year of

a business’s opening.

Second Fiscal Year. The second fiscal year’s expenses will consist of the higher

salaries, additional medical equipment, and miscellaneous costs for employee and client

satisfaction.

Salaries. At the end of the second fiscal year for Mind Over Body, the OT’s salary will

be $75,000.00, the COTA’s salary will be $55,000.00 and the second COTA’s salary will be

starting at $50,000.00.

Medical Equipment. The medical equipment expenses will total $40,000.00 with

$5,000.00 designated for each area of occupation listed. Initially, Mind Over Body’s equipment

was chosen based on necessity but with more revenue coming into the clinic, for the third year

more advanced medical equipment can be purchased and implemented for an enhanced client

experience.

Miscellaneous. The funds for continuing education credits will be increased to

$25,000.00 because there are now three full-time employees who have to keep their OT and/or

COTA certification through this program. Marketing costs for Mind Over Body will be

increased to $15,000.00 but the special events costs will stay the same amount ($15,000.00) as

the previous fiscal year. The funds reserved for the volunteer program will also stay at

$10,000.00. The OT, if he/she chooses to remain at Mind Over Body for a third consecutive

year, will receive a raise of $7,000.00. If the first COTA chooses to remain an employee for the

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third year, he/she will receive a raise of $5,000.00 and the newly hired COTA, if he/she decides

to continuing working for Mind Over Body, will receive a raise of $5,000.00 for the second

consecutive year working here. A newly implemented program Mind Over Body is going to

create with the excess revenue to give back to the community is scholarship opportunities for

occupational therapy students at the local colleges and universities in Northeastern Pennsylvania.

This is a way to give back to the greater community as well as help the occupational therapy

profession grow and thrive. $25,000.00 will be award to three incoming freshman applicants,

dispersed over the four-year period of undergraduate education. Total expenses for the end of

the second fiscal year are $382,000.00. This means that the net total will be $10,640.00. As

with the previous year, these funds will be set aside for emergency situations as they may arise

because if no money is saved for these purposes, it may cause problems for the following third

year.

Conclusion

Mind over body is a non-profit outpatient occupational therapy clinic that specializes in

treating those suffering adverse side effects from cancer. Our special collaborations with the

American Cancer Society and Memorial Sloan Kettering Cancer Center allow us to provide

quality care to our clients, so they do not have to travel long distances for treatment. Mind over

body focuses on supporting, engaging, and empowering both the mind and the body of our

clients in a holistic manner to facilitate a better quality of life.

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References

American Cancer Society. (2015). Learn About Cancer. Retrieved from

http://www.cancer.org/cancer/index

American Occupational Therapy Association, Inc. (2015). Manage Your Practice. Retrieved

from http://www.aota.org/Practice/Manage.aspx

Avon Foundation for Women. (2015). Breast Cancer Grants. Retrieved from

http://www.avonfoundation.org/grants/breast-cancer/

Braveman, B. (2006). Leading & managing occupational therapy services: An evidence-based

approach. Philadelphia: F.A. Davis.

Memorial Sloan Kettering Cancer Center. (2015). Your Partner in Innovative Cancer Care.

Retrieved from https://www.mskcc.org/healthcare-professionals

National Cancer Institute. (2013). State Cancer Profiles. Retrieved from

http://statecancerprofiles.cancer.gov/map/map.withimage.php?

42&001&00&0&01&1&4#results

Nissley, E. (2011, January 6). Scranton/Wilkes Barre ranks no. 2 for smoking. The Times-

Tribune.

Smith, S. (2013, February 04). Employee Satisfaction Survey Questions: 3 Sample Templates

You Can Use Today - Qualtrics. Retrieved from

https://www.qualtrics.com/blog/employee-satisfaction-survey/

The Harry and Jeanette Weinberg Foundation. (2015). Grants. Retrieved from

http://hjweinbergfoundation.org/grants/

United States Census Bureau. (2015, October 14). Scranton (city) QuickFacts from the US

Census Bureau. Retrieved from http://quickfacts.census.gov/qfd/states/42/4269000.html

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World Health Organization. (1994). The Development of the World Health Organization Quality

of Life Assessment Instrument (the WHOQOL). Quality of Life Assessment:

International Perspectives, 41-57. doi:10.1007/978-3-642-79123-9_4

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Appendix A

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Appendix B

Preliminary Goals

Find a space in the city of Scranton along with all necessary materials. We have a goal of 15 Clients. We are going to hire one full time occupational therapist and one full time COTA. To manage the office, we are going to hire one full time secretary.

Quarterly Goals July- September

o Move into new facility o Two volunteers to assisto Add 8 new clients o 60% Client Satisfaction/Improvement in Quality of Lifeo 60% Caregiver Satisfactiono 60% Staff Satisfactiono 50% Productivity for OT

October-Decembero Organize a 5k for fundraisingo Add 8 new clientso Begin hosting support groupso 65% Client Satisfaction/Improvement in Quality of Lifeo 65% Caregiver Satisfactiono 65% Staff Satisfactiono 50% Productivity for OT

January-Marcho Add 8 new clientso 70% Client Satisfaction/Improvement in Quality of Lifeo 70% Caregiver Satisfactiono 70% Staff Satisfactiono 60% Productivity for OT

April-Juneo Organize a golf outing for fundraisingo Add 8 new clientso 75% Client Satisfaction/Improvement in Quality of Lifeo 75% Caregiver Satisfactiono 75% Staff Satisfactiono 70% Productivity for OTo Profit -- reinvest into company

Second Year Goals We plan to hire one additional full time COTA. The art therapist position will become a part time position.

22

MIND OVER BODY PROGRAM PLAN 23


Appendix C

654 Jefferson Avenue Suite 1Scranton, PA 18510

Phone (570) 888-4000 Fax (570) 888-4001

Quality of Life BrefDate: _______________________________Please rate your degree of satisfaction with each of the following (Check one for each question):

Very Poor Poor Neither Poor nor Good

Good Very Good

How would you rate your quality of life?

How satisfied are you with your health?To what extent do you feel that physical pain prevents you from doing what you need to do?How much do you enjoy your life?To what extent do you feel your life to be meaningful?How safe do you feel in your daily life?How healthy is your physical environment?Do you have enough energy for everyday life?Are you able to accept your physical appearance?How satisfied are you with your ability to perform your daily living activities?How satisfied are you with yourself?How satisfied are you with your personal relationships?

Appendix D

24



Phone (570) 888-4000 Fax (570) 888-4001

Occupational Therapy Client Satisfaction QuestionnaireDescriptive Questions

Date: _______________________________ Age: ___________________

How did you learn about our clinic? (Check all that apply.) Physician Sloan Kettering Insurance company recommendation Friend Former client Internet Other, please indicate ______________________________________

Was this your first experience with physical/occupational therapy? Yes No

Was this your first experience with this clinic? Yes No

Who was your physical/occupational therapist? ____________________________________________

What was your length of treatment? _____________________________________________________

Please rate your degree of satisfaction with each of the following (Check one for each question):

25


StronglyDisagree

Disagree Neither Agree or Disagree

Agree Strongly Agree

My privacy was respected during my care.

My therapist was courteous.All other staff members were courteous.The clinic scheduled appointments at convenient times.I was satisfied with the treatment provided by my therapist.My first visit was scheduled quickly.I was seen promptly when I arrived for treatment.The location of the clinic was convenient for me.My bills were accurate.My therapist understood my condition.I was satisfied with the overall quality of care.The cost of the treatment was reasonable.I would recommend this clinic to families or friends.

26


Appendix E


Phone (570) 888-4000 Fax (570) 888-4001

Caregiver Satisfaction Survey

Date: ______________________________

Please rate your degree of satisfaction with each of the following (1 being the least and 5 being the most):

Question 1 2 3 4 5

Have you seen physical improvement in your family member or loved one?Have you seen emotional improvement in your family member or loved one?Have you seen social improvement in your family member or loved one?Has your family member or loved one become more independent in completing daily tasks since the beginning of his/her treatment?Do you feel more comfortable leaving your family member or loved one in the home alone since the beginning of his/her treatment?Has your stress level decreased since the beginning of your family member or loved one’s treatment?

27


Appendix F

28


Appendix GStrengths We are small and can focus on being client centered.

Evidence based interventions. Non-profit. Licensed OT with good experience and credentials. Good affiliation with Sloan Kettering. Safe patient handling. Cancer is a common diagnosis in the community.

Weaknesses Our equipment will be expensive. Non-profit. Our program is new and unfamiliar to the community. Our treatment team is small. We have a small space. Not a multilingual staff. Dependent on funding/grants.

Opportunities

Offering holistic care, treating the whole client, and caring about them as an individual.

Sloan Kettering care without leaving the neighborhood. Volunteer program involves the community and spreads word of mouth

about business. Establish a reputation and rapport with the community. Referrals from Sloan Kettering. High cancer population in area. Able to get referrals. Host support groups and other similar gatherings.

Threats Other, more generalized, occupational therapy clinics. Clients still may travel for treatments to larger facilities. Reimbursement problems. Low funds for advertisements. Experience and expertise on treating oncology patients. New unestablished relationships within the community.

29


Appendix H

30


Appendix I (Tip & Fact for Chemo)

31


Appendix J (Tip & Fact for stress)

32


Appendix K (Tip & Fact for lifespan)

33


Appendix L (Tip & Fact for transition)

34


Appendix M (Tip & Fact for caregivers)

35


Appendix N

36


Appendix O

37


Appendix P

Do you know someone who is currently dealing with or in remission from cancer? Do they live near the Scranton, PA area but want the best care of a well-known hospital? Mind Over Body, a collaborate of Memorial Sloan Kettering Hospital and the American Cancer Society, is a nonprofit occupational therapy clinic that focuses on treating both the mind and the body for adults with adverse side effects from all types of cancer. Our therapists’ goals are to treat and help our clients live their lives to the best quality that they can be. We provide individualized as well as group therapy to our clients for whichever suits their wants and needs. You can find out more about the facility at www.mindoverbody.com, our upcoming events which include a 5k run and the Mind Over Body golf benefit, or by simply calling our number at 570.888.4000. Now remember when you motivate the mind the body will follow. Mind Over Body.

38


Appendix Q

1st Annual

Saturday May 7, 2016Run 8:00 am / Walk 8:15 amMcDade Park

REGISTER ONLINE ATwww.mind2body5k.org

Age 18+ $20 ($25 after April 9) Age 18 & under $12 ($15 after April 9)

5kFAMILY RUN & WALKBenefiting Mind Over Body occupational therapy services

39


For more information visit www.mindoverbody.com or contact Megan Smith at [email protected]

40


Appendix R

41


Appendix S

1st Annual

Saturday July 9, 2016

8am T Time

REGISTER ONLINE ATwww.golf4life.org

$120 per team of 4($150 after May 7)

To register a team visit www.mindoverbody.com or contact Megan

Smith at [email protected]

Golf OutingBenefiting Mind Over Body occupational therapy services

42

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0CAcQjRxqFQoTCK7DmPDImskCFcU6PgodKEsNug&url=http://www.clipartpanda.com/categories/golf-clipart-black-and-white&bvm=bv.107763241,d.cWw&psig=AFQjCNEGrUxk3TrhGiGnySgqGzElhoFxjA&ust=1447956610275113


Appendix TOT Job Advertisement

Mind over Body is currently seeking a committed and client-focused occupational

therapist to develop, recover, or maintain functional skills to facilitate participation in

occupational activities. We are seeking a full time position for an OTR/L to provide services to

clients at our facility in Scranton, PA who undergoing cancer treatment at Memorial Sloan-

Kettering Hospital.

Occupational therapist job duties include:

o must provide client-centered, quality care to clients by assessing and interpreting

evaluations and assessments

o support clients in developing functional skills related to occupational activities

o promotes maximum independence by choosing interventions that appropriately

address the client's needs

o prepares clients for return to employment or addresses transitional phases for

retirement planning

o evaluates results of occupational therapy services by consulting with physicians,

nurses, social workers that contribute to client-centered and holistic care

o document client care services by charting in medical records

o maintains a safe environment by following with facility procedures and

professional ethical regulations

o comply with state requirements for continuing education credits

o contributes to team effort to provide the best quality care

Occupational therapist skills and qualifications required

o A master’s of science in occupational therapy

o Licensed by the National Board of Certification for Occupational Therapists for

the state of Pennsylvania

o Three years of experience in a hospital setting

o Excellent knowledge of principles and practices of occupational therapy

o Ability to manage clients with different types of personalities

o Professional behavior

o Excellent interpersonal communication skills

43


Appendix UCOTA Job Advertisement

Mind over Body is currently seeking a dedicated certified occupational therapy assistant

to aide in treatment plans in our facility located in Scranton, PA. We are seeking a full time

position for a COTA/L to enhance the intervention process that is established by the OT.

Certified occupational therapist assistant job duties include:

o must prove competency in administering standardized assessments delegated by

the OT

o support clients in developing functional skills related to occupational activities

o promotes maximum independence by guiding the intervention process

o prepares clients for return to employment or addresses transitional phases for

retirement planning

o document client care services by charting in medical records

o maintains a safe environment by following with facility procedures and

professional ethical regulations

o comply with state requirements for continuing education credits

o contributes to team effort to provide the best quality care

Certified occupational therapist assistant skills and qualifications required

o An associate’s degree in occupational therapy assistance

o Licensed by the National Board of Certification for Occupational Therapy

Assistants for the state of Pennsylvania

o Three years of experience in a hospital setting

o Excellent knowledge of principles and practices of occupational therapy

o Ability to manage clients with different types of personalities

o Professional behavior

o Excellent interpersonal communication skills

44


Appendix VOccupational Therapist Job Description

The head occupational therapist will provide occupational therapy services to clients

affected by cancer. This practitioner will also be responsible for the COTA along with creating

effective client-centered intervention that meets the patient’s goals and promotes independence.

To maximize independence, the occupational therapist will be responsible for educating the

client and caregivers regarding a variety of adaptive techniques to participate in the occupational

task of their choice. The occupational therapist must be able to create a strong foundational

relationship with the Outpatient Rehabilitation Supervisor at Memorial Sloan Kettering Hospital

in Manhattan, NY. This is necessary to ensure that Memorial Sloan Kettering quality care is

provided at our facility.

Occupational therapist must be able to adhere to requests for services within a 24 hour

time period and collaborate with the client for optimal occupational therapy treatment. The

occupational therapist must provide client-centered, quality care to clients by assessing and

interpreting evaluations and assessments (Braveman, 2006 pp. 255-256). In addition the

practitioner will support clients in developing functional skills related to occupational activities

as well as promote maximum independence by choosing interventions that appropriately address

the client's needs and prepare them for return to employment or addresses transitional phases for

retirement planning. The practitioner will also evaluate results of occupational therapy services

by consulting with physicians, nurses, social workers that contribute to client-centered and

holistic care. Throughout treatment the occupational therapist will document client care services

by charting in medical records and maintain a safe environment by following with facility

procedures and professional ethical regulations.

45


Qualifications required for the occupational therapy practitioner include a Master’s of

Science in Occupational Therapy from an accredited ACOTE program and a valid practicing

license in Pennsylvania, and passed the NBCOT exam (American Occupational Therapy

Association [AOTA], 2015). We ask for a minimum of three years’ experience from a hospital-

setting required as well as CPR/first aid certification. It is necessary for the practitioner to

possess interpersonal skills, empathy, punctuality, critical thinking and reasoning, active

listening, flexibility and adaptability and one who takes initiative and is dependable. These

characteristics, in addition to all other requirements are crucial for the consideration of any

applicant.

46


Appendix W

Certified Occupational Therapy Assistant Job Description

The Certified Occupational Therapy Assistant (COTA) will provide occupational therapy

treatment sessions to clients affected by cancer. This practitioner will work closely with the head

occupational therapist (OT) and report to him/her frequently regarding treatment plans and

interventions. The OT-COTA supervisor-supervisee relationship is crucial to create the best

treatment atmosphere for clients. The COTA will prepare for therapy sessions and interact with

clients and/or caregivers.

The applying COTA must be able to adhere to Mind Over Body’s collaboration process

with the client for optimal occupational therapy treatment. The certified occupational therapy

assistant must provide client-centered, quality care to clients by support clients in developing

functional skills related to occupational activities as well as promote maximum independence by

choosing interventions that appropriately address the client's needs and prepare them for return to

employment or addresses transitional phases for retirement planning. This applicant will also

assist in group therapy interventions with guidance from the occupational therapy practitioner.

Throughout treatment, the COTA will document client care services by charting in medical

records and maintain a safe environment by following with facility procedures and professional

ethical regulations.

Qualifications required for the certified occupational therapy assistant include an

associated degree in occupational therapy assistance from an accredited ACOTE program and a

valid practicing license by the National Board of Certification for Occupational Therapy

Assistants for the state of Pennsylvania (AOTA, 2015). We ask for a minimum of three years’

experience from a hospital-setting required as well as CPR/first aid certification. It is necessary

47


for the practitioner to possess interpersonal skills, empathy, punctuality, critical thinking and

reasoning, active listening, flexibility and adaptability and one who takes initiative and is

dependable. These characteristics, in addition to all other requirements are crucial for the

consideration of any applicant.

48


Appendix X


Phone (570) 888-4000 Fax (570) 888-4001

Occupational Therapist Performance Evaluation

OT Name: ___________________________________________________________________________

Reviewer Name and Job Title: _________________________________________________________________

Date: _______________

Review Period: __________________ to _____________________

Complete this review, using the following scale:

NA = Not Applicable or Unable to Assess

U = Unsatisfactory; performance below requirements; substantial improvement required to meet expectation; plan for improvement with scheduled progress meetings

N = Needs improvement; inconsistent or marginal performance; plan for improvement to be established

E = Effective with some areas of strength; meets requirements; consistent, competent performance

C = Commendable; exceeds requirements; beyond normal expectations

O = Outstanding; optimal performance

*Signature on last page indicates that the written evaluation has been seen and discussed and does not necessarily indicate agreement.

49


COMMENTS: ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Service Delivery and Documentation NA U N E C O

Incorporates strategies to address client goals; develops new strategies as required by client and setting

Provides appropriate instruction and follow up to staff regarding client goalsPlans and prepares for client transitions, including family education on transitionsAssesses and reports client’s progress at designated intervalsMaintains client service records/documentation in accordance with occupational therapy regulationsSupports client function in daily occupations and use of assistive technology/equipment

50Assessment and Intervention

PlanningNA U N E C O

Evaluates clients using appropriate tests, professional observations and information from records.

Able to effectively interpret results of assessments.Uses effective clinical decision making to develop treatment.Utilizes knowledge of occupational therapy theory and evidence based practice to develop effective intervention plans.


COMMENTS: ___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

_________________________________________________________________________________________________________________________

COMMENTS: ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Contribution to a Positive and Safe Work Environment

NA U N E C O

Demonstrates safe execution of job responsibilities

Minimizes risk and liability by identifying and addressing unsafe situationsTreats all people with dignity and respect

51

Program Administration/Management

NA U N E C O

Contributes to developing, implementing, and coordinating the occupational therapy program within Mind Over Body, including departmental procedures and goalsAble to manage and deliver occupational therapy services from referral to dischargeParticipates in policy development and implementation of best practiceDocuments need and advocates for personnel, continuing education and equipment to contribute to budget planningResponsibly procures, maintains, and inventories equipment, materials and suppliesUses time, personal and material resources effectively and efficientlyParticipates in planning environmental modifications and improvement of client function and transitions


Demonstrates integrity and professionalism at all timesDemonstrates effective teamwork and collaboration with all staff and clientsContributes actively toward developing and implementing team goalsPrioritizes and completes assigned work in a timely mannerFacilitates positive outcomes for meetings

COMMENTS: ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

COMMENTS: ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

EVALUATOR’S SUMMARY:

52

ProfessionalGrowth and Ethics

NA U N E C O

Adheres to professional, ethical and legal standards of practice as defined in the OT Code of Ethics

Ensures all areas of practice (assessment, service delivery, etc.) are provided under current policies and proceduresProvides direct and appropriate supervision of occupational therapy assistants in accordance with current lawsSeeks regular opportunities for professional growth, including establishing and achieving professional goalsSeeks to use all resources including constructive feedback; positive and negative experiences and educational opportunities for ongoing professional growth


________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

________________________________________________________ __________________________________________________________

Evaluator’s Signature Date Therapist’s Signature Date

53


Appendix Y

Occupational Therapist Competency Checklist

Expected Assessed Met Not Met

Demonstrates ROM

Demonstrates MMT

Quality of life

54


Appendix Z


Phone (570) 888-4000 Fax (570) 888-4001

COTA Performance Evaluation

COTA Name: ___________________________________________________________________________

Reviewer Name and Job Title: _________________________________________________________________

Date: _______________

Review Period: __________________ to _____________________

Complete this review, using the following scale:

NA = Not Applicable or Unable to Assess

U = Unsatisfactory; performance below requirements; substantial improvement required to meet expectation; plan for improvement with scheduled progress meetings

N = Needs improvement; inconsistent or marginal performance; plan for improvement to be established

E = Effective with some areas of strength; meets requirements; consistent, competent performance

C = Commendable; exceeds requirements; beyond normal expectations

O = Outstanding; optimal performance

*Signature on last page indicates that the written evaluation has been seen and discussed and does not necessarily indicate agreement.

55


COMMENTS: ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Service Delivery and Documentation NA U N E C O

Incorporates strategies to address client goals; develops new strategies as required by client and setting

Provides appropriate instruction and follow up to staff regarding client goalsPlans and prepares for client transitions, including family education on transitionsAssesses and reports client’s progress at designated intervalsMaintains client service records/documentation in accordance with occupational therapy regulationsSupports client function in daily occupations and use of assistive technology/equipment

56Assessment and Intervention

PlanningNA U N E C O

Evaluates clients using appropriate tests, professional observations and information from records.

Able to effectively interpret results of assessments.Uses effective clinical decision making to develop treatment.Utilizes knowledge of occupational therapy theory and evidence based practice to develop effective intervention plans.


COMMENTS: ___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

_________________________________________________________________________________________________________________________

COMMENTS: ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Contribution to a Positive and Safe Work Environment

NA U N E C O

Demonstrates safe execution of job responsibilities

Minimizes risk and liability by identifying and addressing unsafe situationsTreats all people with dignity and respect

57

Program Administration/Management

NA U N E C O

Contributes to developing, implementing, and coordinating the occupational therapy program within Mind Over Body, including departmental procedures and goalsAble to manage and deliver occupational therapy services from referral to dischargeParticipates in policy development and implementation of best practiceDocuments need and advocates for personnel, continuing education and equipment to contribute to budget planningResponsibly procures, maintains, and inventories equipment, materials and suppliesUses time, personal and material resources effectively and efficientlyParticipates in planning environmental modifications and improvement of client function and transitions


Demonstrates integrity and professionalism at all timesDemonstrates effective teamwork and collaboration with all staff and clientsContributes actively toward developing and implementing team goalsPrioritizes and completes assigned work in a timely mannerFacilitates positive outcomes for meetings

COMMENTS: ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

COMMENTS: ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

EVALUATOR’S SUMMARY:

58

ProfessionalGrowth and Ethics

NA U N E C O

Adheres to professional, ethical and legal standards of practice as defined in the OT Code of Ethics

Ensures all areas of practice (assessment, service delivery, etc.) are provided under current policies and proceduresProvides direct and appropriate supervision of occupational therapy assistants in accordance with current lawsSeeks regular opportunities for professional growth, including establishing and achieving professional goalsSeeks to use all resources including constructive feedback; positive and negative experiences and educational opportunities for ongoing professional growth


________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

________________________________________________________ __________________________________________________________

Evaluator’s Signature Date COTA’s Signature Date

59


Appendix AA

Certified Occupational Therapy Assistant Competency Checklist

Expected Assessed Met Not Met

Demonstrates ROM

Demonstrates MMT

Carries out treatment plan

60


Appendix BB

RevenueCPT Unit Cost

Start Up Cost

Quarter 1

Quarter 2

Quarter 3

Quarter 4

End of Year 1

Occupational TherapyEvaluation

97003

$150.00/hr.

$27,300.00

$27,300.00

$27,300.00

$27,300.00

$109,200.00

Occupational TherapyIntervention

97530

$25.00/unit

$33,800.00

$33,800.00

$44,200.00

$54,600.00

$166,400.00

Contribution to Sloan Kettering Memorial Hospital (30%)

-$82,680.0

0GrantsAvon Foundation for Women Grant (1 year, non-renewable)

$50,000.00

$50,000.00

Harry and Jeanette Weinberg Foundation, Inc. (renewable)

$50,000.00

$50,000.00

Contribution to Sloan Kettering Memorial Hospital (50%)

-$50,000.0

0

Revenue Total$242,920.

00Expenses

Salaries1 full-time occupational therapist

$16,250.00

$16,250.00

$16,250.00

$16,250.00

$65,000.00

1 full-time certifiedoccupational therapy assistant

$12,500.00

$12,500.00

$12,500.00

$12,500.00

$50,000.00

Medical EquipmentActivities of DailyLiving (ADLs)

$3,196.33 $3,196.33

Instrumental Activitiesof Daily Living (IADLs)

$3,398.00 $3,398.00

Education$1,990.

29 $1,990.29

Work$5,775.

77 $5,775.77Leisure $779.80 $779.80

Social Participation$5,398.

11 $5,398.11Rest and Sleep $90.90 $90.90Evaluationsand Assessments

$6,308.30 $6,308.30

MiscellaneousContinuing EducationCredits

$16,000.00

$16,000.00

Marketing$10,000

.00$10,000.0

0Raises $15,000.0

61


0

Volunteer Program$10,000

.00$10,000.0

0

Special Events$15,000

.00$15,000.0

0

Garden$25,000.0

0

Expenses Total$232,937.

50Net Total (Revenue Total - Expense Total) $9,982.50

Appendix CC

Harry and Jeanette Weinberg Foundation

o Caters to six areas Older adults Workforce development Basic human needs and health Disabilities Education and general community support

o Granted in the amount of $50,000.00o http://hjweinbergfoundation.org/grants/

Avon Foundation for Women

o Provides funds to nonprofit foundations that educate women about breast cancero Granted in the amount of $50,000.00o http://www.avonfoundation.org/grants/breast-cancer/

62


Appendix DDRevenue CPT Unit Cost End of Year 2

Occupational Therapy Evaluation 97003 $150.00/hr. $171,600.00Occupational Therapy Intervention 97530 $25.00/unit $353,600.00Contribution to Sloan KetteringMemorial Hospital (30%) -$157,560.00GrantsHarry and Jeanette WeinbergFoundation, Inc. (renewable) $50,000.00Contribution to Sloan KetteringMemorial Hospital (30%) -$25,000.00

Revenue Total $392,640.00

ExpensesSalaries1 full-time occupational therapist $75,000.001 full-time certified occupational therapy assistant $55,000.001 full-time certified occupational therapy assistant $50,000.00

Medical EquipmentActivities of Daily Living (ADLs) $5,000.00Instrumetntal Activities of Daily Living (IADLs) $5,000.00Education $5,000.00Work $5,000.00Leisure $5,000.00Social Participation $5,000.00Rest and Sleep $5,000.00Evaluations and Assessments $5,000.00

MiscellaneousContinuing Education Credits $25,000.00Marketing $15,000.00Raises $22,000.00Volunteer Program $10,000.00Special Events $15,000.00Scholarship $75,000.00

Expenses Total $382,000.00

Net Total (Revenue Total - Expense Total) $10,640.00

63


Appendix EE

ADL Equipment Number of Items

Price Per Item Total Price Company

Long-Handled Bath KitNC28240

2 $15.95 $31.90 NorthCoast Medicalhttps://www.ncmedical.com/

Guardian Toilet Safety FrameNC28953


Stainless Steel Grab Bars18” N34200-18


Shower Chair with BackNC87100


Safety TreadsNC28911


Cylindrical FoamNC35005


Norco Universal Quad CuffNC35350


Combination Dressing Stick/ShoehornNC28629


Sock Horse Sock AidNC44010


Good Grips Button HookNC28667


Adult Mealtime BibsNC35404


Dysphagia CupNC35269


Flexi-Cut Cups1flozNC35278


GripWare Round Scoop DishPlasticNC32514


Inner Lip Plate with Suction CupsNC35230


Sticky Bowl 4 $14.95 $59.80 NorthCoast Medical

64


NC35203 https://www.ncmedical.com/Partitioned DishNC35233


Drinking Straw HolderNC35265


Flexible StrawPack of 10NC35263


Good Grips UtensilsSet of FiveNC65599


Plastic Handle Swivel UtensilsSwivel SporkNC36353


Plastic Handle Swivel UtensilsSoup SpoonNC36351


Plastic Handle Swivel UtensilsForkNC36353

4 27.95 $111.80 NorthCoast Medicalhttps://www.ncmedical.com/

Rocking T-KnifeNC28237


Dycem Non-Slip Matting, 2 yard 8”X10” Rolls BlueNC35103


Dycem Non-Slip Matting, 10 yard 16”X10” Rolls RedNC35105-1


Universal Turning HandleNC28243


Swedish One-Handed BoardNC28502


Door Knob ExtenderNC28249


INGOLF Dining Room Chairs602.178.22

8 $49.00 $392.00 IKEAhttp://www.IKEA.com/us/en/

65


BRUSALI Dresser902.527.48


TRYSIL Nightstand602.360.24


HEMNES Bedframe302.495.51


MEISTERVIK Mattress503.158.75


ALINA Bedspread801.626.49

1 $49.99 $49.99 IKEA http://www.IKEA.com/us/en/

AXAG Pillows502.826.72


HEMNES Mirror101.212.52


Total: $3,196.33

66


Appendix FF

IADL Equipment Number of Items

Price Per Item Total Price Company

Norco Pill Splitter and CrusherNC92100


Medi-Grip Bottle Opener with MagnifierNC24039


7- Day Pill PlannerNC28845


Key Turner KitNC28257


EZ- ACCESS Threshold RampNC85115


InvaCare EX2 Wheelchair16”NC88000-020


InvaCare EX2 Wheelchair18”NC88000-021

4 $269.95 $1,079.80 NorthCoast Medicalhttps://www.ncmedical.com/

Wheelchair Gel-CushionsWedgeNC91200


Economy Wedge CushionNc92025


Deluxe Two-Button Folding Walker With WheelsNC88018


Deluxe Two-Button Folding Walker Without WheelsNC88017


Total: $3,398.00

67


Appendix GG

Education Number of Items

Price Per Item

Total Price Company

Soft Pencil GripsRegular Pack of 12NC21034-12


Wanchik’s WriterChild RightNC20988


Wanchik’s WriterChild LeftNC20988


Wanchiks Writer Small LeftNC21005


Wanchik’s WriterSmall RightNC21006


Wanchik’s WriterLarge RightNC21007


Wanchik’s Writer Large LeftNC21008


BJURSTA Rectangle Table901.823.07


BILLSTA Round Table598.314.54


Baykyard/RYDEBACKSmall Table690.403.53


Kallax Shelves602.946.22


Total: $1,990.29

68


Appendix HHWork Number of

ItemsPrice Per

ItemTotal Price Company

Typing AidNC99001


Posture-Rite Lap DeskNC94110


MALM Desk602.141.83


VOLMAR Office chair998.950.95


Apple-21.5” IMac- Intel Core

3 $1269.00 $3809.97 Best Buywww.Bestbuy.com

Galant Storage Cabinet990.464.57


ERIK Filing Cabinet401.129.15


Total: $5,775.77

69


Appendix II

Leisure Number of Items

Price Per Item

Total Price Company

Automatic Card ShufflerNC29100


Plastic Playing Card HolderNC29102

10 $6.95 $69.50 NorthCoast Medical https://www.ncmedical.com/

Full Page MagnifierNC24030


Light MagnifierNC29111


Light Folding MagnifierNC28839


APPLARO/HALLO Outdoor Chairs690.483.87


APPLAROOutside Chairs202.085.27


Total: $779.80

70


Appendix JJ

Social Participation

Number of Items

Price Per Item

Total Price Company

Uplift Seat Assist80lb-240lbNC82016


Kivik Sofa802.048.52


Kivik Arm Chair802.048.33


Hemnes Coffee table801.762.84


STOLJAN Chairs599.074.44


Yoga Direct Yoga Mats

10 $15.99 $159.90 Targethttp://www.target.com/

Artist’s Loft Fold-Away EaselItem# 10287438

10 $14.99 $140.90 Michaelshttp://www.michaels.com

Artist’s Loft Fundamentals Acrylic Paints

Item #10124967


Artist’s Loft Fundamentals Acrylic Paints

Item#10122057


Artist’s Loft Necessities

Canvas Super Value Pack, 8”Item#10131568


Total: $5,398.11

71


Appendix KK

Rest and Sleep Number of Items

Price Per Item

Total Price Company

BedCaneNC94273


Norco Bed Pull-UpNC94302


Total: $90.90

72


Appendix LL

Evaluations &

Assessments

Number of Items

Price Per Item

Total Price

Company

Initial Pain Assessment

50 $0.00 $0.00 Partners Against Painhttp://www.partnersagainstpain.com/hcp/pain-assessment/tools/

Brief Pain Inventory

50 $0.00 $0.00 Partners Against Painhttp://www.partnersagainstpain.com/hcp/pain-assessment/tools/

Hot and Cold Discrimination KitA629003

2 $201.95 $403.90 Patterson Medicalwww.pattersonmedical.com/

B&L Engineering Pinch Gauges081594464


Baseline 300lb ER HIRes Hydraulic Hand Dynamometer566673


Exacta Finger Pulse Oximeter


COTNAB Test555578

1 $3544.00

$3544.00 Patterson Medicalwww.pattersonmedical.com/

Total: $6,308.30

73