Medicare Benefit Policy Manual (Pub. 100-02), Ch. 7 § 40.2.4.1
Assessment
40.2.4.1 - Assessment
(Rev. 179, Issued: 01-14-14, Effective: 01-07-14, Implementation: 01-07-14)
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.