Running head: WESTFIELD LOW VISION CLINIC OF SCRANTON 1

Westfield Low Vision Clinic of Scranton

Stephanie Lauko, Megan McCarthy,

Lauren Patire, and Colleen Sullivan

The University of Scranton

Westfield Low Vision Clinic of Scranton 2

Program Plan

This paper is a plan for the implementation of Westfield Low Vision Clinic of Scranton.

Included in this paper is the mission statement, goals, program evaluation, SWOT analysis,

analysis of service delivery options, organization chart, marketing plan, formulation of

management and staffing, and budgeting plan for the clinic.

Mission Statement

Westfield Low Vision Clinic of Scranton, outpatient services, is a specialized low-vision

agency that will aim to serve citizens of Northeastern Pennsylvania, impacted by vision deficits.

Westfield Low Vision Clinic of Scranton is committed to providing state of the art low vision

occupational therapy services and access to advanced technology from experienced and

nationally recognized therapists. We provide various programs that offer individualized services

to meet the needs of each client along the spectrum of low vision deficits.

Goals

The goals for the clinic will run from the first quarter in January of 2013 to the last

quarter of the second year, which goes until December of 2014. Each goals will be updated

quarterly for the two year period.

Pre-Opening Goals. Director will meet with potential investors to gain interest in

opening the low vision clinics. The clinic will establish one commercial advertisement via local

television stations that will run for the first and second quarter. The clinic will establish one

billboard advertisement, which will be posted in 5 locations within a 30-mile radius from the

clinic and will be maintained for one year. The clinic will establish one radio advertisement that

will play on 5 local radio stations for the first and second quarter.
Westfield Low Vision Clinic of Scranton 3

First Quarter Goals. The clinic will establish a staff of one full time therapist

(maximum 140 billing units per week) and one per diem therapist, as needed. When the per diem

occupational therapist exceeds 100 billing units per week, they will be offered a full-time

position, or another full-time therapist will be hired. Increase the clinics caseload by 10% each

quarter, for the first year.

Second Quarter Goals. It is projected by the second quarter that the clinic will have two

full time occupational therapists, and another per diem occupational therapist. Increase the

clinics caseload by 10% each quarter, for the first year. The clinic will establish one radio

advertisement that will play on 5 local radio stations for the first and second quarter.

Third Quarter Goals. Increase the clinics caseload by 10% each quarter, for the first

year. The clinic will develop an additional commercial advertisement via local television stations

that will run for the third and fourth quarter. The clinic will develop an addition radio

advertisement via 5 local radio stations that will play for the third and fourth quarter.

12 months to 2 Year Goals. In two years, the clinic will employ three full time

occupational therapists and one per-diem therapist. Increase the clinics caseload by 5% each

quarter, for the second year. The clinic will update the one billboard advertisement and renew the

billboard at the 5 posted locations within the 30-mile radius from the clinic and will be

maintained for one additional year. The clinic will develop an additional commercial

advertisement via local television stations that will run for the first and second quarter, and then

updated for the third and fourth quarter. The clinic will develop an additional radio

advertisement via 5 local radio stations that will play for the first and second quarter, and then be

updated for the third and fourth quarter.

Program Evaluation
Westfield Low Vision Clinic of Scranton 4

Program Evaluation will include employee satisfaction surveys (see Appendix A) and client

satisfaction surveys (see Appendix B). The manager will distribute a yearly survey to the

employees that will look at satisfaction of management, availability of treatment services and

overall clarity and cleanliness of work environment. The client satisfaction survey will look at

the satisfaction of the client throughout their therapeutic experience, which includes outcomes

and therapeutic experience

The supervision team will maintain inventory and effectiveness of equipment through

regular maintenance. Each supervisor will be responsible for taking inventory of all equipment

through the use of a tool and maintenance checklist. When, taking inventory, this individual will

also be responsible for checking the status and efficiency of all equipment.

One on one meetings and weekly team meetings will offer a structure for input on

difficult cases and provide productive feedback within the interdisciplinary team. A one on one

meeting with the therapist will take place quarterly, and weekly team meetings every Friday in

order to note the weekly progress of both the clients and the facility as a whole.

In order to measure client improvement during sessions, a midpoint evaluation will be

preformed half way through the clients treatment. This will be utilized to measure and document

the progress made by the client thus far and indicate further areas that need to be addressed

during treatment.

SWOT Analysis

Table 1

SWOT Analysis
Strengths Weakness Opportunities Threats
Referring doctors from Distance from Associations with other Association with only
associated hospital associated hospital is organizations with one hospital
>30 minutes commute Ophthalmology Ophthalmology
Departments to increase Department
referrals
Westfield Low Vision Clinic of Scranton 5

Advanced equipment Lack of experience due Collaboration with If the caseload does not
to creation of new clinic research and increase, loss of revenue
development with the will impact
Department of shareholders.
Occupational Therapy at
the University of
Scranton
Certified occupational Lack of referral sources
therapists from other hospitals
Located in an area for a
high potential of clients
needing services
Various insurance
policies are accepted
through the hospital

Analysis of Service Delivery Options

Westfield Low Vision Clinic of Scranton is a for-profit low vision clinic. The need for a

low vision clinic in Northeastern Pennsylvania is vast. In Lackawanna County, there are 37,895

people who are 65 years and older (U.S. Department of Commerce, 2010). It is estimated that

low vision problems affect 9.7% of the population of those 65 years and older (Van Oss, Rivers,

Macri, Heighton & Reid, 2012). Based on these statistics for Lackawanna County alone, there

are approximately 3,676 people living with low vision problems that affect everyday life. The

rationale for starting a for-profit low vision clinic is in part due to the wide array of opportunities

having a for-profit clinic would provide for the population of clients with low vision needing

service. Based on calculations there is a need for the service. The partnership with the

Ophthalmology Department at Westfield Hospital allows referrals from qualified physicians, as

well as a reputable foundation for assurance of quality treatment. In addition, having

stockholders allows Westfield Low Vision Clinic of Scranton to provide the best available

technology to our clients because of the adequate amount of funding. The private funding for this

facility would aid in reaching the yearly clinic goals. Adequate funding at this clinic provides the

clinicians the ability to think on larger scales compared to other clinics that have financial
Westfield Low Vision Clinic of Scranton 6

limitations for the specific population of clients with low-vision. The clinic will have an ADL

apartment, supermarket, laundry mat, and restaurant simulator included in the layout to provide

greater service to the population of low vision clients (see Appendix C). Through the affiliation

with Westfield Hospital, funding from investors, and overall need for a quality low-vision clinic

in Northeastern Pennsylvania, this clinic will be able to adequately meet yearly goals for serving

this population.

Organizational Chart

Figure 1

Organizational Chart

Yasin Khan
CEO

Director of Occupational
Chief Operating Officer
Medicine

Department of Rehab Ophthalmology Department Administration

Director of OT

Outpatient Low Vision Clinic Outpatient OT Services

Occupational Therapists

Occupational Therapy Assistants

Marketing Plan
Westfield Low Vision Clinic of Scranton 7

In order to promote Westfield Low Vision Clinic of Scranton, a strategic marketing plan

will be implemented. This plan has been stated below:

Marketable Audience. In efforts to target multiple audiences, we have created many

different advertisement pieces to distribute. The first population chosen to focus on are the

clients affected by low vision. Other populations targeted are the family members that have

loved ones with low vision deficits, and the healthcare physicians/employees working in nursing

homes and assisted living settings. Targeting versatile members of the community will allow

Westfield Low Vision Clinic of Scranton to be successfully advertised throughout the North

Eastern area of Pennsylvania.

Podcasts. The implementation of podcast advertisements will help to publicize our

outpatient facility to all citizens residing within a 40-50 mile radius. A variety of topics will be

discussed in the podcasts to promote our qualified services. Some examples of areas mentioned

in the podcasts are Macular Degeneration, Glaucoma, family members, and low vision clients.

Brochure. The brochure (see Appendix D) is dedicated to the family members and

caregivers to those whom suffer from low vision deficits. The brochures will be offered in

doctors offices, hospitals, and ophthalmology offices, and a mass mailing will be distributed to

30,000 homes within the local area.

Flyers. The flyer (see Appendix E) printed will be utilized to attract clients with low

vision to come to Westfield Low Vision Clinic of Scranton for their therapy services. The flyers

will be displayed in doctors offices, hospitals, and ophthalmology offices.

Analysis of Outside Forces

Opening a low vision for-profit clinic in Lackawanna County has potential to grow and

develop as a profitable business. Lackawanna County has a high number of potential clients
Westfield Low Vision Clinic of Scranton 8

needing low vision services. In Lackawanna County, there are approximately 3,676 people living

with low vision problems that affect everyday life.

Forming a low vision clinic in this area would prove to have various strengths. In being

associated with Westfield Hospital in Allentown, Pennsylvania this clinic will have referrals

from the Ophthalmology Department at this hospital. The clinic will also accept various

insurance policies that the hospital accepts, to ensure that these clients can be treated. In addition,

the area of Northeastern Pennsylvania has a variety of certified occupational therapists that are

capable of creating interventions for clients with low vision. These occupational therapists will

have the best possible equipment to treat this population. The clinic offers a variety of LCD

CCTVs, HD portable magnifiers, and necessary adapted equipment.

However, there are still inherent weaknesses in the formation of a low vision clinic in this

area of Northeastern Pennsylvania. The distance from the clinic to the hospital has a commute

that is longer than 30 minutes, which could be costly in funding transportation to clients. Also, in

forming a clinic, there is a lack of experience in establishing a low vision program. An

association with only one hospital will also prove to be a weakness because there is a lack of

referral sources from other hospitals. If the referrals from the hospital do not increase the

caseload, the clinic risks losing revenue and interest from shareholders. However, the

weaknesses in the clinic can also become opportunities for growth. The clinic hopes to establish

associations with other organizations and hospitals with ophthalmology departments to increase

referrals. In addition, this clinic hopes to collaborate in research and development with the

Department of Occupational Therapy at the University of Scranton to make strides to improve

treatment for low vision deficits.

Formulation and Management of Staffing

Westfield Low Vision Clinic of Scranton 9

This section will discuss the employment of an occupational therapist, certified

occupational therapist assistant, receptionist, and maintenance and cleaning staff.

Occupational Therapist (OT). The occupational therapist will be a practitioner who

graduated from an ACOTE accredited University, completed all required coursework and

fieldworks, and is NBCOT certified, registered, and licensed in the state of Pennsylvania.

The clinic will establish a staff of one full time therapist (maximum 140 billing units per

week) and one per diem therapist, as needed. When the per diem occupational therapist exceeds

100 billing units per week, they will be offered a full-time position, or another full-time therapist

will be hired. It is projected by the second year that the clinic will have two full time

occupational therapists, and another per diem occupational therapist. In two years, it is projected

that the clinic will employ three full time occupational therapists and one per-diem therapist.

Certified Occupational Therapy Assistant (COTA). The certified occupational

therapist (COTA) will be a certified occupational therapy assistant and licensed in the state of

Pennsylvania. The COTA will graduate from an ACOTE accredited COTA program as well as

complete all coursework and fieldwork.

As of now, in the clinics two year projected plan does not justify a need for having a

COTA at this time. After two year the clinic will be reassess the demand for a COTA and can be

added as needed.

Receptionist. The clinic will employ one receptionist. The receptionist will have various

duties in the clinic such as: organizing appointments for clients, organizing therapists case load,

communicating with staff and clients, billing clients, filing, and managing the phone lines. In

addition, the receptionist will be responsible for contacting insurance companies for billing.
Westfield Low Vision Clinic of Scranton 10

Maintenance and Cleaning Service. In order to maintain cleanliness in the clinic, the

clinic will employ a local cleaning service, Scranton Cleaning & Maid Service. The

responsibility of the cleaning service is to clean and disinfect surface areas, clean the floors, take

out the trash, and maintain the overall appearance and cleanliness of the clinic. The clinic will

hire the cleaning service three times a week for the purposes of maintaining an appropriate and

cleanly the space for therapy.

Occupational Therapist Job Description. Westfield Low Vision Clinic in Scranton is a

specialty outpatient clinic that serves those living with low vision with occupational therapy

services. The clinic is seeking employment of a full-time occupational therapist, which is

dedicated to providing excellence in client care. The clinic provides state of the art technology

and interventions to those living with vision deficits in Northeastern Pennsylvania. The

occupational therapist will have the opportunities to work with dedicated clinicians to provide

the best possible care to clients. Being an occupational therapist at Westfield Low Vision Clinic

in Scranton, will offer the therapist with various opportunities to succeed in the ultimate goal of

the clinic, which is to provide individualized services to those with low vision deficits in the

area.

There are various requirements in attaining a job with this clinic. Therapists must have a

Bachelors or Masters from an accredited program, in addition to current state licensure in

Pennsylvania in order to apply for the position. The occupational therapist will administer

evaluations to clients to assess the impact of low vision deficits on functional independence. The

therapist will also be required to communicate effectively with the clients during intervention to

maintain, modify, promote, or restore functioning while preventing further disability in

intervention. The therapist will educate the client in home modification techniques through the
Westfield Low Vision Clinic of Scranton 11

in-clinic apartment and easy street settings. Therefore, the occupational therapist must display

competence in understanding the wide array of low vision deficits a client faces.

The benefits of attaining this job position include: a medical, dental, and vision insurance

program, a 401(k) retirement program, stipends for Continuing Education, competitive salary,

and paid leave for holidays. For more information, contact Hiring@westfieldlowvision.com. The

advertisement for the occupational therapist and certified occupational therapist assistant is

attached in Appendix F.

Certified Occupational Therapist Assistant Job Description. Westfield Low Vision

Clinic in Scranton is a specialty outpatient clinic that serves those living with low vision with

occupational therapy services. The clinic is seeking employment of a full-time certified

occupational therapy assistant (COTA), which is dedicated to providing excellence in client care.

The clinic provides state of the art technology and interventions to those living with vision

deficits in Northeastern Pennsylvania. COTA will have the opportunities to work with dedicated

clinicians to provide the best possible care to clients. Being a COTA at Westfield Low Vision

Clinic in Scranton, will offer the therapist with various opportunities to succeed in the ultimate

goal of the clinic, which is to provide individualized services to those with low vision deficits in

the area.

There are various requirements in attaining a job with this clinic. COTAs must have a

degree from an accredited occupational therapy assistant program, in addition to current state

licensure in Pennsylvania in order to apply for the position. The COTA will contribute to

screening and evaluations of clients, under the supervision of the clinics occupational therapist

to assess the impact of low vision deficits on functional independence. The COTA will execute

the specific and delegated tasks in which the occupational therapist deems him or her competent.
Westfield Low Vision Clinic of Scranton 12

These tasks include: selected assessments, written notes on observations and evaluations, and

other specific tasks in the clinic. The COTA will work alongside the occupational therapist to

address home modification techniques through the in-clinic apartment setting. The COTA must

display competence in understanding the wide array of low vision deficits a client faces. The

advertisement for the occupational therapist and certified occupational therapist assistant is

attached in Appendix F.

Performance Evaluation

To insure performance of our therapist is exceptional each therapist will be evaluated

quarterly to ensure that our clients are receiving the best possible treatment in the performance

evaluation (see Appendix G). The therapist will be evaluated on three different divisions,

consisting of education/professional growth and ethics, identification, evaluation and planning of

a therapy session and service delivery of a therapy session. Each section will assess the therapist

skills, clinical reasoning and continuing education to make sure therapist are performing the best

treatment in the field today.

Evaluating therapist on education/professional growth and ethics ensures that the

therapist keep up with continuing education classes, allowing them to get involved with

fieldwork supervision of occupational therapy students and becoming a mentor or support system

between themselves and the other occupational therapists in the clinic. Therapists are also

responsible for keeping up with the most current evidence based research to supply clients with

the supportive evidence on the treatment they are receiving. Lastly therapists will be evaluated

on their knowledge of occupational therapy professional Code of Ethics and our specific clinics

rules and regulations.

Westfield Low Vision Clinic of Scranton 13

An occupational therapists ability to identify positive and negative prognosis of the

clients functional abilities, evaluate the clients limitations, and planning an appropriate

treatment session for the client will all be assessed. It is critical that the occupational therapist

displays his or her critical thinking skills and is able to pick out strengths and weaknesses of the

client when performing functional activities. Evaluating the limitation through suitable

standardized assessments will be observed to make sure the occupational therapist can properly

use and determine limitations of the client based on the outcomes of the assessments. Lastly,

ensuring that the occupational therapist can plan a treatment session, through the use of

assessments, observational skills and the occupational profile will provide the best treatment for

the clients.

Service delivery skills of the occupational therapist are assessed to ensure the

occupational therapist is able to take their prior knowledge and clinical skills to treat a client.

Communication between a clients interdisciplinary team and the caregivers is very important for

treatment sessions to run as efficiently as possible. Analysis of the collaboration between the

occupational therapist and other professions will be done to make sure treatment of the client is

working towards achieving the goals and outcomes for client. The occupational therapist will be

graded on their ability to carrying out a treatment session based upon goals for clients and to be

able to show that they are able to adapt and modify treatments depending on the clients needs.

Also, they will need to show that they are able to make an executive decision on whether the

client should continue or discontinue occupational therapy sessions based on their performance.

Lastly, after the occupational therapists have proven that they are reliable to conduct a therapy

session safely, occupational therapist must be able to document the session to prove that the
Westfield Low Vision Clinic of Scranton 14

session occurred. Occupational therapist will be evaluated on whether they are able to document

the session correctly.

Budgeting

In order to successfully run the Westfield Low Vision Clinic of Scranton, structured

budget will be implemented to reach the necessary profiting goals to meet the clinics business

quota. The revenue for the first year will approximately be $504,800, which is purely based on

the evaluation and treatment profits that the occupational therapist and Per Diem accomplish

within a year. The set rate per unit is $200 for evaluations and $50 per unit for treatment

sessions, each evaluation unit is one hour and each treatment unit is 15 minutes. The clinic will

strive to increase their units by 10% each quarter, within the first year, to increase clientele. With

the increase in units, the goal is to hire another full time therapist by the start of year two. After

reaching our total revenue, the cost of equipment and operation expenses will be deducted from

clinics revenue (See appendix H). Also, 30% of our revenue, before deducting operating cost,

will be deducted from the total revenue to go back to Westfield Hospital and then from there will

be distributed among investors. Once all additional expenses are taken out, there is an estimated

net profit for the first year of $119,776.32 that will be put toward health benefits, additional

equipment, continuing education and anything else Westfield Low Vision of Scranton will need

to advance the overall therapeutic treatment for our clients.

The second year the will be structured in the same way as the first year. The revenue for

the second year will approximately be $792,600 based on two full time occupational therapists

and one Per Diem therapist. In addition, the clinic will add a biller so that the responsibility of

the billing will not be solely on the clinics secretary. The full time therapist that will be starting

their second year will receive a $5,000 increase in salary. Each quarter the clinic will strive to
Westfield Low Vision Clinic of Scranton 15

increase their units by 5% within year two to increase case load. 30% of the total year revenue

will be taken out and given back to the investors. The operation cost will still be subtracted from

the total revenue to find out the net profit of the second year. The net profit of $226,100 will be

split among the business and shareholders for benefits, continuing education and retirement plan.

Conclusion

With the implementation and creation of our program, Westfield Low Vision Clinic of

Scranton, outpatient services, will provide North Eastern Pennsylvania with a specialized low-

vision agency that will serve individuals whom are impacted by vision deficits. We are

committed to providing state of the art services, which offer personalized treatment to meet the

needs of each client. Our Team stands committed to offering various programs to promote,

restore, and maintain the needs and quality of life for each client along the spectrum of low

vision deficits.
Westfield Low Vision Clinic of Scranton 16

Appendix A
Westfield Low Vision Clinic Employee Satisfaction Survey
Directions: Please circle one answer

1. Overall, how do you rate the meaningfulness of your work?

Very Poor Poor Meaningful Very Meaningful

2. Can you describe how often are you stressed in a typical

workweek?
Not Often Slightly Often Often Very Often

3. How satisfied with management are you?

Slightly dissatisfied Moderately dissatisfied Extremely dissatisfied

Neither satisfied nor dissatisfied Moderately satisfied Slightly satisfied

4. How realistic are the expectations of your manager?

Not at all realistic Slightly realistic Moderately realistic

Very realistic Extremely realistic

5. How often do the directions given from your supervisor

contribute to your professional growth as an occupational
therapist?
Not at all often Slightly often Moderately often

Very often Extremely often

6. How would you rate the level of supervision of the manager

to your work?
Too Little The Right Amount Slightly Too Much Much Too Much
Westfield Low Vision Clinic of Scranton 17

7. How is the clarity of the direction from the supervisor?

Very Unclear Unclear Clear Very Clear

8. Overall, how satisfied are you with your job?

Extremely dissatisfied Moderately dissatisfied Slightly dissatisfied

Neither satisfied nor dissatisfied Slightly satisfied Moderately satisfied

Extremely satisfied

9. How would you rate your satisfaction with the cleanliness of

the clinic?
Extremely dissatisfied Moderately dissatisfied Slightly dissatisfied

Neither satisfied nor dissatisfied Slightly satisfied Moderately satisfied

Extremely satisfied

10. Do you find that your coworkers and your supervisors value
your opinions?
Disagree Slightly Disagree Slightly Agree Agree

11. How would you rate your satisfaction with the amount of
materials you have to properly perform your work?
Extremely dissatisfied Moderately dissatisfied Slightly dissatisfied

Neither satisfied nor dissatisfied Slightly satisfied Moderately satisfied

Extremely satisfied

12. In the next 6 months, how likely are you to look for another
job elsewhere?
Westfield Low Vision Clinic of Scranton 18

Very Unlikely Slightly Unlikely Not Likely Slightly Likely Very Likely

13. How would you rate your satisfaction with the employee
benefits including the insurance programs, retirement programs,
salary, and stipends for continuing education?
Extremely dissatisfied Moderately dissatisfied Slightly dissatisfied

Neither satisfied nor dissatisfied Slightly satisfied Moderately satisfied

Extremely satisfied

14. Are there any further comments or suggestions that can

contribute to the growth of the clinic?
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
Westfield Low Vision Clinic of Scranton 19

Appendix B
Client Satisfaction Survey
Therapist Name: __________________________

1. Overall, do you feel that your therapy sessions were

beneficial?
A.YES
B. NO

2. Have you seen improvement in your independence and

have accomplished the goal you and the therapist made?
A. YES
B. NO

3. Do you feel that your therapist was well

knowledgeable and informative during sessions?
A. YES
B. NO

4. Did you feel that your therapist was profession during

your time together?
A. YES
B. NO

5. Did you feel that your therapist was able to answer any
question that you had?
A. YES
B. NO
Westfield Low Vision Clinic of Scranton 20

6. Do you feel that the clinic was clean and organize?

A.YES
B. NO

7. Did you feel that was the receptionist was helpful,

organize and welcoming?
A. YES
B. NO
8. Would you recommend Westfield Low Vision Clinic of
Scranton to friends or other family members?
A. YES
B. NO

9. Would you return to Westfield Low Vision Clinic of

Scranton if you needed further services?
A. YES
B. NO
10. Any further comments or suggestion?

______________________________________________
______________________________________________
______________________________________________
______________________________________________
Appendix C
Westfield Low Vision Clinic of Scranton 21
Westfield Low Vision Clinic of Scranton 22

Appendix D
Westfield Low Vision Clinic of Scranton 23

Appendix E

WESTFIELD LOW
VISION CLINIC
AN OCCUPATIONAL THERAPY CLINIC
Providing help to those living with:
Macular Degeneration
Diabetic Neuropathy
Glaucoma
Other low vision deficits
240 Penn Ave, Scranton PA 18510
(570) EYE - 4EYE
(570) 393 - 4393
Westfield Low Vision Clinic of Scranton 24

1
2
Appendix F

FULL-TIME OCCUPATIONAL THERAPY POSITION

Westfield Low Vision Clinic Scranton, PA
OT Job Descr i pt ion
Westfield Low Vision Clinic in Scranton is a specialty
clinic that provides quality outpatient occupational
therapy services to those living with low vision deficits.
The clinic is seeking to hire a full-time occupational
therapist certified and licensed in the state of
Pennsylvania to join our team of therapists! The
occupational therapist will administer evaluations to
clients to assess the impact of low vision deficits on
functional independence. The therapist will also be
required to communicate effectively with the clients Benefits:
during intervention to maintain, modify, promote, or Medical, dental, and
restore functioning while preventing further disability in vision insurance program
A 401(k) retirement
intervention. The therapist will educate the client in
program
home modification techniques through the in-clinic Stipends for
apartment setting. Therefore, Continuing Education
Competitive salary
the occupational therapist Paid leave for
must display competence in holidays
understanding the wide
Contact: Hiring@westfieldlowvision.com
array of low vision deficits
a client faces.
Westfield Low Vision Clinic of Scranton 25

Appendix G
Education/Professional
Complete Incomplete
Growth and Ethics
Continuing Education
Fieldwork Supervision/
Mentoring of OT
Evidence Based Research
Code of Ethics

Identification,
Needs
Evaluation and Mastered Satisfactory
Improvement
Planning
Identification of the
clients functional
limitations
Evaluate with
standardized
assessments,
observation skills and
occupational profile
Planning an appropriate
treatment session

Service Delivery Needs

Mastered Satisfactory
Improvement
Communicates
efficiently with other
professionals
Communicates
efficiently with family
and/or caregivers
Carrying on a therapy
session based on the
clients goals
Able to adapt and
modify treatment
Determine whether
client should continue or
discontinue therapy
sessions
Complete a session
safely
Able to document the
session correctly
Westfield Low Vision Clinic of Scranton 26

Appendix H

Budget January 2013 to December 2014

Quarter 1: Quarter 2: Quarter 3: Quarter 4: Quarter 1: Quarter 2: Quarter 3: Quarter 4:
January to March April to June July to October to January to April to June July to October to
2013 2013 September 2013 December March 2014 2014 September 2014 December
2013 2014
Revenue: CPT: Avg Fee: Per quarter Per quarter Per quarter Per quarter Per quarter Per quarter Per quarter Per quarter
OT Eval 97003 $200/eval 60u $12,000 66u $13,200 73u $14,600 84u $16,000 88u $17,600 92u $18,400 97u $19,400 102u $20,400
Self-Care Mgt 97535 $50/unit
*Unit= 15 minutes:
OT Therapist 1: 1,680u $72,000 1,680u $72,000 1,680u $72,000 1,680u $72,000 1,680u $72,000 1,680u $72,000 1,680u $72,000 1,680u $72,000
OT Therapist 2: 1,680u $72,000 1,680u $72,000 1,680u $72,000 1,680u $72,000
Per Diem OT: 720u $36,000 816u $40,800 1056u $52,800 1200u $60,000 720u $36,000 816u $40,800 1056u $52,800 1,200u $60,000
Extra Week Treatment: 140u $7,000 140u $7,000 140u $7,000 140u $7,000 140u $7,000 140u $7,000 140u $7,000 140u $7,000

Total Revenue: $115,000 $119,800 $131,000 $139,000 $186,400 $191,800 $203,800 $211,000
Revenue for year: $504,800 $792,600
Operating Expenses:
Clinic Secretary: $30,000/year $7,500 $7,500 $7,500 $7,500 $8,000 $8,000 $8,000 $8,000
($32,000 year 2)
Biller for year 2 $30,000/year $7,500 $7,500 $7,500 $7,500
Rent for Clinic Space: $14,400/year $3,600 $3,600 $3,600 $3,600 $3,600 $3,600 $3,600 $3,600
Office Supplies: $6,000/year $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500
Marketing Expenses: $40,000/year $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000
Phone, Cable, & Internet: $2400/year $600 $600 $600 $600 $600 $600 $600 $600
Utilities: $4,800/year $1,200 $1,200 $1,200 $1,200 $1,200 $1,200 $1,200 $1,200
Occupational Therapist 1: $75,000/yr $18,750 $18,750 $18,750 $18,750 $20,000 $20,000 $20,000 $20,000
($80,000 year 2)
Occupational Therapist 2: $75,000/yr $18,750 $18,750 $18,750 $18,750
Per Diem OT: $37,920/yr $7,200 $8,160 $10,560 $12,000 $7,200 $8,160 $10,560 $12,000
Maintenance: $2,000/year $500 $500 $500 $500 $500 $500 $500 $500
Investors (30%) of Profit $143,040 $229,380
Cost of Equipment Purchase with Investors: Cost of Equipment for Year 2:
Evaluation Tools: $2,308
Treatment Tools & Equipment: $27,155.67 $2,000 will be set aside to purchase evaluations each quarter in the
Capital Budget: $24,000 second quarter
*see Appendix
Equipment Total: $29,463.67
$29,463.67/4=7365.92
Total Operating Expense: $50,850+ $51,810 + $54,210+ $55,650+ $80,100+ $81,060+ $83,460+ $84,900+
$35,760+ $35,760+ $35760+ $35,760+ $57,345+ $57,345+ $57,345+ $57,345+
$7365.92= $7365.92= $7365.92= $7365.92= $2000= $2000= $2000= $2000=
$93,975.92 $94,935.92 $97,335.92 $98,775.92 $139,445 $140,405 $142,805 $144,245
Net Profit: $21,024.08 $24,864.08 $33,664.08 $40,224.08 $46,955 $51,395 $60,995 $66,755
Total Revenue Total Operating Expenses
Money to be split among business and Total Year 1: Total Year 2:
shareholders for benefits, continuing $119,776.32 $226,100
education, retirement plans
Westfield Low Vision Clinic of Scranton 27

Equipment and Assessment List

Purpose: Name of Product Catalog: Price:

ADLs: Fog Free Shower Mirror with 5X www.shoplowvision.com $10.95
Showering and Magnifier, 6 in.
bathing:
Personal Zadro 7X Magnifying Gooseneck www.shoplowvision.com $24.99
Hygiene and Vanity Mirror
Grooming
Nail Clippers with 5X Magnifier www.shoplowvision.com $5.95
Tweezers with 5X Magnifier www.shoplowvision.com $4.15
Safety in ADLs Striped Warning Tape - Yellow and www.maxiaids.com $9.95
Black Stripe
Wide Label Maker LS&S Catalog#LM300 $119.95
Touch Memo Digital Voice Labeler www.shoplowvision.com $178.95
ADLs Rainbow Color Reader: Talking Color www.maxiaids.com $99.95
Dressing: Identifier
IADLs: Phoenix MyWeigh Personal Talking www.shoplowvision.com $48.95
Health Scale, White
Management
and
Maintenance
XL Bubble-Lok 7-day Pill Organizer www.shoplowvision.com $1.95
(White)
BD Magni-Guide Magnifier And www.shoplowvision.com $9.25
Needle Guide
Oregon Scientific Wrist Mounted www.shoplowvision.com $59.95
Talking Blood Pressure Monitor
Magnifying Pill Cutter LS&S Catalog#67168 $5.95
Talking Rx www.maxiaids.com $10.95
IADLs: Large Print Bold Line Check Register www.shoplowvision.com $5.95
Financial Booklet
Management
Money Wallet Organizer LS&S $24.95
Big Number Talking Desktop www.shoplowvision.com $12.95
Calculator
IADLs: Talking Thermometer Indoor/Outdoor www.shoplowvision.com $13.95
Home
Management
Vox-Tape Talking Tape Measure: 16 www.maxiaids.com $159.00
Ft.
IADL: Black and White Two-Sided High www.shoplowvision.com $12.95
Cooking and Contrast Cutting Board
Meal
Preparation
Culinary Finger Protector www.shoplowvision.com $5.95
Westfield Low Vision Clinic of Scranton 28

Equipment and Assessment List

Liquid Level Indicator www.shoplowvision.com $10.95

Zyliss Classic Food Chopper www.shoplowvision.com $9.95
OXO 7-Piece Measuring Cup Set, www.shoplowvision.com $7.95
Black
OXO 6-Piece Measuring Spoon Set, www.shoplowvision.com $5.95
(Black)
Large Tactile Timer www.shoplowvision.com $15.55
Boil Alert LS&S Catalog#5739 $2.95
EZ Palm Vegetable Peeler www.shoplowvision.com $5.95
Long Oven Mitts LS&S Catalog#OM15 $3.50
OXO 6-Piece Kitchen Essentials Set, www.shoplowvision.com $24.97
Black
Education Letter Writing Guide, 8/5 x 11 in., www.shoplowvision.com $3.95
Unhinged
Complete Writing Guide Set, Hinged www.shoplowvision.com $29.95
ShopLowVision.com Bold Line Paper www.shoplowvision.com $2.95
Pad
Three Packs Low-Vision Thick Line www.maxiaids.com $4.50
Writing Paper
20/20 Pens LS&S Catalog#13101 $0.94 ea
Able Table LS&S Catalog#AT-1 $46.95
For computer: www.shoplowvision.com $99.95
ZoomText Large Print Keyboard,
Black/Yellow
Work: Tel-Time Talking Key Chain Square www.maxiaids.com $10.95
Job (Black)
Performance:
Large Print Appointment Book $14.45
Large Print Calendar LS&S Catalog#LPC $6.49
TADI Talking Voice Organizer - www.maxiaids.com $249.95
English
Leisure Big Button Remote Control www.shoplowvision.com $20.95
Low Vision Bingo Cards, 50 Pack www.shoplowvision.com $68.95
Infila Automatic Needle Threader www.shoplowvision.com $2.95
Pinochle Jumbo Playing Cards www.shoplowvision.com $2.95
Large Print Crosswords #1 www.shoplowvision.com $12.95
Hands Free Book Stand www.maxiaids.com $21.95
BookSense 2.0 Digital Audio Book www.maxiaids.com $299.00
Player
Reizen Samba Soccer Ball with Bells www.maxiaids.com $14.49
Braille and Low Vision Monopoly www.maxiaids.com $58.95
Large Table Top Chess Set for the www.maxiaids.com $23.95
Blind or Those With Low Vision
Social CLARiTY Big Button Cordless Phone www.shoplowvision.com $82.95
Participation: with Answering Machine,
Westfield Low Vision Clinic of Scranton 29

Equipment and Assessment List

Big Print Address Book LS&S Catalog#BP! $13.95

Rest and Sleep Silver Chrome Wall Clock with Quiet www.shoplowvision.com $29.95
Sweep Second Hand, 18"
Bed Shaker for Sonic Boom LS&S $28.95
Moshi Voice Controlled Talking www.shoplowvision.com $44.95
Alarm Clock
Magnification ZoomText 10 Screen Magnifier www.shoplowvision.com $399.95
Devices: Software - CD
Big Eye Free Standing Magnifier www.shoplowvision.com $71.95
Optelec Compact 5 HD www.shoplowvision.com $895.00
The Lynx Portable Magnifier by www.clarityusa.com $2,695.00
Clarity
Eschenbach Max TV Glasses www.activeforever.com $175.80
Merlin LCD CCTV with 19" Screen, www.visual- $2,795.00
techconnection.com
Horizon - 19" LCD widescreen CCTV www.visual- $4,295.00
techconnection.com
General:
4 Desks Sauder Harbor View Antiqued White www.loews.com $1,187.48
Writing Desk
3 Televisions Samsung - 40" Class - LED - 1080p - www.bestbuy.com $2,249.97
120Hz - Smart - HDTV
3 Tables Shaker Black Dining Table www.overstock.com $437.97
2 Sofas KARLSTAD www.ikea.com $1798
Sofa, tufted, Grann black
13 Chairs Coaster Vinyl Accent Chair www.amazon.com $2234.96
2 Toilets KOHLER Rialto 1-Piece 1.6 GPF www.homedepot.com $916
Round Front Toilet with French Curve
Toilet Seat in White
1 Bathtub KOHLER Archer 5 ft. Bathtub in www.homedepot.com $488
White
Refrigerator GE 18.1 cu. ft. Top Freezer www.homedepot.com $599
Refrigerator in White
Stove GE 30 in. Freestanding Electric Range www.homedepot.com $599
in White
Dishwasher Hotpoint Built-in Dishwasher in White www.homedepot.com $289
Desktop Dell Inspiron One 23" All-in-One www.dell.com $2799.96
Computers 4 Desktop
ADL Equipment: $13,556.33
Additional Clinic Materials: $13,599.34
Total: $27,155.67
Westfield Low Vision Clinic of Scranton 30

Equipment and Assessment List

Assessment Name of Assessment Name of Assessment Price Website

Measures: used at Patients Home used at the Clinic
Visual Acuity ETDRS Chart $1,310 www.precision-
Distance Will Illuminator vision.com
Cabinet, 5 Leg
Caster Base, and 2
charts

Feinbloom Distance $183 http://www.richmo

Test Chart with ndproducts.com/sho
Occluder p/index.php?route=
product/product&pr
oduct_id=1052
Visual Acuity Minnesota Low- Minnesota Low- $145 www.precision-
Near Vision Reading Test Vision Reading Test vision.com
Visual Field Confrontation Field Confrontation Field Free
Peripheral Testing Testing
Visual Field Amsler Grid Amsler Grid Free http://www.myvisio
Central ntest.com/img/Ams
lerGrid.pdf
Contrast Mars Letter Contrast Mars Letter Contrast $395 http://www.marsper
Sensitivity Sensitivity Sensitivity ceptrix.com/mars-
letter-cs-test
Occupations Skilled Observation Skilled Observation Free

Low Vision Low Vision

Rehabilitation Rehabilitation http://slackbooks.co
Evaluation form Evaluation form Free m/otvisionforms/oc
cupational.pdf
Veterans Affairs Low- Veterans Affairs
Vision Visual Low-Vision Visual
Functioning Functioning
Questionnaire Questionnaire Free http://slackbooks.co
m/otvisionforms/qu
estionnaire.pdf
Eye The Hole-in-Card Test The Hole-in-Card Free http://www.usaeyes
Dominance Test .org/lasik/library/D
ominant-Eye-
Test.pdf
Writing Skilled Observation Skilled Observation Free

Reading Pepper VSRT Pepper VSRT $275 www.lowvisionsim

ulators.com
Total Price = $2,308
Westfield Low Vision Clinic of Scranton 31

Capital Budget

Purpose: Name of Product Catalog: Price:

Magnification Optelec Compact 5 HD www.shoplowvision.com $895.00
Devices:
The Lynx Portable Magnifier by www.clarityusa.com $2,695.00
Clarity
Merlin LCD CCTV with 19" Screen, www.visual- $2,795.00
techconnection.com
Horizon - 19" LCD widescreen CCTV www.visual- $4,295.00
techconnection.com
General:
4 Desks Sauder Harbor View Antiqued White www.loews.com $1,187.48
Writing Desk
3 Televisions Samsung - 40" Class - LED - 1080p - www.bestbuy.com $2,249.97
120Hz - Smart - HDTV
2 Sofas KARLSTAD www.ikea.com $1798
Sofa, tufted, Grann black
13 Chairs Coaster Vinyl Accent Chair www.amazon.com $2234.96
2 Toilets KOHLER Rialto 1-Piece 1.6 GPF www.homedepot.com $916
Round Front Toilet with French Curve
Toilet Seat in White
Refrigerator GE 18.1 cu. ft. Top Freezer www.homedepot.com $599
Refrigerator in White
Stove GE 30 in. Freestanding Electric Range www.homedepot.com $599
in White
Desktop Dell Inspiron One 23" All-in-One www.dell.com $2799.96
Computers 4 Desktop

Total: $23,064.37
Westfield Low Vision Clinic of Scranton 32

References

Braveman, B. (2006). Leading & managing occupational therapy services . Philadelphia: F.A.

Davis Company

U.S. Department of Commerce (2010). 2010 Census Interactive Population Search. Retrieved

from http://2010.census.gov/2010census/popmap/ipmtext.php?fl=42:42069

Van Oss, T., Rivers, M., Macri, C., Heighton, B., & Reid, B. (2012).

Bathroom safety. OT Practice , 17(16), 14-19. Retrieved from

http://www.aota.org/Pubs/OTP/2012-Issues/OTP-091012.aspx