AI in Documentation

Earn 1 hour of continuing education by joining OT Potential after taking this course.

Scheduled to be released on September 26, 2024.

In 50 years, you will look back on your occupational therapy practice and see a clear line in the sand between pre-AI augmented documentation and today. 

Ambient AI augmented documentation is going to: 

✅Make documenting QUICKER
✅Make your notes HIGHER QUALITY
✅And, transform how you interact with clients 

And, if we harness this technology correctly, it will improve👏 client  👏outcomes. 👏

Today, we’ll look at an example of the research that is already being published about how an ambient artificial intelligence tool can improve clinical documentation. 

Then next week we will welcome to the podcast, Dennis Morrison, PhD, a clinician who has specialized in consulting with AI documentation startups. Together we’ll walk through the state of AI-augmented documentation and the questions of the MANY tools that are coming to the market for OT. 

Primary Journal Article Explored

When you log in, be sure to check out the OT Potential Club’s written breakdown of the following research article. Then, share your questions and thoughts with fellow practitioners.

• Use of an ambient artificial intelligence tool to improve quality of clinical documentation.

Supporting Research and Journal Articles

• The imperative for regulatory oversight of large language models (or generative AI) in Healthcare.
• Generative Artificial Intelligence in Healthcare: A scoping review on benefits, challenges and applications.

Learning Objectives

• You will be able to identify how AI augmented documentation is being found to influence provider-client interactions. 
• You will be able to recognize how AI is taking communication with the client in session to generate the beginning of documentation.

Agenda

Intro (5 minutes)

Breakdown and analysis of journal article (5 minutes)

• Quick intro to AI in documentation
• What was the intent of this research? 
• What were their methods? 
• What were their results? 
• Author discussion/conclusion

Discussion on practical implications for OTs (50 minutes)

• Tell me about your journey to becoming a consultant for AI documentation companies. 
• As you’ve been immersed in the world of AI are you feeling hopeful or weary?
• Can you give the primer on what clinicians needs to know about how AI works? 
• What were your impressions of this article?
• I honestly feel confused how to differentiate one AI documentation tool from another- what key characteristics do you look for to differentiate one tool from another? 
• When evaluating new solutions, what questions should we ask about privacy (and overall protections for our patients and for ourselves as clinicians.) 
• What questions should we ask about integration with EHRs? (And, will our EHRs all release an AI solution at some point, so should we just wait until that happens?)
• How do you see AI tools improving patient outcomes?
• Are these new tools just going to increase our caseloads and scrutiny of our work—and lead to more burnout? (I feel like we were all fooled by the promise of EHRs- is this the same?)
• What does an OT need to do to position themselves as a clinic lead for the integration of new AI tools? Or even as a consultant with an AI company?

Target Audience/Educational Level

Our target audience is occupational therapy practitioners who are looking to learn about AI in Documentation.  The educational level is introductory.

Financial and Non-financial Disclosures

It is the policy of OT Potential to disclose any financial and non-financial interest the provider or instructor may have in a product or service mentioned during an activity. This is to ensure that the audience is made aware of any bias of the speaker.

We here at OT Potential have no financial stake in this topic. 

Speakers

Dennis P. Morrison, PhD

Dr. Dennis Morrison is the owner of Morrison Consulting which has provided consulting services to the behavioral health information technology field since 2017. Prior to that,he served as the Chief Clinical Officer for Netsmart Technologies, the largest US provider of electronic health records and related technologies in the behavioral health, social services and post-acute care markets from 2012 through 2017. From 2008-2012, he served as CEO of Centerstone Research Institute (CRI). CRI was recognized in IBM’s Smarter Planet Series and won the Best Practices Award from TDWI (Transforming Data With Intelligence) for Leading Innovations in Business Intelligence and Data Warehousing. From 1995-2008, Dr. Morrison was the CEO of one of the merger partners that created Centerstone – Center for Behavioral Health (CBH). Under his leadership, CBH won the Joint Commission of Healthcare Organizations (JCAHO) Ernest A. Codman Award for excellence in the use of outcomes measurement and the Health Information Management Systems Society (HIMSS) Nicholas E. Davies Award for Excellence in the implementation of Electronic Health Records (EHR). CBH is still the only organization in the world to have won both awards. 

Academically, Dr. Morrison holds two Masters degrees in Psychology and Exercise Physiology from Ball State University. His doctorate is in Counseling Psychology also from Ball State University.  In 2022, Ball State awarded him the Distinguished Alumni Award, the highest award given to an alum. He is a prolific author, frequent presenter (including a TEDx talk), podcast host and co-inventor on a patent for a behavioral healthcare outcomes software product. He has served on numerous academic and non-profit boards and was a founder and board member for the International Initiative for Mental Health Leadership (IIMHL) now Global Leadership Exchange.  He served in the United States Navy as an Aerospace Physiologist training, among others, members of TOPGUN in the physiological hazards of flight and land and water survival. He is a licensed, instrument-rated private pilot and triathlete completing 18 triathlons since turning 70.   

Sarah Lyon, OTR/L

Sarah’s passion is helping fellow OT practitioners translate evidence into daily practice. Sarah earned her BA in religion from St. Olaf College, then earned her master’s degree in occupational therapy from New York University in 2011.

Since then, she’s worked in numerous facilities, including a critical access hospital, an acute trauma hospital, and a state inpatient psychiatric hospital. Sarah is the founder/owner of OT Potential. Read more about OT Potential here.

This course was designed to meet your continuing education requirements

We designed the courses in the Club to meet the requirements for “online” and “independent/self-study” courses. To verify the requirements from your specific state (within the US), check out our post, OT Continuing Education Requirements. If you are outside of the United States and have questions, please contact us.

We are proud to be an AOTA Approved Provider and to meet the requirements for your NBCOT renewal.

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