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Wisconsin Occupational Therapy — Requirements & Free Practice

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Occupational Therapist

License as an occupational therapist granted by the Occupational Therapists Affiliated Credentialing Board.

Licensing authority: Occupational Therapists Affiliated Credentialing Board · Application information

Compact home state license
Compact Status
Holds a valid home-state license in another Occupational Therapy Licensure Compact member state and a compact privilege in Wisconsin, and designates Wisconsin as the new primary state of residence (Wis. Stat. s. 448.987(5)(b); DSPS license page, Home State Conversion).
Fees
Pay all applicable fees to Wisconsin as the new home state (Wis. Stat. s. 448.987(5)(b)1., 5.).
Nbcot Verification
Wis. Admin. Code s. OT 2.02(1) asks every applicant for initial licensure for NBCOT certification and examination verification; Wis. Stat. s. 448.987(5)(b)2. limits primary source verification for this route to background checks and jurisprudence requirements.
Verification
Wisconsin verifies the compact criteria of s. 448.987(4) through the compact data system without primary source verification, except for an FBI fingerprint-based background check if not previously performed, any other background check Wisconsin requires, and submission of Wisconsin jurisprudence requirements (Wis. Stat. s. 448.987(5)(b)2.). DSPS states that conversion applicants complete another Wisconsin background check.
Examination
Application
Submit an application on the Department form and pay the fee under Wis. Stat. s. 440.05(1) (Wis. Stat. s. 448.963(1)).
Education
Evidence satisfactory to the Board of one of: completion of the academic requirements and supervised internship of an ACOTE-accredited occupational therapy educational program recognized by the Board; initial NBCOT certification; or NBCOT initial certification the Board finds equivalent (Wis. Stat. s. 448.963(2)(b)).
Nbcot Verification
Evidence of initial NBCOT certification and written verification from NBCOT that the applicant passed the certification examination, requested by the applicant (Wis. Admin. Code s. OT 2.02(1)-(2)).
Oral Examination
Only when the application review panel of the Board determines, under Wis. Admin. Code s. OT 2.03(2)-(3), that an applicant meeting one of the listed criteria (impairing medical condition or chemical use, prior discipline or denial, related conviction, no practice in the 5 years before application unless a recent graduate, negligence finding or lawsuit, listed diagnoses, illegal controlled-substance use within 2 years, adverse action during education or employment, or graduation from a school not approved by the Board) must complete an oral examination; otherwise the oral examination is not taken.
Other Jurisdictions
Verification letters from every state board or other jurisdiction where licensed or credentialed, if applicable (DSPS Form #1569, item 5).
Late renewal after 5 years
Application
Application, fees and proof of 24 points of continuing education from the previous biennium (DSPS Form #1569, Late Renewal Applicants).
Eligibility
Wisconsin license expired more than 5 years after the renewal date, without unmet disciplinary requirements and not denied at renewal, surrendered or revoked (Wis. Admin. Code s. OT 3.05(2)).
Oral Examination
The Board makes such inquiry as it finds necessary into competence and may impose reasonable conditions including an oral examination (Wis. Admin. Code s. OT 3.05(2)); the oral examination is taken only if the Board so imposes.
Reciprocity
Application
Apply and pay the fee under Wis. Stat. s. 440.05(2).
Nbcot Verification
Wis. Admin. Code s. OT 2.02(1) requires every applicant for initial licensure other than an s. OT 2.08 applicant to submit NBCOT certification and NBCOT verification of the passed examination. The Board checklist (DSPS Form #1569) states for reciprocal applicants: "To apply via reciprocity, item numbers 1, 4, and 5 above are required." (item 2 being the national certification examination verification).
Oral Examination
Only when the application review panel of the Board determines, under Wis. Admin. Code s. OT 2.03(2)-(3), that an applicant meeting one of the listed criteria (impairing medical condition or chemical use, prior discipline or denial, related conviction, no practice in the 5 years before application unless a recent graduate, negligence finding or lawsuit, listed diagnoses, illegal controlled-substance use within 2 years, adverse action during education or employment, or graduation from a school not approved by the Board) must complete an oral examination; otherwise the oral examination is not taken.
Other State Credential
Holds a similar certificate or license in another U.S. state or territory whose requirements the Board determines are substantially equivalent to Wis. Stat. s. 448.963(2); the credential must remain active until the Wisconsin reciprocal process is complete (Wis. Stat. s. 448.966; DSPS Form #1569).
Reinstatement
Eligibility
Licensee with unmet disciplinary requirements who failed to renew within 5 years of the renewal date, or whose license was denied at renewal, surrendered or revoked (Wis. Admin. Code s. OT 3.05(3)).
Evidence
Evidence of completion of disciplinary requirements, if applicable, and evidence of rehabilitation or change in circumstances warranting reinstatement (Wis. Admin. Code s. OT 3.05(3)(b)-(c)).
Oral Examination
Oral examination only if the Board imposes it as a reasonable condition under Wis. Admin. Code s. OT 3.05(2).
Renewal
No examination is required for this applicant pathway.
Continuing Education
Certify at least 24 points of acceptable continuing education in the preceding 2-year period (Wis. Admin. Code s. OT 3.06).
Discipline Scope
Not available to a licensee with unmet disciplinary requirements whose license lapsed more than 5 years, or whose license was denied at renewal, surrendered or revoked (Wis. Admin. Code s. OT 3.05(3)).
Timing
Biennial renewal by May 31 of each odd-numbered year (Wis. Stat. s. 440.08(2)(a); DSPS license page), or late renewal within 5 years after the renewal date with the late fee under Wis. Stat. s. 440.08(3)(a) (Wis. Admin. Code s. OT 3.05(1)).

Official no-examination sources

Effective from 2025-08-01.

Service member reciprocity
No examination is required for this applicant pathway.
Application
Apply on the prescribed form and pay the fee under Wis. Stat. s. 440.05(2); the Board may request verification (Wis. Admin. Code s. OT 2.08).
Eligibility
Service member, former service member (discharged other than dishonorably within 4 years), or spouse of either, residing in Wisconsin (Wis. Stat. s. 440.09(1)-(2)(b)).
Other Jurisdiction Credential
Holds an out-of-state license, certification, registration or permit qualifying the individual to perform the acts of this credential, in good standing in every jurisdiction that granted one (Wis. Stat. s. 440.09(2)(c), (f)).

Official no-examination sources

Effective from 2025-08-01.

Occupational Therapist Compact Privilege

Compact privilege to practice as an occupational therapist in Wisconsin under the Occupational Therapy Licensure Compact (Wis. Stat. s. 448.987), for a holder of a home-state license in another compact member state.

Licensing authority: Occupational Therapists Affiliated Credentialing Board · Application information

Compact privilege
Application
Complete the compact application process and pay the fee under Wis. Stat. s. 448.987(3)(c) (Wis. Admin. Code s. OT 2.09(1)-(2)).
Home State
Holds an unencumbered home-state license and Home State Approval in another compact member state, meets the compact privilege criteria of Wis. Stat. s. 448.987(4)(a), and applies through both CompactConnect and LicensE (DSPS license page).
National Examination
The NBCOT certification examination is the examination named in Wis. Admin. Code s. OT 2.03(1) that s. OT 2.09(3) requires; it is ordinarily passed before the home-state license was obtained.

Occupational Therapy Assistant

Wisconsin occupational therapy assistant license granted by the Occupational Therapists Affiliated Credentialing Board.

Licensing authority: Occupational Therapists Affiliated Credentialing Board · Application information

Compact home state license
Compact Status
Holds a valid home-state license in another Occupational Therapy Licensure Compact member state and a compact privilege in Wisconsin, and designates Wisconsin as the new primary state of residence (Wis. Stat. s. 448.987(5)(b); DSPS license page, Home State Conversion).
Fees
Pay all applicable fees to Wisconsin as the new home state (Wis. Stat. s. 448.987(5)(b)1., 5.).
Nbcot Verification
Wis. Admin. Code s. OT 2.02(1) asks every applicant for initial licensure for NBCOT certification and examination verification; Wis. Stat. s. 448.987(5)(b)2. limits primary source verification for this route to background checks and jurisprudence requirements.
Verification
Wisconsin verifies the compact criteria of s. 448.987(4) through the compact data system without primary source verification, except for an FBI fingerprint-based background check if not previously performed, any other background check Wisconsin requires, and submission of Wisconsin jurisprudence requirements (Wis. Stat. s. 448.987(5)(b)2.). DSPS states that conversion applicants complete another Wisconsin background check.
Examination
Application
Submit an application on the Department form and pay the fee under Wis. Stat. s. 440.05(1) (Wis. Stat. s. 448.963(1)).
Education
Evidence satisfactory to the Board of one of: completion of the academic requirements and supervised internship of an ACOTE-accredited occupational therapy (assistant) educational program recognized by the Board; initial NBCOT certification; or NBCOT initial certification the Board finds equivalent (Wis. Stat. s. 448.963(3)(b)).
Nbcot Verification
Evidence of initial NBCOT certification and written verification from NBCOT that the applicant passed the certification examination, requested by the applicant (Wis. Admin. Code s. OT 2.02(1)-(2)).
Oral Examination
Only when the application review panel of the Board determines, under Wis. Admin. Code s. OT 2.03(2)-(3), that an applicant meeting one of the listed criteria (impairing medical condition or chemical use, prior discipline or denial, related conviction, no practice in the 5 years before application unless a recent graduate, negligence finding or lawsuit, listed diagnoses, illegal controlled-substance use within 2 years, adverse action during education or employment, or graduation from a school not approved by the Board) must complete an oral examination; otherwise the oral examination is not taken.
Other Jurisdictions
Verification letters from every state board or other jurisdiction where licensed or credentialed, if applicable (DSPS Form #1569, item 5).
Pre1977Graduates
An applicant who graduated from an occupational therapy assistant educational program before 1977 is exempt from the written licensure examination requirement (Wis. Admin. Code s. OT 2.04).
Late renewal after 5 years
Application
Application, fees and proof of 24 points of continuing education from the previous biennium (DSPS Form #1569, Late Renewal Applicants).
Eligibility
Wisconsin license expired more than 5 years after the renewal date, without unmet disciplinary requirements and not denied at renewal, surrendered or revoked (Wis. Admin. Code s. OT 3.05(2)).
Oral Examination
The Board makes such inquiry as it finds necessary into competence and may impose reasonable conditions including an oral examination (Wis. Admin. Code s. OT 3.05(2)); the oral examination is taken only if the Board so imposes.
Reciprocity
Application
Apply and pay the fee under Wis. Stat. s. 440.05(2).
Nbcot Verification
Wis. Admin. Code s. OT 2.02(1) requires every applicant for initial licensure other than an s. OT 2.08 applicant to submit NBCOT certification and NBCOT verification of the passed examination. The Board checklist (DSPS Form #1569) states for reciprocal applicants: "To apply via reciprocity, item numbers 1, 4, and 5 above are required." (item 2 being the national certification examination verification).
Oral Examination
Only when the application review panel of the Board determines, under Wis. Admin. Code s. OT 2.03(2)-(3), that an applicant meeting one of the listed criteria (impairing medical condition or chemical use, prior discipline or denial, related conviction, no practice in the 5 years before application unless a recent graduate, negligence finding or lawsuit, listed diagnoses, illegal controlled-substance use within 2 years, adverse action during education or employment, or graduation from a school not approved by the Board) must complete an oral examination; otherwise the oral examination is not taken.
Other State Credential
Holds a similar certificate or license in another U.S. state or territory whose requirements the Board determines are substantially equivalent to Wis. Stat. s. 448.963(3); the credential must remain active until the Wisconsin reciprocal process is complete (Wis. Stat. s. 448.966; DSPS Form #1569).
Reinstatement
Eligibility
Licensee with unmet disciplinary requirements who failed to renew within 5 years of the renewal date, or whose license was denied at renewal, surrendered or revoked (Wis. Admin. Code s. OT 3.05(3)).
Evidence
Evidence of completion of disciplinary requirements, if applicable, and evidence of rehabilitation or change in circumstances warranting reinstatement (Wis. Admin. Code s. OT 3.05(3)(b)-(c)).
Oral Examination
Oral examination only if the Board imposes it as a reasonable condition under Wis. Admin. Code s. OT 3.05(2).
Renewal
No examination is required for this applicant pathway.
Continuing Education
Certify at least 24 points of acceptable continuing education in the preceding 2-year period (Wis. Admin. Code s. OT 3.06).
Discipline Scope
Not available to a licensee with unmet disciplinary requirements whose license lapsed more than 5 years, or whose license was denied at renewal, surrendered or revoked (Wis. Admin. Code s. OT 3.05(3)).
Timing
Biennial renewal by May 31 of each odd-numbered year (Wis. Stat. s. 440.08(2)(a); DSPS license page), or late renewal within 5 years after the renewal date with the late fee under Wis. Stat. s. 440.08(3)(a) (Wis. Admin. Code s. OT 3.05(1)).

Official no-examination sources

Effective from 2025-08-01.

Service member reciprocity
No examination is required for this applicant pathway.
Application
Apply on the prescribed form and pay the fee under Wis. Stat. s. 440.05(2); the Board may request verification (Wis. Admin. Code s. OT 2.08).
Eligibility
Service member, former service member (discharged other than dishonorably within 4 years), or spouse of either, residing in Wisconsin (Wis. Stat. s. 440.09(1)-(2)(b)).
Other Jurisdiction Credential
Holds an out-of-state license, certification, registration or permit qualifying the individual to perform the acts of this credential, in good standing in every jurisdiction that granted one (Wis. Stat. s. 440.09(2)(c), (f)).

Official no-examination sources

Effective from 2025-08-01.

Occupational Therapy Assistant Compact Privilege

Compact privilege to practice as an occupational therapy assistant in Wisconsin under the Occupational Therapy Licensure Compact (Wis. Stat. s. 448.987), for a holder of a home-state license in another compact member state.

Licensing authority: Occupational Therapists Affiliated Credentialing Board · Application information

Compact privilege
Application
Complete the compact application process and pay the fee under Wis. Stat. s. 448.987(3)(c) (Wis. Admin. Code s. OT 2.09(1)-(2)).
Home State
Holds an unencumbered home-state license and Home State Approval in another compact member state, meets the compact privilege criteria of Wis. Stat. s. 448.987(4)(a), and applies through both CompactConnect and LicensE (DSPS license page).
National Examination
The NBCOT certification examination is the examination named in Wis. Admin. Code s. OT 2.03(1) that s. OT 2.09(3) requires; it is ordinarily passed before the home-state license was obtained.

OTR exam

Format
Three- and four-option single-response multiple-choice items and six-option multi-select scenario sets
Exam questions
180 items
Examination outline
  • Domain 1 — Evaluation and Assessment: Acquire information regarding factors that influence occupational performance on an ongoing basis throughout the occupational therapy process. (23%)
    • Task 1: Identify the influence of development and lived experience; body functions and body structures; values, beliefs, and spirituality; and identity on occupational performance.
    • Task 1 knowledge 1: Impact of typical development and aging on occupational performance, health, and wellness across the life span.
    • Task 1 knowledge 2: Expected patterns, progressions, and prognoses associated with conditions that limit occupational performance. Examples include signs and symptoms of disease; stages of disease; secondary complications.
    • Task 1 knowledge 3: Impact of body functions and body structures on occupational performance. Examples include cognitive impairments; congenital anomalies.
    • Task 1 knowledge 4: Influence of lived experiences and identity on occupational performance. Examples include history of trauma and adverse childhood events; socioeconomic status; gender, race, culture, religion.
    • Task 2: Assess a client’s functional skills, roles, prioritized needs and wants, and performance context to evaluate their occupational performance.
    • Task 2 knowledge 1: Resources and considerations for acquiring information about the client’s current condition and occupational performance. Examples include referrals; client records; developmental history; Individualized Education Program (IEP) plans; theoretical approach and frame of reference.
    • Task 2 knowledge 2: Administration, purpose, indications, advantages, and limitations of standardized and nonstandardized screening and assessment tools. Examples include criterion-referenced tests; norm-referenced tests; client and caregiver interviews; observation.
    • Task 2 knowledge 3: Internal and external factors influencing a client’s engagement in occupation. Examples include roles, habits, routines, and rituals; environmental context; family and social supports; medication side effects and interactions; mental health.
    • Task 3: Perform an activity analysis to determine the influence of task demands, current conditions, performance skills, and context on occupation.
    • Task 3 knowledge 1: Task requirements, steps to task completion, and task demands across contexts or settings.
    • Task 3 knowledge 2: Personal and environmental factors that facilitate or inhibit task completion or occupational engagement. Examples include compensation patterns; role of performance context; influence of current conditions.
  • Domain 2 — Analysis, Interpretation, and Planning: Formulate conclusions regarding client needs and priorities to develop and monitor an intervention plan throughout the occupational therapy process. (23%)
    • Task 1: Synthesize assessment results to determine eligibility for services and establish a client-centered intervention plan.
    • Task 1 knowledge 1: Interpretation and analysis of quantitative assessments. Examples include statistical terminology; scoring; limitations of scores; client reactions to testing.
    • Task 1 knowledge 2: Interpretation of qualitative findings. Examples include occupational profile; outcomes of needs assessment; results from interviews or observations.
    • Task 1 knowledge 3: Integration and application of quantitative assessment results and qualitative findings to guide critical decision-making and prioritize needs.
    • Task 2: Collaborate with the client, the client’s relevant others, occupational therapy colleagues, and other professionals using a client-centered approach and therapeutic use of self to manage occupational therapy services.
    • Task 2 knowledge 1: Roles and responsibilities among interprofessional teams when coordinating client care and providing services. Examples include referral to and consultation with other services; interprofessional communication methods; scope of practice.
    • Task 2 knowledge 2: Processes for managing interprofessional intervention plans. Examples include Individualized Education Program (IEP) plans; discharge plans; transition plans; palliative and hospice care plans.
    • Task 2 knowledge 3: Client-centered approaches and considerations for coordinating occupational therapy services. Examples include therapeutic use of self; advocacy; frequency/duration of intervention; level of service delivery.
    • Task 2 knowledge 4: Factors used to prioritize intervention goals and activities in collaboration with the client and family, teacher, caregiver, and relevant others. Examples include client-reported outcomes; level of support required; context of service delivery; progress toward goals.
    • Task 2 knowledge 5: Strategies for addressing and enhancing health literacy with the client and relevant others. Examples include caregiver training; teaching-learning models; methods for making health information accessible; informed decision-making; navigating challenges to professional expertise.
    • Task 3: Monitor and modify the intervention plan, approach, context, and goals on an ongoing basis using clinical reasoning.
    • Task 3 knowledge 1: Factors for determining and managing context and activities to meet individual and group intervention goals and objectives. Examples include client needs and priorities; response to intervention.
    • Task 3 knowledge 2: Strategies for monitoring the effectiveness of individual and group interventions. Examples include client-reported outcomes; reevaluation results; progress toward goals.
    • Task 3 knowledge 3: Clinical decision-making for assessing and adapting the intervention plan and prioritizing goals based on client response to intervention. Examples include physiological changes; behavioral reactions; emotion regulation; developmental needs.
    • Task 3 knowledge 4: Precautions or contraindications associated with a client’s condition or stage of recovery. Examples include postsurgical precautions; vital signs; laboratory values; suicidal ideation.
  • Domain 3 — Select and Manage Interventions: Select and implement interventions for managing a client-centered plan throughout the occupational therapy process. (38%)
    • Task 1: Incorporate preparatory techniques, activities, and modalities as an adjunct to interventions to promote healing and enhance engagement in occupation-based activities.
    • Task 1 knowledge 1: Considerations for selecting, preparing, and adapting the intervention technique to support optimal engagement and promote goal achievement. Examples include client condition; client safety.
    • Task 1 knowledge 2: Considerations for selecting, preparing, and adapting the intervention environment to support optimal engagement and promote goal achievement. Examples include ensuring privacy during telehealth sessions; equipment safety; line management.
    • Task 1 knowledge 3: Indications, contraindications, and precautions associated with wound management and maintaining skin integrity. Examples include stage of wound healing; prevention and management of pressure ulcers.
    • Task 1 knowledge 4: Indications, contraindications, precautions, and clinical application of superficial thermal agents. Examples include dry whirlpool; hot packs; cryotherapy.
    • Task 1 knowledge 5: Indications, contraindications, precautions, and clinical application of deep thermal, mechanical, and electrotherapeutic physical agent modalities. Examples include transcutaneous and neuromuscular electrical stimulation; biofeedback.
    • Task 2: Implement occupation-based strategies to support participation in activities of daily living (ADL), instrumental activities of daily living (IADL), health management, rest and sleep, education, work, play, leisure, and social participation across the life span.
    • Task 2 knowledge 1: Interventions for supporting leisure and play.
    • Task 2 knowledge 2: Methods for grading an activity, task, or technique based on level of development, client status, response to intervention, and client needs.
    • Task 2 knowledge 3: Considerations for facilitating individual and group participation in shared activities. Examples include group processes; group dynamics; group type and function.
    • Task 2 knowledge 4: Interventions to support cognitive, visual-motor, visual, and perceptual processing and sensory arousal. Examples include sensory modulation; proprioceptive input; vestibular strategies; low vision strategies.
    • Task 2 knowledge 5: Compensatory and remedial strategies for managing cognitive and perceptual deficits or developmental disabilities. Examples include graded cueing; chaining; metacognition; memory aids.
    • Task 2 knowledge 6: Adaptive and preventive strategies for supporting optimal engagement in occupation. Examples include use of technology/apps; joint protection; task simplification; energy conservation.
    • Task 2 knowledge 7: Intervention strategies and techniques used to facilitate oral motor skills for drinking, eating, and swallowing. Examples include hand-to-mouth patterns; mastication; adaptive utensils; positioning at mealtime.
    • Task 2 knowledge 8: Prevocational, vocational, and transitional services, options, and resources for supporting strengths, interests, employment, and lifestyle goals across the life span.
    • Task 2 knowledge 9: Strategies, techniques, and client-centered education to facilitate functional transfers.
    • Task 2 knowledge 10: Strategies for promoting wellness and mental health. Examples include relaxation; sleep hygiene; addiction management.
    • Task 3: Select and implement interventions for improving sensory, motor, neurological, and physiological status, considering client condition and current stage of recovery, to support occupational performance.
    • Task 3 knowledge 1: Methods for grading therapeutic exercise and conditioning programs consistent with indications and precautions.
    • Task 3 knowledge 2: Techniques for sensory and motor reeducation, pain management, desensitization, edema reduction, and scar management. Examples include manual edema mobilization; nerve gliding; neuromuscular reeducation; constraint-induced movement.
    • Task 3 knowledge 3: Techniques for promoting improved postural stability, dynamic balance, body mechanics, and breathing patterns during functional tasks.
    • Task 4: Select, fabricate, and modify orthotic devices, and provide training in the use of orthotic and prosthetic devices to support functional outcomes.
    • Task 4 knowledge 1: Types and functions of immobilization, mobilization, and restriction orthoses for managing specific conditions and congenital anomalies across the life span.
    • Task 4 knowledge 2: Types and functions of prosthetic devices for upper and lower extremity amputations.
    • Task 4 knowledge 3: Implications of anatomical, physiological, biomechanical, cognitive, and socioeconomic factors and healing principles for orthotic selection, design, fabrication, and modification.
    • Task 4 knowledge 4: Client-centered education and training methods for the safe and effective use of orthotic and prosthetic devices.
    • Task 5: Select assistive technology options, adaptive devices, mobility aids, and other durable medical equipment to enable participation in occupation.
    • Task 5 knowledge 1: Factors related to measuring, selecting, monitoring the fit of, and recommending modifications to seating systems, positioning devices, and mobility aids. Examples include equipment components; biomechanical considerations; usability and maintenance.
    • Task 5 knowledge 2: Types, characteristics, and features of high- and low-tech assistive technology and adaptive devices. Examples include interface options and processor parameters; equipment components.
    • Task 5 knowledge 3: Mobility options, vehicle adaptations, and alternative devices for supporting participation in community mobility. Examples include adapted driving controls; wheelchair tie downs; alternative transportation options; dynamic mobile standers; navigation apps.
    • Task 5 knowledge 4: Client factors influencing successful use and maintenance of assistive technology options, adaptive devices, mobility aids, and other durable medical equipment. Examples include developmental, physical, functional, cognitive, and mental health status; prioritized needs.
    • Task 5 knowledge 5: Client-centered education and training methods for successful use and maintenance of assistive technology options, adaptive devices, mobility aids, and other durable medical equipment.
    • Task 6: Recommend environmental modifications, while considering accessibility guidelines, standards, and legislation, to support participation in occupation consistent with client needs and status, task demands, and context.
    • Task 6 knowledge 1: Principles of ergonomics and universal design for identifying, recommending, and implementing features and reasonable accommodations in the workplace, home, and virtual and public spaces.
    • Task 6 knowledge 2: Processes and procedures for identifying, recommending, and implementing modifications in the workplace, home, and virtual and public spaces.
  • Domain 4 — Competency and Practice Management: Manage professional activities of self and relevant others as guided by evidence, regulatory compliance, and standards of practice to promote quality care. (16%)
    • Task 1: Employ evidence-based strategies and approaches to provide safe, effective, and efficient services relevant to individuals, groups, and populations.
    • Task 1 knowledge 1: Methods for locating, reviewing, interpreting, and critically appraising scholarly research to guide practice-relevant decision-making. Examples include defining a clinical question; determining the clinical bottom line.
    • Task 1 knowledge 2: Methods for applying continuous quality improvement processes and procedures to occupational therapy service delivery. Examples include program evaluation; outcome measures.
    • Task 1 knowledge 3: Evidence-based programming for advancing population health outcomes. Examples include aging in place; fall prevention; health and wellness; community support groups.
    • Task 2: Incorporate risk management techniques at the individual and practice-setting levels to protect clients, self, staff, and others from injury or harm.
    • Task 2 knowledge 1: Infection control procedures and universal precautions for reducing transmission of contaminants. Examples include PPE; isolation precautions; cleaning equipment.
    • Task 2 knowledge 2: Responses to adverse reactions, minor injuries, and emergency situations. Examples include minor burns and cuts; seizures; diabetic reactions.
    • Task 2 knowledge 3: Preventive measures for minimizing risk and promoting safety. Examples include proper body mechanics; safety data sheet (SDS); standard operating procedures; equipment maintenance; emergency preparedness; personal safety in the client’s environment.
    • Task 2 knowledge 4: Strategies and resources to prevent professional burnout. Examples include assessment of personal needs; self-advocacy regarding workload; stress management.
    • Task 3: Provide occupational therapy services in accordance with laws, regulations, state occupational therapy practice acts, and accreditation guidelines to protect consumers and meet applicable reimbursement requirements related to the service delivery setting.
    • Task 3 knowledge 1: Application of federal regulations, state practice acts, facility policies, and accreditation guidelines related to service delivery across occupational therapy practice settings. Examples include health care legislation; accreditation organizations; licensing and credentialing; supervisory role under state practice acts.
    • Task 3 knowledge 2: Influence of reimbursement policies and guidelines on occupational therapy service delivery.
    • Task 3 knowledge 3: Accountability processes and procedures for justifying, tracking, and monitoring outcomes. Examples include relevant practice terminology; documentation guidelines.
    • Task 4: Engage in professional development and competency assessment activities relevant to the job role, practice setting, scope of practice, and professional certification standards.
    • Task 4 knowledge 1: Methods for identifying, documenting, and monitoring service competency and professional development needs. Examples include competency self-assessment; mentoring.
    • Task 4 knowledge 2: Application of ethical decision-making and professional behaviors guided by the NBCOT Practice Standards and Code of Conduct.
Examination sources

Oral Examination

Provider
Wisconsin Occupational Therapists Affiliated Credentialing Board
Format
Oral examination before the Board, required only when the application review panel so determines
Exam fee
$266 appearance fee when asked to appear
Examination outline
  • Minimum competency in subjects substantially related to the practice of occupational therapy and assisting in the practice of occupational therapy
  • Ability to practice occupational therapy or assist in the practice of occupational therapy with reasonable skill and safety
Examination sources

Open-Book Examination on the Wisconsin Statutes and Administrative Code

Provider
Wisconsin Department of Safety and Professional Services (online test at https://eptol.drl.wi.gov/)
Format
Open-book online examination; untimed, may be exited and resumed within 3 months
Passing score
88%
Exam fee
$75.00 retake fee
Examination outline
  • Wis. Admin. Code ch. OT 1 - Definitions
  • Wis. Admin. Code ch. OT 2 - Licensure of occupational therapists and occupational therapy assistants
  • Wis. Admin. Code ch. OT 3 - Biennial license renewal
  • Wis. Admin. Code ch. OT 4 - Practice and supervision
  • Wis. Admin. Code ch. OT 5 - Unprofessional conduct
  • Wis. Admin. Code ch. OT 6 - Telehealth
  • Wis. Stat. ch. 252 - Communicable diseases
  • Wis. Stat. ch. 440 - Department of safety and professional services
  • Wis. Stat. ch. 448 - Medical practices
Examination sources

COTA Certification Exam

Format
Three- and four-option single-response multiple-choice items and six-option multi-select items
Exam questions
190 items
Examination outline
  • Domain 1 — Collaborate and Gather Information: Under the supervision of the OTR, acquire information on an ongoing basis regarding factors that influence occupational performance. (27%)
    • Task 1: Recognize the influence of development and lived experience; body functions and body structures; values, beliefs, and spirituality; and identity on occupational performance.
    • Task 1 knowledge 1: Impact of typical development and aging on occupational performance, health, and wellness across the life span.
    • Task 1 knowledge 2: Expected patterns, progressions, and prognoses associated with conditions that limit occupational performance. Examples include signs and symptoms of disease; stages of disease; secondary complications.
    • Task 1 knowledge 3: Impact of body functions and body structures on occupational performance. Examples include cognitive impairments; congenital anomalies.
    • Task 1 knowledge 4: Influence of lived experiences and identity on occupational performance. Examples include history of trauma and adverse childhood events; socioeconomic status; gender, race, culture, religion.
    • Task 2: Acquire information about a client’s functional skills, roles, prioritized needs and wants, and performance context to inform the development of and updates to an occupational profile.
    • Task 2 knowledge 1: Resources for acquiring information about the client’s current condition and occupational performance. Examples include referrals; client records; developmental history; Individualized Education Program (IEP) plans.
    • Task 2 knowledge 2: Purpose, advantages, limitations, and service competency needs related to the administration of standardized and nonstandardized assessments and screening methods. Examples include criterion-referenced tests; norm-referenced tests; client and caregiver interviews; observation.
    • Task 2 knowledge 3: Internal and external factors influencing a client’s engagement in occupation. Examples include roles, habits, routines, and rituals; environmental context; family and social supports; medication side effects and interactions; mental health.
    • Task 3: Perform an activity analysis to determine the influence of task demands, current conditions, performance skills, and context on occupation.
    • Task 3 knowledge 1: Task requirements, steps to task completion, and task demands across contexts or settings.
    • Task 3 knowledge 2: Personal and environmental factors that facilitate or inhibit task completion or occupational engagement. Examples include compensation patterns; role of performance context; influence of current conditions.
    • Task 4: Collaborate with the client, the client’s relevant others, occupational therapy colleagues, and other professionals using a client-centered approach and therapeutic use of self to provide quality occupational therapy services.
    • Task 4 knowledge 1: Roles and responsibilities among interprofessional teams when coordinating client care and providing services. Examples include referral to and consultation with other services; interprofessional communication methods; scope of practice.
    • Task 4 knowledge 2: Processes for supporting interprofessional intervention plans. Examples include Individualized Education Program (IEP) plans; discharge plans; transition plans; palliative and hospice care plans.
    • Task 4 knowledge 3: Client-centered approaches and considerations for coordinating occupational therapy services. Examples include therapeutic use of self; advocacy; frequency/duration of intervention; level of service delivery.
    • Task 4 knowledge 4: Factors used to prioritize intervention goals and activities in collaboration with the client and family, teacher, caregiver, and relevant others. Examples include client-reported outcomes; level of support required; context of service delivery; progress toward goals.
    • Task 4 knowledge 5: Strategies for addressing and enhancing health literacy with the client and relevant others. Examples include caregiver training; teaching-learning models; methods for making health information accessible; informed decision-making; navigating challenges to professional expertise.
    • Task 5: Monitor the intervention plan, approach, context, and goals on an ongoing basis, in collaboration with the OTR, using clinical reasoning.
    • Task 5 knowledge 1: Factors for determining and managing context and activities to meet individual and group intervention goals and objectives. Examples include client needs and priorities; response to intervention.
    • Task 5 knowledge 2: Strategies for monitoring the effectiveness of individual and group intervention. Examples include client-reported outcomes; reevaluation results; progress toward goals.
    • Task 5 knowledge 3: Clinical decision-making for prioritizing goals and implementing modifications to the intervention plan based on client responses, under the supervision of the OTR. Examples include physiological changes; behavioral reactions; emotion regulation; developmental needs.
    • Task 5 knowledge 4: Precautions or contraindications associated with a client condition or stage of recovery. Examples include postsurgical precautions; vital signs; laboratory values; suicidal ideation.
  • Domain 2 — Select and Implement Interventions: Implement interventions, under the supervision of the OTR, in accordance with the intervention plan and level of service competence to support client participation in areas of occupation throughout the occupational therapy process. (55%)
    • Task 1: Incorporate preparatory techniques, activities, and modalities as an adjunct to interventions to promote healing and enhance engagement in occupation-based activities.
    • Task 1 knowledge 1: Considerations for selecting, preparing, and adapting the intervention technique to support optimal engagement and promote goal achievement. Examples include client condition; client safety; theoretical approach and frame of reference.
    • Task 1 knowledge 2: Considerations for selecting, preparing, and adapting the intervention environment to support optimal engagement and promote goal achievement. Examples include ensuring privacy during telehealth sessions; equipment safety; line management.
    • Task 1 knowledge 3: Indications, contraindications, and precautions associated with wounds and maintaining skin integrity. Examples include stage of wound healing; prevention and management of pressure ulcers.
    • Task 1 knowledge 4: Indications, contraindications, precautions, and clinical application of superficial thermal agents. Examples include dry whirlpool; hot packs; cryotherapy.
    • Task 1 knowledge 5: Indications, contraindications, precautions, and clinical application of deep thermal, mechanical, and electrotherapeutic physical agent modalities. Examples include transcutaneous and neuromuscular electrical stimulation; biofeedback.
    • Task 2: Implement occupation-based strategies to support participation in activities of daily living (ADL), instrumental activities of daily living (IADL), health management, rest and sleep, education, work, play, leisure, and social participation across the life span.
    • Task 2 knowledge 1: Interventions for supporting leisure and play.
    • Task 2 knowledge 2: Methods for grading an activity, task, or technique based on level of development, client status, response to intervention, and client needs.
    • Task 2 knowledge 3: Considerations for facilitating individual and group participation in shared activities. Examples include group processes; group dynamics; group type and function.
    • Task 2 knowledge 4: Interventions to support cognitive, visual-motor, visual, and perceptual processing and sensory arousal. Examples include sensory modulation; proprioceptive input; vestibular strategies; low vision strategies.
    • Task 2 knowledge 5: Compensatory and remedial strategies for managing cognitive and perceptual deficits or developmental disabilities. Examples include graded cueing; chaining; metacognition; memory aids.
    • Task 2 knowledge 6: Adaptive and preventive strategies for supporting optimal engagement in occupation. Examples include use of technology/apps; joint protection; task simplification; energy conservation.
    • Task 2 knowledge 7: Intervention strategies and techniques used to facilitate oral motor skills for drinking, eating, and swallowing. Examples include hand-to-mouth patterns; mastication; adaptive utensils; positioning at mealtime.
    • Task 2 knowledge 8: Prevocational, vocational, and transitional services, options, and resources for supporting strengths, interests, employment, and lifestyle goals across the life span.
    • Task 2 knowledge 9: Strategies, techniques, and client-centered education to facilitate functional transfers.
    • Task 2 knowledge 10: Strategies for promoting wellness and mental health. Examples include relaxation; sleep hygiene; addiction management.
    • Task 3: Implement interventions for improving sensory, motor, neurological, and physiological status, considering client condition and current stage of recovery, to support occupational performance.
    • Task 3 knowledge 1: Methods for grading therapeutic exercise and conditioning programs consistent with indications and precautions.
    • Task 3 knowledge 2: Techniques for sensory and motor reeducation, pain management, desensitization, edema reduction, and scar management. Examples include manual edema mobilization; nerve gliding; neuromuscular reeducation; constraint-induced movement.
    • Task 3 knowledge 3: Techniques for promoting improved postural stability, dynamic balance, body mechanics, and breathing patterns during functional tasks.
    • Task 4: Select, fabricate, and modify orthotic devices, and provide training in the use of orthotic and prosthetic devices in order to support functional outcomes.
    • Task 4 knowledge 1: Types and functions of immobilization, mobilization, and restriction orthoses for managing specific conditions and congenital anomalies across the life span.
    • Task 4 knowledge 2: Types and functions of prosthetic devices for upper and lower extremity amputations.
    • Task 4 knowledge 3: Implications of anatomical, physiological, biomechanical, cognitive, and socioeconomic factors and healing principles for orthotic selection, design, fabrication, and modification.
    • Task 4 knowledge 4: Client-centered education and training methods for the safe and effective use of orthotic and prosthetic devices.
    • Task 5: Integrate assistive technology options, adaptive devices, mobility aids, and other durable medical equipment into the intervention to enable participation in occupation.
    • Task 5 knowledge 1: Factors related to measuring, selecting, monitoring the fit of, and recommending modifications to seating systems, positioning devices, and mobility aids. Examples include equipment components; biomechanical considerations; usability and maintenance.
    • Task 5 knowledge 2: Types, characteristics, and features of high- and low-tech assistive technology and adaptive devices. Examples include interface options and processor parameters; equipment components.
    • Task 5 knowledge 3: Mobility options, vehicle adaptations, and alternative devices for supporting participation in community mobility. Examples include adapted driving controls; wheelchair tie downs; alternative transportation options; dynamic mobile standers; navigation apps.
    • Task 5 knowledge 4: Client factors influencing successful use and maintenance of assistive technology options, adaptive devices, mobility aids, and other durable medical equipment. Examples include developmental, physical, functional, cognitive, and mental health status; prioritized needs.
    • Task 5 knowledge 5: Client-centered education and training methods for successful use and maintenance of assistive technology options, adaptive devices, mobility aids, and other durable medical equipment.
    • Task 6: Implement environmental modifications, while considering accessibility guidelines, standards, and legislation, to support participation in occupation consistent with client needs and status, task demands, and context.
    • Task 6 knowledge 1: Principles of ergonomics and universal design for identifying, recommending, and implementing features and reasonable accommodations in the workplace, home, and virtual and public spaces.
    • Task 6 knowledge 2: Processes and procedures for identifying, recommending, and implementing modifications in the workplace, home, and virtual and public spaces.
  • Domain 3 — Uphold Professional Standards and Responsibilities: Uphold professional standards and responsibilities by achieving service competence and applying evidence-based interventions to promote quality in practice. (18%)
    • Task 1: Employ evidence-based strategies and approaches to provide safe, effective, and efficient services relevant to individuals, groups, and populations.
    • Task 1 knowledge 1: Methods for locating, reviewing, and interpreting scholarly research to guide practice-relevant decision-making. Examples include applying the Patient, Intervention, Comparison, Outcome (PICO) model; identifying best evidence.
    • Task 1 knowledge 2: Methods for contributing to continuous quality improvement processes and procedures related to occupational therapy service delivery. Examples include program evaluation; acquiring information to measure outcomes.
    • Task 1 knowledge 3: Types of evidence-based programming for advancing population health outcomes. Examples include aging in place; fall prevention; health and wellness; community support groups.
    • Task 2: Incorporate risk management techniques at the individual and practice-setting levels to protect clients, self, staff, and others from injury or harm.
    • Task 2 knowledge 1: Infection control procedures and universal precautions for reducing transmission of contaminants. Examples include PPE; isolation precautions; cleaning equipment.
    • Task 2 knowledge 2: Responses to adverse reactions, minor injuries, and emergency situations. Examples include minor burns and cuts; seizures; diabetic reactions.
    • Task 2 knowledge 3: Preventive measures for minimizing risk and promoting safety. Examples include proper body mechanics; safety data sheet (SDS); standard operating procedures; equipment maintenance; emergency preparedness; personal safety in the client’s environment.
    • Task 2 knowledge 4: Strategies and resources to prevent professional burnout. Examples include assessment of personal needs; self-advocacy regarding workload; stress management.
    • Task 3: Provide occupational therapy services in accordance with laws, regulations, state occupational therapy practice acts, and accreditation guidelines to protect consumers and meet applicable reimbursement requirements related to the service delivery setting.
    • Task 3 knowledge 1: Application of federal regulations, state practice acts, facility policies, and accreditation guidelines related to service delivery across occupational therapy practice settings. Examples include health care legislation; accreditation organizations; licensing and credentialing.
    • Task 3 knowledge 2: Influence of reimbursement policies and guidelines on occupational therapy service delivery.
    • Task 3 knowledge 3: Accountability processes and procedures for justifying, tracking, and monitoring outcomes. Examples include relevant practice terminology; documentation guidelines.
    • Task 4: Engage in professional development and competency assessment activities relevant to the job role, practice setting, scope of practice, and professional certification standards.
    • Task 4 knowledge 1: Methods for identifying, documenting, and monitoring service competency and professional development needs. Examples include competency self-assessment; mentoring.
    • Task 4 knowledge 2: Application of ethical decision-making and professional behaviors guided by the NBCOT Practice Standards and Code of Conduct.
Examination sources