O.O.A.M.A.Ontario Osteopathic and
Alternative Medicine Association

Clarity at every appointment.

Practical association guidance for session planning, records, consent, and follow-up care.

Good records tell the story of care.

The association recommends aligning the appointment, clinical record, and billed service. Its guidance emphasizes individual reassessment and a clear reason for each visit.

SessionPublished pricing example
60 minutes100% of the base fee
30 minutesApproximately 60–70%
20 minutesApproximately 50–60%

Administrative work and overhead explain the non-linear example. Two 30-minute visits may allow appropriate care; three 20-minute follow-ups require particularly clear individual documentation. These are association recommendations, not insurer approval or universal fee rules.

Follow-up structure

  1. Interval reassessment: changes since the previous visit.
  2. Objective findings: movement, palpation, and function.
  3. Clinical reasoning for today’s treatment.
  4. Regions and techniques used.
  5. Response, next steps, and reassessment plan.

Generic notes that only mention pain, treatment, tolerance, and a return visit do not explain these elements. Audits may examine medical necessity, individual reasoning, measurable findings, patient volume, and alignment with billed time.

Recordkeeping checklists

Initial assessment & treatment record
  • Personal medical and health history
  • Ongoing/past illnesses and operations
  • Allergies and drug reactions
  • Prescription, herbal, vitamin and OTC use
  • Chief complaint
  • Signs and symptoms
  • Treatment principles and strategies
  • Modalities, frequency and duration
  • Advice to patient
  • Referring regulated professional name, address and phone
Follow-up treatment record
  • Date of visit
  • Progress inquiry
  • Treatment plan modification
  • Adjunct modalities/treatment/procedures and specifics
  • Patient reaction
  • Follow-up recommendations
Consent discussion
  • Nature of treatment
  • Expected benefits
  • Material risks
  • Material side effects
  • Alternative courses
  • Likely consequences of no treatment
  • Voluntary agreement without misrepresentation or fraud

The original standards discuss consent, substitute decision-makers, and the Health Care Consent Act, 1996. Consult the complete source and applicable requirements.

20–30-minute follow-up template

Use the source template as a documentation aid.

  • Since last visit
  • Pain level current and previous
  • Functional change
  • ROM/mobility
  • Palpatory findings
  • Functional observation
  • Findings consistent with
  • Treatment indication
  • Regions treated
  • Techniques
  • Immediate response
  • Objective change
  • Next visit timing
  • Next treatment focus
  • Planned reassessment

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