12.3 Coordination & Supervision

Supervising LPNs and Therapy Assistants

What an LPN, PTA, or COTA may do, who is accountable for the plan, and how supervision actually works when everyone is alone in a different house.

Updated Sep 18, 2026

Supervision in home health is unusual: the person being supervised is by themselves, in a house you are not in, several miles away. It works through clear plans and fast phone calls, not over-the-shoulder observation.

The principle

Assistants deliver. Licensed clinicians assess and decide.

An LPN, PTA, or COTA carries out a plan somebody else established. When the plan looks wrong, they call — they do not adjust it. That call is part of the job, not an interruption of it.

LPN / LVN

Can Cannot
Carry out an established plan of care Perform the initial assessment
Wound care, medication administration, catheter care per orders Complete any OASIS assessment
Ongoing teaching within the plan Establish or change the plan of care
Data collection and observation Perform the admission, recert, or discharge assessment
Report changes to the supervising RN Accept a verbal order in some states

The scope details — including whether an LPN may take a verbal order, perform IV therapy, or do certain assessments — are set by your state's nurse practice act, and they differ meaningfully between states. Know your state's rules, and know your agency's policy, which may be stricter. If you are unsure, ask your Field Supervisor rather than reasoning from what was allowed at your last job.

What LPNs do not do here

Our own policy is narrower than some states allow. LPNs with this agency do not:

  • Admissions
  • Discharges
  • Recertifications
  • PICCs and central lines
  • Anything IV — including IV fluids

That last one catches people who have done IV work elsewhere. It is agency protocol, not a question of your individual competence, and it does not change because a patient needs it today. Call the RN.

The supervising RN's job

  • Establish and maintain the plan of care
  • Make sure the LPN has a plan specific enough to follow
  • Be reachable while the LPN is in the field
  • Perform the assessments the LPN cannot
  • Supervise at the frequency your state and agency require — confirm the interval, it is not the same as the aide rule
  • Act on what the LPN reports

The commonest failure is not a scope violation. It is an RN who is unreachable, leaving an LPN standing in a kitchen with a decision they are not licensed to make.

PTA and COTA

Can Cannot
Deliver the treatment plan the PT or OT established Perform the evaluation
Progress within parameters the therapist set Perform a reassessment
Instruct in the established home exercise programme Change the plan of care
Document treatment and patient response Discharge the patient
Report changes to the supervising therapist Establish goals

The evaluating therapist owns the plan, the goals, the progression parameters, and the discharge decision. If a PTA believes the patient is ready to progress beyond what was written, the therapist makes that call.

Supervision frequency

Supervision requirements for therapy assistants come from a combination of Medicare rules, your state practice act, and agency policy — and the state requirements vary considerably. Confirm the interval that applies to you; do not assume it matches the 14-day aide rule.

Writing a plan an assistant can actually follow

This is the real work of supervision, and it happens before anyone goes out.

Too vague Usable
Wound care to left leg Cleanse left lateral lower leg wound with normal saline, apply calcium alginate and bordered foam, change 3× weekly Mon/Wed/Fri
Continue therapeutic exercise HEP as attached; progress to 2 sets of 12 when patient completes 3 sets of 8 without rest; do not progress if SpO2 < 90%
Assess and report Notify RN for temp > 100.4 °F, weight gain > 2 lb in 24 hours, or any new drainage

Include what to do when something is out of range, and who to call. An assistant with clear parameters can handle far more than one without them.

When an assistant calls you

They are doing exactly what they should. Make it easy:

  • Answer, or call back quickly
  • Let them describe it fully before you start problem-solving
  • Give a clear instruction, and say whether it changes the plan
  • If it changes the plan, you obtain the order — see Verbal Orders and Clarifications
  • Document the call, and make sure they document it too

An assistant who gets a short answer twice will stop calling, and the next thing that happens is a decision made by someone not licensed to make it.

Documenting supervision

Whatever the required interval, the supervisory contact has to be documented as supervision: date, who, what was reviewed, what was found, what changed, and when the next one is due.