Clinical Compliance for OT and OTA Programs

OT and OTA students complete Level I and Level II fieldwork. Level II alone is at least 24 full-time weeks for OT and 16 for OTA, often across several sites with different requirements.

OT and OTA programs are accredited by the Accreditation Council for Occupational Therapy Education (ACOTE). Your clinical sites and affiliation agreements decide the exact list, so treat this as a starting point, not a substitute for your own standards.

What OT and OTA students usually need before fieldwork

Immunizations. CDC recommends hepatitis B, MMR, varicella, Tdap and annual influenza vaccination for healthcare personnel, proven by records or titers. (source) See titer testing explained.
TB screening. CDC recommends baseline screening for all healthcare personnel and no routine annual testing without an exposure, but many clinical sites still set their own schedule. (source) See TB testing requirements.
CPR / BLS certification, tracked to its expiration so a lapse is caught before a rotation, not during it.
Background check, often with healthcare sanctions screening for hospital placements. See student background checks.
Drug screen, usually a 10-panel urine screen (ours includes oxycodone) before the first placement.
N95 fit testing where a site requires respirators. Students aren't employees under OSHA, so the requirement comes from the site; when it applies, OSHA's standard calls for a fit test before first use and at least annually. (source) See N95 fit testing.

What's specific to OT and OTA programs

Site requirements before fieldwork. ACOTE Standard C.1.2 requires a documented process so students can access site information and requirements before fieldwork begins. (source)
Level II length. Level II fieldwork is at least 24 weeks full-time for OT and 16 weeks for OTA. (source)

How Drug Free Schools handles it

One portal, your requirement list. Set how each item renews: flu by season, CPR through the end of the printed month, Tdap every ten years. Add another way to meet a requirement, or a declination pathway.
Every upload reviewed within 24 hours. If something is wrong, the student sees the exact reason and what to upload instead.
Upload guides for every requirement: an example of the right document, the common reasons for rejection, and a blank form to download.
Deadlines and reminders by email and text, and a dashboard that shows anyone not cleared for an upcoming rotation.
Clinical sites built in. Track affiliation agreements, assign students to rotations, log clinical hours, and block anyone who isn't cleared from being placed. Send a site exactly the records it needs through a secure link with an access code that expires in 30 days.

For OT and OTA: Attach each fieldwork site's requirements to the student's placement, and block anyone who isn't cleared from being placed.

$30

per student portal, one time for the whole program. Free staff accounts.

From $25

per student for on-campus drug screening (by cohort size); $25 in-house kits for small groups

$40–$55

10-panel, 11-panel with alcohol or 12-panel at Quest locations nationwide

$35/$70

background checks; N95 fit testing on campus $25–$35

Family owned since 1995 in Memphis, with support 7 days a week by phone, text or email for students and school staff.

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Set up in about 5 minutes with your program’s requirements. No meeting needed.

Support 7 days a week by phone, text or email, for students and school staff: call or text (901) 517-7450 · josh.smith@drugfreeschools.net

See the director dashboard (3:06)

Recorded in the live portal: the rotation check dashboard, document review, requirement rules, clinical sites and rotations, and secure links for sending records to a site.

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Frequently asked questions

What do OT and OTA students need before fieldwork?

Most sites ask for the immunizations CDC recommends for healthcare personnel (hepatitis B, MMR, varicella, Tdap and annual flu), TB screening, CPR, a background check and a drug screen, plus N95 fit testing where respirators are used. OT and OTA programs also document the items their accreditor names; the exact list comes from your clinical sites and affiliation agreements.

Can different fieldwork sites have different requirements?

Yes. Clinical sites are built into the portal: track affiliation agreements, assign students to placements with dates, and send each site exactly the records it needs through a secure link.

How much does the compliance portal cost?

$30 per student, one time for the whole program, not a yearly fee. Administrator and faculty accounts are free, and the school can pay instead of the student.

Can one portal cover all of our health science programs?

Yes. Each program gets its own requirement list and renewal rules, while the school has one portal and one support line, 7 days a week by phone, text or email, for students and school staff.

Sources

This page summarizes public accreditor, CDC and OSHA documents as of September 2026. Requirements vary by school, clinical site and state; confirm against your current standards and affiliation agreements. Quest Diagnostics is a trademark of its owner.