Occupational Therapy Process. Stages of OT Process Referral Referral Screening Screening Assessment Assessment Intervention Plan Intervention Plan Intervention.

Occupational Therapy Occupational Therapy ProcessProcess

Stages of OT ProcessStages of OT Process

ReferralReferral ScreeningScreening AssessmentAssessment Intervention PlanIntervention Plan InterventionIntervention Transition servicesTransition services Discontinuation of ServicesDiscontinuation of Services Service ManagementService Management

Stages of OT Process: ReferralStages of OT Process: Referral

Point at which initial request for Point at which initial request for services for particular client at a services for particular client at a change in the degree and direction of change in the degree and direction of services is madeservices is made• Self – referralSelf – referral• Referred by a physician, another Referred by a physician, another

professional, or another agencyprofessional, or another agency

Stages of OT Process: ScreeningStages of OT Process: Screening

gather preliminary information about gather preliminary information about the clientthe client

Screening processScreening process

may involve:may involve:• review of the client’s recordsreview of the client’s records• use of screening testuse of screening test• interview with the client and caregiverinterview with the client and caregiver• observation of the clientobservation of the client• discussion of the client’s referral sourcediscussion of the client’s referral source• determine whether further evaluation determine whether further evaluation

and OT intervention is warrantedand OT intervention is warranted

Stages of OT Process: Assessment Stages of OT Process: Assessment and Evaluationand Evaluation

Assessment – sum of the evaluation Assessment – sum of the evaluation results which provide a composite picture results which provide a composite picture of the client’s level of functionof the client’s level of function

Process where:Process where:• data gathered about the clientdata gathered about the client• problems are identifiedproblems are identified• hypothesis is formulatedhypothesis is formulated• decisions are made for treatment interventiondecisions are made for treatment intervention

Stages of OT Process: Assessment Stages of OT Process: Assessment and Evaluationand Evaluation

Evaluation – series of test used to Evaluation – series of test used to measure an individual skills and measure an individual skills and deficitsdeficits

Evaluation Procedure - specific Evaluation Procedure - specific methods or techniques used to methods or techniques used to collect information during the collect information during the evaluation stagesevaluation stages

Forms of Evaluation ProcedureForms of Evaluation Procedure

Medical record reviewMedical record review

Skilled observationSkilled observation

InterviewInterview

Tests (standardized and non-Tests (standardized and non-standardized)standardized)

Stages of OT Process: Treatment Stages of OT Process: Treatment PlanPlan

is the recommendations made for OT is the recommendations made for OT intervention based on an analysis of intervention based on an analysis of the information accumulated during the information accumulated during assessmentassessment

Factors to Considers in Treatment Factors to Considers in Treatment PlanningPlanning

strengths and weaknessesstrengths and weaknesses interest of the client and caregiversinterest of the client and caregivers estimation of rehabilitation potentialestimation of rehabilitation potential expected outcomeexpected outcome frequency and duration of treatmentfrequency and duration of treatment recommended methods and mediarecommended methods and media apparent environmental and time constraintapparent environmental and time constraint identification of a plan for re-evaluationidentification of a plan for re-evaluation discharge planningdischarge planning

Stages of OT Process: Stages of OT Process: Implementation of Treatment and Implementation of Treatment and

Re – EvaluationRe – Evaluation Treatment implementationTreatment implementation

• putting the treatment plan in place, putting the treatment plan in place, working with the client through to reach working with the client through to reach treatment goalstreatment goals

• educating the client, family and educating the client, family and caregivercaregiver

Stages of OT Process: Stages of OT Process: Implementation of Treatment and Implementation of Treatment and

Re - EvaluationRe - Evaluation Re-evaluation - an on-going process Re-evaluation - an on-going process

to:to:• keep up to date on changeskeep up to date on changes• remain aware of circumstances or needs remain aware of circumstances or needs

that arisesthat arises• change the direction of treatment, change the direction of treatment,

temporarily or permanentlytemporarily or permanently

Stages of OT Process: Transition Stages of OT Process: Transition ServicesServices

is the coordination or facilitation of is the coordination or facilitation of services for the purpose of preparing the services for the purpose of preparing the client for a changeclient for a change

it may involve a change to a new it may involve a change to a new functional level, life stage, program, or functional level, life stage, program, or environmentenvironment

are individualized to meet the goals, needs are individualized to meet the goals, needs and environmental consideration of each and environmental consideration of each clientclient

Stages of OT Process: Service Stages of OT Process: Service DiscontinuationDiscontinuation

client is discharged from OT when he client is discharged from OT when he has reached the goals delineated in has reached the goals delineated in the treatment plan or when it is the treatment plan or when it is determined that he or she has determined that he or she has realized the maximum benefits of OT realized the maximum benefits of OT servicesservices

Discharge Plan and SummaryDischarge Plan and Summary

Discharge plan – conforms to the personal Discharge plan – conforms to the personal goals and addresses the resources goals and addresses the resources available in the communityavailable in the community

Discharge summary – summary of the Discharge summary – summary of the status of the client’s functional level at the status of the client’s functional level at the time of discharge, it may contain the plans time of discharge, it may contain the plans for discharge, equipment and services for discharge, equipment and services recommended after dischargerecommended after discharge

The Process of Occupational The Process of Occupational TherapyTherapy

Highlights of the Process of OT Highlights of the Process of OT (OTPF)(OTPF)• Process is dynamic and interactive in Process is dynamic and interactive in

naturenature

• Context is an overarching, underlying, Context is an overarching, underlying, embedded influence on the process of embedded influence on the process of service deliveryservice delivery

The Process of Occupational The Process of Occupational TherapyTherapy

Highlights of the Process of OT Highlights of the Process of OT (OTPF)(OTPF)• Client is used to name the entity that Client is used to name the entity that

receives OT servicesreceives OT services

• Client – centered approach is used Client – centered approach is used throughout the frameworkthroughout the framework

The Process of Occupational The Process of Occupational TherapyTherapy

Highlights of the Process of OT Highlights of the Process of OT (OTPF)(OTPF)• ““Engagement in Occupation” is viewed Engagement in Occupation” is viewed

as the overarching outcome of the OT as the overarching outcome of the OT processprocess

The Process of Occupational The Process of Occupational TherapyTherapy

EvaluationEvaluation• Evaluating occupational needs, Evaluating occupational needs,

problems and concernsproblems and concerns InterventionIntervention

• Focus is on occupation and to foster Focus is on occupation and to foster engagement in suchengagement in such

Targeting Intervention OutcomesTargeting Intervention Outcomes

Framework Process Framework Process OrganizationOrganization

Framework Process OrganizationFramework Process Organization

EvaluationEvaluation• Occupational ProfileOccupational Profile

• Analysis of Occupational PerformanceAnalysis of Occupational Performance

Framework Process OrganizationFramework Process Organization

InterventionIntervention• Intervention PlanIntervention Plan• Intervention ImplementationIntervention Implementation• Intervention ReviewIntervention Review

Framework Process OrganizationFramework Process Organization

OutcomeOutcome• Engagement in Occupation to Support Engagement in Occupation to Support

ParticipationParticipation

Types of OutcomesTypes of Outcomes

Framework Process OrganizationFramework Process Organization