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Occupational Therapy Evaluation. Patient Last Name, First Name, M.I.. Patient #. HIC #. Reason for Referral: Precautions: Level of Assistance: Independent I .

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How to fill out the Occupational Therapy Evaluation online

Completing the Occupational Therapy Evaluation form online can be a straightforward process with the right guidance. This guide will provide you with step-by-step instructions to ensure that you fill out every section accurately and effectively.

Follow the steps to successfully complete the Occupational Therapy Evaluation form online.

  1. Press the ‘Get Form’ button to retrieve the Occupational Therapy Evaluation form and open it in your preferred digital editor.
  2. Begin by entering the patient’s last name, first name, and middle initial in the designated fields.
  3. Next, input the patient's identification number and health insurance claims number as required.
  4. In the 'Reason for Referral' section, briefly describe the reason for the evaluation, ensuring clarity and conciseness.
  5. Record any relevant precautions that the therapist should be aware of during the assessment.
  6. Determine and indicate the level of assistance required for the patient, using the codes provided: Independent (I), Modified Independent (M), Stand By Assist (SBA), Supervision (S), Contact Guard Assist (CGA), Minimum (Min), Moderate (Mod), Maximum (Max), or Dependent (D).
  7. For activities of daily living, select the level of assistance for each task listed: feeding, grooming, upper body bath, lower body bath, upper body dressing, lower body dressing, toileting/hygiene, and homemaking skills. Include any pertinent comments.
  8. In the section for adaptive equipment and positioning, specify the current seating arrangement and whether it is appropriate.
  9. Fill out the 'Functional Mobility' section, analyzing the patient's balance and indicating the level of assistance needed for rolling, transitioning to/from sitting, bed mobility, and toilet access.
  10. Evaluate the range of motion (ROM) and strength in upper extremities by documenting active range of motion (AROM) and passive range of motion (PROM), along with any relevant strength measures and comments.
  11. Assess sensory integration and cognitive function by marking the appropriate statuses for sensation, perception, and cognitive capacities including judgment, memory, and safety awareness.
  12. Finally, ensure that the therapist signs and dates the form, includes their credentials, and that the physician’s name is clearly noted.
  13. Once all fields are completed, save any changes made, and proceed to download, print, or share the completed Occupational Therapy Evaluation as needed.

Begin your Occupational Therapy Evaluation online and complete the necessary documentation with ease.

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What To Expect During an Occupational Therapy Evaluation Interview and Information Gathering. Your occupational therapist will review your medical records before the evaluation to learn about your medical condition. ... OT Assessment. ... Decision: Whether OT Is Right for You. ... Goal Setting. ... Treatment Plan.

Client Interview and Information Gathering If a medical record is available, your occupational therapist will review it before the evaluation begins to obtain basic information about you and your medical situation. She will then interview you to fill in the gaps.

What happens in an Occupational Therapy Evaluation? To complete an evaluation we conduct an interview, complete standardized and nonstandardized tests, and make clinical observations. Prior to coming in, families will complete paperwork about their child's medical history, birth and development, and areas of concern.

The evaluation process includes referral, screening, developing an occupational profile, and analyzing occupational performance. The intervention process includes intervention planning, implementation, and review.

Developmental Delay Not reaching developmental milestones of sitting, crawling, and walking. Not learning at an age appropriate level. Not developing age appropriate play and social skills.

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© Copyright 1997-2026
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Your Privacy Choices
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Help Portal
Legal Resources
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
altaFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2026
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232