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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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