Unit 1: Evaluation Process Terms

Occupational Therapy Code of Ethics

guidelines on ethical conduct for OT students and practitioners that include standards and ground rule

bias

preference given to certain areas related to the assessments for certain groups of individuals, that result in unfair interpretations of data or outcomes

contextual factors

environmental and personal factors that influence engagement and participation specific to each person, group, or population

environmental factors

aspects of physical, social, and attitudinal surrounds in which people live that can influence functioning and disability

5 environmental factors

1. natural and human made environments

2. products and technology

3. support and relationships

4. attitudes

   1. services, systems, and policies

personal factors

attributes of a person that are not part of a health condition or state that affect functioning and disability, but not in positive or negative way

scope of practice

defines OT with detailed descriptions of specific client factors, performance skills and patterns, occupations, and context that an OT can assess across a client’s lifespan

screening

reviewing available data, observing, or using instruments to identify strengths and limitations prior to a formal evaluation

evaluation

the process of collecting information from a variety of measures

identifies what client wants/needs to do, supports and barriers, participation, strengths and weaknesses, etc.

re-evaluation

comprehensive process to review a client after the intial evaluation

assessment

a specific tool, instrument, or system used to determine occupational profile, performance, or funciton deficits

reassessment

reviewing performance any time after intial evaluation

formative process

gathering data for monitoring

summative process

summarizing or synthesizing data-driven information to make intervention or discharge plan

frame of reference

organizing theoretical material in OT and link between theory and practice

top-down approach

looking at occupations first

bottom-up approach

look at components of tasks impacting performance first

contextual approach

looks at contextual effects on performance

exploratory approach

broad approach used when needing to use more than one theoretical direction

idiosyncratic approach

evaulation approach may be used for clients with unique concerns and may require looking at other sources and professions to develop appropriate theoretical base for intervention

occupational profile

summary of client occupational history and experiences, patterns of daily living, interests, values, needs, and relevant context

help understand what is important and meaningful and identify issues/problems

evaluation report/summary

comprehensive description of client’s occupational roles, factors, performance skills and patterns, context, and activity demands that influence performance