OTA 215: Principles of Occupational Therapy in Physical Health - Chapter 4
Pima Medical Institute OTA 215: Principles of Occupational Therapy in Physical Health
Chapter 4: OT Process Evaluation and Intervention in Physical Dysfunction
OT Process Overview
Steps in OT Process:
Referral/Screening
Evaluation
Intervention
Targeted Outcomes (preferably leading to Discharge)
Fluidity of Evaluation and Intervention
Occupational Therapy Practitioners (OTPs) must engage in critical thinking regarding:
Client’s needs
Demands of the tasks required by the client
Collaboration:
Occupational Therapists (OTs) and Occupational Therapy Assistants (OTAs) frequently work together as client needs evolve.
Importance of updating the Plan of Care (POC) according to changing client needs.
Roles in Occupational Therapy
Role of OT:
Responsible for overall treatment planning and medical oversight.
Role of OTA:
Executes the treatment plan developed by the OT.
Must demonstrate service competency as per state regulations.
Evaluation Procedures
Screening/Initial Interview:
Includes occupational profile and analysis of occupational performance.
Identifying a Frame of Reference (FOR):
Understanding for what the evaluation is being conducted and determining appropriate evaluation procedure.
Comprehensive Evaluation:
Involves conducting structured interviews, administering tests/tasks, observing the client, and gathering necessary data for planning treatment.
Types of Tests Used
Standardized Tests:
Follow strict protocols or set administration procedures.
Nonstandardized Tests:
More subjective with often no specific instructions for item administration, scoring criteria, or interpretation of results.
Purpose of Tests:
Essential for forming a holistic picture of the patient.
Data Analysis
Tasks include:
Identifying life roles of the client.
Diagnosing role dysfunction.
Developing a comprehensive list of problems and assets related to the client's needs.
Treatment Plan Development
Involves:
Selecting objectives and methods based on assessments of the client’s goals, problems, assets, life roles, needs, values, and context.
Intervention Planning
Based on client goals and OT’s analysis of performance deficits:
Effective intervention plan should include:
Objective and measurable goals with a specific time frame.
OT interventions rooted in theory and supported by current evidence.
A clear statement outlining the mechanisms for service delivery (types of intervention services, frequency, and duration of sessions).
Refer to Box 4.3 (page 51):
Contains questions to consider while selecting treatment methods.
Reevaluation/Revision
Collaboration between OT and OTA is crucial for this stage:
May need to change treatment approaches if the client does not find the therapeutic program helpful or meaningful.
Discharge Planning
Initiation:
Begins at the initial evaluation and continues throughout the treatment plan.
Team Effort:
To assess the need for assistive devices, mobility equipment, and support needs of both caregiver and patient.
Conclusion of Treatment:
Requires a final reevaluation, with OTAs assisting but OTs responsible for writing the discharge summary based on gathered information.
Refer to Figure 4.4 (page 53):
Displays an example of a treatment plan for OTAs to assist in developing treatment/intervention plans for clients.
Extended Treatment Plan Guide
Details can be found on pages 54-56 regarding the advanced treatment plan guide for OTAs in developing effective intervention strategies.