Medical
Occupational Therapy Documentation Cheat Sheet
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Occupational Therapy Documentation Cheat Sheet

1
Identify the patient's information and background
2
Analyze patient's medical history
3
Determine patient's current functional status
4
Perform a physical examination of the patient
5
Identify the patient's occupational performance issues and lifestyle needs
6
Approval: Patient's Occupational Performance Evaluation Details
7
Determine appropriate OT intervention plans
8
Register the therapy goals and objectives
9
Plan the course of action
10
Implement the intervention plan
11
Keep a record of the therapy activities performed
12
Monitor the patient's progress during therapy
13
Evaluate the efficacy of the interventions
14
Revise the therapy plan if needed
15
Approval: Revised Therapy Plan
16
Complete the discharge planning if required
17
Compile all patient's documentation
18
Approval: Patient's Final Documentation
19
Secure the documentation in the patient's clinical record
20
Carry out a follow-up if necessary