Medical
Occupational Therapy Documentation Checklist
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Occupational Therapy Documentation Checklist

1
Patient Assessment
2
Identify the Patient's Prior Level of Function
3
Identify Current Health Status
4
Recognize Negative Factors Affecting Recovery
5
Record Patient's Goals
6
Formulate a Treatment Plan
7
Approval: Treatment Plan
8
Employ Suitable Interventions
9
Document Patient's Response to Therapy
10
Evaluate and Record Progress
11
Update Treatment Plan if Necessary
12
Approval: Updated Treatment Plan
13
Communicate with Team Members
14
Prepare for Discharge Education
15
Document Patient's Final Status
16
Ensure Complete Reassessment if Needed
17
Approval: Final Documentation
18
Prepare for Billing and Coding
19
Ensure Data Privacy and HIPAA Compliance
20
Store Documentation Securely

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