Medical
Goal Assessment in Occupational Therapy
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Goal Assessment in Occupational Therapy

1
Initial intake with the patient
2
Gather medical history of the patient
3
Understand patient's home and work environments
4
Assess patient's physical functionality
5
Assess patient's cognitive functionality
6
Evaluate patient's social and emotional states
7
Identify patient's strengths, weaknesses, and limitations
8
Approval: Medical History Review
9
Develop preliminary treatment objectives based on assessments
10
Prioritize treatment objectives with the patient
11
Outline possible interventions and treatments
12
Approval: Preliminary Treatment Objectives
13
Discuss potential obstacles and ways to overcome them
14
Establish a timeline for goal reassessment
15
Ensure patient understands and agrees to the plan
16
Approval: Finalized Treatment Plan
17
Document the process and decisions
18
Provide a copy to the patient
19
Schedule the next appointment
20
Submission of treatment plan to insurance for approval

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