Medical
Occupational Therapy Screening Form
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Occupational Therapy Screening Form

1
Gather patient's general information
2
Document patient's medical history
3
Identify patient's primary concerns or problems
4
Evaluate patient's physical abilities, including strength, flexibility and balance
5
Assess patient's daily living activities
6
Perform cognitive evaluations
7
Observe patient's motor skills
8
Assess patient's reaction to various stimuli
9
Perform sensory evaluations
10
Evaluate the patient's environment
11
Assess patient's psychological and emotional health
12
Document all findings from the screening test
13
Analyze the collected data
14
Develop tentative therapy plan
15
Approval: Initial Therapy Plan
16
Discuss tentative therapy plan with the patient
17
Make necessary adjustments to the therapy plan based on the patient's feedback
18
Finalize therapy plan
19
Discuss finalized plan with patient's primary care physician
20
Approval: Final Therapy Plan