Medical
Comprehensive Occupational Therapy Evaluation
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Comprehensive Occupational Therapy Evaluation

1
Schedule and confirm an evaluation date
2
Prepare all necessary evaluation tools
3
Examine patient’s medical and occupational history
4
Identify patient's needs, challenges and goals
5
Conduct a physical examination of the patient
6
Conduct mental and emotional status assessment
7
Evaluate patient's environment and social supports
8
Assess patient’s daily living and work skills
9
Approval: Patient's Skills Evaluation
10
Analyze the results of assessments
11
Identify intervention types needed
12
Develop a customized treatment plan
13
Approval: Customized Treatment Plan
14
Schedule the treatment sessions
15
Prepare equipment and tools needed for the treatment
16
Coordinate with other professionals involved in patient's care
17
Educate patient's family about the treatment plan
18
Document all findings and actions done during the evaluation
19
Send the evaluation report to the referring physician
20
Approval: Evaluation Report