Medical
Functional Assessment in Occupational Therapy
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Functional Assessment in Occupational Therapy

1
Identify the need for a Functional Assessment
2
Schedule an appointment with the client for the assessment
3
Prepare assessment equipment
4
Travel to the client's location or invite the client to the clinic
5
Explain the assessment process to the client and take consent
6
Begin the assessment by observing the client's current state and behavior
7
Conduct a structured interview with the client
8
Engage client in different tasks to assess their capabilities
9
Document observations, results of tasks, and responses to interview questions
10
Analyze and interpret the documented data
11
Determine the client's abilities and limitations
12
Create a preliminary report of the assessment findings
13
Approval: Therapist reviewing the preliminary report
14
Make necessary amendments to the report, based on approval feedback
15
Develop an individualized therapy plan for the client
16
Review the therapy plan with the client, making adjustments as necessary
17
Document the final assessment results and therapy plan
18
Approval: Supervisor reviewing the final assessment report
19
Share the final report and therapy plan with client
20
Set up a schedule for therapy sessions with the client