Medical
Occupational Therapy Documentation
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Occupational Therapy Documentation

1
Gather patient's detailed information
2
Assess the history of the patient's condition
3
Complete functional assessment
4
Evaluate the patient's performance skills
5
Identify areas of occupations impacted
6
Analyze the patient’s occupational profile
7
Determine the patient's goals and priorities
8
Develop an individualized intervention plan
9
Approval: Intervention plan
10
Implement the intervention
11
Document the results of the intervention
12
Prepare progress notes
13
Re-assess the patient's status and revise treatment plan
14
Evaluate the effectiveness of the treatment
15
Approval: Revised Treatment Plan
16
Record final documentation
17
Discharge summary preparation
18
Approval: Discharge Summary
19
Forward documentation to the appropriate party
20
Ensure safe storage of the patient's record

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