Medical
Occupational Therapy Home Health Evaluation
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Occupational Therapy Home Health Evaluation

1
Prepare necessary tools and documents
2
Travel to patient's residence
3
Introduction and rapport building with patient
4
Gather patient's medical history
5
Assess patient's physical capabilities
6
Observe patient's everyday activities in the home setting
7
Evaluate home environment for safety and accessibility
8
Establish rehabilitation goals and plans with patient
9
Conduct cognitive assessment (if needed)
10
Assess patient's support system (family, caregivers)
11
Document findings and recommended interventions
12
Approval: Therapist supervisor review of findings and recommendations
13
Discuss findings and recommendations with patient and family
14
Establish treatment plan with patient's agreement
15
Schedule follow-up visits
16
Provide patient with resources or educational materials for home exercises
17
If necessary, communicate with patient's physician/primary care provider
18
Submission of reports to home health agency
19
Approval: Agency review of submitted reports
20
Plan and prepare for next visit