Medical
Occupational Therapy Initial Assessment
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Occupational Therapy Initial Assessment

1
Patient initial documentation review
2
Discussion with the patient to understand their health history
3
Perform a physical examination of the patient
4
Identify patient's occupational needs
5
Assess patient's functional skills and abilities
6
Check patient's environmental context, setting, or conditions
7
Perform cognitive and mental health assessment
8
Review patient's psychosocial background
9
Perform sensory processing evaluation
10
Assess patient’s fine and gross motor skills
11
Perform balance and coordination assessment
12
Assess patient's visual-perceptual skills
13
Develop preliminary occupational therapy treatment plan
14
Approval: Preliminary Occupational Therapy Plan
15
Consultation with other healthcare professionals
16
Plan occupational therapy interventions
17
Establish treatment objectives based on the assessment
18
Prepare final occupational therapy treatment plan
19
Approval: Occupational Therapy Treatment Plan
20
Discuss and explain the treatment plan to the patient