7 Steps to a Highly Effective Occupational Therapy Service – Assessment

7 Steps to Highly Effective Occupational Therapy Practice – Assessment


Working with people you will find that there is no one theory, practice or strategy that will help solve the all the persons issues or problems. In this series of 7 blogs I have broken down the OT process that can be used over and over again in a micro or macro context, in any area of practice.

Each blog is designed so that each section stands alone and you can begin at the beginning, middle or at the end depending on your burning issue.

If you are already using an assessment tool which works just fine for you, well done you can skip this blog.

In terms of what to assess as an Occupational Therapist it is vast, as we follow the person from when they wake, to their sleep hygiene before going to bed and everything else in between.

If you have created a referral form from blog 1, and prioritised the areas for assessment in blog 2 you should have a client centred focused area to assess.

Assess means a few things. Once the person has identified what they would like to do to increase their independence you can observe them carrying out the activity and clarify how they currently do it. Then you should be able to identify what’s preventing them from doing it as they would want to, and what steps could be put in place to enable them to achieve their goal.

You can also talk to other people carers, parents, staff etc to build up a picture if the person is unable to give you one theirselves.

In order to do this you need to be highly skilled in your communication, to build a rapport very quickly and be very aware of verbal comments and non verbal signals. This is all part of the initial assessment. Your observation skills need to be excellent, and you need to be present.

This is a time to create a baseline as part of your assessment. A baseline is where the person is when you start working with them.

Where are we now, and where would we like to be, takes you to your intervention which will be discussed in the next blog

If you have any questions or comments I would love to hear from you. Just email me on margaret@ot360.co.uk or you can visit my website www.margaret@ot360 if you would like a bit more information about me

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About Margaret Spencer

For the kind of collaborative supervision you have always wanted. Are you are passionate and enthusiastic about occupational therapy? Are you working in the NHS, third sector, independently or for a private company? Would you like your supervision to enhance, and develop your professional practice? If you answer yes to any of the above I would love to hear from you. Have a look at my website www.ot360.co.uk to see where we could work together. I have supported many occupational therapists in developing a service from scratch,. I have worked with OT's to design training packages for support staff in older adult falls services, I continually carriy out audits in psychiatric intensive care units, and learning disabilities forensic services. On behalf of commissioners I have completed service reviews in learning disabilities from 2002 onwards. I complete individual HCPC audits with OT staff in many different clinical areas, am involved in yearly appraisals, and monthly supervision sessions. I also critique, design and write job descriptions. I shortlist and interview for all levels of OT post from Band 5-8. What ever your needs I can support you.

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