Occupational Therapy Evaluation

Discover Occupational Therapy Evaluation for holistic assessments. Enhance patient well-being with expert insights.

By Joshua Napilay on Jul 21, 2024.


Fact Checked by RJ Gumban.

Use Template
Occupational Therapy Evaluation PDF Example
ToolbarShare uiAI Icon

What is Occupational Therapy Evaluation?

Occupational therapy (OT) evaluation is a systematic process used to assess an individual's ability to perform daily activities and participate in meaningful occupations. The evaluation helps occupational therapists identify areas of strengths and challenges, set goals, and develop tailored interventions (American Occupational Therapy Association, 2020).

Occupational Therapy Evaluation Template

Download PDF Template

Occupational Therapy Evaluation Example

Download Example PDF

Key components of Occupational Therapy (OT) Evaluation

OT Evaluation is a comprehensive process that forms the foundation for effective treatment planning and intervention. The following are the essential elements of an evaluation typically performed by an occupational therapist.

1. Initial interview and client history

The evaluation typically begins with a thorough initial interview. This conversation allows the occupational therapist to gather crucial information about the client's medical history, current concerns, and personal goals. It's an opportunity to understand the client's perspective on their challenges and what they hope to achieve through therapy (American Occupational Therapy Association [AOTA], 2020).

2. Observation of occupational performance

Direct observation of the client performing various tasks is a critical evaluation component. This lets the therapist assess the client's abilities, challenges, and strategies in real time. Observations might include:

  • Performance of activities of daily living (ADLs)
  • Fine and gross motor skills
  • Cognitive functioning during task completion
  • Social interactions and communication skills

3. Standardized assessments

Occupational therapists use various standardized assessment tools to measure different aspects of a client's functioning objectively. These tools provide valuable data that can be used to track progress over time and compare results to normative data. Some commonly used occupational therapy assessment tools include:

  • The Canadian Occupational Performance Measure (COPM): This measures client-perceived changes in occupational performance over time.
  • The Assessment of Motor and Process Skills (AMPS): This tool evaluates the performance quality in ADLs.
  • The Sensory Profile: This assesses sensory processing patterns, often used to evaluate a child's abilities, particularly their play and fine motor skills.

4. Environmental assessment

This process evaluation involves assessing the client's environment, which is crucial, especially when considering home or workplace modifications. This may include occupational therapy home assessments to identify fall risks or barriers to independence, which is necessary for community-dwelling older adults. It can also involve workplace ergonomic evaluations and community mobility and access assessments.

5. Goal setting and treatment planning

Based on the evaluation findings and a systematic review, the therapist collaborates with the client to establish meaningful, achievable goals. These goals guide the development of a tailored treatment plan that addresses the client's specific needs and priorities.

For comprehensive management, developing a detailed health plan is crucial, stroke impact scale and care plan templates.

What is an Occupational Therapy Home Assessment?

An Occupational Therapy Home Assessment is a crucial component of the evaluation process, particularly for individuals who may face challenges in their daily living environments. This comprehensive evaluation examines how a person interacts with their home space and identifies potential barriers to independence, home safety concerns, and opportunities for enhancing occupational performance (Stark et al., 2017).

The occupational therapist provides a detailed report outlining their findings and recommendations after the assessment. These may include:

  • Home modifications: Making changes to the home environment, such as installing grab bars or ramps.
  • Adaptive equipment: Recommending devices like shower chairs or reaching aids and other assistive technology.
  • Rearrangement suggestions: Advice on optimal furniture placement for improved safety and function.
  • Behavioral strategies: Techniques to perform daily tasks more safely and efficiently.
  • Fall prevention programs: Tailored interventions to reduce fall risks, including exercises for strength and balance and education on fall hazards (Gillespie et al., 2012).

How to use this Occupational Therapy Evaluation template

This Occupational Therapy Evaluation template provides a structured framework for conducting comprehensive client assessments. Here's a step-by-step guide on how to effectively use this template in practice:

Step 1: Gather background information

Collect essential patient information, including demographics, medical history, and current medications. This forms the foundation of the evaluation and helps contextualize the client's needs.

Step 2: Identify client concerns and goals

Engage in a dialogue with the client to identify their primary concerns and goals for therapy. This client-centered approach ensures that the evaluation and subsequent interventions align with the individual's priorities and desired outcomes. Document these concerns and goals clearly to guide the assessment process and treatment planning.

Step 3: Conduct assessments and observations

Utilize appropriate standardized assessments based on the client's presentation and concerns. Record the results of these assessments in the designated section. Complement standardized measures with careful observation of the client performing daily tasks.

Step 4: Synthesize findings and develop a treatment plan

Analyze and synthesize the collected information to clearly understand the client's occupational performance. Identify how the findings impact the client's daily life and ability to engage in meaningful activities.


American Occupational Therapy Association. (2020). Occupational therapy practice framework: Domain and process (4th ed). The American Journal of Occupational Therapy, 74(Supplement_2), 7412410010p1–7412410010p87. https://doi.org/10.5014/ajot.2020.74S2001

Gillespie, L. D., Robertson, M. C., Gillespie, W. J., Sherrington, C., Gates, S., Clemson, L. M., & Lamb, S. E. (2012). Interventions for preventing falls in older people living in the community. The Cochrane Database of Systematic Reviews, 2012(9), CD007146. https://doi.org/10.1002/14651858.CD007146.pub3

Stark, S., Keglovits, M., Arbesman, M., & Lieberman, D. (2017). Effect of home modification interventions on the participation of community-dwelling adults with health conditions: A systematic review. The American Journal of Occupational Therapy, 71(2), 7102290010p1–7102290010p11. https://doi.org/10.5014/ajot.2017.018887

Why would a child need an Occupational Therapy Evaluation?
Why would a child need an Occupational Therapy Evaluation?

Commonly asked questions

Why would a child need an Occupational Therapy Evaluation?

Children may need an occupational therapy evaluation if they have difficulties with fine motor skills, sensory processing, self-care tasks, social skills, or participating in school activities compared to other children their age.

What is an occupational therapy assessment for?

An occupational therapy assessment aims to evaluate a client's abilities, challenges, and goals to develop an appropriate, individualized treatment plan. The OT gathers information about the client's medical history, daily routines, and participation in meaningful activities.

What are the methods of evaluation in occupational therapy?

Occupational therapists evaluate clients using various methods, including standardized tests, observations, interviews, and self-report measures. They combine these methods to comprehensively understand the client's strengths, needs, and goals.

Join 10,000+ teams using Carepatron to be more productive

One app for all your healthcare work