Occupational Therapy Initial Assessment Template

The initial assessment for occupational therapists is the first step in evaluating a client's needs, abilities, and goals to develop and complete a personalized treatment and intervention plan.

Commonly used assessments in occupational therapy include the Functional Independence Measure (FIM), the Canadian Occupational Performance Measure (COPM), the Assessment of Motor and Process Skills (AMPS), and the Mini-Mental State Examination (MMSE).

The first step in the occupational therapy evaluation, diagnosis, and referral process is typically conducting an initial interview with the client to gather information about their medical history, current concerns, and goals.