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OT Evaluation Checklist

Download Carepatron's free PDF of an Occupational Therapy Evaluation Checklist. Learn how it helps assess and document progress effectively for OT patients.

Wynona Jugueta avatar

By Wynona Jugueta on Aug 2, 2025.

Fact Checked by Ericka Pingol.

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OT Evaluation Checklist Template

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Commonly asked questions

An occupational therapy (OT) evaluation consists of two main components: the occupational profile, which gathers information about the client’s background, interests, and daily routines, and the analysis of occupational performance, which assesses the client's abilities in performing specific tasks. The evaluation aims to identify strengths, weaknesses, and areas that need intervention.

The sequence of an occupational therapy evaluation typically begins with gathering the occupational profile, followed by analyzing occupational performance through specific assessment tools. The findings are then used to create an intervention plan that addresses the client's needs and goals.

The 7 core occupational therapy (OT) values are altruism, equality, freedom, justice, dignity, truth, and prudence. These values provide a foundation to guide occupational therapy professionals to interact with OT patients.

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