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Occupational Therapist Template

Initial Assessment

A professional Occupational Therapist template for healthcare professionals.
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Specialty

Occupational Therapist

Used

24 times

Type

Document

Last edited

7/16/2025

Created by

Eddy Leach

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About this template

Need a comprehensive Initial Assessment template for your Occupational Therapy practice? This template helps Occupational Therapists document a client's issues, formulate a framework considering biological, psychological, and social factors, and outline potential interventions. It's designed to capture all relevant information, from presenting problems to safety concerns, ensuring a thorough initial assessment. With Heidi, this template can be quickly populated from your session transcript, saving you time and improving the quality of your documentation. This template was last updated on 1 November 2024.

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Issue/Problem - Difficulty with self-care tasks (Medium) - Social isolation (High) - Anxiety related to returning to work (Medium) Framework formulation Biological: Reports disrupted sleep patterns, decreased appetite, and fatigue. Psychological: Experiences anxiety, low mood, and feelings of worthlessness. Family/Whanau: Limited support from family, strained relationships. School/Occupation: Currently on sick leave from work, concerns about returning. Culture/Spirituality: No specific cultural or spiritual considerations mentioned. Wider Social System: Limited access to community resources. Predisposing: History of anxiety and previous episodes of depression. Precipitating: Recent work-related stress and social isolation. Perpetuating: Avoidance of social situations, negative self-talk. Protective: Strong desire to return to work, previous coping strategies. Age, Gender Identity, Living Arrangement: 35, Female, Living alone. Personal Strengths/Qualities/Resources: Determined, resilient, and previously successful in her career. Mental Health Concerns, including functional enquiry (sleep, appetite, motivation, concentration, attention). State Kessler score.: Reports difficulty sleeping, decreased appetite, low motivation, and difficulty concentrating. Kessler score: 25. Presentation, (engagement, level of focus, motivation, interaction in session): Engaged in the session, but appeared anxious and hesitant at times. Motivation to return to work is high. Conclusion: The client presents with significant anxiety and functional impairments related to her work and social life. Further assessment and intervention are required. Possible ways to support or approaches to take with the young person and their family/whanau - Cognitive Behavioural Therapy (CBT) to address anxiety and negative thought patterns. - Graded exposure to social situations to reduce avoidance. - Occupational therapy interventions to improve self-care skills and work-related tasks. - Referral to a psychiatrist for medication review. Personal Factors - Psychological: CBT, mindfulness techniques, and self-esteem building exercises. Personal Factors - Biological: Sleep hygiene education, dietary advice, and medication review. Contextual Factors - Family/Whanau: Family therapy to improve communication and support. Contextual Factors - School/Occupation: Workplace assessment and return-to-work planning. Contextual Factors - Wider Social System: Referral to community support groups and social activities.

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