Occupational Therapy Assessment Form
CLIENT DETAILS
- Name: John Doe
- Date of initial assessment: 2023-10-15
- Date of birth: 1985-06-20
- Address: 123 Main Street, Springfield
- Phone number: (555) 123-4567
- Email address: johndoe@example.com
- Next of Kin name and number: Jane Doe, (555) 987-6543
- Persons present during Ax: Jane Doe
- Funding body if applicable: Medicare
- Medical and health history: History of arthritis and hypertension
- Medications: Lisinopril 10mg daily, Ibuprofen 200mg as needed
- GP details: Dr. Sarah Smith, (555) 321-7654
- Living Situation: Lives alone in a single-story home
- Current community services / social supports and/or allied health input: Weekly physiotherapy sessions
- Referrer and reason: Dr. Sarah Smith, referred for assessment of daily living skills
For FCA’s:
- Level of schooling: Bachelor's degree in Engineering
- Employment history: Former mechanical engineer, retired
- Social story, family: Widowed, two adult children
- Supports that aren't official: Neighbors assist with grocery shopping
- NDIS paid for supports: None
NDIS INFORMATION
- NDIS number: 123456789
- Plan manager contact details: Plan Manager Inc., (555) 654-3210
- Support Coordinator details: Emily Johnson, (555) 432-1098
- Plan dates: 2023-01-01 to 2023-12-31
Other relevant info:
- Perceived strengths: Strong problem-solving skills
- Things wanting to work on: Improve mobility and balance
- Fine and gross motor skills: Difficulty with fine motor tasks, gross motor skills moderately impaired
- Sensory needs: No significant sensory needs
- What’s something really important to you that you are wanting to do: Travel independently
- Sleep: Reports difficulty falling asleep
- Social skills/ friends: Active in local community group
- Mobility: Uses a cane for walking
- Assistive Technology Used: Cane, grab bars in bathroom
CLIENT/PARTICIPANT - Reports
- Height (Self/carer reported): 175 cm
- Weight (Self/carer reported): 80 kg
- Hand dominance: Right
- Sitting tolerance/balance (Observed): Good
- Standing tolerance & static balance (Observed): Fair
- Walking tolerance & dynamic balance (Observed): Limited to 100 meters
- Sit to stand transfers / other transfers (Observed): Requires minimal assistance
- Car transfer: Independent
- Current Assistive technology in use (Self/carer reported + observed): Cane, grab bars
- Number of falls in last 6 months (Self/carer reported): 2
- Vision (Self/carer reported): Wears glasses
- Hearing (Self/carer reported): Normal
- Cognitive capacity (Self/carer reported + observed + Ax): Intact
- Pressure injury or ulcer history (Self/carer reported): None
- Oedema issues (Self/carer reported + observed): Mild in lower extremities
- Recent hospitalisations in last month: None
- Upper limb function (Observed): Adequate
- Sensory issues or concerns (Self/carer reported): None
- Communication issues (Self/carer reported + observed): None
- Behavioural issues (Self/carer reported + observed): None
- Leisure activities/previous occupation: Enjoys gardening, former engineer
- Informal supports (Self/carer reported): Neighbors
- Community access (Self/carer reported): Limited due to mobility
- Received previous OT input/assessment?: Yes, last year
HOME
- Type of home: Single-story house
- Main entry when entering/leaving home: Front door with ramp
- Topography of block: Flat
- Presentation of property: Well-maintained
- Living situation: Lives alone
- Time at current property: 10 years
- Ownership of home: Owned
- Landlord details if applicable: N/A
Pre-trial powered mobility device (PMD) questionnaire:
- Are PMD users considered motorists or pedestrians?: "Pedestrian"
- At what speed should a PMD be driven?: "Maximum speed 10km p/hr"
- Where should a PMD be used or driven?: "Devices should be driven on the footpath with travel on the road only permitted if a suitable footpath is unavailable"
- What position on the footpath should a PMD maintain?: "They must keep to the left and give way to other pedestrians."
- If you have to travel on the road, should you be facing the traffic, or should it be behind you?: "If there is no footpath or nature strip, walk so you’re facing oncoming traffic."
- When approaching a road, what are three things you will need to consider before crossing?: Oncoming traffic, speed, and curb height
- In what position should the PMD be, prior to crossing kerb?: "Straight on/facing curb"
- Can you identify three potential problems or obstacles you may face on a footpath?: Uneven surfaces, low-hanging branches, and narrow pathways
- How can you make yourself visible to other pedestrians and drivers?: "Flag, coloured clothing, lighting"
Self-care Activities:
- Undressing/dressing: Self-reported, Minimum Assistance
- Showering/drying: Self-reported, Moderate Assistance
- Grooming: Self-reported, Independent
- Feeding: Self-reported, Independent
- Toileting: Self-reported, Independent
Daily Living Skills:
- Meal prep & cooking: Self-reported, Shares task with others/some assistance required
- Making cup of coffee/tea: Self-reported, Independent
- Dish washing: Self-reported, Shares task with others/some assistance required
- Cleaning: Self-reported, Dependent
- Grocery shopping: Self-reported, Dependent
- Making/stripping bed: Self-reported, Shares task with others/some assistance required
- Laundry: Self-reported, Shares task with others/some assistance required
- Ironing: Self-reported, Dependent
- Financial management: Self-reported, Independent
- Medication management: Self-reported, Independent
- Letterbox and mail management: Self-reported, Independent
- Wheelie bins and rubbish management: Self-reported, Shares task with others/some assistance required
- Pet care: Self-reported, Independent
- Lawn and garden maintenance: Self-reported, Dependent
- Managing needs of children: N/A
- Phone use / appt making: Self-reported, Independent
- Driving / Public transport: Self-reported, Dependent
CLIENT GOALS:
- Improve mobility and balance
- Increase independence in daily living activities
- Enhance social participation
PROGRESS NOTES:
- Client has shown improvement in balance with the use of a cane
- Participating in weekly physiotherapy sessions
- Engaging in community activities with assistance