NBCOT Prep - OT Process (Evaluation and Intervention) Study Guide.
Physician or legally qualified professional request OT services. The initial referral
1. What happens
may be oral, but a written record is also necessary
during referral
stage of OT
process
The therapist obtains data to determine the NEED for eval and intervention. OT
2. What happened
performs quick assessment to determine whether OT services would benefit the
during the
client
screening phase
of OT process
OT team attempts to discover nature of client's problems, which includes occupa-
3. What occurs dur-
tional profile and occupational performance.
ing the evalua-
tion phase of OT
process
A plan is developed in collaboration w/ client. Evidenced based practice is per-
4. What occurs dur-
ing the treatment formed during this stage. Initial tx plan is developed
planning phase
of OT process
5. What occurs dur- ing discharge
ing the treat-
ment implemen-
tation phase of
OT process
6. What occurs dur-
ing the reevalua-
tion phase of OT
process
7. What occurs dur-
1/3
Physician or legally qualified professional request OT services. The initial referral
1. What happens
may be oral, but a written record is also necessary
during referral
stage of OT
process
The therapist obtains data to determine the NEED for eval and intervention. OT
2. What happened
performs quick assessment to determine whether OT services would benefit the
during the
client
screening phase
of OT process
OT team attempts to discover nature of client's problems, which includes occupa-
3. What occurs dur-
tional profile and occupational performance.
ing the evalua-
tion phase of OT
process
A plan is developed in collaboration w/ client. Evidenced based practice is per-
4. What occurs dur-
ing the treatment formed during this stage. Initial tx plan is developed
planning phase
of OT process
5. What occurs dur- ing discharge
ing the treat-
ment implemen-
tation phase of
OT process
6. What occurs dur-
ing the reevalua-
tion phase of OT
process
7. What occurs dur-
1/3
