Occupational Therapist Functional Capacity Assessment process

Review referral information

Obtain consent from client

Review medical history

Prepare assessment tools and materials

Assess range of motion

Assess strength and endurance

Assess coordination and balance

Assess sensation

Assess fine and gross motor skills

Assess memory

Assess attention and concentration

Assess problem-solving skills

Assess executive functioning

Assess activities of daily living (ADLs)

Assess instrumental activities of daily living (IADLs)

Assess work-related tasks

Assess leisure and social participation

Assess emotional well-being

Assess coping strategies

Assess motivation and self-efficacy

Assess social support

Develop goals and objectives

Create a treatment plan

Make recommendations for adaptive equipment or modifications

Refer to other healthcare professionals as needed

Write a comprehensive assessment report

Document treatment sessions and progress

Communicate findings and recommendations to the client and referring healthcare provider

Keep detailed records of all assessments and interventions

Obtain consent from the client before sharing any information with other healthcare providers

Ensure all documentation is accurate, concise, and meets legal and ethical standards

Provide ongoing updates to the client's healthcare team as needed

Securely store all documentation in compliance with HIPAA regulations