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= incorporates society, practice context and frame of reference

= personal and environmental factors influences client and therapist relationship

Frame of Reference = the large white circle encompassing all 8 steps represents relevant OT theories, constructs, and concepts

The

Referral

1. What are the client’s perceived or potential occupational issues?

2. What are potential occupational goals for the client in your clinical opinion?

3. What theoretical frameworks will guide the process?

(what “occupation driven practice model” would you choose?)

1. What is the priority Occupational Performance Issue in your clinical opinion? Why?

2. Thinking of this issue, what do you need to assess?

3. What assessment tools or processes could you employ to complete this assessment?

4. What theory informs these choices? Why?

1. Who is the client in this case?

2. What model of service delivery could or should be employed? (i.e., direct care, consultation etc.) Why?

3. What is the Occupational Therapy role in this case?

4. Can you accept this referral?

1. Describe how you could partner with client to determine their goals?

2. Name one reasonable occupational performance goal for the client?

3. In a few sentences, describe a plan to support how the client might achieve this goal.

4. What stakeholders must be accounted?

5. Describe what Enablement skills are required? (i.e., collaborate, design, build, consult etc.)

1. What specific steps do you need to take to implement your plan? (i.e., how would you work your plan)

2. Describe what Enablement skills are required? (i.e., coach, collaborate, adapt, advocate, support etc.) Why?

1. Describe two specific ways you could evaluate the outcome?

2. What would you do if your goal from Action Point 4 has not been met due to changes in your client’s symptoms?

1. How could you monitor progress toward the goals identified in Action Point 4 and implemented in Action Point 5?

2. What modifications could you see as being potentially indicated in your plan?

1. How would you end your practice relationship in this case?

2. Describe what Enablement skills are required? Why?

(i.e., education, engagement, collaboration, consultation, advocacy etc.)

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