Self Assessment
-
-
-
-
Do you have any experience with this skill?
Are you competent performing the following?
Competency for the Occupational Therapist
Proficiency Required
Evaluation Method
Competency Validation Indicated by Preceptors Initials and Date
Yes
No
Yes
No
-
-
A. Demonstrates ability to process paperwork and associated functions necessary to facilitate :
-

1. Knowledge of Assessment Process :

a. Health history and psychosocial history

b. Development of problem list

c. Assists in the development of care plan

d. Assesses response to treatment

e. Establishes and revises goals

f. DC planning

g. Conducts complete initial evaluation

h. Other :

2. Documentation Skills: (accurate, timely, complete and legible) :

a. 485, 486, 487

b. Progress notes, flow charts

c. Summary reports

d. Incident/variance reporting

e. Other :

3. Adheres to POC :

a. Reviews POC prior to care

b. Performs services as ordered

c. Documents according to POC

d. Communicates/coordinates as appropriate

e. Other :

4. Knowledge of Medicare/State Home Health Guidelines :

a. Criteria for participation

b. Skilled reimbursable visit

c. Other :

5. Reports and documents key information to Physician, DC Planner, Clinician, Pharmacist, Supervisor

6. Submits written summary reports as indicated

7. Attends/participates case conferences as required

8. Supervision of Ancillary Personnel :

a. HHA

9. Supply/HME requisition and management

10. Infection Control Practices :

a. Hand washing

b. Personal protective equipment

c. Exposure control plan

d. Equipment care, as appropriate

e. Other :

11. Patient home safety

12. Other :

-
B. Patient Education
-

1. Determines learning needs

2. Sets objectives

3. Develops/implements teaching plan

4. Evaluates effectiveness of teaching

5. Revises teaching plan

6. Documents patient response

7. Other :

-
C. Clinical Skills – General
-

1. Vital Signs

2. Other :

-
D. Assessment and Evaluation
-

1. Mental Status/Cognition (judgment, memory judgment, orientation, sequencing, following directions, problem solving)

2. Upper Extremity (ROM, strength, coordination)

3. Balance/trunk control

4. Ambulation/endurance

5. Transfers

6. Pain/edema, synergy

7. Visual/sensory/perceptual performance

8. Functional Findings :

a. Eating/feeding

b. Dressing

c. Hygiene

d. Toileting

e. Cooking/laundry/cleaning/home skills

f. Writing/phone use

g. Leisure interest

h. Time use and structuring

i. Medication management

j. Other :

9. Architectural barriers/equipment needs/safety

10. Other tests or measurements :

-
E. Skilled Treatments/Interventions
-

1. Teaches ADL/IADL Program

2. Work simplification and energy

3. Teaches muscle re-education program

4. Perceptual motor training

5. Fine motor training/dexterity training/gross motor training

6. Neuro-developmental training

7. Sensory enhancement (tactile, ocular, gustatory, olfactory, proprioceptive, auditory, vestibular, kinesthesia)

8. Arranges orthotics/splinting

9. Arranges adaptive equipment

10. Teaches caregiver exercises/activities

11. Safety evaluation/environment adaption recommendations

12. Work capacity evaluation

13. Other :