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A person’s journey

Occupational Therapy (OT) assessment and support (step-by-step with graphic)


Graphic illustrating the occupational therapy assessment and support user journey

The referral process

  1. Step 1

    A referral for Occupational Therapy is received, and a phone triage is carried out within 48 hours.

    Strengths-based conversation carried out, and advice and information provided. Alternatively signposting or referral to the appropriate team may be made.

  2. Step 2

    The individual is added to the waiting list, and informed of current waiting times.

    They are advised to make contact again if their needs change.

  3. Step 3

    The referral is prioritised based on risk and need.

    Referral allocated to appropriate staff member, and contact is made to arrange the assessment or support within 28 days

  4. Step 4

    Initial assessment completed and goals agreed with individual.

    Intervention or action plan created.

  5. Step 5

    Intervention carried out, for example equipment and/or technology ordered, housing adaptation application sent, voluntary sector or enabling or carers assessment referral(s) sent.

    OT assessment documentation completed and sent.

  6. Step 6

    Review carried out with individual to ensure goals are met. Adjust plan and actions accordingly.

    End involvement, provide contact details if needs change.

    OT Feedback form provided.


Example service user journey

Initial contact

Paul had a road traffic accident in 1973 which led to a brain injury and left-sided weakness. Paul has experienced gradual deterioration in mobility, had difficulty with climbing stairs causing pressure sores on his bottom and was having frequent falls.

Assessment

At referral point Devon Carers contact details were provided to Paul’s wife. An appointment was made for an OT to visit and assess. Assessment findings: toilet transfers difficult despite grab rail. Unable to get in or out of the property. Hygiene: low motivation to wash independently as difficulty accessing washing facilities. Low mood due to recent bereavement. Paul’s wife was struggling to cope with caring for him.

Assessment outcome

Goals agreed 1. safely use stairs to access bedroom 2. To safely have a daily wash independently 3. To use toilet independently 4. To safely access community. Plan agreed for OT to refer for a stairlift and ramp access, prescribe a 2” raised toilet seat, refer to reablement for personal care, write to GP regarding low mood, sore and self-neglect. Copy of OT assessment send to Paul.

Final outcome and review

Review completed. Equipment and adaptations in place. Letter sent to GP. Paul reported he is managing the stairs & feeling safer and more confident to go out. He is now washing independently without help from his wife. He is feeling more motivated and is looking forward to visiting his daughter at Christmas.  


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