Reason for Services
Occupational History & Success
Contexts: Environment & Personal
Performance Skills & Patterns
Client Goals & Priorities
100

What is Kim’s primary reason for receiving occupational therapy?

Recovery and rehabilitation following a coronary artery bypass graft (CABG)

100

What kind of work does Kim do?


Part-time convenience store clerk

100

What is Kim’s home environment like?


A second-floor walkup apartment with her dog and parrot

100

What recent changes in Kim’s health impacted her routines?


Fatigue and decreased ability to complete tasks before her surgery

100

What is Kim’s top goal related to her living situation?


To return home and resume caring for her pets

200

What secondary diagnoses may impact Kim’s occupational performance?

Congestive heart failure, diabetes, hypothyroidism, and schizophrenia

200

What are some of Kim’s job responsibilities?

Moving boxes, stocking shelves, and managing the cash register.

200

What barriers might her home environment present?


Physical access challenges post-surgery due to stairs and no in-unit laundry

200

What mental health factor is crucial for consistent performance?


Adherence to schizophrenia medication to prevent functional decline

200

What emotional goal supports Kim’s mental health?

Maintain contact with her pets and structured routine through the day program

300

Why is energy conservation a likely therapy focus for Kim?

She experiences fatigue with minimal exertion and has a history of heart failure

300

What was a key factor that limited Kim from finishing college?

She was diagnosed with schizophrenia during her sophomore year

300

What support system does Kim have nearby?

A neighbor caring for her pets and a sister who lives far away

300

What personal habits may impact Kim’s therapy outcomes?

Limited social interaction and minimal community engagement

300

What community-based goal supports Kim’s recovery?

Return to her day hospital program for continued psychosocial support

400

What is Kim’s goal regarding her home life?

To return home to live independently and care for her pets, Casey and Cleo

400

What community support program does Kim attend?

A day hospital program 2 days a week with a case manager and psychologist

400

How does Kim’s social background influence her support system?

She is quiet, socially reserved, and has few close relationships

400

What self-care activities may be difficult for Kim post-CABG?

Climbing stairs, laundry, and pet care due to energy and mobility demands

400

What work-related goal might be appropriate?


Resume part-time work tasks as tolerated, with pacing and body mechanics strategies

500

What services has Kim received?

OT, PT, nursing care

500

How does Kim manage her schizophrenia?

She takes medication consistently, which helps her maintain stability

500

Why are Kim’s pets considered a major contextual factor?


They are her primary source of companionship and emotional support

500

What is Kim’s driving status, and how does it relate to independence?

She drives short distances for errands, supporting her independent living

500

What occupational therapy goal would address her overall well-being?


Improve endurance and functional capacity for self-care and IADLs

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