Evaluations/ Assessments
Process for E/A
Intervention Principles
Teaching Principles
Documentation
100

This stage in the evaluation process involves a comprehensive chart review and administration of measurement tools

Initial evaluation

100

This portion of the Evaluation/Assessment process is where you review previous reports to educate yourself on current levels, and ask open ended questions to gain a fuller understanding

Interview

100

Intervention directed at the person that focuses on posture, mobility, coordination, strength, effort, and energy

Motor Skills

100

Process whereby steps of a task are taught in the order they occur

Forward chaining

100

These are used to record the progress of the intervention process and may be written on a daily, weekly, or monthly basis depending on the setting

Progress notes

200

This type of assessment has no specified administration rules, content, scoring procedure, or testing environment and the data cannot be compared across individuals

Non-standardized

200

These can be site specific and provide a list of what to observe and how to record the observations. These typically include a comments section

Checklists

200

The mental body function where your brain fills in the missing pieces to make sense of what you are seeing

Visual closure

200

Frequently used in pediatric OT, this is a type of teaching where the therapist uses physical contact to guide the child in task completion

Hand over hand assistance

200

Another name for “objectives” as related to outcome development in an intervention plan

Short term goals

300

In this assessment category, the focus is on the same areas as initial evaluation and is done at time intervals or when a change of status occurs

Re-evaluation

300

Type of observation that allows for minimal-to-no interaction

Distant

300

The visual discrimination function where the form is the same regardless of size, position or background

Form constancy

300

This type of teaching principle is used when verbal processing is weaker, the child speaks a different language, or is hearing impaired

Written/Pictorial

300

The part of a SOAP note where you present the facts and areas that were addressed in the OT session

Objective

400

Examples of this type of assessment are the Peabody, VMI, and BOT-2

Standardized

400

Standardized assessments have specified administration rules and scoring procedures and are based on established ______ and ______

Norms and Criteria

400

This spatial perception function is especially useful for community mobility

Topographical Orientation

400

Teaching technique whereby a child watches the initial steps but completes the last step

Backward chaining

400

These two things must always be included at the conclusion of a SOAP note

Therapist’s signature and title

500

Term used to describe the point where a COTA has a working knowledge of the language and procedure of the assessment and has the ability to obtain the same result in an assessment that the OT would obtain

Service competency

500

Type of observation that allows for interaction and adjustment by therapist to elicit responses

Active participation

500

Intervention where adaptations are made to the way in which an activity is done; may be simple or complex

Intervention directed at the task

500

Knowing your best learning style and consciously applying it. This is perfected as a child matures and generally will emerge in elementary school.

Metacognition

500

This type of note contains all the same information present in a SOAP note, but presented in paragraph form

Narrative note

M
e
n
u