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

What is Sam’s current Rancho level?

Level VII: Automatic–Appropriate.

100

What pre-injury role remains central to Sam’s identity?

Working as an auto mechanic.

100

Who continues to be Sam’s main caregiver/support?

His wife, Ingrid.

100

How has Sam’s memory improved at Level VII?

Consistent recall of daily routines; struggles with remembering new complex information.

100

What self-care goal is realistic now?

Complete all ADLs and basic IADLs independently with occasional checks.

200

How is Sam’s daily routine affected at this stage?

He can complete daily routines automatically but has limited insight for problem-solving in novel situations.

200

How could leisure activities be expanded in therapy at this stage?

Encourage independent planning of walks, meals, or attending church events.

200

How can Ingrid best support Sam’s independence now?

Providing gentle supervision while encouraging self-initiated problem-solving.

200

What executive functioning challenges remain?

Difficulty anticipating future consequences and adapting to new problems.

200

What community mobility goal is appropriate?

Navigate familiar community settings safely with standby supervision.

300

What supervision level does Sam typically require?

Minimal supervision for routine tasks; standby for safety in unfamiliar situations.

300

What previous strength can Sam now use more actively in therapy?

Social engagement and enjoyment of structured routines like cooking with his wife. 

300

What environmental adjustment may still be needed at home?

Adaptations for higher-level safety (e.g., medication management systems).

300

How is Sam’s attention now?

Able to attend to highly structured tasks without distraction for longer periods.

300

What work-related goal could be introduced?

Trial light work tasks or volunteer activities with support 

400

What new therapy focus emerges strongly at Level VII?

Community re-entry and increasing independence in IADLs.

400

How can Sam’s past work habits be used for executive functioning goals?

Simulating job tasks such as tool organization or simple repairs in structured settings.

400

How can Sam’s church community support his reentry?

Providing structured, familiar activities that foster safe socialization.

400

How might Sam behave in new, unstructured environments?

May behave impulsively or require external supervision for judgment.

400

How can therapy address Sam’s need for improved executive functioning?

Use of problem-solving tasks, safety simulations, and strategy training.

500

Why must safety training still be emphasized for Sam?

His impaired judgment and slow processing may compromise safety in new environments.

500

Why is revisiting past successful occupations important for Sam now?

It builds confidence and supports emotional resilience during recovery.

500

What life role transitions may Sam be preparing for now?

Return to modified work roles or structured volunteering opportunities.

500

Why is community navigation training important now?

To build real-world safety and independence with increasing complexity.

500

What emotional adjustment goal remains critical?

Support emotional acceptance of limitations while focusing on strengths.

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