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

What is Sam’s current Rancho level?

Level VI: Confused–Appropriate.

100

What job did Sam hold before his injury?

Auto mechanic.

100

Who is Sam’s primary caregiver?

His wife, Ingrid.

100

How has Sam’s attention improved at Level VI?

He can sustain attention for simple tasks up to 30 minutes with moderate cuing.

100

What self-care goal is appropriate now?

Complete grooming tasks independently with occasional cueing.

200

What is a hallmark of Level VI behavior?

Shows goal-directed behavior but needs external direction.

200

What leisure occupations were important to Sam pre-injury?

Cooking meals with his wife and walking outdoors.

200

How can Ingrid now support Sam’s therapy goals?

By encouraging structured independence with supervision.

200

What memory challenges does Sam still face?

Difficulty with recent memory and generalization of new learning.

200

What safety goal should Sam work toward?

Demonstrate awareness of safety hazards with supervision.

300

How has Sam’s assistance needs changed at this stage?

Requires moderate assistance for ADLs.

300

How can therapy leverage Sam’s past leisure activities?

Incorporate simple cooking tasks and community outings for therapy goals.

300

What environmental changes could help Sam progress?

Providing simple, step-by-step written or visual instructions at home.

300

What problem-solving skill is emerging?

Ability to recognize errors when prompted.

300

How can therapy support Sam’s community reintegration?

Supervised participation in simple community outings.

400

Why is structured cueing still necessary?

Sam has emerging awareness but impaired memory and new learning.

400

Why is tapping into Sam’s prior social roles critical?

To build motivation and foster personal identity during recovery.

400

What social supports continue to be available?

Family, friends, church community.

400

What risk remains when Sam engages in novel activities?

Impaired judgment and difficulty anticipating consequences.

400

Why is goal-setting participation important now?

Sam is beginning to recognize therapy goals and can participate in basic planning.

500

What therapy focus becomes more prominent now?

Developing carryover of learned strategies and improving problem-solving.

500

How does past successful routines impact new learning?

Familiar tasks create opportunities for memory carryover and confidence building.

500

How might the transition home need to be modified now?

Increasing supervised practice with ADLs and beginning light IADLs (laundry, light meal prep).

500

What strategy supports functional carryover at Level VI?

Consistent, repeated practice in natural contexts.

500

What long-term emotional goal remains important?

Building confidence in independent living and social reintegration.