
We tend to simply write: “Patient tolerated therapy well.” Or we copy and paste a generic sentence like: “Patient continues to require verbal cues and will benefit from continued therapy.”
Full Answer
What are some examples of treatment plans in occupational therapy?
Examples of Treatment Plans 1 OT will review the handout with the pt on a one-to-one basis. 2 OT will lead a questions and answers session after reviewing the handout. 3 OT will request that the pt review the handout in order to verbally recite the safety techniques explained in the handout.
What is a treatment plan template?
A treatment plan is simple but specific. Although treatment plans vary, a treatment plan template or form generally contains the following fields: Patient information: At the top of the treatment plan, the counselor will fill in information such as the patient’s name, social security number, insurance details, and the date of the plan.
How to write a treatment plan for mental health?
1 Defining the problem or ailment 2 Describing the treatment prescribed by the health/ mental health professional 3 Setting a timeline for treatment progress (whether it’s a vague timeline or includes specific milestones) 4 Identifying the major treatment goals 5 Noting important milestones and objectives
How can skilled occupational therapists help my patient?
Patient will benefit from skilled OT in order to address these deficits, adhere to post-op treatment protocol, and return to work on light duty for initial four weeks. Recommend skilled OT services 1x/week consisting of therapeutic exercises, therapeutic activities, ultrasound, phonophoresis, e-stim, hot/cold therapy, and manual techniques.

What is an intervention plan in OT?
Intervention plan refers to a detailed proposal that outlines the anticipated treatment approach, methods, and goals to be employed during occupational therapy services. The intervention plan should also include appropriate discharge recommendations and referrals to other health professionals as needed.
How do you write goals for occupational therapy?
SMART stands for Specific, Measurable, Attainable, Relevant, and Time Based. By using this acronym as a guide, you can ensure your goals contain all the relevant information necessary. SMART goals are also universally used and easy for you, your client, and any other medical professionals involved to understand.
How do you write smart goals in occupational therapy?
When choosing one of these goals, remember to make sure you plan them the SMART way.Specific – Know exactly what you want to accomplish.Measurable – Track your progress.Achievable – Outline the steps you will take to reach your goal.Relevant – Ensure the goal fits in with your current and upcoming needs.More items...
What are the three kinds of activities that occupational therapists use?
These can be further considered in three sub-categories:Occupation-Based Activity. Patients engage in behaviors or activities that match their own goals and lifestyles. ... Purposeful Activity. Patients participate in goal-directed, therapeutic behaviors that lead to an occupation. ... Preparatory Methods.
How do you write a measurable treatment goal?
2. Set SMART GoalsSpecific: Objectives need to be clear and specific, not general or vague. ... Measurable: Objectives need specific times, amounts or dates for completion so you and your patients can measure their progress.Attainable: Encourage patients to set goals and objectives they can meet.More items...•
What are smart goals examples?
SMART Goal Example:Specific: I'm going to write a 60,000-word sci-fi novel.Measurable: I will finish writing 60,000 words in 6 months.Achievable: I will write 2,500 words per week.Relevant: I've always dreamed of becoming a professional writer.More items...•
How do you write a session goal?
Here are some tips to help you get started:Identify the Level of Knowledge Necessary to Achieve Your Objective. Before you begin writing objectives, stop and think about what type of change you want your training to make. ... Select an Action Verb. ... Create Your Very Own Objective. ... Check Your Objective. ... Repeat, Repeat, Repeat.
How do you write a patient's goal?
Goals should be patient-specific and focus on skills that the patient wants to improve on.Document baseline functional abilities. ... Interview the patient and ask him what his goals are. ... Set short term goals with a time frame for each skill area. ... Develop long term goals with a time frame for each skill area.More items...
How do you write a functional goal?
To identify functional goals with patients, we have found the following steps to be useful: (1) determine the patient's desired outcome of therapy, (2) develop an understanding of the patient's self-care, work, and leisure activities and the environments in which these activities occur, and (3) establish goals with the ...
What are the 5 general treatment approaches used in OT practice?
What are the five general treatment approaches used in occupational therapy practice?...Terms in this set (15) Create/promote. Establish/restore (remediate) Maintain. Modify/compensation, Adaptation. Prevent.
What setting do OTs make the most?
According to the BLS, as of May 2020, the highest paying industries and their average salary for occupational therapists include:Nursing care facilities: $92,260 per year.Home healthcare services: $91,830 per year.Hospitals: $86,910 per year.Offices: $86,830 per year.Elementary and secondary schools: $76,560 per year.
What is the best OT setting?
Acute care can be a high intensity setting, with high volume caseloads of very diversified patients. Acute care is a great setting for OTs who enjoy a face-paced environment with quick patient turnover and sometimes high medical complexity.
What is treatment planning?
Treatment planning is a team effort between the patient and health specialist. Both parties work together to create a shared vision and set attainable goals and objectives.
What is the role of model and technique in a treatment plan?
Treatment plans provide structure patients need to change. Model and technique factors account for 15 percent of a change in therapy. Research shows that focus and structure are critical parts of positive therapy outcomes. Goal-setting as part of a treatment plan is beneficial in itself. Setting goals helps patients:
What information do counselors fill out?
Patient information: At the top of the treatment plan, the counselor will fill in information such as the patient’s name, social security number, insurance details, and the date of the plan. Diagnostic summary: Next, the counselor will fill out a summary of the patient’s diagnosis and the duration of the diagnosis.
What is a goal in a patient's life?
Both parties work together to create a shared vision and set attainable goals and objectives. A goal is a general statement of what the patient wishes to accomplish. Examples of goals include: The patient will learn to cope with negative feelings without using substances.
What are some examples of objectives?
Examples of objectives include: An alcoholic with the goal to stay sober might have the objective to go to meetings. A depressed patient might have the objective to take the antidepressant medication with the goal to relieve depression symptoms.
What is objective in a patient?
An objective, on the other hand, is a specific skill a patient must learn to reach a goal. Objectives are measurable and give the patient clear directions on how to act.
What is the third section of a treatment plan?
Problems and goals: The third section of the treatment plan will include issues, goals, and a few measurable objectives. Each issue area will also include a time frame for reaching goals and completing objectives. Counselors should strive to have at least three goals.
Subjective (S)
Each note should tell a story about your patient, and your subjective portion should set the stage.
Objective (O)
The objective section of your evaluation and/or SOAP note is often the longest. This is almost certainly the case in an evaluation.
Assessment (A)
The assessment section of your OT note is what justifies your involvement in this patient’s care.
Plan (P)
I once went to a CEU course on note-writing, and the course was geared toward PTs.
More resources for improving your documentation
I recognize that defensible documentation is an ever-evolving art and science, and have come across many useful resources that will help you keep your notes complete, yet concise. I highly recommend the following:
Conclusion
Documentation can get a bad rap, but I believe that OT practitioners are uniquely poised to write notes that are meaningful to other healthcare practitioners and patients alike.
S – Subjective
This is where therapists will include information about the patient’s demeanor, mood, or any changes in their medical status. How did the patient seem when you approached them or they arrived for therapy? If patients report any pain, swelling, stiffness, or other symptoms, you will want to include this. This may include new or ongoing symptoms.
O – Objective
Under the objective heading, therapists will include the activities they did. Unlike the first section, this section is fact-based. It focuses on exactly what you provided to the patient. Some therapists get tripped up with too many details here.
A – Assessment
This is where all that OT schooling comes into play. For the assessment, you will use your clinical judgment and reasoning skills to make a determination on the patient’s progress.
P – Plan
As a good end to the note, the plan section helps inform your actions during the next session.
4 Things To Remember With SOAP Notes
For the purposes of learning activities, your professors may make you indicate what you put under the S, O, A, and P sections. But this isn’t necessary for notes in the clinic. The SOAP note should naturally go from one part to the next.
Why do we need treatment plans?
Treatment plans can reduce the risk of fraud, waste, abuse, and the potential to cause unintentional harm to clients. Treatment plans facilitate easy and effective billing since all services rendered are documented.
What is a mental health treatment plan?
At the most basic level, a mental health treatment plan is simply a set of written instructions and records relating to the treatment of an ailment or illness. A treatment plan will include the patient or client’s personal information, the diagnosis (or diagnoses, as is often the case with mental illness), a general outline ...
What is the treatment contract?
Treatment Contract – the contract between the therapist and client that summarizes the goals of treatment. Responsibility – a section on who is responsible for which components of treatment (client will be responsible for many, the therapist for others)
What is intervention in therapy?
Interventions – the techniques, exercises, interventions, etc., that will be applied in order to work toward each goal. Progress/Outcomes – a good treatment plan must include space for tracking progress towards objectives and goals (Hansen, 1996)
What is blended care in therapy?
Blended care involves the provision of psychological services using telecommunication technologies.
What is a goal in counseling?
Goals are the broadest category of achievement that clients in mental health counseling work towards. For instance, a common goal for those struggling with substance abuse may be to quit using their drug of choice or alcohol, while a patient struggling with depression may set a goal to reduce their suicidal thoughts.
Who can benefit from mental health treatment?
A wide range of people can benefit from mental health treatment plans, including: People living with a serious mental illness. People experiencing distress in one or more areas of life. Children, parents, and/or families. The elderly. Individuals.
What Are SMART Goals?
To set smart goals for occupational therapy, you must first learn what defines a SMART goal. “SMART” is an acronym for “Specific, Measurable, Attainable, Relevant, and Time-bound.” Each of these criteria is crucial for making your goals easy to achieve. With all of them together, there’s nearly zero chance for failure.
Why Are SMART Goals Important for Occupational Therapy?
Occupational therapy is a challenging process, both for the patient and the therapist. Learning to do basic things all over again can be challenging physically and mentally, and that’s where SMART goals can help.
9 SMART Goal Examples for Occupational Therapy
1. Over the next four weeks, the patient’s anterior knee pain evaluation during prolonged sitting will decrease from 7/10 to 3/10 to help them return to work in the office. This will be achieved by taking prescribed medication daily.
Final Thoughts on SMART Goal Examples for Occupational Therapy
For occupational therapy to be successful, both the patient and the therapist should learn to set SMART goals. Occupational therapy is often a bumpy road, but journaling the patient’s health and mental well-being can be of great help.

Subjective
- DO use the subjective part of the note to open your story
Each note should tell a story about your patient, and your subjective portion should set the stage. Try to open your note with feedback from the patient about what is and isn’t working about their therapy sessions and home exercise program. For example, you can say any of the following to … - DON’T go overboard with unnecessary details
Let’s admit it: we are storytellers, and we like to add details. But, we must admit we’ve all seen notes with way too much unnecessary information. Here are a few things you can generally leave out of your notes: 1. “Patient was seated in chair on arrival.” 2. “Patient let me into her home.” 3. “…
Objective
- DO go into detail about your observations and interventions
The objective section of your evaluation and/or SOAP note is often the longest. This is almost certainly the case in an evaluation. This section should contain objective measurements, observations, and test results. Here are a few examples of what you should include: 1. Manual …
Assessment
- DO show clinical reasoning and expertise
The assessment section of your OT note is what justifies your involvement in this patient’s care. What you’re doing in this section is synthesizing how the story the patient tells combines with the objective measurements you took (and overall observations you made) during today’s treatmen… - DON’T skimp on the assessment section
The assessment section is your place to shine! All of your education and experience should really drive this one paragraph. And yet… We tend to just write: “Patient tolerated therapy well.” Or we copy and paste a generic sentence like this: “Patient continues to require verbal cueing and will …
Plan
- DON’T get lazy
I once went to a CEU course on note-writing, and the course was geared toward PTs. It felt to me like most of the hour was spent talking about how important it is to make goals functional. But we OTs already know this; function is our bread and butter. So, why do many OTs insist on writing th… - DO show proper strategic planning of patients’ care
This section isn’t rocket science. You don’t have to write a novel. But you do need to show that you’re thinking ahead and considering how your patients’ care plans will change as they progress through treatment. Consider something like this: “Continue working with patient on toileting, whil…
General Do’s and Don’ts For Documentation
- Your patient is the hero—and you are the guide. In every good story, there’s a hero and a guide. The patient is Luke Skywalker, and you are Yoda. I think as therapists, we tend to document only one part of the story. For example, we focus on the hero’s role: “Patient did such and such.” Or we focus on what we, the guide, bring with our skilled interventions: “Therapist downgraded, correct…
Example Outpatient Occupational Therapy Evaluation
- Name:Phillip Peppercorn MRN: 555556 DOB:05/07/1976 Evaluation date: 12/10/18 Diagnoses: G56.01, M19.041 Treatment diagnoses:M62.81, R27, M79.641 Referring physician: Dr. Balsamic Payer:Anthem Visits used this year:0 Frequency: 1x/week
More Resources For Improving Your Documentation
- I recognize that defensible documentation is an ever-evolving art and science, and have come across many useful resources that will help you keep your notes complete, yet concise. I highly recommend the following: 1. The Seniors Flourish Podcast: Simplify Your Documentation (five-part series) 2. WebPT: Defensible Documentation Toolkit(download required) 3. The Note Ninjas…
Conclusion
- Documentation can get a bad rap, but I believe that OT practitioners are uniquely poised to write notes that are meaningful to other healthcare practitioners and patients alike. It seems inevitable that our patients will gain easier access to their notes over the next decade, and when they do, I want our documentation to stand out as relevant and useful. This article is meant to evolve over …
S – Subjective
O – Objective
- Under the objective heading, therapists will include the activities they did. Unlike the first section, this section is fact-based. It focuses on exactly what you provided to the patient. Some therapists get tripped up with too many details here. It’s more important to include specifics on the skill that each part of the treatment targets rather than exactly what the activity is. Instead of listing an Un…
A – Assessment
- This is where all that OT schooling comes into play. For the assessment, you will use your clinical judgment and reasoning skills to make a determination on the patient’s progress. You can note how the patient tolerated the activity, if they did better on it than they did last time, if they struggled when attempting it, if they completed it with no assistance and you needed to upgrad…
p – Plan
- As a good end to the note, the plan section helps inform your actions during the next session. Sometimes it’s just a general statement such as: “Continue goals outlined in the plan of care as tolerated.” But other times, it may be helpful to make a remark about what you assigned for the patient’s home exercise program, tasks you’d like to upgrade or downgrade next time, modificati…
4 Things to Remember with Soap Notes
- OT SOAP notes don’t have to be separated
For the purposes of learning activities, your professors may make you indicate what you put under the S, O, A, and P sections. But this isn’t necessary for notes in the clinic. The SOAP note should naturally go from one part to the next. Don’t stress about making it sound just right, since the flo… - Healthcare staff must be able to understand them
Notes don’t necessarily have to be understood by the general public, even though they are able to request notes for their own reference. But other medical professionals should be able to interpret them easily. This means that you must use universal abbreviations. There are a whole slew of th…