Occupational Therapy Referral Checklist Form PDF Details

In today's healthcare landscape, ensuring that the right support is available for those needing occupational therapy is crucial. The Occupational Therapy Referral Checklist form plays an essential role in streamlining this process, assisting occupational therapists and other professionals in determining a patient's need for occupational therapy services. Designed with the input of therapists to include language that is accessible and focused on the core aspects of traditional occupational therapy, this form is a foundational tool intended not to replace detailed assessments but to guide the initial stages of intervention. Organized around the significant themes from the Model of Human Occupation—volition, habituation, performance, and environment—it allows therapists to make a well-informed judgment on a client's need for therapy. Key areas such as confidence, self-care, productivity, leisure, interpersonal skills, cognitive and physical abilities, and environmental factors are evaluated, providing a clear picture of a client’s functioning across a broad spectrum. Completing the checklist involves a discussion with someone already working with the client, ensuring a comprehensive view of the client's needs and circumstances. By offering a structured way to screen and prioritize referrals, this checklist ensures the most efficient use of limited occupational therapy resources, focusing on areas where intervention can have the most significant impact.

QuestionAnswer
Form NameOccupational Therapy Referral Checklist Form
Form Length2 pages
Fillable?Yes
Fillable fields47
Avg. time to fill out9 min 54 sec
Other namesOccupational Therapy Referral Priority Checklist Form, Physical Therapy Referral Checklist Form

Form Preview Example

Occupational Therapy

Priority Checklist Guidelines

This form has been designed for occupational therapists to complete in discussion with someone who is already working with the client being referred

It is not intended to remove the need for a more in-depth assessment of occupational function, but to provide a starting point for the focus of intervention and to screen referrals in order that the best use of scarce occupational therapy resources can be made.

As such, the language of the form has been carefully chosen so that the items consist of commonly understood terms reflecting the focus of traditional occupational therapy. These are organised into four sections that correspond with themes from the Model of Human Occupation: volition, habituation, performance and environment. The occupational therapists’ knowledge of these items will assist them to make more detailed enquiries as to their clients’ precise needs

VOLITION

Confidence

‘Personal causation’: appraisal of ability, expectation of success,

realism, understanding of strengths and limitations, sense of control

 

Interest

enjoyment, satisfaction, curiosity, participation, choices, goals,

preferences, sense of purpose, commitment

 

HABITUATION

 

Self-care

independence, activities of daily living

 

 

Productivity

responsibilities, roles, routines

(domestic/work/education)

 

Leisure

balance, structure, variety, occupational demands

 

 

PERFORMANCE

 

Interpersonal skills

‘Communication and Interaction skills’:

non-verbal skills, conversation, vocal expression, relationships

 

Cognitive ability

‘Process skills’:

knowledge, planning, organisation, problem-solving

 

Physical ability

‘Motor skills’:

posture, mobility, co-ordination, strength, effort, energy

 

ENVIRONMENT

 

Physical environment

facilities, opportunities, privacy, accessibility, stimulation, comfort,

(home/work/place of study)

finance, aids and equipment, possessions, transport, safety

Social support

family dynamics, friends, neighbours, peers, work colleagues,

expectations and involvement

 

Having identified the possible needs of the client, the occupational therapist is required to make a professional judgement regarding the need for occupational therapy intervention. This is not necessarily based on the number of ticks in the ‘Yes column’, but on the perceived urgency/severity of need that is most likely to be apparent in the comments section of the form

Occupational Therapy Referral

Priority Checklist

Name of client:

 

Name of worker with whom referral has been

 

……………………………………

discussed:

…………………………………………

 

 

Date of birth:

____/ ____/ ____

Designation: ………………………………………..

Identity number: ……………………………………

Date:

____ / ____ / ____

Is there any indication that occupational therapy would be useful to help explore or support the following areas of functioning?

Yes No

Don’t know

Comments

MOTIVATION

Confidence

Interest

ROUTINE

Self-care

Productivity (domestic/work/education)

Leisure

PERFORMANCE SKILLS

Interpersonal skills

Cognitive ability

Physical ability

ENVIRONMENT

Physical environment (home/work/place of study)

Social support

IDENTIFIED NEED FOR OCCUPATIONAL THERAPY

No clear need for OT – no occupational needs identified

Need for minimal intervention/further assessment/consultative OT services to support wellness and/or prevent dysfunction.

Need for OT intervention to restore/improve function

Need for extensive OT intervention to improve function. Referral to follow-up services may also recommended.

Occupational Therapist: ……………………………..

Signature: …………………………………………..

©2004 Derbyshire Mental Health Services NHS Trust, U.K. / S. Cratchley, S. Parkinson, S. Town, S. Watling, with thanks to A. Lucas & K. Wilshere