Ch4: Assessing Roles and Competence Flashcards
Occupational Performance
The ability to carry out basic activities of daily living (BADL) or activities of daily living (ADL), instrumental activities of daily living (IADL), education, work, play, or leisure, and social participation
Evaluation of Occupational Performance
-Begins with semistructured interview to assess clients needs, problems, and concerns regarding role participation in daily life tasks and activities; During this, OT gathers info about the tasks and roles that are most important to them and activities the client can or can’t do
-After identifying areas of difficulty in occupational performance, OT completes further assessments (either impairment-based or disease-specific) to clarify factors that limit performance
-If limiting factors can be improved or eliminated by direct intervention, an intervention approach can be chosen that is appropriate for the problem
-If not, OT teaches them to compensate for these limitations by adapting the task or changing the environment
Occupational Performance is dependent on…
-Culture, Gender, and Roles that the individual wishes to undertake as well as the environment (personal concept)
Assessments should be done using what approach?
Top-Down
Top-Down Approach to Assessment
-Begins with eval of roles, tasks, and activities
-Includes consideration of the individuals environment and incorporates consideration of personal, social, and cultural context
-Assessment does not ignore more basic abilities or performance skills that enable occupational performance (strength, endurance, problem solving, or depth perception) but rather begins with a function based assessment of the tasks and activities the client needs, wants, or is expected to accomplish and is having difficulty performing
Life Roles
-Self Maintenance (independent person, caregiver and home maintainer)
-Self Enhancement (friend and moviegoer)
-Self Advancement (worker and student)
World Health Organization’s International Classification of Functioning, Disability, and Health (ICF)
-OT first assess activities and participation, evaluating impairments in body functions (performance skills) as needed to explain difficulties in performance
-Beginning with focus on needs and considering roles and environment, OT acknowledges their values and goals
Timing, Sequence, and Settings for Evaluating Occupational Performance
-Competence in occupational performance areas is evaluated over time based on clients needs and interests
-Assessments of self-care and personal mobility are done early to form the basis of planning restorative therapy and/or adaptations to optimize ADL
-As recovery continues and discharge plans are considered, further evals are used to assess clients ability to manage a home, child care responsibilities, gain access to home and community, engage in leisure and family rec, or return to valued work or education
Evaluation of a clients performance should take place in…
The environment in which tasks typically occur when possible (individuals perform differently in different settings)
Measurement Concepts
Include whether the assessment is a standardized measure with established reliability and validity, its responsiveness to change, level of measurement, and clinical utility, and whether is involves direct observation or self-report
Standardized Assessment (properties of the assessment)
A published assessment tool that provides detailed instructions on test administration and scoring and has published results of reliability and validity
Reliable Assessment (properties of the assessment)
Consistently measures the attribute under study, no matter who is scoring (interrater reliability) or when the assessment occurs (test-retest reliability)
Valid Assessment (properties of the assessment)
Measures what it claims to measure
-Content Validity: Test items represent the area being tested (some may be more important than others)
The Centers for Medicare and Medicaid Services (CMS) recommend the use of…
Validated tests and measures when assessing a clients functional abilities and needs
-Many private insurers follow these guidelines so it is critical that OT use objective measures to reliably document occupational performance for all clients receiving services
Responsiveness of Assessment
Directly related to the number of items on an assessment and the number of categories on the scoring scale
Level of Measurement
Contributes to the tests responsiveness or sensitivity in detecting clinical change
Ordinal (level of measurement)
Scores are rank ordered to indicate the clients performance
(Used for most evals of roles, tasks, and activities)
Reevaluation
Performed to monitor clients response to therapy
At a minimum, performance should be recorded at admission and discharge to be used for program eval, to justify OT services to third-party payers, in legal actions, or to determine if patient should be discharges home or to an extended care facility
Discharge Evals
Can aid transitions from one level of care to the next (rehab hospital to home-based therapy) by providing valuable info about the clients abilities ad occupational performance needs
Clinically Significant Change Score
Difference exceeds the measurement error that typically occurs during routine test administration
Minimal Clinically Important Difference (MCID)
-More commonly used index of change
-Can be calculated for a standardized assessment and used to demonstrate that changes in occupational performance exceed measurement error and are clinically meaningful
(used by many standardized tests)
Clinical Utility
All of the practical factors of an instrument including cost, the amount of training needed, availability of a manual with clear instructions, and ease of administration and interpretation
-Most managers in OT settings prefer to use assessments that efficiently provide useful info for treatment planning and evaluating client outcomes
Direct Observation vs. Self-Report
-Observation of activities that are important to the client is the most direct method of assessing competence in occupational performance
-Preferred for accuracy, detection of insufficient or unsafe methods, and determining the underlying reason(s) that a task cannot be performed; Can be time consuming and costly
-Self-Report of ones competence in occupational tasks and roles through interviews is often the easiest, fastest, and least expensive method of assessing functional abilities and may inform the direct observation of selected activities (concern these may not reflect what the person can do)
If a client reports questionable data and does not allow direct observation, the OT should…
Verify the report with others who have knowledge of the license actual performance
-False info may be related to lack of insight and limited awareness of abilities and needs, not necessary a conscious intention to deceive
-In these cases, proxy reports and interviews with family members or caregivers can provide additional info about client performance from the family’s perspective