Documentation

AOTA's occupational profile template

Improve your evaluations, intervention plans, and documentation.

The foundation for client-centered care

The Occupational Therapy Practice Framework: Domain and Process, 4th edition (OTPF-4) (American Occupational Therapy Association [AOTA], 2020) states that every occupational therapy (OT) evaluation includes the occupational profile and the analysis of occupational performance.

Consistently conducting and documenting the occupational profile demonstrates

"Only clients can identify the occupations that give meaning to their lives and select the goals and priorities that are important to them." - OTPF-4.

a commitment to quality OT services,
the distinct value of OT to other providers and payers, and
respect for clients as collaborators in their own care.

In addition, the 2017 occupational therapy evaluation and re-evaluation CPT® codes require the inclusion of an occupational profile.

AOTA's Occupational Profile Template

A template designed for you to use in any practice setting—print it and complete it by hand, type text directly into the document, or include it in an electronic health record (EHR).

Fast track the copyright approval process to integrate the profile language into your EHR:
- Visit https://marketplace.copyright.com/ and search for “AOTA Occupational Profile Template”
- Select ‘Medical Communication” and the type of organization you represent
- Select “Post on an intranet” under “Type of Use”
- Complete the Request Details on the next page
- Pay for your purchase
- This must be renewed every year to receive updates (the duration of posting cannot be longer than 365 days). There is a $36.50 per year fee for permission to integrate the Profile Template into an EHR.

Reference

American Occupational Therapy Association. (2020). Occupational therapy practice framework: Domain and process (4th ed.). American Journal of Occupational Therapy, 74(Suppl. 2), 7412410010. https://doi.org/10.5014/ajot.2020.74S2001.

AOTA member spotlight: Mary Walsh-Sterup, OTR/L, CHT

April 12, 2024

Mary Walsh-Sterup, OTR/L, CHT, is an Occupational Therapist and Partner at Central Nebraska Rehab Services. She spoke to Jamar Haggans, MS, OTR/L, Director of Quality at AOTA about her current position and how she became interested in quality.

Quality

AOTA member spotlight: Natalie Leland, PhD, OTR/L, FAOTA, FGSA

April 11, 2024

Natalie Leland, PhD, OTR/L, FAOTA, FGSA, is a Professor in the Department of Occupational Therapy at the University of Pittsburgh. She spoke to Jamar Haggans, MS, OTR/L, Director of Quality at AOTA about her current position and how she became interested in quality.

Quality

AOTA member spotlight: Lauren Trent, MOT, OTR/L

February 22, 2024

Lauren Trent, MOT, OTR/L, is the Senior Manager of Therapeutic Services and Research & Development at Arm Dynamics. She spoke to Jamar Haggans, MS, OTR/L, Director of Quality at AOTA, about her current position and how she became interested in quality.

The foundation for client-centered care

Occupational Profile Template (PDF version)

Occupational Profile Template (Word version)

Include the Occupational Profile Template in electronic health records (EHR)

Occupational Profile Examples (PDF version)

Reference