Joshua Wilson

Occupational Profile
04/09/2024

1aota.org

AOTA Occupational Profile Template

“The occupational profile is a summary of a client’s (person’s, group’s, or population’s) occupational history and experi-
ences, patterns of daily living, interests, values, needs, and relevant contexts” (AOTA, 2020, p. 21). The information is
obtained from the client’s perspective through both formal and informal interview techniques and conversation.

The information obtained through the occupational profile contributes to a client-focused approach in the evaluation,
intervention planning, intervention implementation, and discharge planning stages. Each item below should be addressed to
complete the occupational profile. Page numbers are provided to reference the description in the Occupational Therapy
Practice Framework: Domain and Process (4th ed.; AOTA, 2020).

OCCUPATIONAL PROFILE
Reason the client is seeking Why is the client seeking services, and what are the client’s current
service and concerns related to concerns relative to engaging in occupations and in daily life activities?
engagement in occupations (This may include the client’s general health status.)
(p. 16) A: The mom is concerned for her 1 ½ year old with a gross motor
development delay that can’t sit up by herself, walk, or crawl.

In what occupations does the client feel successful, and what

Occupations in which the client barriers are affecting their success in desired occupations?
is successful and barriers A: Stays asleep the duration at night. Sometimes difficulties getting to
Client Report

impacting success (p. 16) fall asleep. Client can use RUE to play with toys. (Mom mentioned, her
daughter uses both hands for play at home.) Barriers that were
presented were the client used crying as communication and shows no
engagement of UE to show wanting to be picked up. Client cries when
anyone else holds or is near the client.
What is the client’s occupational history (i.e., life experiences)?
A: Client is 1 ½ years old, she likes playing with her colorful unicorn and watches
Occupational history (p. 16) Scooby-doo. Client is propped up at home with pillows for their daughter to watch
Scooby-doo.

What are the client’s values and interests?

Personal interests and values A: Client values purees and formula and her mom feeds her solids by crunching it
(p. 16) (How do you define up in her finger first and the feeding daughter. Client is interested in playing with
values and Beliefs) her colorful unicorn. Values being around her mom and dad.

What aspects of their contexts (environmental and personal factors) does

the client see as supporting engagement in desired occupations, and what
aspects are inhibiting engagement?
A: Mom and Dad want to do anything they can to help support their child’s
development. The mom had Linda Donaldson ATP/ CRTS take
measurements to get fitted for a bathtub seat, a chair, and a stroller.
C
o
n

Supporting Engagement: Inhibiting Engagement:

Environment (p. 36)
A: Nu motion ATP took A: Being propped up by pillows on the
(e.g., natural environment and
measurements to get adaptions floor, sitting with a phone or tv to watch
human-made changes, products
for seating adaptations. Scooby-doo. Can not be on her belly
and technology, support and
from to much extensor tone in limbs
relationships, attitudes, serv-
and spinal column.
©2020 by theices, systems
American and
Occupational policies)
Therapy Association.
 Joshua Wilson
Occupational Profile
04/09/2024
e
x
t

t
Personal (p. 40) Supporting Engagement: Inhibiting Engagement:
(e.g., age, sexual orientation, A: Client is very happy watching A: Female,1 ½ year old with the
gender identity, race and ethni- tv, playing with raddle, and play physiological age of 3 years old,
city, cultural identification, with colorful unicorn. white/Hispanic, at home with mom,
social background, upbringing, rural community.
psychological assets, educa- tion,
lifestyle)
 Joshua Wilson
Occupational Profile
04/09/2024
What are the client’s patterns of engagement in occupations, and how
Performance

have they changed over time? What is the client’s daily life roles?
Patterns

Performance patterns (p. 41) (Patterns can support or hinder occupational performance.)
(e.g., habits, routines, roles, Client cannot feed herself; client cannot keep body upright when
rituals) sitting. The client is fed with moderate- maximal assistance.

What client factors does the client see as supporting engagement in

desired occupations, and what aspects are inhibiting engagement (e.g.,
pain, active symptoms)?
Barriers- Client is dependent on parents for feeding. Client is limited in
play at home.
Supporting- Clients parents exchange limited play opportunities in various
environments.
Supporting Engagement Inhibiting Engagement
Values:Parents obligation to Values: Unable to communicate
Values, beliefs, spirituality
provide support and food/ toys. or advocate for themselves.
(p. 51)
Beliefs: N/A
Spiritiuality: N/A
Body functions (p. 51) Supporting Engagement: Inhibiting Engagement-
(e.g., mental, sensory, neuro- None observed The neuromusculoskeletal system
Client Factors

musculoskeletal and is underdeveloped. (Extreme

movement-related, Extensor tone)
cardiovascular functions) Movement related functions by
underdeveloped musculoskeletal
system. (Not being able to hold
head up.)
Supporting Engagement: Inhibiting Engagement:
Body structures (p. 54)
Eyes- Support vision to see food, Somatic nervous system- in
(e.g., structures of the nervous
family, posture control, voluntary muscle movements of
system, eyes and ears, related
reach/grasp, playing
to movement)
Ears- support looking at mom or
dad, sensory perception of what’s
around or Infront of her,
What are the client’s priorities and desired targeted outcomes
related to the items below?
Occupational Performance-
Client will improve their ability to sit up right with minimal supports and
be able to feed themselves with minimal assistance.
Prevention-
The Nu Motion AT rep will help modify and promote the clients stability
Client Goals

when sitting up right in chair, bathtub seat, and stroller.

Health and Wellness-
Client’s priorities and desired
Improving client’s anterior biomechanical development. Improved flexor
targeted outcomes (p. 65)
strength of UE to be able to grab stuff with stability and
Quality of Life-
Improved quality of life for client as she can sustain sitting upright to
play and eat.
Participation-
Being able to reach across midline with UE and being able to sit upright.
Role Competence- Engaging in play by themselves and with others.

Well-Being- Clients improved well being from being able to feed

themselves or feed themselves with minimal assistance.
 Joshua Wilson
Occupational Profile
04/09/2024
Occupational Justice- Being able to or having the chance to be included
to play with others in a daycare setting by sitting upright, crawling, and
walking.

For a complete description of each component and examples of each, refer to the Occupational Therapy
Practice Framework: Domain and Process (4th ed.).

Resources
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.

American Occupational Therapy Association. (2021). Improve your documentation and quality of care with AOTA's updated
occupational profile template. American Journal of Occupational Therapy, 75 (Suppl. 2), 7502420010.
doi: https://doi.org/10.5014/ajot.2021.752001

The occupational therapy evaluation and re-evaluation CPT® codes established in 2017 require the inclusion of an occupational profile. For
more information visit https://www.aota.org/practice/practice-essentials/coding.

©2020 by the American Occupational Therapy Association.

American Occupational Therapy Association. (2020). Occupational therapy practice framework:

Domain and process (4th ed.). American Journal of Occupational Therapy,

74(Supplement_2), 1-87. https://doi.org/10.5014/ajot.2020.74S2001

O'Brien, J. C. & Kuhaneck, H. (Eds.). (2020). Case-Smith's occupational therapy for children

and adolescents (8th ed.). Elsevier.