Template only — not medical advice. Always review with a licensed healthcare professional before distributing.
Want to customize this handout for your clinic?
Sign in free to edit, add your clinic branding, and save your own version.
Before Occupational Therapy Evaluation: Getting Ready Tips
Summary
Getting ready for your occupational therapy evaluation is an important step in ensuring you get the most out of your session. This guide will help you prepare by offering practical tips and advice on what to expect. By preparing ahead of time, you'll help your therapist understand your needs better and work towards your goals effectively.
What Is This & Why It Matters
Occupational therapy focuses on helping you perform everyday activities that may be challenging due to physical, cognitive, or emotional barriers. Preparing for your evaluation can enhance the effectiveness of your therapy. It allows the therapist to gather essential information that will guide your treatment plan, ultimately improving your quality of life.
What You Should Do
- Write down specific daily activities you find difficult.
- Make a list of all medications you're currently taking.
- Set personal goals you want to achieve through therapy.
- Wear comfortable clothing that allows free movement during the session.
- Bring any mobility aids or devices you use regularly.
- Prepare questions you have about the therapy process.
- Ensure you have the correct appointment date and time written down.
- Arrange for transportation if needed, so you're on time.
What You Should NOT Do
- Avoid scheduling other appointments right before or after, to give yourself time to focus.
- Don't bring young children unless absolutely necessary, as they can be a distraction.
- Refrain from heavy meals right before the evaluation, which may make you uncomfortable.
- Don't forget to bring any necessary documents or reports related to your condition.
- Avoid using strong perfumes or scents that may affect others in a clinical setting.
Symptoms: Normal vs Warning Signs
Normal (Don't Worry)
- Mild anxiety about the session, which is completely normal.
- Feeling tired after discussing and planning your activities.
- Experiencing some stiffness from trying new exercises or movements.
- Needing time to process information shared during the session.
Call Your Doctor If...
- Severe pain during or after any suggested exercises or movements.
- Sudden loss of ability to perform a previously manageable task.
- Any new or worsening symptoms not discussed with the therapist.
- Feeling unsafe during activities at home due to changes discussed in therapy.
- Experiencing significant emotional distress linked to therapy discussions.
FAQ
Why do I need an occupational therapy evaluation?
The evaluation helps identify challenges you face in daily activities and creates a tailored plan for improvement.
What should I wear to my evaluation?
Wear comfortable clothing that allows you to move freely and participate in various activities.
Can I bring someone with me?
Yes, bringing a family member or friend can be helpful for support and taking notes.
What will happen during my evaluation?
The therapist will ask about your daily challenges, assess your abilities, and discuss potential goals.
How long will the evaluation take?
Most evaluations last about one hour, but it may vary based on individual needs.
What if I need to cancel my appointment?
Call the clinic as soon as possible to reschedule and avoid any cancellation fees.