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OT FACT: Background - R2D2 Center at UW-Milwaukee
Background of OT FACT

The Need For A Comprehensive Functional Assessment:

A good functional assessment is an important component in the rehabilitation and habilitation of persons with disabilities. Without adequate assessment and integrated documentation of functional outcome, status and progress cannot be observed.

A study performed by the Standardized Assessment Committee of the American Occupational Therapy Association in the early 1980's revealed that occupational therapists were using a countless variety of functional assessments, many of which were "homemade" and unpublished. Review of key professional training textbooks in occupational therapy shows that there are over 50 published functional assessments commonly being reported and taught to new occupational therapists. This is no surprise in occupational therapy: therapists practice in virtually all health and educational settings, with virtually every type of disability.

Unfortunately, the variety of assessment available only complicates occupational therapy documentation and reporting of functional status and progress. Occupational therapy has no standardized model for aggregating functional assessment data into a total reporting system.

Furthermore, the need for efficient and cost-effective occupational therapy service delivery places additional pressure on occupational therapy practice. Funding agencies, accreditation commissions and health care administrators are requiring therapists to quantitatively consolidate information from comprehensive occupational therapy evaluations into simple reports which highlight individuals' skills and deficits, resulting disabilities, and ability to function in daily living, educational, vocational, and recreational activities.

In 1979, the American Occupational Therapy Association formally recognized the need for a profession-wide document which would help delineate the diverse and numerous functional areas in which occupational therapists evaluate and treat their clients. The American Occupational Therapy Association Uniform Terminology document was the result. A few years later, the Uniform Terminology was modified to become the Comprehensive Evaluation Checklist to assist therapists in organizing their evaluations. In the mid 1980's, the Standardized Assessment Committee of the American Occupational Therapy Association, in conjunction with the American Occupational Therapy Foundation, funded two projects to develop standardized methodologies for occupational therapists to interview individuals and to quantify functional performance. One of these projects directly led to the development of OT FACT.

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