OT FACT - R2D2 Center at UW-Milwaukee

OT FACT: Scoring - R2D2 Center at UW-Milwaukee

Scoring the OT FACT

OT FACT has both basic scoring and advanced scoring features. The basic scoring steps follow here in the Getting Started Manual.

The Advanced Scoring Features include:

Use of Question Memos for Additional Data
FIM Scoring
Self-Satisfaction Scoring
Goal Scoring
Co-Variate Scoring

Use of the Advanced Scoring Features are described in the main OT FACT Software Operation Manual in the program.

OT FACT Scoring Basics

Remember - OT FACT Does Not

Necessarily change any evaluation procedures.
Specifically delineate how you evaluate your client.
Have a standardized protocol for obtaining the data.

OT FACT Does

Have specific scoring procedures and criteria for scoring.
Orient the therapist to be observant of specific data.
Help you identify what specific functions should be observed.
Sequence the evaluation process in an efficient and comprehensive manner.
Break functional performance down into questions, sub-questions, and sub-sub-questions. This branching capability adds to clarification of items.
Assume that functional performance has a strict, criterion based validity. There is an absolute floor and ceiling score for functional performance: 0%-100%.
Utilize a dynamic question set to allow for the variability of functional performance required of each individual. Percent function is normalized.

Trichotomous Scoring

A trichotomous (three-choice) scale is used for scoring throughout OT FACT.

Is there a deficit? Yes or No
If there is a deficit, is it Partial or Total?

For most of the OT FACT scoring types, the following general definitions apply:

<2> (No Deficit) -- Performance meets all criteria of the question.
<1> (Partial Deficit) -- Performance meets some, but not all of the criteria.
<0> (Total Deficit) -- Performance meets none of the criteria.

Two additional choices are also available on most levels of the Performance Outline. They are:

<space> (Not Applicable) -- remember: a question is applicable if there is ANY uncertainty in its applicability status!
<?> (Not Examined) -- remember: any NE entries prevent OT FACT from computing sub-total scores. It considers them "missing data." Summaries and graphs will display a question mark (?) to represent this incompleteness.

Note: These definitions change slightly depending on the scoring type selected. This is because the variety of scoring types consider performance in different contexts. The scale, however, it is the same trichotomous scoring. Please read and study the scoring types. They must be fully understood to use them competently.

Not Applicable (NA) Scoring

One of the unique features of OT FACT is that many of the OT FACT questions can be scored not applicable. When this happens, OT FACT computationally removes the question from the OT FACT sets of questions to make 100% function that which has been individualized for the person in their particular setting. Gender, age, and setting specific questions are those types of questions which are most often scored as not applicable.

Note: If there is any uncertainty whether an individual question is applicable or not applicable, the tie always goes to having the question as applicable.

Environment-Free Scoring

Use this scoring to quantify an individual's intrinsic performance. This is, in essence, the performance of an individual who has no accommodation. No type of adaptive equipment or environmental assistance is considered when assigning scores.

<2> (No Deficit) -- Performance meets all criteria of the question without any external need for intervention.
<1> (Partial Deficit) -- Performance meets some, but not all of the criteria.
<0> (Total Deficit) -- Performance meets none of the criteria.

Two additional choices are also available on most levels of the Performance Outline. They are:

<space> (Not Applicable) -- remember: a question is applicable if there is ANY uncertainty in its applicability status!
<?> (Not Examined) -- remember: any NE entries prevent OT FACT from computing sub-total scores. It considers them "missing data." Summaries and graphs will display a question mark (?) to represent this incompleteness.

Use of the Assistive Technology Memo Field and the Assistance Required Memo Field is usually not appropriate when scoring intrinsic performance.

Use the Question Memo for any question to record pertinent details which support your scoring choice.

It is intended that scores are obtained by observed or tested performance rather than by interview or self-score. In situations where observation is impractical, other methods may be used, (e.g., patient report, information from other disciplines) however, the method should be documented.

Environment-Adjusted Scoring

Use this scoring to quantify an individual's independent functional performance with the use of adaptive equipment or with a specifically structured environment which enhances independence. For reliable scoring it is recommended to use the Assistive Technology Memo Field and/or the Assistance Required Memo fields to clarify the environmental assistance.

<2> (No Deficit) -- Performance meets all criteria of the question.
<1> (Partial Deficit) -- Performance meets some, but not all of the criteria.
<0> (Total Deficit) -- Performance meets none of the criteria.

Two additional choices are also available on most levels of the Performance Outline. They are:

<space> (Not Applicable) -- remember: a question is applicable if there is ANY uncertainty in its applicability status!
<?> (Not Examined) -- remember: any NE entries prevent OT FACT from computing sub-total scores. It considers them "missing data." Summaries and graphs will display a question mark (?) to represent this incompleteness.

Use the question Assistive Technology, and/or Assistance Memo Fields as appropriate to detail qualitative support for scores.

It is intended that scores are obtained by observed or tested performance rather than by interview or self-score. In situations where observation is impractical, other methods may be used, (e.g. patient report, information from other disciplines) however, the method should be documented.

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