AOTA Occupational Profile Template

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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
engagement in occupations activities? (This may include the client’s general health status.)
(p. 16) To improve the management of Low back pain whick prevent
enagamemt in the house hold chores ,sleep, leisure and play the
pain becomes worsen in the last 3 months.
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 Successful in the lower body dressing, driving, showering
impacting success (p. 16) barriers: pain , limited ROM and mobility.
What is the client’s occupational history (i.e., life experiences)?

IT professional for 23 years, married, 1 children lives in their family.
Occupational history (p. 16)
What are the client’s values and interests?

Personal interests and values Hard work, job and time.with family and friends and independent in the
(p. 16) household chores
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?
Supporting Engagement Inhibiting Engagement
Environment (p. 36)
Supportive neighborhood with The workstation is not properly set
(e.g., natural environment and
improving the mobility and up for postural correction.
human-made changes, products
adaptation and unlimited time.in
and technology, support and
car.
relationships, attitudes, serv-
ices, systems and policies)
Personal (p. 40) Supporting Engagement Inhibiting Engagement

(e.g., age, sexual orientation, Highly educated 45 yrs and able to Due to high education the client
gender identity, race and ethni- purchase required equipmen.t appointed as technical
city, cultural identification, managerwhich increases his pain
social background, upbringing, in for long time sitting and working.
psychological assets, educa-
tion, lifestyle)
©2020 by the American Occupational Therapy Association.

What are the client’s patterns of engagement in occupations, and how
Performance have they changed over time? What are the client’s daily life roles?
Performance patterns (p. 41) (Patterns can support or hinder occupational performance.
(e.g., habits, routines, roles, Role: Mother , routines: Household chores,works ,helping children and
rituals) watching tv roles: works for 10 hrs while pain increase and decrease on
take rest and sleep.
Patterns
What client factors does the client see as supporting engagement in

Client Factors
desired occupations, and what aspects are inhibiting engagement (e.g.,

pain, active symptoms)?
She make poojas at home once a Due to work timing She is unable to
Values, beliefs, spirituality
day that helps in emotional strength. atten
(p. 51)
Body functions (p. 51) Supporting Engagement Inhibiting Engagement

(e.g., mental, sensory, neuro- She is emotionally strong and no The pain increase more at the
musculosketal and movement- comorbid condition while sitting for a long time and
related, cardiovascular doing gravitational works.
functions)
Body structures (p. 54)
The upper extremity movement is The range of motion is affected in
(e.g., structures of the nervous
maximised and able to do works to the lower extremity and spinal area
system, eyes and ears, related
the fullest and mobility
to movement)
What are the client’s priorities and desired targeted outcomes

related to the items below?
Occupational Performance : to.improve the posture and working hours.
Prevention: further complications
Health and Wellness: spend time with the family and friends
Client’s priorities and desired Quality of Life: to improve the quality of life
targeted outcomes (p. 65)
Participation: in work, house hold activities and leisure
Role Competence: In the job
Well-Being: in the family members
Occupational Justice: to work to the fullest in her job
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.
The occupational therapy evaluation and reevaluation CPT® codes established in 2017 require the inclusion
of an occupational profile. For more information, visit https://www.aota.org/coding.
©2020 by the American Occupational Therapy Association.

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AOTA Occupational Profile Template

What is the client’s occupational history (i.e., life experiences)?

What are the client’s values and interests?

What aspects of their contexts (environmental and personal factors)

Personal (p. 40) Supporting Engagement Inhibiting Engagement

©2020 by the American Occupational Therapy Association.

What client factors does the client see as supporting engagement in

desired occupations, and what aspects are inhibiting engagement (e.g.,

Body functions (p. 51) Supporting Engagement Inhibiting Engagement

What are the client’s priorities and desired targeted outcomes

Prevention: further complications

Role Competence: In the job

Well-Being: in the family members

Occupational Justice: to work to the fullest in her job

©2020 by the American Occupational Therapy Association.

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