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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. ach 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. T 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.)
What brings you to therapy?
(p. 16)
I know this has
brought about
many concerns or fears

In what occupations does the client feel successful, and what

Occupations in which the client
Client Report

barriers are affecting their success in desired occupations?

is successful and barriers what are some things you are able to do

success (p. 16) things are unable to do now

what are some you

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

what did your daily
life look like before disability
Occupational history (p. 16)

What are the client’s values and interests?

interested in ?
Personal interests and values what are Done
things you are

(p. 16) How would YOU

describe yourself ?

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)
around?
(e.g., natural environment and How do you get
human-made changes, products
Contexts

around?
and technology, support and Who helps you get
relationships, attitudes, ser - How is
your home setup
es, systems and policies)

Personal (p. 40) Supporting Engagement Inhibiting Engagement

(e.g., age, sexual orientation,
How old are you?
gender identity, race and ethni-
ity, cultural identification, Tell me about
your upbringing
social background, upbringing,
psychological assets, educa-

©2020 by the American Occupational Therapy Association.