Professional Documents
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I
n the early 1990s, occupational ther-
apists were challenged to refocus diverted from the person who has the
their evaluation processes. Specifical- condition to the medical condition itself.
Clare Hocking, MHSc(OT), is Principal
ly, they were urged to focus on their In addition, evaluations that focus on
Lecturer, School of Occupational Therapy,
clients’ abilities to do what they want performance components are unlikely to
Auckland University of Technology, Private
and need to do and to carry out mean- reveal clients’ capabilities and adaptive
Bag 92 006, Auckland, New Zealand;
ingful occupation rather than evaluating strategies or to contribute to understand-
clare.hocking@aut.ac.nz.
the components underlying occupational ing the interaction between people and
performance problems (Fisher, 1992a, their environments (Mathiowetz, 1993).
This article was reviewed and accepted
1994a; Law et al., 1994; Mathiowetz, for publication February 4, 2001, by
Overall, a consensus seems to be
1993; Trombly, 1993). Subsequently, the M. Carolyn Baum, developing that evaluations that focus
call for occupation-based assessment has previous Associate Editor, The Issue Is. directly on occupation are most true to
been repeated and amplified (cf., Baum the basic concepts of occupational thera-
& Law, 1997; Coster, 1998). py (Coster, 1998; Fisher, 1992a; Gillette,
Several compelling rationales for aspect of a client’s performance to mea- 1991; Trombly, 1993). The complexities
this refocusing have been offered. First, sure. Until recently, occupational thera- of implementing occupation-based
evaluations that do not focus on the pists assumed that a strong correlation assessments, however, have received little
occupations that clients find problematic exists between performance components attention.
will not communicate the purpose of and occupational performance. Based on This article suggests that conceptu-
occupational therapy to clients or col- this assumption, evaluation of the com- alizing occupation in terms of meaning,
leagues and, thus, will contribute to con- ponents that underpin performance function, form, and performance com-
fusion and dissatisfaction with occupa- appeared to provide a good basis for ponents may provide a useful framework
tional therapy services (Fisher & Short- intervention. A growing body of research, to guide clinical reasoning about what to
DeGraff, 1993; Trombly, 1993). As however, has revealed that improvement assess. I propose that occupational con-
Baum and Law (1997) noted, clients in performance components does not cerns become the primary consideration
need to understand the purpose of occu- automatically translate into improved guiding the selection of assessments, and
pational therapy and its potential out- occupational performance (Fisher, 1992b; I outline three broad strategies to evalu-
comes as much as therapists need to Mathiowetz & Haugen, 1995; Schmidt, ate the use of available assessments with-
understand clients’ occupational perfor- 1988; Trombly, 1995, 1999). Thus, an in occupation-based evaluations. These
mance problems. Failure to communi- increase in concentration span, for exam- strategies are presented in Figure 1. An
cate the purpose or anticipated outcomes ple, may not carry over into improved assumption underlying the discussion is
of intervention would, in effect, com- performance of work tasks. that occupational therapy evaluations
promise the principles of client-centered A third concern is that occupational and interventions are guided by theory.
occupational therapy because clients can- therapists who focus their evaluations Examples of the influence of theoretical
not fully engage in processes they do not solely on performance components risk frameworks on clinical reasoning are
understand (Pollock & McColl, 1998). focusing treatment around those compo- incorporated throughout the discussion.
In addition, failing to communicate the nents, thus failing to address critical
purpose of intervention is contrary to occupational issues. These issues might What To Assess
the increasing consumer demand that include, for example, volitional aspects Trombly (1995) advised occupational
any evaluation of function is both rele- of performance (Fisher, 1992b) or attitu- therapists to enact “top–down” evalua-
vant and useful to the person being dinal, organizational, or physical envi- tions, that is, to first focus on clients’
assessed (Batavia, 1992). ronmental barriers to occupation occupational performance issues rather
A second area of concern is which (Roulstone, 1998). As Kielhofner (1993) than the underlying occupational perfor-