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(eBook PDF) Adult Physical Conditions

Intervention Strategies for


Occupational Therapy Assistants
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Intervention
Strategies for
-------------------. Occupational
Therapy
Assistants
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preface

As educators of occupational therapy assistant (OTA) stu- students do not read their textbooks; and, if they do read,
dents, we have consistently struggled to find one textbook that task is given the least priority; or that they simply skim
that is specifically written for OTA students and that pro- the pages. Our awareness emphasized the need for this
vides what they need to learn about occupational therapy book, and we knew this book must be interesting, practical,
(OT) for adults with physical conditions. We have often approachable, functional, and a useful resource. Our hope
discussed how managing this deluge of material was both is that the student uses the book as the “go-to” resource
confusing and difficult. We used portions from numerous through college and beyond as a new practitioner.
textbooks, along with other resources, to cobble together the One option in some OTA programs is to use textbooks
needed content on physical conditions and interventions. specifically written for the OT student. Although there
We wanted one comprehensive book that could be used is certainly crossover of content, OT and OTA programs
throughout an OTA curriculum, contain up-to-date and have different needs and must meet a slightly different set
relevant evidence and research, and offer students a fresh of Accreditation Council for Occupational Therapy Educa-
perspective. So, together, we decided we needed to write tion (ACOTE®) standards. We have worked to match the
that “dream textbook.” That is how this project began to- book content and features with the unique educational
ward achieving our goal of having a thorough and relevant needs of the OTA student and to make life easier for faculty
resource. by providing a unified resource that aligns with accredita-
tion standards at this time. Because of the requirement for
RATIONALE AND GOALS the ACOTE® standards to be revised every 5 years, we
specifically chose to not match chapter contents with the
standards in the textbook, but added them instead to the
As this project’s editorial leaders, an OTA and occupational online Instructor’s Guide.
therapist, we are clinicians and educators with many years of Our ultimate goal for this text is that it will help students
experience, and we each brought our unique perspectives to become professional, knowledgeable, creative, and compe-
the project. We assembled a team of 43 contributing authors, tent OTAs.
including OTAs and occupational therapists, as well as
educators and/or researchers. Our shared mission has been
to ensure that the textbook provides abundant evidence, the APPROACH
foundations of OT practice, and the practical, functional con-
tent that the OTA student craves. As editors, we have endeav- We have deliberately used client-first approaches through-
ored to give the chapters a consistent voice while maintaining out the book despite a trend in some groups to put the
the unique identity of the chapter authors and their expertise. disability first. We believe that many clients are tired of
We feel strongly that textbooks, just like therapeutic being identified with their disability instead of their abilities
interventions, need to provide the “just right challenge.” and personhood. By using the terminology “client,” rather
With the aid of this book, the student will gain competence than “patient,” throughout, we align with the principles of
and confidence in addressing a variety of adult conditions Occupational Therapy Practice Framework: Domain & Process,
and interventions. 3rd edition (OTPF-3). We have also consciously chosen the
Students often have limited time to read and may have term “occupational therapy practitioner” when a task can
minimal resources available to buy numerous textbooks. be completed by either the OTA or the occupational thera-
Many OTA students have varied life experiences, often pist and use the specific terms occupational therapist or
returning to school after pursuing a different career, start- OTA, when warranted.
ing a family or upon deciding on OT as a second or third We embrace the unique nature of each client and every
career. Thus, today’s students typically have numerous client–practitioner interaction, and thus, the intervention
other responsibilities in addition to school. To meet this portions, rather than reading as a “cookbook,” present the
challenge, this book is intended to be user-friendly and has evidence and tools to hone the clinical reasoning skills of
been specifically written for the OTA, who is often a student students. The features included in each chapter were specifi-
with needs different from those of the traditional OT stu- cally created to further help students connect the concepts
dent. During our years of frustration with finding the right learned to practical applications of clinical reasoning skills.
textbooks and in our focus groups with OTA students in the The text contains over 300 original photos that show-
very beginning stages of this project, we realized that some case clients with disabilities as well as current equipment

vii
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viii Preface

and technology. We worked to include a diversity of mod- With regard to sexual activity and intimacy, we argue that
els, male and female OTAs, and individuals of different discussing this subject in a separate chapter would only
ages. Many photos capture occupations occurring in their perpetuate the unfortunate trend of discussing sexual
natural environments or in specialized therapy settings. activity only if forced to instead of viewing it as another ADL
In addition to photos, the text includes a number of line art that is part of a full and meaningful life. Sexual activity is
illustrations that are original and intentionally designed to discussed along with every other ADL in the context of
demonstrate specific concepts. every pertinent diagnosis. We hope this will lead students
to genuinely connect with the importance of sexual activity
and intimacy for every adult, like any other ADL, such as
ORGANIZATION OF THE TEXT bathing, dressing, and self-feeding.

Adult Physical Conditions: Intervention Strategies for Occupational


Therapy Assistants contains 37 chapters organized into four OVERVIEW OF CHAPTER CONTENT
sections and has appendices and a comprehensive glossary at
the end. We have integrated the guidelines of the OTPF-3, Section I, Foundations of Physical Rehabilitation, Process, and
used the most up-to-date evidence, and included useful and Practice, provides to the OTA student an insight into concepts
interesting features, such as sample treatment and documen- of disability, health and wellness for both the client and the
tation and real-world case studies, to best illustrate chapter OT practitioner, and the principles of teaching and learning.
contents. This section assists students to clearly understand the key
The chapters intentionally use cross-referencing to avoid elements of professionalism in OT and the expected behaviors
redundancy, wherever possible. For example, the chapters that facilitate the transition of the student to becoming an
on brain injury and degenerative diseases speak to those on OT practitioner. The last chapter discusses development of
disease-specific issues related to cognition and refer to the the occupational profile and analysis of performance skills.
chapter on cognition as well. Chapter 13, Transfers Across Section II, Foundations of Movement and Function, includes
the Continuum: Safety and Management, is intentionally essential, skill-based content, such as measuring and assess-
comprehensive to enable readers to locate information on ing client performance skills, all of which affect clients. Even
this topic quickly in one location. For example, this chapter content, such as range of motion and manual muscle testing,
includes transfers for clients with hemiplegia, severe weak- are holistically addressed by including not only upper and
ness, amputations, and so on, instead of placing that con- lower extremities but also intervention strategies for manage-
tent in condition-specific chapters. Our thought was that ment. Most of the content in this section lays the foundation
the reader would prefer to look for information on a transfer for subsequent chapters and is vital for the first-year student.
with a client with hemiplegia in one place, whatever may Section III, Foundations of Intervention, facilitates student
be the root cause of the hemiplegia. As every OT practitioner understanding of all types of mobility, assistive technology,
understands, tremendous differences exist among clients home modification, physical agent modalities, and methods
with the same diagnosis, and the foundational chapters will of fabricating and managing orthotics. Technology, whether
set the stage and be a reference as well. it is low-tech or high-tech and whether it is used at home, at
Chapter 37, the final chapter of the book, is also a bit work, or in the community, is an invaluable tool in the OT
different. Its focus is on adult individuals with disabilities practitioner’s kit. Driving and community mobility often
that began in childhood, such as cystic fibrosis and Duchenne mean independence for the adult and are critical issues that
muscular dystrophy, and the ways in which those condi- must be addressed even by the general OT practitioner.
tions have affected the transition into the different stages of Section IV, Health Conditions and Interventions, examines
adulthood. This unique chapter explores how the OTA may the adult physical conditions that are most commonly treated
encounter and manage clients with life-long disabilities as by OT practitioners and explains evidence-based intervention
well as additional new conditions. This material is impor- strategies. In addition to the conditions discussed in other
tant in an adult-focused textbook and should not only be textbooks, this book includes more topics in the chapters
taught in a pediatric class, as a client with Down syndrome titled “Bariatric Factors and Management,” “Polytrauma and
may have chronic diabetes, obesity, and a hip replacement, Complex Multiple Conditions,” “Chronic Disease Manage-
or a young adult with autism may experience ongoing ment: Utilizing a Self-Management Approach,” and “The
sensory issues or experience a workplace brain injury. Pediatric Client—All Grown Up.” Three chapters with a
Upon a quick glance at the table of contents, many unique approach are “Cerebrovascular Accident: Critical
educators may note that we have not included separate Aspects and Components of Care,” “Traumatic and Acquired
chapters on the older adult and sexual activity. Rather, we Brain Injury: Management and Treatment,” and “Spinal Cord
chose a different approach, weaving the topic of older adult Injury and Disease: Factors and Essential Care.” The chapter
issues and sexual activity throughout book instead of placing on cerebrovascular accident combines the latest evidence,
it in a separate chapter. The chapters include an Older Adult numerous intervention strategies, and integration with over
feature box, except in cases where it is helpful to highlight 10 other foundational chapters. The chapter on traumatic
specific differences between older and younger populations. brain injury is organized by Rancho Los Amigos Level of
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Preface ix

Cognitive Functioning Scale with treatment interventions The Older Adult


arranged by client symptoms. Finally, the chapter on spinal
This feature highlights and examines certain aspects of the
cord injury and disease includes a useful table organized
chapter content that are unique to aging and the older adult
by level, with skilled intervention examples, and a quick
population. Not every older adult has significant health con-
reference for chapter content presented by level of injury.
cerns, and many older adults are living long and healthy
lives. Therefore, many health issues discussed will be relevant
SPECIAL CHAPTER FEATURES to adult clients of any age. Our goal is to help the OTA student
integrate the unique concerns that affect older adults while
Each chapter contains a number of special features that will learning the content pertinent to that function or health con-
benefit students in their OT educational journey. These are dition. One difference to note occurs in Chapter 33, “Cere-
as follows: brovascular Accident: Critical Aspects and Components of
Care,” where this feature showcases “The Younger Adult,”
because although much of the chapter’s content is about the
Putting It All Together: Sample Treatment older adult, a large number of younger adults are also expe-
and Documentation riencing strokes, and this topic may be less familiar to readers.
Throughout many years of teaching, we have seen OTA stu-
dents struggle to connect what they learn in the classroom Communication
and laboratory to what they will actually do in a real-life sit-
uation. Students are often confused about what to document Timely, accurate, and clear communication is crucial to all
or by the documentation process itself. A frequent comment aspects of health care, and this feature focuses on an aspect
has been: “I struggle with how to put it all together.” Putting of communication unique to the chapter topic. Whether the
it All Together, included at the end of the chapters, is specifi- terms and types of teamwork are interdisciplinary, multidis-
cally designed to help students overcome this challenge. ciplinary, or interprofessional, the bottom line is that OTAs
This feature will help students become more prepared to and other healthcare professionals must communicate with
use clinical reasoning and provide skilled, client-centered each other and the client to achieve the best outcomes.
care. It begins with a glimpse of what an OTA might read
in a client’s chart—the occupational profile and basic inter- Technology and Trends
vention plan and goes on to illustrate the clinical reasoning Technology advances at an exponential rate, making it
process, providing a list of the tasks/activities performed in challenging to pin down anything as new and innovative.
the first treatment session, corresponding goals, and ratio- Instead, the intent of this feature is to show how common
nales for selecting each task. Next is sample documentation technologies may be used in unique ways and to introduce
written in the traditional SOAP note format. Finally, the technologies that are not yet commercially available.
student is asked to create two treatment sessions in the
same format as part II (to facilitate clinical reasoning) and
to write a corresponding SOAP note for each. As students LEARNING TOOLS
practice with this format, they will build the foundation for
the bridge to fieldwork and entry-level clinical practice. Be- Each chapter includes a number of learning tools, which
cause each chapter author wrote the Putting it All Together include:
feature in his or her chapter, the student will see the slightly
different styles of setting goals and writing SOAP notes, n Learning Outcomes These serve to frame the con-
which is authentic to clinical practice and demonstrates tent of the chapter and also provide a quick self-check
that there is more than one way of “how to do it right.” for the reader at the completion of a chapter to ensure
that the key learning objectives have been mastered.
n Key Terms These are listed alphabetically at the be-
Evidence-Based Practice
ginning of each chapter and bolded upon first use in
Although the contents of all of the chapters were written from the chapter itself. Each key term is defined in the Glos-
an evidence-based perspective, this feature highlights one sary at the end of the book.
or more very recent research articles on a topic relevant to n Review Questions Ten multiple-choice questions at
each chapter, with the reference(s) for accessing the resources the end of the chapters test understanding of and criti-
included in the box. cal thinking about the chapter content. Since this text
is designed to be used across the curriculum, the level
OT Practitioner’s Viewpoint of difficulty of the multiple-choice questions increases
In this feature, each chapter author shares a personal story through the book, with the earlier chapters having
of first-hand experience relevant to the chapter topic. Our more knowledge-based questions and the later chapters
intention is to replicate what it would be like for the student requiring higher critical thinking skills. Seven to eight
to sit down with a seasoned practitioner and listen to a bit questions in each chapter follow the traditional multiple-
of wisdom or personal anecdotes. choice question format of four possible answers and
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x Preface

only one correct answer. Two to three questions follow The Instructor’s Guide includes key documents from
a different format, having six options from which the book (e.g., the Putting It All Together features), which
three correct answers are required to be selected. can be either printed or uploaded in a learning manage-
This aims to challenge the students to analyze multiple ment system (LMS) as assignments or resources for stu-
options; many times in OT practice, there is not just dents, such as a Quick Reference Table to Goniometry and a
one single right answer but numerous potential solu- Quick Reference Table to Manual Muscle Testing (we strongly
tions. Answers are provided in Appendix B. encourage instructors to print these tables for educational
n Case Studies Case studies at the end of the chapters use or make available to students via the LMS). The Instruc-
are designed to further illustrate important learning tor’s Guide also includes suggestions for lab activities and
points from the chapter. Most are real-world examples other valuable resources. The PowerPoint presentation
from the authors’ clinical practice. The case studies for each chapter consists of basic chapter content plus key
are of varying lengths, and each includes questions concepts designed for creative, interactive learning, and
designed to develop critical thinking skills. A few cases many instructors will assign them before class to spark
are formatted in a slightly different manner when they interaction. This fresh approach is less about sitting
are unique to a particular condition or area of practice. through a lecture and more about collaborative learning
and the development of critical thinking skills. These
presentations are available to the educator to use “as is”
ANCILLARIES or can be modified to suit individual teaching needs.
Although printed in black and white in the textbook, the
The ancillaries include an Instructor’s Guide, PowerPoint photos will be available in full color in the online resources
presentations and a Test Bank. These ancillaries are available in an Image Bank available to educators.
at https://davisplus.fadavis.com/ to instructors who adopt
and require the textbook.
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about the authors

Amy J. Mahle (sounds like “mail”) Amber L. Ward has been an


has been an occupational therapy occupational therapist for over
assistant (OTA) for over 10 years. 24 years—10 years in inpatient
As many OTAs do, she found her rehabilitation and more than
career in occupational therapy 14 years as a full-time Occupa-
(OT) later in life, with prior ca- tional Therapy Coordinator, work-
reers in social services and as ing with individuals with ALS,
a small business owner. As an muscular dystrophy, and other
OTA, she has worked in adult neurological disorders. Amber has
outpatient and acute care clinical been a coordinator of a seating and
settings and on a Brain Injury wheeled mobility clinic for 12 years
Team, and she has also assisted in the development and in addition to working in her outpatient department. She has
implementation of a Constraint-Induced Movement Ther- treated a wide variety of clients of all ages and functional levels
apy program. Amy enjoys creative design and problem- throughout her career. She has been an adjunct professor for
solving to help individuals overcome challenges, which 9 years in the OTA program at Cabarrus College of Health
has resulted in numerous Innovative Product Design Sciences in Concord, North Carolina, in addition to working
Awards. She transitioned from clinical practice to acade- in the clinic. She received the RESNA Assistive Technology
mia on a part-time basis, eventually becoming a full-time Professional certification in 2004, the Seating and Wheeled
Assistant Professor in the OTA program at Cabarrus Mobility certification in 2014, and AOTA board certification
College of Health Sciences in Concord, North Carolina in physical rehabilitation in 2010. Amber frequently speaks
where she earned the Educational Excellence Award. on a variety of topics at local, state, national, and international
Most recently, she became the founding Program Director conferences. She loves to create solutions for clients with func-
of the OTA program at Rowan-Cabarrus Community tional challenges, and she is affectionately referred to as “Mac-
College in Salisbury, North Carolina. She regularly pre- Gyver” by those in her field. She has served for many years on
sents on various topics at national, state, and local levels the board of the North Carolina Occupational Therapy Asso-
and is especially passionate about students developing ciation as Technology Special Interest Section Chair, Secre-
into professionals and about providing personal service tary, President (two terms), and, most recently, Member at
to the profession and the community. She has served Large. She has authored two journal articles about powered
for several years on the board of the North Carolina wheelchairs for persons with ALS and a number of other book
Occupational Therapy Association, as Education and chapters and journal articles. She is slated to receive the Roster
Research Chair, President, and most recently, Member of Fellows Award presented by the American Occupational
at Large. Therapy Association just after book publication, and is proud
to be added to the amazing list of professionals honored to use
FAOTA in their signature.

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contributors

Luis de Leon Arabit, OTD, MS, OTR/L, BCPR, Renee Causey-Upton, OTD, MS, OTR/L
C/NDT, PAM Chapter 26
Chapter 23 Assistant Professor
Supervisor Eastern Kentucky University
Department of Occupational Therapy Richmond, Kentucky
Adventist Health White Memorial
Megan E. Edwards Collins, PhD, OTR/L
Los Angeles, California
Chapters 6 and 8
Claribell Bayona, OTD, OTR/L Assistant Professor
Chapter 24 Occupational Therapy Department
Senior II Occupational Therapist Winston-Salem State University
NYU Langone Medical Center Winston-Salem, North Carolina
Manhattan, New York
Melinda Cozzolino, OTD, OTR/L, MS, CRC, BCN
Cynthia S. Bell, PhD, OTR/L, FAOTA Chapter 33
Chapter 6 Associate Professor and Graduate Chair
Associate Professor and Chair of Occupational Therapy Faculty Coordinator of Graduate Studies
Winston-Salem State University Ithaca College
Winston-Salem, North Carolina Ithaca, New York
David H. Benthall, MS, OTR/L Katrina Duhon Delahoussaye, MSOT/L
Chapters 25 and 26 Chapter 17
Occupational Therapist Staff Occupational Therapist
Durham VA Medical Center Center for Work Rehabilitation, Inc.
Durham, North Carolina Lafayette, Louisiana
Jamie Bittner, MS, OTR/L Anne E. Dickerson, PhD, OTR/L, SCDCM, FAOTA
Chapter 37 Chapter 16
Occupational Therapist Professor
Southeastern Cooperative Educational Programs East Carolina University
Norfolk, Virginia Greenville, North Carolina
Susan Blair, OTR/L, BCPR, BCG Heather S. Dodd, MS, OTR/L
Chapter 7 Chapter 28
Clinical OT Staff Developer/Lead OT Clinical Specialist
Novant Health UNC Hospitals, NC Jaycee Burn Center
Winston-Salem, North Carolina Chapel Hill, North Carolina
Salvador Bondoc, OTD, OTR/L, BCPR, CHT, FAOTA Denise K. Donica, DHSc, OTR/L, BCP, FAOTA
Chapter 23 Chapter 37
Chair and Professor of Occupational Therapy Associate Professor
Quinnipiac University East Carolina University
Hamden, Connecticut Greenville, North Carolina
Melissa D. Brawley, MS, OTR/L Joanna Edeker, PT, DPT
Chapter 36 and Appendix A Chapter 29
Home Health & Acute Care Occupational Therapist Physical Therapist III
BAYADA Home Health Carolinas HealthCare System
Carolinas HealthCare System Carolinas Rehabilitation
Carolinas Medical Center–Main Charlotte, North Carolina
Charlotte, North Carolina

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xiv Contributors

Elizabeth A. Fain, EdD, OTR/L Amy J. Mahle, MHA, COTA/L


Chapter 18 Chapters 1, 2, 5, 21, and 28
Assistant Professor Program Director
Occupational Therapy Department Occupational Therapy Assistant Program
Winston-Salem State University Rowan-Cabarrus Community College
Winston-Salem, North Carolina Salisbury, North Carolina
Paul A. Fontana, LOTR, FAOTA Lisa Michaud, OTR/L
Chapter 17 Chapter 10
Owner/Manager Occupational Therapist
Center for Work Rehabilitation, Inc. Carolinas HealthCare System
Lafayette, Louisiana Carolinas Rehabilitation
Concord, North Carolina
Lori Goodnight, MS, OTR/L
Chapter 20 Sharon D. Novalis, PhD, OTR/L
Subject Matter Expert Chapter 30
Relias Learning Assistant Professor
Cary, North Carolina Chatham University
Pittsburgh, Pennsylvania
Susan Hardesty, MS, OTR/L
Chapter 28 Anna Petry, MOTR/L
Occupational Therapist Chapter 17
Burn and Wound Therapy Co-Team Leader Occupational Therapist
Department of Rehabilitation The Therapy Center
Eskenazi Health–Richard M. Fairbanks Burn Center Jennings, Louisiana
Indianapolis, Indiana
Lisa Pierce, COTA/L, LLCC, CEAS
Cathrine Balentine Hatch, MS, OTR/L Chapter 27
Chapters 25 and 26 Certified Occupational Therapy Assistant
Lead Occupational Therapist
Jennifer C. Radloff, OTD, OTR/L, CDRS
Piedmont Health SeniorCare
Chapter 13
Burlington, North Carolina
Clinical Assistant Professor, Academic Fieldwork
Helen Houston, MS, OTR/L Coordinator
Chapter 13 Department of Occupational Therapy
Occupational Therapy Clinical Specialist East Carolina University
Vidant Health Greenville, North Carolina
Greenville, North Carolina
Vivian Resnik, MHA/MBA, OTR/L
Kelly McCoy Jones, OTR/L Chapter 12
Chapter 21 Rehabilitation Director
Occupational Therapist Legacy Healthcare Services
NorthEast Rehabilitation Charlotte, North Carolina
Concord, North Carolina
Marjorie E. Scaffa, PhD, OTR/L, FAOTA
Brenda Kennell, BS, MA, OTR/L Chapter 4
Chapters 5 and 21 Professor
Program Director University of South Alabama
Occupational Therapy Assistant Program Mobile, Alabama
Central Piedmont Community College
Sanchala Khanolkar Sen, MSc, OTR/L, BCPR
Charlotte, North Carolina
Chapter 9
Brittany Lorden, MHS, OTR/L, CLT Occupational Therapist/Clinical Specialist
Chapter 29 Novant Health Forsyth Medical Center
Occupational Therapist III Adjunct Faculty
Carolinas HealthCare System Department of Occupational Therapy
Carolinas Rehabilitation Winston-Salem State University
Charlotte, North Carolina Winston-Salem, North Carolina
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Contributors xv

Megan McDermond Shein, OTR/L Heidi A. Van Keulen, OTR/L, CBIS


Chapter 32 Chapter 34
Director of Rehabilitation Services Occupational Therapist III
Genesis Rehab Services Carolinas HealthCare System
Charlotte, North Carolina Carolinas Rehabilitation
Charlotte, North Carolina
Karol Spraggs-Young, OTD, OTR/L, CHT
Chapters 19 and 22 Amber L. Ward, MS, OTR/L, BCPR, ATP/SMS
Occupational Therapist Chapters 11, 12, 14, 15, 31, and 32
St. Luke’s Hospital Occupational Therapy Coordinator
Columbus, North Carolina Neurosciences Institute Neurology, Carolinas
Adjunct Instructor, Cabarrus College of Health Sciences Neuromuscular ALS/MDA Center
Concord, North Carolina Carolinas HealthCare System
Charlotte, North Carolina
LaToya Nicole Stafford, OT/L, MBA/MHA, CAPS
Adjunct Instructor, Cabarrus College of Health Sciences
Chapter 3
Concord, North Carolina
Senior Living Program Manager II
BAYADA Home Health Francine Waskavitz, MS, CCC-SLP
Charlotte, North Carolina Chapter 12
Speech-Language Pathologist
Raheleh G. Tschoepe MS, OT/L
Legacy Healthcare Services
Chapter 35
Charlotte, North Carolina
Assistant Professor
Occupational Therapist Stephanie C. Wood, OTR, CDRS
University of North Carolina–Chapel Hill Chapter 11
Division of Occupational Science and Occupational Occupational Therapist, Guest Lecturer on Cognition
Therapy
Chapel Hill, North Carolina
Jordan Tucker, PT, DPT
Chapter 24
Assistant Professor
Academic Coordinator of Clinical Education
Jefferson College of Health Sciences
Physical Therapist Assistant Program
Roanoke, Virginia
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reviewers

We would like to thank the following reviewers for their Jennifer C. George, OTD, OTR
thoughtful guidance and expertise: Instructor
Rutgers University
Mary Kay Arvin, OTD, OTR, CHT
Scotch Plains, New Jersey
Assistant Professor
University of Southern Indiana Theresa D. Gergen, EdD, OT/L
Evansville, Indiana OTA Program Director
Roane State Community College
Janice Bacon, MEd, OTR/L
Oak Ridge, Tennessee
Program Director
Washburn University Laura Green, BS, MOT, OTR/L
Topeka, Kansas Lead Faculty Coordinator
Kirkwood Community College
Brandi L. Buchanan, OTD, OTR/L
Hiawatha, Iowa
Associate Professor
A.T. Still University Nancy Green, MHA, OTR/L
Mesa, Arizona OTA Program Chair
Cabarrus College of Health Sciences
Kara Lindsay Cantoni, OTR/L
Concord, North Carolina
Occupational Therapist
Carolinas HealthCare System Tamla Heminger, OTR, MEd
Carolinas Rehabilitation OTA Program Director
Charlotte, North Carolina UA Cossatot
Ashdown, Arkansas
Michael Chan, OT
Professor Cassady Anne Hoff, MSOT, OTR/L
Mohawk College OTA Program Director
Hamilton, Ontario Casper College
Casper, Wyoming
Megan Cook, OTR, OTR/L
Assistant Dean of OTA Lisa Ellen Hubbs, MS, OTR/L
Northern Virginia Community College OTA Program Coordinator
Springfield, Virginia Suffolk County Community College
Brentwood, New York
Elizabeth Joy Crawford, MSRS, OTR/L
OTA Program Coordinator Amber Jenkins, MLS, OTR/L
Trident Technical College Coordinator
Charleston, South Carolina Metropolitan Community College
Kansas City, Missouri
LuAnn Demi, MS, OTR/L
Program Director Stephanie Johnston, MA, OTR
The Pennsylvania State University Professor/Fieldwork Coordinator
Dubois, Pennsylvania Lone Star College
Tomball, Texas
Dianna Fong-Lee, MA, BSc (OT)
OTA and PTA Program Coordinator and Faculty Amy Kampschroeder, OTR/L
Conestoga College Instructor
Kitchener, Ontario Cape Fear Community College
Wilmington, North Carolina
Jennifer Lynn Geitner, COTA/L, BS
Academic Fieldwork Coordinator Linda Kelly, PhD, LOTR
Pueblo Community College Program Director
Pueblo, Colorado Delgado Community College
New Orleans, Louisiana

xvii
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xviii Reviewers

Brenda Kennell, BS, MA, OTR/L Connie Rooks, MAT, COTA/L


Program Director Program Director
Central Piedmont Community College Western New Mexico University
Charlotte, North Carolina Silver City, New Mexico
Jeanne M. Kerschner, OT Jennifer J. Saylor, MEd, OT/L
Clinical Director and Instructor Professor and Director
Pennsylvania College of Technology River Valley Community College
Williamsport, Pennsylvania Claremont, New Hampshire
Jeanette Krajca, MS, OTR Karyn Shenker-Gould, OTR/L
OTA Program Director Assistant Professor
Navarro College Maria College
Corsicana, Texas Albany, New York
Brenda K. Lyman, OTR/L, OTD Michelle M. Sheperd, EdD, OTR
Professor/Associate Dean Dean of Specialty Program
Salt Lake Community College Brown Mackie College
West Jordan, Utah Woodridge, Illinois
Cynthia Lynn Meyer, MEd, MS, OTR/L, OTA Rae Ann Smith, OTD, OTR/L
OTA Program Director and Professor Program Director
South Arkansas Community College Allegany College of Maryland
El Dorado, Arkansas Cumberland, Maryland
Mary M. Malone, MS, OTR/L Chris Sorrells, OTR/L, CHT
Professor Instructor
North Shore Community College Pima Medical Institute
Danvers, Massachusetts Denver, Colorado
Claudia Jean Miller, OTD, OTR/L Amy VanCamp, OTD
OTA Program Chair Academic Fieldwork Coordinator
Cincinnati State and Technical College Clinical Assistant Professor
Cincinnati, Ohio University of New Hampshire, College of Health
and Human Services
Ave Marie Mitta, MS, OTR/L
Durham, New Hampshire
Program Director
Jefferson College of Health Sciences Christine Vicino, MA, OTA/L
Roanoke, Virginia OTA Program Director
Grossmont College
Michelle Parolise, MBA, OTR/L
El Cajon, California
Program Coordinator
Santa Ana College
Santa Ana, California
Kimberly Renee Prevo, MS, OTR/L
Assistant Professor
Kirkwood Community College
Cedar Rapids, Iowa
5918_FM_i-xxviii 16/03/18 4:19 PM Page xix

acknowledgments

We first acknowledge Christa Fratantoro, at F. A. Davis, for 4 days to get the “perfect shot.” You are a master. We
who believed and assisted in our vision and skillfully guided are grateful to Emily Rheinbolt, of Em Brooker Photogra-
us with grace and positivity to bring it to fruition. Jill Rem- phy (Amy’s daughter), who was ready at a moment’s
betski, we especially thank you for your extreme patience, notice for multiple mini-photoshoots with special people
careful direction, and unwavering encouragement through and environments that we could not have otherwise cap-
every stage of preparing this book for publication. You are tured. Many students, former students, family, friends, and
both worthy of the title “editor extraordinaire.” We also rec- clients with conditions or disabilities and their caregivers
ognize others at F. A. Davis who believed in our project— assisted with the photoshoots and generously gave of
George Lang, Amelia Blevins, Paul Marone, Julie Chase, their time. Starla Daniel and Jonesha Wallace volunteered
Bob Butler, and many others. We are especially grateful especially long hours to assist with many aspects of the
for F. A. Davis’s approach to design, which, in our visually main photoshoot.
intense environment, serves the content well. We were very fortunate to have gracious hosts allow us
As we embarked on this arduous, yet worthwhile and to use their spaces and equipment. We are deeply grateful
exciting journey of writing and editing a comprehensive to Rowan-Cabarrus Community College and Dr. Wendy
textbook on adult conditions and OT interventions, we Barnhardt for permitting us to use the beautiful OTA pro-
knew that we needed to surround ourselves with experts gram laboratory and North campus for the majority of
who were also passionate about teaching, learning, and OT. the main photoshoot. We also thank Cress Goodnight and
With much appreciation, we recognize all of our dedicated Novant Health for assistance in coordinating and hosting
and talented contributing authors, who agreed to write photoshoot locations at Novant Health–Rowan Medical
a chapter for a textbook with two unknown main authors/ Center and Novant Health Rehabilitation Center – Salisbury.
editors. We are forever grateful for your contributions to the We thank Diane Spicer, her therapy team, and clients at
profession and, specifically, OTA education. The Laurels of Salisbury. And finally, we express our appre-
Throughout the project, we personally called upon ciation of Nancy Green and Cabarrus College of Health
several colleagues who have specialty knowledge or expe- Sciences for use of their OT laboratory and to several of their
rience in a particular setting to help provide editorial assis- graduate OT students who were willing models.
tance. We are incredibly grateful to Leah Holland Fisher We also want to acknowledge others who brought hard-
(Chapter 11); Amy Wright (Chapter 12); Molly Shannon, to-find equipment and helped make these amazing photos
Tammy Pereboom, and Amy Wright (Chapter 14); Jessica possible—Amy Street and Steven Shope from Hanger, Inc.;
Pedersen (Chapter 15); Christa Gallie-Weiss (Chapter 33); Sandy Erwin from Invacare Corporation; Robert Flanagan
and Kara Cantoni (Chapter 35). The collective knowledge and Worth Williams from National Seating & Mobility;
and experience of these experts served to make this textbook Allen McKinley from Marketing Sales Logistics and his ca-
even stronger in its content. We would like to acknowledge nine assistant Murphy; Regina LeFauve from Bioness; Derek
Brenda Kennell, BS, MA, OTR/L, for her expertise and con- Fletcher from R82; Brenda Kennell from Central Piedmont
siderable time in assisting us in the final stages of thoughtful Community College; Tammy Pereboom from the North
editing to ensure this book is the best possible resource Carolina Assistive Technology Program; the Neurosciences
for instructors and students. Institute Neurology–Charlotte, North Carolina; and the loan
For the majority of the photographs, we owe special closet and staff at the Carolinas Neuromuscular ALS/MDA
thanks to Jason Torres, who climbed up and down ladders Center.

xix
5918_FM_i-xxviii 16/03/18 4:19 PM Page xx
5918_FM_i-xxviii 16/03/18 4:19 PM Page xxi

contents in brief

unit I unit III


Foundations of Physical Rehabilitation, Foundations of Intervention 343
Process, and Practice 1 chapter 14 Assistive Technology and Home
Modifications 343
chapter 1 Client-Centered Occupational Therapy:
Disability and Participation 1 chapter 15 Seating and Wheeled Mobility 369

chapter 2 Professional Considerations for chapter 16 Driving and Community Mobility 394
Occupational Therapy Assistants 19
chapter 17 Work Rehabilitation and Retraining 419
chapter 3 The Continuum of Care and the Changing
Healthcare Environment 37 chapter 18 Physical Agent Modalities 450
chapter 4 Health Promotion and Wellness for the chapter 19 Orthotics: Fabrication and
Client and Practitioner 57 Management 479
chapter 5 Teaching and Learning With Clients and
Community 82 unit IV

chapter 6 Developing the Occupational Profile


Health Conditions and Interventions 503
and Analyzing Occupational chapter 20 Orthopedic Considerations: Spine,
Performance 108 Pelvis, Hip, and Knee 503

unit II chapter 21 Arthritic Diseases: Factors, Adaptations,


and Treatment 525
Foundations of Movement and Function 125
chapter 22 Comprehensive Hand Management 555
chapter 7 Range of Motion: Assessment and
Intervention 125 chapter 23 Orthopedic Considerations: The
Shoulder 589
chapter 8 Movement, Motor Control, Sensation,
Wounds, and Pain 155 chapter 24 Amputations and Prosthetics:
Components, Training, and
chapter 9 Muscle Strength: Assessment and Treatment 614
Management 185
chapter 25 Chronic Disease Management: Utilizing
chapter 10 Vision and Visual Perception 219 a Self-Management Approach 640
chapter 11 Cognition 244 chapter 26 Cardiopulmonary Conditions and
Treatment 668
chapter 12 Self-Feeding, Swallowing, and
Communication 274 chapter 27 Bariatric Factors and Management 704
chapter 13 Transfers Across the Continuum: Safety
and Management 299

xxi
5918_FM_i-xxviii 16/03/18 4:19 PM Page xxii

xxii Contents in Brief

chapter 28 Burns Across the Continuum chapter 34 Traumatic and Acquired Brain Injury:
of Care 724 Management and Treatment 886

chapter 29 Oncological Care and Treatment 747 chapter 35 Spinal Cord Injury and Disease: Factors
and Essential Care 908
chapter 30 Human Immunodeficiency Virus:
Factors and Considerations 768 chapter 36 Polytrauma and Complex Multiple
Conditions 957
chapter 31 Motor Unit and Myopathic Diseases:
Considerations and Treatment 788 chapter 37 The Pediatric Client—All Grown Up 981

chapter 32 Degenerative Diseases of the Central appendix A Lines, Leads, and Tubes 1012
Nervous System: Understanding and
Management 809 appendix B Answers to Review Questions 1017

chapter 33 Cerebrovascular Accident: Critical Glossary 1020


Aspects and Components of Care 838 Index 1035
5918_FM_i-xxviii 16/03/18 4:19 PM Page xxiii

contents

unit I chapter 5 Teaching and Learning With Clients and


Community 82
Foundations of Physical Rehabilitation, Brenda Kennell, BS, MA, OTR/L and
Amy J. Mahle, MHA, COTA/L
Process, and Practice 1 Learning Theory and Models 83
Learning Styles 85
chapter 1 Client-Centered Occupational Therapy: Locating and Developing Client Education 86
Disability and Participation 1 Education and Training Methods 90
Amy J. Mahle, MHA, COTA/L Addressing Client-Centered Learning and Outcomes 93
Physical Disability 2 Client Motivation 95
Philosophy of Occupational Therapy Related to Physical Client-Centered Care 96
Disability 4 Engaging the Client 97
Theories, Models of Practice, and Frames of Reference 6 Strategies for Groups 100
Adjustment to Disability 9 Interprofessional Communication 101
Role of the Occupational Therapy Assistant 12 Engaging the Community 102

chapter 2 Professional Considerations for chapter 6 Developing the Occupational


Occupational Therapy Assistants 19 Profile and Analyzing Occupational
Amy J. Mahle, MHA, COTA/L Performance 108
Paradigm Shift to Being a Professional 19 Cynthia S. Bell, PhD, OTR/L and
Advocacy 26 Megan E. Edwards Collins, PhD, OTR/L
Evidence-Based Practice 30 Occupational Profile Overview 108
Lifelong Learning 32 Analyzing Occupational Performance 112
Normal Analysis of an Activity 113
chapter 3 The Continuum of Care and the Changing Connecting Occupational Performance and Activity Analysis
Healthcare Environment 37 to Intervention 120
LaToya Nicole Stafford, OT/L, MBA/MHA, CAPS Documentation 121
Reimbursement and its Effect on the Continuum 38 Levels of Assistance–Common Terminology for Healthcare
Acute Care 39 Professionals 121
Post-Acute Settings 42
Healthcare Advancements and Reformation 53 unit II
chapter 4 Health Promotion and Wellness for the Foundations of Movement and Function 125
Client and Practitioner 57
Marjorie E. Scaffa, PhD, OTR/L, FAOTA chapter 7 Range of Motion: Assessment and
Principles of Health and Wellness Practice 57 Intervention 125
Quality of Life 58 Susan Blair, OTR/L, BCPR, BCG
Health Literacy 59 Why Is Measuring Range of Motion Important? 126
An Occupational Perspective on Health 61 How Is Range of Motion Measured? 126
The Role of Occupational Therapy in the Promotion of Health Assessing the Client for Range of Motion 127
and Well-Being 63 Performing Range of Motion Assessment 129
Health Promotion Practice Examples 65 Understanding Movement in Planes 130
Psychosocial Impact 69 Preparing the Client for Measurement 131
Practitioner Health and Wellness and Professional Self-Care 73 Range of Motion Intervention 144

xxiii
5918_FM_i-xxviii 16/03/18 4:19 PM Page xxiv

xxiv Contents

chapter 8 Movement, Motor Control, Sensation, chapter 12 Self-Feeding, Swallowing, and


Wounds, and Pain 155 Communication 274
Megan E. Edwards Collins, PhD, OTR/L Amber L. Ward, MS, OTR/L, BCPR, ATP/SMS,
Coordination 155 Vivian Resnik, MHA/MBA, OTR/L, and
Sensation 158 Francine Waskavitz, MS, CCC–SLP
Reflexes, Equilibrium, and Righting Reactions 160 The Social Impact of Self-Feeding 275
Tone 167 Self-Feeding and Eating 275
Stages of Motor Learning and Recovery 169 Self-Feeding Impairments 276
Wound Development and Management 173 Swallowing 282
Pain Assessment and Management 179 Swallowing Impairments 282
Communication 289
chapter 9 Muscle Strength: Assessment and Communication Impairments 290
Management 185 Compensatory Strategies for Communication 292
Sanchala Khanolkar Sen, MSc, OTR/L, BCPR Implementation of Strategies During Occupations 295
Manual Muscle Testing Terminology 185
Causes of Muscle Weakness 186 chapter 13 Transfers Across the Continuum: Safety
Screening Tests 186 and Management 299
Manual Muscle Testing 187 Jennifer C. Radloff, OTD, OTR/L, CDRS and
Relationship Between Joint Range of Motion and Muscle Helen Houston, MS, OTR/L
Strength 188 Injury Prevention 299
General Principles of Manual Muscle Testing 188 Preparing for Transfers 300
Manual Muscle Testing of the Upper Extremity 192 Traditional Transfers 304
Manual Muscle Testing of the Lower Extremity 205 Fall Prevention 317
Grip and Pinch Strength 209 Safe Patient-Handling Equipment 319
Basic Intervention Strategies for Improving Muscle Strength 210 Transfers for Postsurgical Restrictions 323
Transfers for Specific Deficits 324
chapter 10 Vision and Visual Perception 219 Transfers into Motor Vehicles 334
Lisa Michaud, OTR/L
Treatment Team 219 unit III
The Visual System 220
Vision Conditions Related to Neurological Impairments 223
Visual Perception 230
Foundations of Intervention 343
Low Vision 233
Psychosocial Impact of Visual Deficits 239
chapter 14 Assistive Technology and Home
Modifications 343
chapter 11 Cognition 244 Amber L. Ward, MS, OTR/L, BCPR, ATP/SMS
Stephanie C. Wood, OTR, CDRS and Activities of Daily Living 344
Amber L. Ward, MS, OTR/L, BCPR, ATP/SMS Instrumental Activities of Daily Living 352
Education and Work 354
Neuroanatomy of Cognition and Functional Limitations Communication 354
Associated With Damage to Each Lobe 245 Vision 356
Acute and Degenerative Conditions that Can Lead to Cognitive Hearing 357
Decline 247 Computer, iPad®, Tablet, and Phone Access 358
Cognitive Rehabilitation Therapy 249 Door Options, Alerting, and Electronic Activities of Daily
Internal and External Cognitive Strategies 253 Living 359
Attention and Concentration Impairments 253 Leisure 360
Memory Impairments 256 Service Animals 361
Executive Function Impairments 259 Creating Custom Assistive Technology Devices 361
Behavioral Impairments 261 Choosing Correctly 362
The Cognition In Vision 264 Device Use and Abandonment 362
Awareness 264 Who Pays? 362
Cognitive Rehabilitation With Degenerative Conditions 265 Assistive Technology Research 363
Cognitive Rehabilitation in Various Settings 265 Resources: Rehabilitation Engineering Society of North America,
Individual Versus Group Treatment 265 State Agencies, and the Internet 363
Importance of Family Involvement 266 Home Modifications for Disability 364
Importance of the Therapeutic Relationship in Achieving
Goals 267
Importance of Generalizing Skills into “Real-Life”
Environments 268
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