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Occupational Profile
1. Client name: Epinaida Mendiola
2. Age: 56
3. Sex: Female
Briefly discuss each of the following:
4. Who is the client?
Epinaida Mendiola is a 56 year old woman who is currently working as an
accountant and who is also a mother.
5. Why is the client seeking services and/or what are the clients concerns relative
to engaging in occupations and in daily life activities?
The client is seeking occupational therapy services because she is experiencing
lower back, neck, and hip pain while engaging in her occupations of financial
management, home management, and while also working as an accountant. She
is concerned on how to alleviate the pain or how to stop the pain from
progressing.
6. In what occupations does the client feel successful and what barriers are
affecting his or her success?
The client is successful in performing her occupations of working, home
management, financial management and while participating in leisure activities.
She is able to perform all her occupations thoroughly and never fails to complete
a task. However, she feels that often when she performs her occupations the
main barrier that affects her from completing the activities in a faster manner is
the pain she receives from her lower back, neck, and hips. Therefore due to
these pains, she often will work in a slower manner because the pain is a
nuisance to her. The specific event where the pain is most prominent is when
she performs the occupation of work. Specifically, when she is in a seated
position in front of a computer typing for long hours.
7. What apsects of his or her environments or contexts does the client see as
supporting engagement in desired occupations and what aspects are inhibiting
engagement?
When the client engages in the occupation of financial management some
aspects in the environment that supports her engagement in the activity is
having a space where the client can lay out all her materials and have access to
the necessary tools and equipment that is needed to pay her bills, such as her
office space. It was also important that the client work in an environment where
she can function her best in, such as bright lighting, have room temperature,
and a noise level that is minimum.
Occupational Analysis
1. Occupation: Paying bills
Categorization of occupation for the client:
Subcategory:
1. Activities of daily living
2. Instrumental activities of daily living Financial Management
3. Education
4. Work
5. Play
6. Leisure
7. Social participation
2. Values, beliefs, spirituality associated with participation:
Values: As a single mother her acquired beliefs and commitments are towards
providing and caring for her children. Therefore, financial management is an
important priority because in order for her to maintain her household, provide a
safe environment, and provide the necessities for herself and her children it is
important for her to balance her finances. Especially because she is a single
mother, her finances are more limited; therefore it is more of a necessity to
manage her income and expenditures.
Beliefs: The clients belief is if she stays organize in her budgeting and finances,
she will be able to save more money, raise her credit score, and it will help her
make wiser finance choices for the future. Also, because almost everything in life
comes with a price, the client believes if she continues to make wise financial
decisions today, she will be able to afford things she wants in the future.
Spirituality: Was not applicable when the client performed her activity of paying
her bills.
3. Contexts:
Context
Physical/space
demands
Supports
The clients office and
office desk serves as a
place where she can
properly work on her
budgeting and where she
can pay her bills. This is a
place where all her
materials for paying her
bills are present, such as
her receipts, paperwork,
computer, and
Inhibits
The client did not have any
physical or space demands
that inhibited her from
performing her activity of
paying her bills.
checkbook.
Social
Cultural
Personal
Temporal
Virtual
5. Social demands:
Social Environment: The client converses with her sister regarding information
that is stated on her receipts or on her bank statements.
Cultural and virtual context: The client reads information that is stated on the
website that she logs in to. She also follows directions that are stated on the
website regarding how to pay her bills and whether or not her payment was
processed.
Rules and norms: The client follows the rules and norms of paying her bills on
time. The client looks at the dates and determines how far in advance she would
like to pay for her bills to ensure that her payments are not late.
6. Sequence and timing:
1. The client walks towards her office.
2. The client opens the door to her office.
3. The client walks towards her computer desk.
4. The client opens the first drawer.
5. The client takes out her black folder.
6. The client places the black folder on her desk.
7. The client takes out her cell phone.
8. The client places her cell phone on her desk.
9. The client takes out a pen.
10. The client places the pen on her desk.
11. The client closes the first drawer.
12. The client goes to the top shelf of her desk.
13. The client opens the box.
14. The client takes out her past receipts from that month from the box.
15. The client takes out her past envelopes with bank statements from the box.
14. The client places the receipts and envelopes on her desk.
15. The client sits down on her computer chair.
16. The client sits in front of her computer desk.
17. The client turns on the computer.
18. The client opens her excel file.
19. The client opens the black folder and takes out her checkbook.
20. The client places in receipts in chronological order.
21. The client checks if her receipts match her bank statements.
22. As the client matches her receipts to her bank statements, she places check
marks on them once they match.
23. The client uses her old cell phone to calculate some numbers.
24. The client opens her second drawers and takes out the calculator.
25. The client uses the calculator instead to calculate.
26. Once the client goes through each of her bank statements she looks at each
bank statement and checks the due date.
27. The client then looks at her other bills and checks when those are due.
28. The client types in her excel sheet the amount of each bank statement.
29. The client sums up all the amounts for that month that she typed on the
excel sheet.
30. The client goes to her banks website and logs in.
31. The client goes to the clicks on the tab that states, pay for credit card.
32. The client types in the amount she owes for the credit card.
33. The client presses the pay button on the website.
34. The client logs out of her banks website.
35. The client goes to her homes Internet website.
36. The client logs into the Internet website.
37. The client clicks on a tap that states, pay bill.
38. The client places an amount into the box.
39. The client presses the send button.
40. The client logs out of her account on the Internet website.
41. The client opens her checkbook.
42. The client picks up her pen and writes a check.
43. The client tears out the check from the checkbook.
44. The client stands up from her desk and walks to her sister.
45. The client gives the check to her sister.
46. The client walks back to her computer chair.
47. The client sits down.
48. The client grabs her old bank statements and shreds them.
49. The client grabs her old receipts and throws them away in the trashcan.
50. The client closes her checkbook and places it back into her black folder.
51. The client opens the first drawer and puts her black folder, pen, and old
cellphone back in.
52. The client closes the first drawer.
53. The client opens the second drawer and puts back her calculator.
54. The client closes the second drawer.
55. The client closes all the windows that are open on her computer desk.
56. The client turns off the computer by logging off.
Function
How It Is Used
Judgment
Concept formation
Metacognition
None
Minimally
Challenged
Greatly
Challenged
Cognitive flexibility
Insight/awareness
Concentration
pressed.
The client is
aware of her
knowledge and
ability to
calculate her
expenses by
using a
calculator and
an excel
worksheet on
the computer to
organize and
compute her
bills instead of
just using a pen
and paper to do
so. She is also
aware that this
process of using
a computer and
calculator to
calculating and
organizing her
bills will only
benefit her by
saving her time
and eliminating
mistakes.
Concentration is
needed when
she is paying
her bills
because she has
to organize her
materials, such
as her receipts
and envelopes
with bills, she
has to
chronologically
place all her
receipts in
order, and do
checks and
balances
Sustained attention
Selective attention
between the
amount of
money she has
spent
throughout the
month versus
how much
money is left in
her account.
The client
sustains her
attention for a
long period of
time by
concentrating
on what receipt
matches with
what bills, if the
amount on the
receipt matches
that statement
of her credit
cards, which
bills she has
already paid for,
and overall she
concentrates on
whether or not
her
computations
are correct.
While the client
is at her desk
paying bills,
there are other
several events
that are
simultaneously
occurring
around her,
such as her
sister folding
clothes and her
nephew
watching
television.
Divided attention
Short-term memory
Therefore, to be
able to finish
her tasks of
paying her bills,
she uses
selective
attention so that
she may
concentrate
only on her
activity for the
majority of the
time.
Through the
activity of
paying her bills,
the client
showed the
ability to focus
on typing the
amount of the
receipts onto an
excel sheet
while also
conversing with
her sister and
nephew. As she
continued to
converse with
them, she still
remained to
stay
concentrated on
her activity by
checking her
statements
online.
As the client
checks her
receipts by
looking at the
location she
bought the item
and how much
she paid for it,
she looks at the
Working memory
Long-term memory
amount and
memorizes it for
a short period of
time in order to
type the amount
on an excel
sheet. She
continued to do
this process
with all her
receipts and
would recall the
amount that
was stated on it
in order to
calculate the
amount and
have it in a
sequential
manner.
While the client
was in the
process of doing
her activity of
paying her bills,
she had to use
working
memory in order
to go through
the steps. She
had to actively
use her working
memory in order
to read her
statements,
write checks,
through away
receipts she was
done with, and
categorize bills
on her excel
sheet.
Before doing the
activity of
paying her bills,
the client had to
Discrimination of senses:
Auditory
Discrimination of senses:
Tactile
first organize
her environment
it order for it to
be a smooth
and easy
process. To be
able to do this,
the client first
had to have all
her materials
ready and in the
process she had
to use long-term
memory to
recall where she
had placed her
materials from
weeks ago. She
had to recall
where she
placed all her
receipts,
calculator, mails
with bills, and
writing utensils.
The clients
auditory sense
did not have to
be used in order
to complete the
occupation of
financial
management.
When the client
had to write
checks to pay
for her bills, she
had to touch
and rub the
front of the
check in order
to distinguish
that she is
tearing out only
one check from
her checkbook.
Discrimination of senses:
Visual
Discrimination of senses:
Olfactory
Discrimination of senses:
Vestibular-proprioception
Multisensory processing
The client
positioned
herself in a
distance that is
fairly close to
her computer
desk in order to
reach the
keyboard where
she would be
typing, while
also having
access to
additional
materials such
as her receipts,
calculator,
checkbook, and
writing
materials within
arms reach. She
was also
conscious of her
body position by
placing herself
in a distance
that was fairly
close to the
shredder
because she
would often turn
and shred bills
that were no
longer needed.
In order for the
client to pay for
her bills, she
uses a check as
a method of
payment.
Therefore, she
uses her tactile
sense to rip the
check out of the
checkbook while
using her visual
Sensory Memory
Spatial relationships
sense to see
whether the
check is
physically
getting torn out.
In order for the
client to perform
the activity of
paying her bills,
she must
process what is
being shown,
such as the
amount that are
being shown on
receipts or on
her statements;
than using that
information to
logically think
and recall the
event she made
that purchase in
order to
reassure that
there are no
mistakes on her
credit card
statements.
The client
understood that
in order to work
proficiently her
working
materials had to
be within arms
length.
Therefore, she
placed all her
receipts and
credit card
statements in
one pile near
the computer
and calculator in
order to easily
Temporal relationships
Recognition
Categorization
Generalization
Awareness of reality
button through
her touch and
hearing
sensations. She
was able to
physically feel
the keys being
pressed while
also hearing a
clicking noise.
Before the client
actually began
to pay her bills,
she would place
her items in a
categorical
method. She
would place all
her receipts in
one pile while
her credit card
statements
were in another.
Another
occupation that
the client
performs is
being an
accountant.
Therefore, the
excel skills that
she uses within
her work is also
used when she
organizes and
calculates her
bill through
excel. She uses
her skill of
preparing
financial records
for her work the
same way to
organize her
bills at home.
The client was
Logical/coherent thought
Appropriate thought
content
Mental functions of
sequencing complex
movement
going those
places and
stating what she
bought. Also, if
there is an
unfamiliar item
on the credit
card statement,
she would go
through her
receipts to
check on
whether or not
she actually
made those
purchases.
The activity of
paying bills for
the client was a
long process
and required
much time
sitting on a
chair. Therefore,
the client would
often tap her
feet or shake
her leg in order
to have blood
flow to her feet.
She often would
switch seating
positions in
order for her
legs to not fall
asleep.
The client would
compute and
use excel on a
fairly old
computer.
Therefore, the
client would
have to retain
frustration when
the computer
Appropriateness of
emotion
Coping
Behavioral regulation
Body image
Self-concept
Self-esteem
Arousal
certain location
that was stated
on her credit
card bill, she
expresses the
confusion by
making a facial
expression that
showed that she
was puzzled.
While the client
performed the
activity of
paying her bills,
she did not
need to be
aware of her
own body
image.
This was not
needed for the
client to perform
her activity of
paying her bills.
The client
displayed
confidence in
the ability to
pay for her bills,
by
demonstrating
efficiency on
how she
conducted the
process. She
had developed a
system of what
steps are
needed to be
taken in order to
pay her bills in
an organized
and fast
manner.
The client
displayed
Consciousness
Orientation to self
Orientation to place
alertness of her
environment by
listening to her
sister converse
with her, while
also
continuously
doing her
activity of
paying her bills.
The client
displayed the
ability to stay
alert and aware
of the task at
hand by
constantly
paying
attention.
Although she
would converse
with her sister
and nephew,
she continued to
focus on her
calculations and
which bills were
already paid for.
The client
understood
what her name
is which was an
important factor
when paying
bills because
she had to login
to her online
accounts using
her name and
password in
order to check
her online credit
card
statements.
The client
understood the
Orientation to time
Orientation to others
Energy level
had made.
Function
How It Is Used
Motivation
The client
displayed
internal
incentive by
showing her
concentration
and focus on
finishing her
activity of
paying her bills.
She did not let
other stimulus
that were
occurring in the
environment to
distract her
because she
knew that if she
did not pay the
bills on time her
credit would get
ruined.
The client
contained the
impulse to do
other activities,
by only staying
concentrated on
the activity of
paying her bills.
Also, the client
frequently used
the computer to
look at online
bank
statements,
however she
would never got
distracted and
did not look at
other websites
that did not
relate to her
Impulse control
None
Minimally
Challenged
Greatly
Challenged
Appetite
Sleep
Detection/registration
Visual modulation
current task at
hand.
The client did
not display this,
nor was it
necessary for
her to complete
the task.
The client did
not need to
partake in this
in order to
complete that
task of paying
her bills.
The client
detects the light
that the
computer
displays in order
to view the
colors, pictures,
and numbers
that the online
website was
showing, Also,
the client uses a
red pen to make
check marks on
her credit card
statements she
has checked,
therefore she
detects the
color of her red
pen in order to
distinguish that
she has already
checked those
statements.
The client
showed
concentration of
only looking at
Integration of senses
Awareness at distances
one line at a
time on her
bank statement
in order to
isolate it so that
she would not
lose track on
what items she
has already
looked or did
not look at. By
following this
process, the
client was able
to keep herself
organize and
not get over
stimulated by
looking at too
many items at
once.
The client
integrated the
senses of using
sight and touch
in order to
check her bank
statement. She
would simply
place her finger
on each line of
her bank
statement so
that she could
isolate a
particular item
while blocking
the others,
while also using
her sight to view
the item.
The client is
near sighted;
therefore she
would place
herself in a
Tolerance of ambient
sounds
distance that is
close enough to
what is being
looked at in
order to have
the best visual
acuity. She also
placed items
close to her so
that she did not
have to look far
to detect it.
The client
worked in an
environment
where her sister
and nephew are
present;
therefore other
noises were
taken place
around her.
However, the
client displayed
the ability to
drown out the
noises and
voices around
her as she did
the activity of
paying her bills.
The client would
locate her
sisters voice
when she would
talk to her, as
the client
continued to do
her activity of
paying her bills.
When the client
is in a seated
position and
grabs her
receipts and
other paper
Taste
Smell
Body in space
Localizing pain
Thermal awareness
Joint mobility
Joint stability/alignment
temperature
was cool due to
the air
conditioning
that was on in
her home.
The client
needed to reach
forward in order
to grab
materials that
were needed.
She also needed
to move
towards the
shredder when
she needed to
shred old bank
statements.
Lastly, she
would than
move towards
back her desk in
order to
continue doing
the rest of her
payments.
The client
displays joint
stability and
alignment when
writing in her
checkbook and
tearing out a
check. The
client has to
stabilize her
wrist so that she
can write, and
when tearing
out a check she
has to use a
certain force so
that she can
tear it out while
also being
Muscle power
Muscle tone
Muscle endurance
conscious of not
exerting too
much force or
the check could
possibly rip.
The client used
minimal muscle
power when
performing the
activity of
paying her bills
because not
much effort or
force needed to
be exerted
when writing,
tearing, or
typing.
The clients
muscle tone is
increased in her
hands when she
has to tear out a
check from the
checkbook.
Also, when the
client is typing
on the
keyboard, she
has to exert a
little more effort
so that the
button will be
pressed down.
The client
displayed
minimal muscle
endurance,
however she
used it as she
would grab
items that were
on the top shelf
of her desk,
such as past
paper work,
Stretch reflex
ATNR
STNR
Eye-hand coordination
check booklet,
and past
receipts.
Not applicable
to the clients
activity. The
client did not
physically move
that often,
therefore it did
not occur.
No infants will
be participating
in the activity.
No infants will
be participating
in the activity.
When the client
slightly bent
backwards to
reach the
shredder, she
would use
balance so that
she would not
fall backwards.
After slightly
bending
backwards to
reach for the
shredder, the
clients body
would position
itself to the
proper position,
which is facing
the computer
and in front of
her desk.
When the client
looks through
her credit card
statement she
places her index
finger on a
specific item on
Bilateral coordination
Crossing midline
the paper in
order to isolate
it while she is
looking at the
amount that
was charged on
her credit card.
She also uses
eye-hand
coordination
when she is
typing on the
keyboard while
also looking at
her receipts.
The client uses
one hand to
write on a paper
while the other
hand is holding
the receipt in
front of her
face.
The client
reaches across
her computer
desk (using her
right hand and
moving toward
her left side) in
order to reach
an envelope
that was placed
there.
The client
utilizes fine
motor skill when
she uses her
fingers to push
on buttons that
are on the
keyboard and
the calculator.
She also uses it
when she writes
in her
Occulomotor control
Gait patterns
checkbook or
makes
checkmarks on
her receipts.
The client
utilizes this
when she has to
reach for items
that are on the
top shelf of her
computer desk,
such as
grabbing her
receipts and
envelopes.
Additionally, the
client also uses
her lower
extremities
when she has to
stand up from
her chair and
walk towards
the shredder.
The client uses
this when she
has to search
for materials
that are in
different places
in her office.
She looks
through
different
drawers and
files to search
for her receipts,
calculator, pen,
and envelopes.
Gait patterns
are utilized
when the client
had to walk to
materials that
were not within
arms reach,
Blood pressure
Heart rate
Respiratory rate
Respiratory rhythm
Respiratory depth
such as receipts
she forgot to
bring to her
desk, old credit
card statements
that needed to
be shredded,
and grabbing
additional
materials such
as her wallet.
The clients
blood pressure
remained
steady
throughout the
activity, due to
minimal
endurance.
The clients
heart rate
remains at a
constant level
throughout the
activity of
paying her bills.
Respiration rate
of the client
remained
constant, due to
little endurance.
The client
displayed a
normal rhythm,
because the
activity of
paying her bills
required little
endurance,
therefore her
breathing was a
constant rate.
The amount of
respiration for
the client is
minimal due to
Physical endurance,
aerobic capacity
Voice functions
Alternative vocalization
little physical
movement that
was done
throughout the
activity of
paying her bills.
Physical
endurance of
the client is
minimal
because activity
of paying her
bills was mostly
spent in the
seated position.
Although voice
functions were
not required for
the client to
complete the
activity of
paying her bills,
she did speak
with her sister
during the
activity about
various other
topics in her life.
The client did
not need to use
this in order to
complete her
activity of
paying her bills.
The only
vocalization that
the client
expressed was
when she would
speak to herself
when she would
try to remember
the specific date
she had bought
an item in order
to make sure
Digestive system
Metabolic system
Endocrine system
Function
How It Is Used
None
Urinary functions
Although the
clients urinary
functions are
Minimally
Challenged
Greatly
Challenged
Protective functions of
the skin
currently
working
throughout the
activity, it is not
necessary for
the completion
of paying her
bills.
Although the
genital and
reproductive
functions are
currently
working on the
client,
throughout the
activity, it is not
necessary for
the completion
of paying her
bills.
No protective
equipment was
used for the
client in order
for her to finish
the task of
paying her bills.
There were no
materials used
by the client
that would
cause any
hazards on her
skin.
Although there
was no damage
to the clients
skin, there could
have been a
possibility of a
paper cut due to
the receipts and
envelopes the
client remained
in contact with
throughout the
activity of
paying her bills.
8. Muscular analysis of movements required:
Muscle
Shoulder flexion
Shoulder extension
Shoulder abduction
Shoulder adduction
Shoulder internal
rotation
Shoulder external
rotation
Elbow flexion
Elbow extension
Wrist supination
Wrist pronation
Wrist flexion
Wrist extension
Thumb flexion
Thumb abduction
Finger flexion
Finger extension
Trunk flexion
Trunk extension
Trunk rotation
Lower extremities
Not used
Minimally
challenged
X
X
X
X
X
Greatly
challenged
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
How It Is
Used
Aligns
The client
sits in front
of her
computer in
a fair
distance
without
displaying
persistent
leaning so
that she
None
Minimally
Challenged
Greatly
Challenged
Stabilizes
Positions
could view
the
computer
screen.
Also, when
the client is
sitting in her
chair her
posture is
aligned and
straight in
order to
have proper
body
mechanics
when she
write or
types.
When the
client is
seated in
her chair
and leans
backwards
to reach the
shredder,
she displays
proper
balance so
that she
does not fall
backwards.
The client
positions
herself close
to her
computer
desk and to
other
various
materials on
her desk in
order to not
have to
reach far
when she
Reaches
Bends
Grips
needs to
use
materials
such as the
keyboard,
computer
mouse, and
pens.
The client
extends her
arm in order
to reach
objects that
are far,
especially
when she
has to reach
for items
such as her
receipts that
are placed
on the top
shelf of her
computer
desk.
The client
flexes her
trunk in
order to
write on her
check or to
look at her
bank
statements.
The client
also extends
her trunk as
she shreds a
few old
bank
statements
because the
shredder is
located
behind her.
The client
Manipulates
Coordinates
grips her
pen in order
for her to be
able to
stabilize it
as she
writes
checkmarks
on her
receipts and
as she
writes in her
checkbook.
The client
used
dexterous
finger
movements
in order to
type on the
keyboard of
the
computer,
press
buttons that
are on the
calculator,
and write in
her
checkbook.
While the
client
crosses out
some items
that were
stated in
her bank
statement,
she utilizes
one hand to
write on it
while the
other hand
is used to
hold down
the paper so
Moves
Lifts
Walks
that it does
not slip.
The client
pulls
drawers
open in
order to
take out
materials,
such as
receipts,
checkbook,
pens, and
bank
statements.
When the
materials
are on her
office desk
she pulls
objects from
the desk in
order to
hold it and
look at it.
When the
client was
done with
paying her
bills, she
lifts all the
materials,
such as her
receipts,
checkbook,
and bank
statements
off of her
desk
without
showing any
sign of
fatigue.
When the
client is
walking
Transports
Calibrates
about her
office
looking for
various
materials
needed for
her to pay
her bills,
she walks
swiftly with
balance and
does not
demonstrat
e any
instability.
When the
client
gathers
materials
from various
places in
her office
she
transfers
those
materials,
such as a
calculator to
the
designated
area where
she will
work (her
office desk).
When the
client opens
her drawers
to access
various
materials
such as a
calculator
and pen,
she opens
the drawer
with limited
Flows
Endures
Paces
force where
she exerts
just enough
effort for
the drawer
to open
slowly
where it
does not get
pulled out of
its railing.
When the
client is
typing of
the
keyboard,
she
demonstrat
es a fluid
motion with
her wrist
and fingers
in order to
type in an
efficient and
fast manner.
Throughout
the clients
activity of
paying her
bills, she
continuousl
y did the
tasks
without
showing any
sign of
fatigue or
persistent
stopping.
Throughout
the activity
the client
paces
herself with
her body
movements
so that she
does not
rush
through the
tasks and
fumbles
materials
that are
needed to
pay her
bills.
Skill- Process
How It Is
Used
Paces
Throughout
the activity
the client
paced
herself and
remained in
a steady
tempo as
she
completed
paying her
bills. She
did not
show any
sign that
she was
trying to
rush
because she
did not want
to make any
mistakes on
her
calculations.
Although
the clients
sister talks
to her while
she pays
her bills,
she often
stays
Attends
None
Minimally
Challenged
Greatly
Challenged
Heeds
Chooses
concentrate
d and looks
at the task
at hand
while
speaking to
her sister.
Once the
client began
to do the
activity of
paying her
bills, she
continued to
follow
through
with the
activity and
did not stop
until the
task was
done. For
example,
when the
client is
calculating
various
numbers
she
continues to
do it until
the list is
done.
When the
client was
looking for
various
materials
needed to
pay her
bills, she
chose items
that would
assist her so
that she
could do her
Uses
Handles
task in a
faster
manner,
such as a
calculator.
When the
client needs
to calculate
many
numbers at
once, she
choses to
use her
calculator to
calculate
the amount
on various
receipts.
However, to
organize the
items per
month by
categories
the client
uses an
excel sheet
to input the
information.
When the
client
placed the
calculator,
receipts,
and
checkbook
on her desk,
she placed
them
towards the
middle of
the desk so
that the
materials
are securely
placed
where it will
Inquires
Initiates
Continues
not
accidentally
fall from the
table.
When the
client is
reading the
information
on her bank
statement
she reads
each line
out loud and
checks
whether the
information
is correct or
not.
After the
client
reviews
each item
on the
receipt, she
then goes
on to the
following
step and
looks for the
same item
on her bank
statement.
Once she is
done with
that step,
she then
inputs the
data into
her excel
sheet.
Once the
client began
to input
various
numbers
and
Sequences
Terminates
information
onto her
excel sheet,
she
continued to
do the
process
until all the
items were
finished,
because if
she were to
pause for a
while she
could
possibly
forget
where she
stopped.
When the
client is
going
through the
various
tasks of
paying her
bills she
follows the
same
sequence
throughout
the activity
in order to
stay
organized
and stay
efficient.
Once the
client has
paid all her
bills and
reviewed all
her bank
statements
and
receipts,
Searches/locates
Gathers
she
terminates
the activity
by turning
off the
computer
and returns
all her
materials
back to its
designated
area.
Before the
activity, the
client looks
for her
materials
needed to
assist her to
pay her bills
so that she
does not
have to
locate them
in the
middle of
her tasks. In
order for the
activity to
go in a fast
and efficient
manner, the
client
wanted to
have all her
materials
prepared.
Before the
activity
began, the
client
gathered all
her receipts
from the
past month
and placed
Organizes
Restores
them on her
desk in
chronologic
al order so
that it
remained
organized
and easier
to find.
Before the
activity
began, the
client
placed all
her receipts
in one pile
while the
envelopes
filled with
bank
statements
were all in
another pile,
so that it
was easier
to
distinguish
where each
item was
located.
Once the
client
finished
reviewing all
the items
needed to
pay her
bills, she
returned the
various
materials,
such as her
calculator,
checkbook,
pen, and
bank
Navigates
Notices/responds
Adjusts
statements
back to its
original
location.
When the
client is
reaching for
items that
are needed
to pay her
bills, such
as her
calculator,
she moves
and reaches
for her
calculator
without
hitting other
items that is
on her desk,
like her
computer or
lamp.
When the
client is
looking for
her past
excel file
that has the
information
of various
other bill
amounts,
she notices
what file it
is under in
the
computer in
order to
open it and
add
additional
information.
When the
client is
Accommodates
Benefits
done using
her
calculator to
pay her
bills, she
moves her
calculator
from the
current
location,
such as her
desk, to a
drawer that
is located in
the other
side of the
room.
The client
organizes all
her receipts,
bank
statements
and other
various
materials in
order to
eliminate
looking for
the
materials
while
performing
the activity
of paying
her bills.
When the
client was
first
calculating
her bills,
she was
using her
phone
calculator.
However,
due to
several
mistakes
the client
kept making
while using
her phone,
she decided
to just use
her
calculator
instead and
prevented
the problem
from
reoccurring.
Skill- Social interaction
How It Is
Used
Approaches/starts
When the
client was
trying to
recall a past
purchase
she had
made she
would
initiate a
conversatio
n with her
sister and
ask her if
she
remembers
where they
went on a
certain
date.
When the
clients
sister
converses
with her she
produces
speech in
order to
answer her
question.
Produces speech
None
Minimally
Challenged
Greatly
Challenged
Gesticulates
Speaks fluently
Turns Toward
She also
produces
speech
when she
talks to
herself
about trying
to recall a
purchase
she made.
When the
client is
trying to
recall a
purchase
that she had
made with
her sister,
she will tell
her sister to
come to
her, using a
arm motion
displaying
come
here.
The client
speaks to
her sister in
a fluent
manner in
order to be
understood
and get the
message
across
about any
information
regarding
paying her
bills.
When the
client has to
shred past
credit card
statements,
Looks
Places self
she has to
turn her
body
towards the
back in
order to
reach it.
Also, when
she speaks
to her sister
she will
slightly turn
her chair to
face her,
but will also
be faced
towards her
paper work.
The client
will make
eye contact
with her
sister while
communicat
ing about
past
purchases
they had
made
together so
that they
can double
check if the
amount
stated on
her credit
card is
correct.
The client
positioned
herself close
to her
computer
desk so that
she was
able to
Touches
Regulates
Questions
reach her
keyboard
and
paperwork,
while also
being
conscious of
the distance
she was
from the
shredder.
The client
did not
display the
sense of
touch, nor is
touch
needed
when
completing
the activity
of paying
her bills.
The client
did not
demonstrat
e any
irrelevant or
impulsive
behaviors
that are not
part of
social
interactions
when
communicat
ing with her
sister or
nephew.
When the
client was
not sure
whether the
amount
stated on
her credit
Replies
Discloses
card was
correct,
when she
purchased
an item with
her sister,
she would
ask her
sister if she
had the
receipt or if
she
remembere
d the
amount
stated.
When the
clients
sister asks
her various
questions
that does
not pertain
to the
activity of
paying her
bills, the
client will
still reply by
answering
with
appropriate
answers.
When the
client would
converse
with her
sister about
a purchase
they had
made
together,
she
discloses
the
information
Expresses emotion
Disagrees
Thanks
by stating
the location
of where
they bought
the product
and the
amount of
it.
Throughout
the clients
activity of
the paying
her bills,
she would
mostly
express a
neutral
emotion;
however
occasionally
she would
express an
emotion of
confusion
when she
calculates
an amount
wrong.
The client
did not
display any
differences
of opinion
when
communicat
ing to those
around her
throughout
the activity.
Throughout
the clients
activity of
paying her
bills, she did
not display
any
Transitions
Times response
Times duration
gestures
displaying
gratitude,
nor did she
receive any
compliment
s.
When the
clients
sister
communicat
es to her
about other
topics not
regarding
the
payment of
bills, the
client allows
her sister to
finish what
she is
stating then
transitions
the
conversatio
n to the
activity of
paying her
bills.
No social
messages
were used
by the client
in her
activity.
When the
client talks
to her sister
about a
problem
that is on a
bank
statement,
she talks to
her sister
Takes turns
Matches language
Clarifies
about it
until a
solution is
made.
The client
was
performing
the activity
of paying
her bills by
herself,
therefore
did not have
to take
turns.
When the
client
speaks to
her sister
about bills
that she has
to pay, she
speaks to
her sister in
their native
language
because it is
easier for
both of
them to
converse
that way.
When the
client is
trying to
balance her
checkbook,
however is
missing
some
payments
from her
sister, she
talks to her
sister about
the issues
Acknowledges and
encourages
Empathizes
Heeds
Accommodates
and checks
if her sister
understands
the
problem.
The client
did not
demonstrat
e this action
during her
activity.
The client
did not
demonstrat
e this action
during her
activity.
When the
client was
asking her
sister about
various
products
that are
stated on
the receipts
they
completed
there
conversatio
n once a
solution or
answer was
made.
When the
client would
speak to her
sister, she
would try to
steer away
from
conversatio
ns that did
not relate to
her task at
hand in
order to
finish in a
timely
manner.
The client
did not
experience
any socially
inappropriat
e
interaction;
therefore it
was not
necessary
to prevent
the
problem.
Benefits
10.Performance patterns:
Parts of this occupation has elements of which of the following: (check all that
apply)
Pattern
Useful habit
Describe
The client gathers all her materials before she engages in the
occupation of paying her bills, so that she can do the activity
is a faster and more proficient manner.
I did not observe the client perform a dominating habit.
Dominating
habit
Routine
Ritual
Role
The client is a single mother and her role aside from caring
for her child is to provide for her family, which is making sure
that they are financially stable. Therefore, she must engage
in the occupation of financial management.
Intervention Plan
1. Identify 1 objective and measurable goal of the intervention:
Objective goal: Epinaida will pay her bills independently while taking frequent
breaks to stand up for at least 5 minutes.
Measurable goal: Epinaida will do weight bearing exercises to increase
strength in her lower back so that her back pains will be decreased while she
is in a seated position.
a. According to OTPF what type of outcome is this?
The outcome of this intervention is to address health and wellness and
also improvement.
2. Intervention approach:
Approach
Create/promote
Describe
Provide information to the client about ways to improve
posture, importance of taking breaks, and adaptive
equipment that can be used to provide better performance in
her occupation.
Establish/restore
Maintain
Modify
Prevent
The client can use a laptop when paying her bills so that she
can stand up while doing her activity, since her pain in her
hips, back, and neck are most frequently felt in a seated
position.
3. Activity selection
a. Activity selection: Identify 1 example of each for the intervention plan
Activity
Occupation
Describe
The client can input her receipt information on her excel
sheet as soon as she makes a purchase, in order to lessen
her time when she has to pay her bills at the end of the
month. This will also allow her to not have to sit for a long
period of time causing her to decrease her pain in her hips.
Activity
Preparatory
method
Provide the client with an item that can elevate her computer
screen and keyboard so that she can have a better posture
and decrease pain in her hips and back.
Preparatory task
b. Discuss how activity selection relates back to occupational profile and occupational
analysis
As I look through the clients occupational profile where it states her history,
experiences, patterns of daily living, interest, values, and needs, it is apparent that
the clients activity of paying her bills is present throughout all of the occupational
profile categories. The client places value on this activity by prioritizing her time so
that she can accomplish the task and also has a designated area in her home for
the activity to take place. Also due to the clients daily life role, which is a mother
and an accountant, much of her life is revolved around maintaining the household
and providing for her family. Therefore it is important for the client to maintain her
finances by using methods that allows her to perform in the most optimal level
without feeling any strains and pains.
Also, because the occupation of financial management plays a great importance in
the clients life, it was best to synthesize and observe an activity the client felt was
significant. Through the analysis of the clients activity of paying her bills, I was able
to observe what interventions needed to take place in order for the client to reach
her goals.
c. Discuss how activity selection will support achievement of client identified goals and
goal of the intervention plan.
The activity selection will allow the client to decrease her pain in her hips,
back, and neck by increasing exercises that will strengthen those areas. Also,
by having the client perform the tasks of paying her bills in different days,
she will decrease the time she will be sitting compared to if she were to do
the whole activity in one sitting. Therefore, this will allow her to not sit for a
long period of time, which will decrease her pain in her hips and back.
However, if she chooses to do the activity of paying her bills all at one sitting,
by taking frequent breaks she will be able to reduce the pain in her hips as
she continuously stands up. Lastly, by increasing the height of her computer
screen and keyboard, this will allow the client to maintain a proper body
position that will also decrease the pain in her neck.
complete their intervention, how it is affecting them, and what will be their
outcomes.
7. Discuss what is expected of the client during the intervention
During the intervention the client is expected to try there hardest, stay
motivated and focused, and perform the activities that occupational therapist
has for them. Although the activities wont always be right for each client, it is
important for the client to express the importance of their occupations so that
the therapist can create an intervention plan that is a just right challenge. It
is also important for the clients to be engaged in the activity by asking
questions regarding the treatment and expressing any concerns that they
may feel.