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Comprehensive Evaluation and Intervention Plan
Comprehensive Evaluation and Intervention Plan
Precautions/contraindications: N/A
Reason for referral to OT: RCVA and improving occupational performance with left-sided
weakness
S: “Holy crap that’s the fastest I’ve ever done that”-Client making a statement in reference to her
performance on the 9 Hole Peg Test while using her affected left hand.
O: Assessments performed:
Client was seen on 1/25/18 and 2/1/18 for a comprehensive occupational therapy
Performance Measure (COPM), passive range of motion (PROM), Stroke Impact Scale (SIS), 9
Hole Peg Test, grip strength and the Performance Assessment of Self-Care Skills (PASS). The
COPM is a semi-structured interview which measures the client’s occupational priorities for
intervention. The COPM looks at 3 areas: self-care, productivity, and leisure and how one rates
their current performance and satisfaction in 5 priority areas. Since the COPM was modified, we
did not receive any number ratings. Her PROM was assessed on BUE’s to evaluate any
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functional limitations in how far her joints move. The second session began with our client self-
reporting on the SIS. This assessment was designed to assess multidimensional stroke outcomes,
strength, hand function, ADLs, IADLs, mobility, communication, emotion, memory and
thinking, and participation. The next assessment administered was the 9 Hole Peg Test, designed
to measure manual dexterity where the individual works quickly to place 9 pegs into holes on a 5
inch square board. Client performed this assessment with her unaffected or right hand first, and
then performed with her affected left hand. Grip strength was measured by having client grip a
dynamometer as hard as she could with R hand first, for a total of three times. The process was
repeated with her affected left hand. The last assessment administered was the Performance
Assessment of Self-Care Skills or (PASS). This 26- task related assessment provides information
about a client’s skills in completing daily living tasks and to assess if any assistance is required
of the individual, and the occupation that was chosen to assess was dressing.
After administering a modified COPM, both client and therapist(s) decided that focusing
on balance, grip strength and motor control as it relates to her participation in daily ADL and
IADL occupations are the priorities for therapy. Relating to IADLs, client has a desire to obtain
disability, which may be an area that is addressed in the near future. Overall, the information
gathered from the COPM show that grip strength is a main priority as it relates to daily
occupations such as: upper and lower body dressing, especially fastening; folding laundry, and
the desire to be stronger with holding plates when putting dishes away. Results from PROM
showed within normal limits (WNL) on right UE, and below functional limits (BFL) on her left
UE. High muscle tone (spasticity) was observed while her range of motion was being assessed.
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After reviewing the SIS, the priority areas that may need to be addressed in therapy
include: 1: LUE (specifically arm and hand); 2: The ability to solve everyday problems involving
memory and thinking; 3: Controlling emotions; 4: ADL functions such as cutting food with knife
and fork; 5: Mobility such as climbing stairs; 6: Grip strength as it relates to opening jars and
tying shoes; 7: Meaningful participation in activities such as active recreation; and 8: Overall
giving a rating on how much she has recovered from her stroke with a self-report score of
65/100% (with 100 being full recovery). Results from the 9 Hole Peg Test show that client is
quicker when manipulating pegs with her R hand over her L as her time with the R hand clocked
in at 25.72 seconds, and L hand time (with 3 pegs) in 4 min. Although she did not place all 9
pegs in the hole, she did make an improvement with the three, before frustrations overcame her
Results from the grip strength assessment show that client is stronger in manual dexterity
with her R hand over her L as her results with her R hand were respectively 35,40,40 lbs
(average 38.3 lb.) and L hand results were 5,2,2 lbs. (average 3 lbs.). The PASS was the last
assessment and client was able to complete dressing independently. However she has adapted a
compensatory strategy over time that has allowed her to complete this activity in a modified
manner, especially using dominant R hand to don and doff garments and fasten clothing. Results
from this assessment showed an independence mean score of 2.7, safety mean score of 3, and
O: Occupational Profile:
Client is a 52 year old female who is seeking Occupational Therapy services to improve
functional occupational performance in her LUE. Client suffered a RCVA in June of 2016 while
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traveling which resulted in left-sided hemiparesis. Client currently lives in Kearns, Utah in a one
level mobile home with her 7 cats and 23 year old son who works at a Big 5 Sporting Goods
store. Her mother lives nearby and often helps her with completing her daily occupations. Client
has been a smoker for the majority of her life. She works part –time for a painting company as an
office manager where she has a pretty flexible schedule, working 4 hours per day, 2 days a week,
and 2 hours per day the remaining three days of the week. Client is able to drive herself to work
and around the community. One year ago client received occupational therapy with 2
occupational therapy students at the Life Skills Clinic to address the limited mobility in her LUE.
She has also received PT to address her gait and lower body strength. The medications our client
is currently taking are two antidepressants: Citalopram and Trazodone to treat depression, in
addition to Gabapentin used to treat nerve pain, epilepsy, and nausea. She is currently seeing a
In December 2016, our client underwent surgery to repair a PFO in her heart, which was
found during hospitalization for her stroke. In December 2017, she saw a physical therapist to
address hip pain, which her doctor stated had been caused by pulled muscles in her groin. During
the interview, client stated that she has been in two car accidents in the past year. The first
accident resulted in a fender bender, and the second accident resulted in her hitting a pedestrian
where her insurance dropped her. She was able to find new insurance after the second accident
Client has some friends in the area, but most are San Francisco, California, who she
enjoys visiting with when the opportunity arises. Prior to her stroke, client was independent in all
ADL and IADL occupations. Client has stated that post-stroke she has learned to utilize
compensatory strategies with her RUE (she is right hand dominant) to perform everyday
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occupations, allowing her to be independent. She needs assistance with fasteners (zippers and
buttons) with UE dressing. The occupations that she currently feels successful in include: ADLS
such as toileting, eating, and dressing (as long as it mainly involves her RUE and no fasteners are
involved). The IADL’s that she feels successful in include: taking care of her cats, medication
management, driving (although we may have some concern in this area), sleeping on her couch
(feels better and more restricting which she prefers, however would like to move to her bed in
the future), making her bed, taking out the garbage, and simple meal prep (as our client prefers to
eat frozen foods the majority of the time). The occupations that are a barrier to her performance
include: showering (maintaining balance), dressing (especially fasteners), feeding (such as set up
and cutting food with BUEs), functional mobility (mainly going up stairs), personal device care
(particularly laundry, dishes and yard work), shopping (carrying heavy grocery bags), and
Our client values independence, her job, being in control of her emotions, and time spent
with family (especially her son and mom). Her interests include spending time with her cats,
traveling (whether it’s around Utah or out of state), and visiting with friends in CA. Client’s roles
include mother, daughter, sister, employee and friend. A typical routine includes waking up,
eating breakfast, working 4 hours per day at the painting company, enjoying down time at home
and going to bed. Client’s habits include depending on RUE to complete daily occupations and
A: Occupational Analysis:
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Due to the impact of her right sided stroke, client presents with deficits in the following
performance skill areas: 1) motor skills: aligns, due to left sided hemiparesis client has difficulty
with maintaining proper alignment when standing or seated, stabilizes, clients presents with poor
balance especially in a standing position for longer period of time, reaches, client’s LUE range of
motion does not allow her to put away dishes or reach for soap in the shower, grips, client is
unable to open a container or turn a circular doorknob with LUE, manipulates, client has
difficulty manipulating objects and dexterous finger movements with LUE as evident with her
trouble manipulating the peg in the 9 Hole Peg Test, coordinates, client presents with challenges
in coordinating a movement such as upper body dressing with BUEs, lifts: client is unable to
hold a heavy object in her LUE, walks, client drags left foot when walking, endures, client tends
to fatigue more often in the afternoon as opposed to the morning, and 2) process skills: initiates,
Client presents with deficits in the following client factors: 1) beliefs: positive self-talk or
thinking, 2) mental functions: emotional, client states that she takes two anti-depressants to help
control emotions, energy and drive: client often feels more lethargic in the afternoon 3) sensory
and movement-related functions: client’s joint ROM and stability is more limited on left side, 5)
muscle functions: client presents with low muscle tone on left side, 6) movement functions:
client presents with a deficit in bimanual coordination and fine motor control due to left-sided
hemiparesis, 7) cardiovascular system: limited stamina and endurance due to years of smoking,
post-stroke effects, and sedentary lifestyle and 8) reproductive function: client reports stress
incontinence.
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A: Interpretation:
After a comprehensive evaluation was done with our client, it has been concluded that
she demonstrates both strengths and areas for improvement in therapy. Regarding her strengths:
client appears motivated and has desire to improve the functionality of her LUE, she knows how
to strategize and has already implemented compensatory strategies when completing daily
occupations, and she is aware of her limitations. Regarding the areas for improvement: 1)
client’s grip strength, ROM and overall functional use with her LUE will be of high priority in
intervention, 2) addressing our client’s mental health and 3) increasing social interactions.
The activity demands for our client in therapy include: relevance and importance to
client, our client has the motivation and desire to improve the functional use of her LUE and
regain independence in everyday functioning; objects used and their properties, our client will
use the equipment in the HPEB apartment clinic and may learn to use some compensatory
strategies and A/E that we teach her; and sequencing and timing, during therapy we may teach
our client specific strategies as to how to sequence a particular task if the task is quite
challenging to complete.
Supportive contexts and environments include: 1) Client lives in a one level home which
allows her to move around the interior of her home much easier; 2) Supportive work
environment as she has a great boss and flexible schedule which allows her to attend therapy
sessions; 3) Supportive family (son and mother); and 4) Client has a cell phone and computer
allowing for good communication access. Inhibitory contexts and environments include: 1) Her
mobile home has 4 stairs and railing on one side leading up to front entranceway which makes it
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challenging for mobility and balance; and 2) Client appears to be of lower SES, smoking history,
Client and therapist’s priorities for therapy include: 1) improving balance, grip and UE
strength, and ROM to improve occupational performance in ADL and IADL tasks, and 2)
P: Plan:
LTG1: By discharge, client will fasten an upper body garment with minimal assistance
STG1: By 4th visit, client will functionally incorporate LUE when manipulating
STG2: By 5th visit, client will demonstrate improved grip strength to increase
LTG2: By discharge, client will complete home management tasks with minimal
assistance.
STG1: By 4th visit, client will functionally incorporate LUE when drying and putting
STG2: By 5th visit, client will fold 4 pieces of laundry utilizing functional use of LUE
to her restoring functional use in her LUE in her ADL and IADLs. The other approach will be
modify as this will help address the areas where adaptations may need to be made to simply her
performance in everyday functional tasks. The types of interventions that may go in our client
therapy sessions include: preparatory methods such as theraputty to prepare her hand muscles for
movement, and occupation and activity interventions such as: 1) task-related/specific practice
such as folding laundry, getting dressed, and putting dishes away, 2) Constraint Induced
Movement Therapy (CIMT) and 3) Mirror Therapy, all to improve functional outcomes. Lim,
Lee, Yoo, Yun & Hwang (2016) conducted a study which looked at patients attempting to move
the hemiplegic upper limb in a manner identical to the unaffected limb, reflected in a mirror
under direction of a therapist. This article supports the use of Mirror Therapy containing
functional task as an effective intervention in improving UE function and ADLs in patients post-
stroke.
The practice models that will be referenced for our client include: Model of Human
Occupation (MOHO) which is our organizing model, and Motor Control and The Rehabilitation
Model, which are our two complementary models. MOHO’s postulates of change state that 1)
occupation reflects the influence of both a person’s characteristics and the environment, 2) a
person’s inner characteristics (motives, volition, performance patterns) are maintained and
changed throughout engaging in occupations. With our client, using her motivation to help
restore her functional LUE in her occupational performance will be imperative and a high
priority for intervention. Our client’s motivating factors to reach her goals in therapy include:
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improving her physical state to perform better in her occupations and improving her overall
The Motor Control model looks at strengthening one’s neuromotor connection in order to
improve occupational performance. The motor control model looks at the interactions among
cognitive, perceptual, and motor systems within a person and how that person interacts with
tasks and the environment (Gilmore & Spaulding, 2001). This model involves the CNS pathway
so that individual muscles and joints coordinate with one another, and sensory information from
the environment allows the body to control movement, and accomplish whichever goal is in
mind. The postulates of change include: 1) accomplishing necessary and desired tasks in the
most efficient way, given the client’s characteristics; 2) maximizing personal and environmental
characteristics that enhance performance; and 3) enhancing problem solving abilities of clients so
that they more readily find solutions to challenges that are encountered in new environments
(beyond treatment). With our client we will be providing opportunities to improve functional use
match limitations; and 2) Rehabilitation requires a teaching-learning process, in which the person
needs sufficient cognitive skills to learn and apply compensatory strategies. With our client, it
will be important to address the compensatory strategies she has already made along with any
new additional strategies that we can identify together in order to allow for optimal occupational
performance.
Krakauer (2006) concludes that a combination of motor learning and rehabilitation allows
one to improve functional outcomes and general skills to other areas in life. Shinohara, K;
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Yamada, T; Kobayashi, N; & Forsyth, K (2012) conducted an RCT which looked at a MOHO
based intervention compared to Biomechanical and NDT interventions for patients with stroke.
They found that the MOHO intervention was more effective in capturing the patient’s
perspective in improving the patient’s ADL and QOL in everyday life as compared to the non-
MOHO based interventions. This provides support for using our client’s motivation and
Expected frequency, duration and intensity: Client will be seen for 1 hour/1/x/week for 6
weeks.
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References
Gilmore, P., & Spaulding, S. (2001). Motor control and motor learning: implications for
Krakauer, J. W. (2006). Motor learning: its relevance to stroke recovery and neurorehabilitation.
Lim, K., Lee, H., Yoo, J., Yun, H., & Hwang, H. (2016). Efficacy of mirror therapy containing
doi:10.5535/arm.2016.40.4.629
Shinohara, K., Yamada, T., Kobayashi, N., & Forsyth, K. (2012). The model of human
occupation-based intervention for patients with stroke: a randomised trial. Hong Kong
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