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16 OT Wheelchair AOTA Exam Prep
16 OT Wheelchair AOTA Exam Prep
16 OT Wheelchair AOTA Exam Prep
B. Members of the team for prescribing seating and wheeled mobility systems (Tipton-
Burton, 2013, p. 242)
1. Client: indicates needs and develops and prioritizes goals for the seating and mobility system
2. Physiatrist: provides information on the client’s medical history and current diagnoses, prognosis,
and contraindications
3. Occupational or physical therapist: provides expertise in seating and mobility system evaluation,
selection of system, and wheelchair training
4. Rehabilitation engineer: provides information about the technological capabilities of seating and
mobility systems
5. Assistive technology vendor: informs about available and emerging durable medical equipment and
its capabilities and properties
C. Service delivery process for seating and mobility systems (Cook & Polgar, 2012, pp. 68–
74; Dudgeon & Deitz, 2008, pp. 489–499)
1. Referral
2. Evaluation of need
a. Occupational profile
b. History-taking interview
c. Observation
d. Physical examination
3. Recommendations for seating and mobility system, including client’s compliance
4. Documentation of need
5. Ordering the system
6. Fitting system to client
D. Determination of the client’s seating and mobility needs and goals: history-taking
interview (Cook & Polgar, 2012, pp. 68–74; Dudgeon & Deitz, 2008, pp. 489–490; Tipton-
Burton, 2013, pp. 242–243; Vancouver Island Health Authority, 2004, pp. 3–4)
1. Goals: What does the client want to achieve with the system? How are these goals prioritized?
2. Medical diagnoses and status: What is the referring medical diagnosis? Does it lead to permanent
disability (e.g., spinal cord injury) or temporary disability (e.g., fractures)? Is the client’s condition
expected to get progressively worse? to improve? to remain stable?
3. Body structures and functions: How much does the client weigh? Does the client have any deformi-
ties, loss of sensation, pressure ulcers, pain, abnormal muscle tone, or visual loss or deficits?
4. Occupations: What occupations (self-care, education, work, play and leisure) will the seating and
mobility system be used for? How active is the client?
5. Physical context: In what physical environments will the system be used? How accessible are they?
How will the seating and wheeled mobility system be transported from place to place? What differ-
ent surfaces and terrains need to be considered?
6. Social context: Who is available to assist the client in using the system in each of the physical envi-
ronments in which it is to be used? When are they available? How skilled are they in assisting the
client and in maintaining the seating and mobility system?
7. Physical skills: Can the client maintain a seated position independently, maintain head alignment,
and perform transfers independently? Does the client have the upper-extremity strength and physi-
cal endurance required to operate a manual wheelchair? Has the client fallen recently?
8. Cognitive–behavioral skills: Does the client have the cognitive ability to learn to use the system?
Does the client have sufficient safety awareness to use the system?
9. Equipment: What technology does the client currently have? What is the client’s familiarity with
seating and wheeled mobility systems? What equipment will need to be attached to the system (e.g.,
respiratory, communication, lapboard)?
10. Payment: What seating and mobility systems are approved by the client’s health insurance? Are
other sources of funding available?
B. Cushioning for seat and back surfaces (Cook & Polgar, 2012, pp. 87–90; Dudgeon & Deitz,
2008, pp. 491–492)
1. Selection factors: The seat supports the pelvis and thighs; the back supports the posterior pelvis and
spine. Cushioning reduces peak pressures of bony prominences and evenly distributes pressure over
a larger area, affects postural control and transfers, and can accommodate deformity, and its com-
position has varying ability to manage moisture, heat, and friction. Consider durability and mainte-
nance requirements.
2. Pressure measurement: To determine the comparative effectiveness of different cushions for reliev-
ing pressure on the seating surface, pressure mapping is done by inserting a pressure-sensitive mat
between the client and the seating surface (Cook & Polgar, 2012, p. 86).
3. Cushion shape
a. Flat (planar) surfaces do not accommodate body shape. They are appropriate for clients who
need no or minimal postural support and can reposition themselves independently.
b. Standard contoured surfaces have contours based on typical body sizes. They provide more
support than flat surfaces, distribute pressure across their surface, and are less expensive than
custom-made surfaces.
c. Custom-contoured surfaces are shaped to a client’s body. They provide the most support, dis-
tribute pressure across their surface, and are more expensive than standard contoured surfaces.
Disadvantages are that clients are limited to one position, transfers are more difficult to per-
form, and the system is not adaptable (e.g., cannot accommodate a child’s growth). They are
appropriate for clients who need support to maintain balance, have pelvic or spinal deformities,
have muscle tone abnormalities, or need additional lumbar support.
4. Cushion materials (Cook & Polgar, 2012, pp. 91–93; Dudgeon & Deitz, 2008, pp. 492–493)
a. Foam: Foam is of variable density. Foam that is soft and pliable will mold itself around the
buttocks. If it is too soft, the client may totally compress it, making it useless for pressure man-
agement. Foam cushions are lightweight and low cost; however, heat and moisture can build
up. Custom-contoured foam is more expensive and provides better postural control; shearing is
reduced, and weight-shifting capability is reduced.
b. Gel filled: These cushions conform to the shape of the buttocks; they are adequate for postural
control, heavy, and sensitive to temperature.
D. Measuring clients for a chair (Dudgeon & Deitz, 2008, pp. 500–501; Tipton-Burton, 2013,
pp. 248–249)
1. The client’s physical dimensions largely determine wheelchair size and features.
2. Sizing measurements should be taken while clients wear the braces, prosthetics, or orthotics they
usually wear.
3. Clients should be seated in the style of wheelchair and with the type of cushion that is similar to or
simulates the one to be used.
4. The following measurements are taken:
a. Seat width: Measure the widest part of the thighs or hips, and add 1–2 inches. The added width
provides clearance between the thighs and chair to ease repositioning and transfers, avoid rub-
bing or pressure, and accommodate bulky clothing.
i. The goal is to distribute body weight over as much of the seat as possible.
ii. In the presence of deformity, chest and shoulder width should be measured and space al-
lowed for any lateral trunk supports.
iii. If the seat is too narrow, it will be uncomfortable and there will be added pressure on the
thighs.
iv. If the seat is too wide, it will facilitate leaning to the side; arm abduction will be increased for
manual propulsion.
b. Seat depth: Measure from the base of the back to the popliteal space of each knee; subtract 1–2
inches so that the seat edge does not reach the back of the knee and restrict motion or circula-
tion. Measure both lower extremities to account for discrepancies in length.
i. The goal is to distribute body weight along as much of the thigh as possible.
ii. To allow wheelchair propulsion with the feet, seat clearance of more than 1–2 inches may be
needed.
B. Wheelchair supporting structures (Cook & Polgar, 2012, pp. 270–272; Dudgeon & Deitz,
2008, p. 491)
1. Frame: The material the frame is made of (steel, aluminum, titanium) affects chair weight; its struc-
ture (fixed, folding, electric) affects its durability, storage, and transportability.
2. Seat
a. The seat is commonly a vinyl sling seat; it is lightweight and folds and cleans easily. It fosters
pelvic instability and thigh malalignment.
b. To provide pelvic stability, a solid seat is inserted on top of the sling seat; cushions are placed on
top of the solid seat.
c. The seat may be dropped on the frame to enable clients to foot propel.
3. Backrest: Backrests are typically made of flexible material; solid inserts are available.
C. Types of wheelchairs (Centers for Medicare and Medicaid Services [CMS], 2009, 2013a,
2013b; Dudgeon & Deitz, 2008, pp. 494–498; Noridian Healthcare Solutions, 2013;
Tipton-Burton, 2013, pp. 244–247)
1. Transporter chairs are designed to be pushed by an attendant or caregiver. These chairs have
smaller rear wheels, making them lighter and easily transportable. They are used for short distances
or temporary use.
2. Manual chairs are self-propelled or pushed by an attendant or caregiver. To self-propel for long
distances, clients must have adequate upper-extremity strength and endurance to push and brake.
A manual chair can also be propelled with one arm and one foot or with both feet. Long-term self-
propulsion may lead to repetitive motion injury.
a. Standard chairs (Medicare product code K0001) are meant for short-term, temporary use (e.g., if the
regular chair is in for repair or the client lacks judgment to self-propel). These chairs fold, the seat and
back are sling upholstery, and the rear axle is fixed. They are heavy (typically made of steel; ³35 lb) and
have limited adjustability.
b. Lightweight chairs (Medicare product code K0003) have features similar to those of a standard wheel-
chair but are lighter in weight (often made of aluminum; <35 lb). Adjustability is limited.
c. Ultra lightweight chairs (Medicare product code K0005) weigh <30 lb. They are available with rigid or
folding frames, both of which fold for transport. They have an adjustable axle and quick-release wheels
and are customizable.
d. Heavy duty chairs (Medicare product code K0006 for clients >250 lb, K0007 for clients >350 lb) are
designed to be bigger and stronger for clients who are obese or have severe spasticity.
3. Scooters are for clients whose walking ability is limited. Scooters have three (usual) or four wheels
and are steered with a tiller. They do not look like wheelchairs and are more difficult to steer than
power wheelchairs. They have a large turning radius, and the seat swivels, which may make trans-
fers easier. They have limited adjustability.
4. Power wheelchairs are for clients who cannot propel a manual wheelchair or for whom propelling
a chair is contraindicated. These chairs have seating and power components (i.e., motor, wheels,
E. Wheelchair components (Dudgeon & Deitz, 2008, p. 501; Tipton-Burton, 2013, pp. 250–
252)
1. Armrests: support the arms and facilitate push-ups for pressure release
a. Armrests are a fixed part of the frame and provide a stable surface for push-ups. Removable
armrests facilitate side transfers and use of a transfer board and improve access to work surfac-
es.
b. Height-adjustable armrests promote comfort; if they are too high or too low, they may cause up-
per body discomfort.
c. Full-length armrests provide more support for arms and better support for a lap tray than
shorter ones; they promote ease of arm use for transfers.
G. Client and caregiver–attendant training (Dudgeon & Deitz, 2008, pp. 492, 502; Tipton-
Burton, 2013, pp. 252–253)
1. Instruction topics for client and caregiver–attendant
a. Proper sitting posture, including placement of any supports
b. Pressure relief
i. Push-ups
ii. Side-to-side movement
iii. Schedule for weight shifts and skin monitoring
H. Third-party payers (Dudgeon & Deitz, 2008, pp. 492, 503; Tipton-Burton, 2013, p. 252)
1. Justification must relate to medical necessity, including increased function, health, safety, and user
satisfaction.
2. Medicare policy regarding mobility-assisted equipment (MAE; Dudgeon & Deitz, 2008, p. 492;
Tipton-Burton, 2013, p. 252)
a. Medicare-covered clients are eligible for MAE if they have a “personal mobility deficit sufficient
to impair their participation in MRADLs [mobility-related ADLs], such as toileting, feeding,
dressing, grooming, and bathing in customary locations in the home” (CMS, 2005).
b. Clients must be able to—or have a caregiver who is able to—consistently and safely use the MAE
in the home.
i. For a manual wheelchair, they must have sufficient upper-extremity strength.
ii. For a scooter, they must have sufficient strength and postural stability.
iii. For a power wheelchair, they require those features of a power chair that are not available on
a scooter to participate in MRADLs (e.g., joystick, lower seat height).
References
Centers for Medicare and Medicaid Services. (2005). National coverage determination (MCD) for
mobility assistive equipment (MAE) (280.3). Washington, DC: U.S. Department of Health and
Human Services. Retrieved from http://cms.hhs.gov/medicare-coverage-database/details/ncd-
details.aspx?NCDId=219&ncdver=2&bc=AgAAQAAAAAAAAA%3D%3D&
Centers for Medicare and Medicaid Services. (2009). Medicare coverage of power mobility devices
(PMDs): Power wheelchairs and power operated vehicles (POVs). Retrieved from http://www.
cms.gov/Outreach-and-Education/Medicare-Learning-Network-MLN/MLNProducts/downloads/
pmdfactsheet07_quark19.pdf
Centers for Medicare and Medicaid Services. (2013a). HCPCS—General information. Retrieved
from http://www.cms.gov/Medicare/Coding/MedHCPCSGenInfo/index.html?redirect=/
medhcpcsgeninfo/
Centers for Medicare and Medicaid Services. (2013b). MLN matters (No. MM3791). Retrieved
from http://www.cms.gov/Outreach-and-Education/Medicare-Learning-Network-MLN/
MLNMattersArticles/downloads/MM3791.pdf
Cook, A. M., & Polgar, J. M. (2012). Essentials of assistive technologies. St. Louis, MO: Mosby/Elsevier.
Dudgeon, B. J., & Deitz, J. C. (2008). Wheelchair selection. In M. V. Radomski & C. A. Trombly Latham
(Eds.), Occupational therapy for physical dysfunction (6th ed., pp. 487–509). Baltimore: Lippincott
Williams & Wilkins.
Noridian Health Care Solutions. (2013). Local coverage determination for manual wheelchair bases
(L11454). Retrieved from https://www.noridianmedicare.com/dme/coverage/docs/lcds/current_
lcds/manual_wheelchair_bases.htm
Pierce, S. L. (2008). Restoring mobility. In M. V. Radomski & C. A. Trombly Latham (Eds.), Occupational
therapy for physical dysfunction (6th ed., pp. 817–853). Baltimore: Lippincott Williams & Wilkins.
Tipton-Burton, M. (2013). Wheelchair assessment and transfers. In H. M. Pendleton & W. Schultz-Krohn
(Eds.), Pedretti’s occupational therapy: Practice skills for physical dysfunction (7th ed., pp. 242–
264). St. Louis, MO: Mosby/Elsevier.
Vancouver Island Health Authority. (2004). Interprofessional practice and clinical standards: Seating/
mobility assessment procedures. Retrieved from http://www.viha.ca/NR/rdonlyres/E10427B1-97F6-
43AB-80BA-BC65F9C69F0B/0/seating_procedure.pdf