What is the approach for PT (Physical Therapy)/OT (Occupational Therapy) evaluation and treatment?

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Last updated: September 11, 2025View editorial policy

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PT/OT Evaluation and Treatment Approach

Physical therapy (PT) and occupational therapy (OT) evaluations should be comprehensive, condition-specific, and focus on improving functional outcomes, with treatment plans tailored to address identified impairments and activity limitations to improve morbidity, mortality, and quality of life. 1

Initial Evaluation Components

Comprehensive Assessment Framework

  • Use occupation-based conceptual models of practice such as the Model of Human Occupation or Canadian Model of Occupational Performance and Engagement 1
  • Conduct evaluation based on the International Classification of Functioning Disability and Health (ICF) core set for the specific condition 2
  • Screen for "red flags" that may indicate need for medical referral 2

Key Assessment Elements

  1. Symptom history and impact assessment:

    • Onset, progression, and variability of symptoms 1
    • Exacerbating and easing factors for each symptom 1
    • Impact of symptoms on daily function and participation 1
  2. Functional evaluation:

    • Global and fine functional abilities 1
    • Balance assessment 1
    • Range of motion measurements 1
    • Muscle strength testing 1
    • Observation of daily activities (personal care, meal preparation, transfers) 1
  3. Contextual factors:

    • Social history including roles, responsibilities, and meaningful activities 1
    • 24-hour routine to identify symptom perpetuating factors 1
    • Environmental assessment (home, work, education) 1
    • Current use of adaptive equipment or environmental modifications 1
  4. Patient understanding and goals:

    • Patient's understanding of their condition 1
    • Identification of patient-centered goals for treatment 1
    • Expectations of therapy 1

Recommended Assessment Tools

  • Patient-Specific Complaints Instrument 2
  • Numeric Pain Rating Scale 2
  • Condition-specific outcome measures (e.g., Hip Disability and Osteoarthritis Outcome Score for hip OA) 2
  • Functional performance measures (e.g., Six Minute Walk Test) 2

Treatment Approach

Core Interventions

  1. Physical rehabilitation through guided activity practice 1:

    • Restorative exercises for muscle weakness and low physical performance 1
    • Pain management techniques 1
    • Retraining normal movement within functional activities 3
  2. Self-management support 1, 3:

    • Education about the condition and rationale for interventions 1, 3
    • Development of internal locus of control 1
    • Interactive workbooks or therapy journals 1
  3. Practical management of contributing factors 3:

    • Fatigue management and energy conservation 1, 3
    • Pain management strategies 1, 3
    • Sleep hygiene techniques 3
    • Activity pacing to prevent boom-bust cycles 1
  4. Functional activity focus 3:

    • Graded reintroduction to daily activities 3
    • Establishment of structure and routine 3
    • Integration of specific techniques into functional activities 3

Treatment Phases

  1. Initial phase 3:

    • Comprehensive education about the condition
    • Establish therapeutic rapport
    • Agree on treatment parameters
    • Introduce self-management concepts
  2. Active rehabilitation phase 3:

    • Implement interventions focused on function
    • Address unhelpful thoughts, beliefs, and behaviors
    • Use variability of symptoms positively in treatment
    • Integrate specific techniques into functional activities
  3. Maintenance phase 3:

    • Complete relapse prevention planning
    • Develop ongoing self-management strategies
    • Gradually reduce clinical support

Special Considerations by Condition

Cancer Rehabilitation

  • For pediatric leukemia: Evaluate global and fine functional abilities, balance, range of motion, and muscle strength 1
  • For bone cancer: Conduct rehabilitation evaluation before surgery and at regular intervals after surgery (1,3,6,9,12,24 months) 1
  • For CNS tumors: Preoperative PT/OT assessment and swallow assessment 1
  • For patients with amputations: Address prosthetic needs, functional abilities, and peripheral deficits 1

Functional Neurological Disorder (FND)

  • Avoid using splints or immobilizing devices that can lead to muscle deconditioning 3
  • Prevent overreliance on compensatory aids that may interrupt normal automatic movement patterns 3
  • Focus on education that FND is a real condition with symptoms resulting from potentially reversible miscommunication between brain and body 1

Rheumatoid Arthritis

  • Include joint protection techniques, activity pacing, and energy conservation 1
  • Consider appropriate assistive devices and adaptive equipment 1
  • Incorporate environmental adaptations as needed 1

Implementation Considerations

  • Ensure open and consistent verbal and written communications with the patient and other healthcare professionals 3
  • Provide family education to reinforce therapeutic approaches 3
  • Support work/study modifications and graded return plans as needed 3
  • Coordinate PT and OT services when both are indicated 4

By following this structured approach to PT/OT evaluation and treatment, clinicians can develop comprehensive, evidence-based intervention plans that address functional limitations and improve quality of life for patients with various conditions.

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Treatment of Functional Neurological Disorder

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.

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