Running head: OCCUPATIONAL PROFILE & INTERVENTION PLAN 1
Occupational Profile and Intervention Plan
Sotheavy Moeung Touro University Nevada School of Occupational Therapy
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Occupational Profile Client Description The client is a 56 year old male who works as a night-shift cashier for six to seven days per week. He has been living and working in America for 13 years to support his wife and two children who currently live back in Ethiopia. He has no relatives or friends near him. Because the client lives alone, he has to tend to all household management needs independently. He does not have a relationship with coworkers because he usually works alone during his shift. He owns a home in Las Vegas and rents one of the rooms to a tenant, whom he refers to as his roommate. His role as a landlord requires him to do more household management, budgeting, and finance. Aside from his roommate and the customers at his work, he does not have much social interaction. He is aware of his lack of social interaction with others; however he would rather work in order to provide for his family. Reason for Services The client suffered a traumatic brain injury (TBI) after an attempted burglary and assault during one of his shifts at work. The incident caused him to have an intracranial subdural hematoma, vasogenic edema, mass effect in the left anterior and left lateral frontal lobe, and subarachnoid hemorrhage in the lateral frontal sulcus. The client wants to return back to work immediately so that he can continue to send back money to his family. The client has stated many times that his main goal is to return to work. The only leisure activity he partakes in is watching television occasionally after work and before bed. Successful vs. Unsuccessful Occupations The client is independent in all activities of daily living (ADLs) and most instrumental activities of daily living (IADLs), thus eating, grooming, bathing, dressing, toileting, meal OCCUPATIONAL PROFILE & INTERVENTION PLAN 3
preparation, functional and community mobility are not problematic for him. Additional areas of success include expressive communication, receptive language, long term memory, visual spatial, perceptual, and scanning skills, transfers, functional range of motion, strength and coordination, sensation and pain, oculomotor movements, and openness and eagerness to improve in therapy. The client is high functioning and only exhibits a few problems. Some problem areas include money management skills, emotional regulation, household management, delayed immediate memory, social participation, time management, multitasking, and attention. Contexts and Environments The main environments that the client participated in prior to the injury were his home, work, and the community. He owns a two-level, two-bedroom house in Las Vegas and is the landlord. This position entails responsibilities such as taking care of the yard, appliance maintenance, and general upkeep inside and outside of the home. His house is generally peaceful and quiet; since he works majority of the day and he is only there to sleep and watch occasional television after work. His work environment is quite the opposite of his home, in which there are many customers walking in and out of the gas station that he has to assist throughout the work day. It can be a very dynamic setting during peak times in which there is high demand for the client to multitask. While at work, he is required to help customers at the cash register but still keep his eyes on other customers in the store. Therefore, the two main natural contexts for the client include his home and the workplace in which he spends majority of his day. Occupational History The clients main focus the last 13 years was to work and earn money to send back to his family in Ethiopia. His primary role is being the breadwinner to his wife and two children. He OCCUPATIONAL PROFILE & INTERVENTION PLAN 4
values this role highly and every day that he is not working causes him to feel many insecurities. This role has been a large part of his lifestyle and transitioning to the Nevada Community Enrichment Program (NCEP), a day treatment center he is attending for treatment, has been a major adjustment for him. However, he does appreciate being able to socially interact with many individuals for the first time since moving to the United States. He realized that his caring nature can be shared with others that are not just his family. He has emerged as one of the most caring individuals at NCEP and many of other clients have found comfort in him. He is eager to help everyone with their needs and is always the first to volunteer when any work is required at the program. Overall, he is a hardworking and caring individual who wants to be able to return to his previous roles as soon as possible. Clients Priorities and Desired Outcomes His main priority is to be discharged home as soon as possible so that he can return to working as a full-time cashier at the gas station convenient store. His desired outcome is to return to being completely independent in all areas of ADLs and IADLs. He would like to manage his household needs on his own, continue to be a dependable employee at his workplace, and send money to his family. These outcomes will help him feel wholesome again. Occupational Analysis Context/Setting Currently, his context and environments are much different than his natural contexts. He attends a day treatment program for individuals with neurological impairments at NCEP for five days per week. He is currently residing at the residential center offered by the program. At the rehabilitation center at NCEP, he is there for approximately eight hours per day, participating in different therapy sessions such as community outings, recreational activities, skill-building OCCUPATIONAL PROFILE & INTERVENTION PLAN 5
activities, massage therapy, etc. NCEP offers a natural environment as close as possible which consists of two small kitchens to work on meal preparation, and a simulated bedroom environment to help work on household management. Additionally, there is an open therapy environment in which all of the clients and therapists share. The environment can become really busy and distracting sometimes when there are multiple therapy sessions occurring around the same area. Also, different clients require different environments. For example, some clients may have low vision so they prefer certain types of lighting and clients who are school-aged require quiet rooms to participate in school activities. Therefore, there is a lot of compromising and planning required in order to accommodate all clients at NCEP. The client also attends many community outings with the program such as going to museums, parks, tourist spots on the Las Vegas Strip, and gardens. This allows the client to work on social participation with the others in the community. The community is an uncontrolled environment in which anything could happen so this helps the client prepare for returning to his natural context of the workplace. Description of Activity/Clients Performance The client participated in a money management activity during a treatment session at the rehabilitation center. The therapist would provide the client with an undisclosed amount of cash and change and the client was required to mentally add it. Then, the therapist would double check and see if the client is correct. The therapist provided the client ten trials and then calculated how many times he did the activity correctly. He performed five out of ten additions correctly with moderate assistance. Key Observations OCCUPATIONAL PROFILE & INTERVENTION PLAN 6
The client was able to accomplish half of the task on his own. He needed more time when there were more coins present. He struggled when the therapist asked the amount of the previous trial after adding up the current trial, displaying some deficits in short term memory. He did a great job organizing the cash into different bills and then starting with the larger bills first when adding. However, he struggled when the amount was higher or when there were a lot of cash and coins involved. He required verbal cues from the therapist when performing math and remembering the cash amount before and during the addition of change which resulted in a different total. Impacted Domains of the OTPF The occupational domains that are significantly impacted for the client include: occupations, client factors, performance skills, performance patterns, and context and environments. Regarding his occupations, the client struggles with the following: financial management, home establishment and management, and job performance of work. Client factors that are affected include the values associated with being the breadwinner of the family, specific mental functions such as attention, memory, and emotional regulation. The performance skill that is slightly impacted is social interaction skills, specifically with clients when returning to work. Performance patterns such as roles and routines have also been jeopardized by the accident. Some examples include his role as a provider to his family, landlord and homeowner, and the routine of working six to seven days per week and returning home to sleep and watch television. Lastly, his social context has also been disrupted; his familys financial expectation and his tenants needs for household maintenance (American Occupational Therapy Association, 2014).
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Problem List Problem Statement One Client is unable to perform household management as a homeowner and landlord due to delayed memory. Problem Statement Two Client is unable to perform job duties as a cashier due to decreased money management skills. Problem Statement Three Client is unable to interact with customers at work due to decreased social interaction skills. Problem Statement Four Client is unable to be independent at work due to time management difficulties. Problem Statement Five Client is unable to perform job and landlord duties due to deficits with divided attention. Problem Prioritization and Justification Financial management is a top priority regarding his occupations. His job as a cashier, his responsibilities as a landlord, and his role as a breadwinner to his family all revolves around managing money. Additionally, the client has emphasized many times that this is his top goal. Divided attention is another significant problem. Divided attention is an essential skill to have in order to be a cashier at a busy gas station. He is alone during his shifts at work and his attention is needed at the register as well as maintaining awareness of what is going on around the store. When he is at home, he needs to be able to divide his attention with household management tasks, such as cooking and doing the laundry at the same time. OCCUPATIONAL PROFILE & INTERVENTION PLAN 8
Delayed memory is another factor that is a priority for the client; he has delayed short term memory but normal functioning long term memory. Assistive devices such as memory books and alarms are easy additions to the clients life that can help him be more independent. Time management is another factor that should be a priority for the client. His time management skills impact his ability to arrive at work on time and taking time appropriate breaks. The client can utilize an alarm on his watch to help him with reminders to be on time. Finally, social interaction is the last priority for the client because typically the gas station setting requires less than one minute interaction with most customers. Also, the client does not have any friends or families nearby. His interaction with his tenant is limited and only when it involves rent and household maintenance issues. Interaction with his family is not a problem for him currently. Intervention Plan and Outcomes Long-term Goal Client will be independent in financial management in regards to cashier requirements within three weeks of 04/28/14. Short-term goal. Client will complete basic money management skills of at least $100.00 with less than three verbal cues and at least 75 percent accuracy within one week of 04/28/14. Intervention. Client will participate in money counting activities with simulated cash and change. The therapist will place different amount of bills and coins in front of the client. The client will then mentally add the amount and record the amount on a piece of paper. The client will repeat this ten times with different amounts of money. The therapist will then total the correct amount of tries as well as how much verbal cueing the client needed. The goal is for the client to get close to 75 percent accuracy and requiring less than three verbal cues. The therapist OCCUPATIONAL PROFILE & INTERVENTION PLAN 9
will watch the client as he counts in case he has difficulty with certain components of the task, such as remembering how much cash that is already counted as he transitions to counting the coins. If the client forgets, the therapist can cue in by helping the client remember how much cash he has in his hand. Intervention Approach. Client must restore ability to work with money since counting money is a primary job skill required for his work position. Through this skill restoration, he will be able to fulfill his roles again at home and at work. Outcome. The potential outcome is for the client is to regain role competency as a cashier, landlord, and provider to his family. His occupational performance will improve through the ability to calculate money mentally and on a register when working with customers at the gas station. He will also be able to participate in his desired occupation as a breadwinner which is congruent with the expectations of his culture and family. Evidence. Gaudette and Anderson (2002) investigated how money management skills are often disrupted by cognitive deficits resulting from brain injury and how these skills can be better rehabilitated through the Assessment of Functional Monetary Skills (AFMS). Cognitive functions such as attention, memory, language, perception, and executive functions are often negatively affected by brain injury, which in turn causes the individuals to have difficulty completing monetary transactions. For community re-entry to be successful, the following monetary skills required by the AFMS are important: coin and bill identification, totaling coins and bills, providing a designated sum upon request, written numeric calculations, numeric calculations using a calculator, word problems, bill paying, and deposit check (Gaudette & Anderson, 2002). OCCUPATIONAL PROFILE & INTERVENTION PLAN 10
Short-term goal. Client will complete budgeting task with minimal assistance within one week of 04/28/14. Intervention. The client will complete a grocery shopping budget with a list of store items and prices. The client will be given a budgeted amount of money and he will plan a list of items with the correlating prices to meet the budget for groceries that week. The client can use the store ad for discounted prices when making the list. Once the list is done, the client must go to the store and purchase these items. The client will walk around the grocery store with the list and calculator to keep track of staying within the budget every time he puts an item in the cart. Once he reaches his maximum amount, he can then check out. If he grabbed all the items and then go over the amount, he must make decisions on what to put back in order to meet the budget. This intervention requires a lot of higher level cognitive skills such as decision making, prioritizing, and multitasking. Additionally, the client will be in a grocery store in the community, that may require social and communication skills. Such intervention in the natural context is most beneficial because it can be generalized to his job setting; he will pay attention to financial transactions and to individuals in the surrounding environment. Intervention Approach. Client must maintain ability to do financing and budgeting to help with house management, landlord role, and work requirements. It is important for the client to maintain his level of financing and budgeting because many of his occupations are tied to this skillset. Outcome. Being able to manage his finances and budgeting can increase his overall quality of life because it helps his perform his role of landlord and home owner. He can continue to budget and meet his financial necessities in an appropriate manner. Since he is his own principal OCCUPATIONAL PROFILE & INTERVENTION PLAN 11
beneficiary as well as the beneficiary for his family, it is important for him to engage fully in the occupational performance of finance and budgeting. Evidence. According to Bottari, Gosselin, Guilemette, Lamoureux, and Ptito (2011), the ability to efficiently manage finances and budget is necessary in order to function independently in modern society and the prevalence of cognitive deficits such as TBIs, can put many people at risk for poor financial management. The researchers analyzed the level of independence on making a budget between the tested group comprising of individuals with moderate to severe TBI and a healthy control group. Using the IADL Profile, results displayed that the tested group performed poorer than the control group. The tested group was found to have difficulty with the following specific financial task performances: planning, carrying out tasks, and attaining goal. With all controls in place such as age, sex, and education, it was clear that subjects, who have experienced a TBI, became less independent in managing their finances. Thus, such significant impairments in managing finances and budgeting, within this population, prompts for treatment interventions that are aimed at maximizing the clients ability to perform this IADL (Bottari, Gosselin, Guilemette, Lamoureux,, &Ptito, 2011). Long-term Goal Client will be modified independent requiring extra time with divided attention activities within three weeks of 04/28/14. Short-term goal. Client will complete cooking activity with safety awareness using systematic instruction and video feedback with minimal assistance within one week of 04/28/14. Intervention. The client will cook one meal within 45 minutes and review himself on video in order to receive feedback. The client will set up his environment as needed for meal preparation. When using the stove top and oven, it is imperative that the client understands he OCCUPATIONAL PROFILE & INTERVENTION PLAN 12
needs to utilize his divided attention to the appliances in the kitchen, people in the area, and safety precautions. Once the activity is complete, he can review his performance on video and determine what areas he needs to focus on in order to be more efficient and safe while maneuvering around the kitchen. The therapist will be present; however, he should be able to complete the task with no verbal prompting. The intervention can be modified to include extra time for the client to think through the cooking and safety processes. The extra time should be documented to see if this modification will decrease as therapy progresses. Grading up. To grade up the intervention, the client will make two meals and utilize at least three different appliances. For example, the client will have to defrost chicken in a microwave, boil water for pasta on the stove top, and place garlic bread in the toaster oven during the 45 minute session. Increasing the number of steps involved will make it more challenging for the client. Also, making two meals at the same time versus just one meal is also a challenge for the client. If this is too difficult for the client, certain components can be taken away and the therapist can grade the intervention back down to what is just right for the client. Grading down. To grade down this intervention, the ingredients necessary for the meal can already be set up and easily accessible for the client. The items can already be washed, chopped up, and laid out in sequential order. The client can skip the preparation part and go straight to the actual cooking part. This will be easier for the client because the intervention will require fewer steps than necessary as well as less divided attention needed in the treatment process. Intervention Approach. The client will work on a cooking activity and watch self- modelling for feedback to promote sequencing and greater attention span. This promotion will allow the client to utilize this skill in various contexts, especially in new environments. Exposure OCCUPATIONAL PROFILE & INTERVENTION PLAN 13
to new environments requires more attention and since the client has not returned to work in over a month and there could be possible changes, this skillset is important to have. Outcome. Through this intervention, he will improve his attention span which will allow him to better engage in his occupational performance such as working at a busy gas station. In addition to increasing his attention span, he will be able to cook a meal for himself can improve his health and wellness and promote self-sufficiency and self-esteem. Evidence. McGraw-Hunter, Faw, and Davis (2006) conducted a research to evaluate the effectiveness of video self-modelling as an intervention to teach cooking skills to people with TBI. Video self-modelling has been shown to be beneficial in teaching skills and behaviors such as academic, food purchasing, playing, and self-help skills, to persons with disabilities. The use of self-modelling has been found to promote change in behaviors through imitative learning since it allows the client to maximize the degree to how he/she relates to the model, allowing for the ultimate similarity to the model. Additionally, attention is warranted when the client views self on screen, and this increased attention contributes greatly to observational learning. This is especially advantageous for the population with TBI because attention and concentration are common deficits associated with this diagnosis. Three out of the four participants in the study acquired a rapid rate of skill acquisition during stove top cooking utilizing the self-modelling treatment during the four training sessions. They also portrayed high levels of generalization and skill maintenance during post-testing and follow up tests in the natural environment. Thus, the results indicate that the use of video self-modelling and stove top food preparation proved to be powerful intervention in the rehabilitation of people with TBIs (McGraw-Hunter , Faw, & Davis, 2006.) OCCUPATIONAL PROFILE & INTERVENTION PLAN 14
Short-term goal. Client will complete multiple clinical housekeeping tasks (laundry, cleaning, and trash disposal) with minimal assistance within one week of 04/28/14. Intervention. The client will load washer, fold laundry, dispose trash, and make beds within one hour. The client will begin separating dark from light laundry and loading it in two separate washers. While the laundry is being cleaned, the client will make all the beds in the facility. He must remember to occasionally check on the laundry to see if it is complete. Once the washer is done, he must place the laundry in the dryer. He is also required to dispose of all the trash around the facility, while checking on the dryer occasionally. If there is time at the end of the session, he should also fold the laundry. It is important that he starts all these necessary household tasks and be able to perform certain tasks at the same time requiring the use of divided attention and other higher level cognitive functions. Multitasking is required in the role of a cashier. For example, at work, he might have to load the shelves, answer customer questions, and pay attention to the register line at the same time, thus, this intervention can help the client prepare to enter this role again. Intervention Approach. The client will work on household management activities to promote time management and divided attention skills. This is important because this skill set is required in almost all settings: home, work, community. It is also an important component to have for safety in all contexts. Outcome. By performing all of these different household tasks at the same time, he is required to utilize divided attention in order to complete all of it in a timely manner. This skill can be generalized to the busy environment of his work, in which he may be required to maintain attention at the register and at all the areas of the store, as well as at the security cameras. OCCUPATIONAL PROFILE & INTERVENTION PLAN 15
Evidence. Powell, Temkin, Machamer, and Dikmen (2007) found that there is a wide body of knowledge with community participation and return-to-work issues but there were limited findings in regards to home management activities. They also believed that the patients performance in home management prior to TBI play a major role in the extent to which this IADL may recover. The study utilized the Functional Status Examination (FSE) to assess 164 participants home management performance before and after one year of living with a TBI. The results in the study indicated that home management was a major problem even at one year of living with the injury. Additionally, culture and roles are factors to consider. For many of the participants, if home management was not important or part of their role before the TBI, then it was not an important occupation for them after the TBI. In terms of clinical practice, it is important to note the value and meaning associated with certain occupational tasks. While keeping the client-centered practice in mind, treatment goals should reflect this. Additionally, clinicians should consider if the house management tasks are new or unfamiliar and if so, this should be accounted for in allowing extra time as well as not rely solely on old learning. The researchers also found that there is a need for interventions in areas such as home management. Personal ADLs have tended to receive more attention causing IADL s to be less addressed in acute care and rehabilitation services. The clients who were most bothered by their performance with home management were the ones whose tasks were completed, most likely due to inability or lack of assistance, which portrays the need for more extensive treatment efforts in the realm of home management. Home management was found to be challenging for these patients even at one year post injury, thus poses a dire need for effective intervention strategies in this area for the clients who places importance in it (Powell, Temkin, Machmer, & Dikmen, 2007).
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Precautions and/or Contraindications The first precaution for the client is emotional regulation. Due to the nature of his diagnosis, he may feel flustered and angry at times, therefore it is best to build rapport with the client and help maintain a state of harmony during treatment. He may require many breaks so it is important to accommodate this requirement in order to have a successful treatment session. Another precaution would be safety awareness. The client has some cognitive issues and he may not be aware of safety concerns. Therefore, it is important to use verbal cues frequently so that he remains safe at all times during his stay at the facility. It is also imperative that the client does not participate in activities that are at risk for additional head trauma. Since the client recently experienced a traumatic brain injury, it is important to pay attention to the surrounding areas when working with the client. For example, the therapist should make sure that there are no glass walls in activity area or opened cabinetry in high places. The clients safety should be a priority throughout all treatment sessions. Frequency and Duration The client will participate in occupational therapy services five days a week for one hour per day until the expected discharge date of 05/20/14. He will receive occupational therapy services for a total of four weeks while at the day treatment program. In addition to the one hour of occupational therapy services, the client will also participate in physical therapy sessions, group activities, group outings, massage therapy, resume and career exploration and preparation classes, interdisciplinary goal meetings, and sessions with other interdisciplinary team members such as the psychologist, case manager, and vocational rehabilitation specialist throughout the week.
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Framework The Model of Human Occupation (MOHO) is the ideal framework when working with this particular client due to the how important his volition, habituation, and performance capacity means to him. His personal causation and values are greatly linked to his roles with work and with his family. He has based the majority of his daily routines around this, choosing to work six to seven days per week in order to be a valuable employee and to be the best provider he can be to his family. It is very important to him to meet the performance capacities associated with these valued roles. His sense of efficacy has been greatly decreased due to the inability to perform his desired occupations the last few months post injury. Since the MOHO views occupations as a central component to the human experience, survival, and satisfaction, the client can best relate to this model because much of his identity and life satisfactions are surrounded by his occupational performance of being financially and functionally independent. His motivation to return to work and home has been the largest motivation in improving his occupational performance through occupational therapy (Forsyth et al., 2014). Client Training and Education Additional client training and education can help the client continue to meet his occupational performance post discharge as he reintegrates back into the community. Training in adaptive equipment such as the use of memory aids and alarm clocks can help the client be functional in his occupations. Since the client has delayed short term memory, he can note important events or tasks down in a memory book or a memory device such as his phone to help him fulfill his duties at work and at home. The use of an alarm clock can help him get to work on a consistent and timely manner and take the correct amount of break-time while at work. Resources on coping strategies can also be discussed with the client to help with emotional OCCUPATIONAL PROFILE & INTERVENTION PLAN 18
regulation when he feels frustrated or angry in difficult to control situations such as a yelling customer or late rent by his tenant. Clients Response The clients responsiveness towards each specific intervention will be documented and assessed at the end of each treatment session. Daily progress notes will be used to note down all important observations pertaining to the clients goals and problems. Grading up and down activities are also important to note so that the just right challenge is used during therapy, and the client does not feel too over/underwhelmed. Also within the progress notes, it is important to document all physical, cognitive, and behavioral changes. If the client is worsening in any of these areas, it is important to review and discuss with the client what this may stem from as well as other interdisciplinary team members. Other factors that may need focus if the client is not meeting goals include changing the frame of reference, parts of the intervention, or possibly even the whole intervention, all together. Reassessments can be done on a biweekly basis to make sure the short term goals are on scheduled to be met. Proper monitoring of the occupational performance aligned with his goals is vital in helping the client discharge back into the community safely and independently. Acknowledging the clients responsiveness to treatment every step of the way is one of the best tools when offering a holistic client-centered treatment approach.
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References American Occupational Therapy Association. (2014). Occupational therapy practice framework: Domain and process (3 rd ed.). American Journal of Occupational Therapy, 68(Suppl. 1), S1-S48. http://dx .doi .org/10 .5014/ajot .2014 .682006 Bottari, C., Gosselin, N., Guillemette, M., Lamoureux, J., & Ptito, A. (2011). Independence in managing ones finances after traumatic brain injury. Brain Injury, 25(13-14), 1306- 1317. doi:10.3109/02699052.2011.624570 Forsyth et al. (2014). The model of human occupation. In Crepeau, Cohn & Schell (12 th ed.), Willard & Spackmans occupational therapy (pp. 505-526). Philadelphia: Lippincott, Williams & Wilkins.
Gaudette, M., & Anderson, A. (2002). Evaluating money management skills following brain injury using the assessment of functional monetary skills. Brain Injury, 16(2), 133-148. doi:10.1080/02699050110102068 McGraw-Hunter, M., Faw, G., & Davis, P. (2006). The use of video self-modelling and feedback to teach cooking skills to individuals with traumatic brain injury: A pilot study. Brain Injury, 20(10), 1061-1068. doi: 10.1080/02699050600912163 Powell, J., Temkin, N., Machamer, J., & Dikmen, S. (2007). Gaining insight into patients perspectives on participation in home management activities after traumatic brain injury. American Journal of Occupational Therapy, 61, 269279. doi:10.5014/ajot.61.3.269
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