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This assignment involves synthesizing or integrating the information from OTCH 6120 (Theory), OCTH 6140 (Skills)
and OCTH 6160 (Evaluation) on the module we completed on high-school aged youths. The format for this case
study replicates the occupational therapy process from referral through evaluation and planning intervention.
You are to complete all the questions in the order that they appear. As in the therapy process, you will gain more
information as you go through case. DO NOT change your answers to earlier questions as you gain more
information. It is important for you to reflect on your thinking processes and to identify information you need and want
to obtain as you learn more about the youth and his or her family.
You may refer to your notes, to your textbooks, or use the internet to help you to answer the questions.
Case Study #4
Jorge is a 16-year-old boy who recently moved to Salt Lake City from New Mexico. You are a member of the
IEP team who will participate in developing a transitional program with Jorge and his family. Jorge was attended a
general education class and received specialized education services for about of each school day. He was
followed by an OT in New Mexico on a consult basis. You are the occupational therapist who will do Jorges
evaluation.
1. Referral
a) What are two possible diagnoses that Jorge may have? (Include diagnostic information and support it with
evidence from the referral).
1.
Intellectual disability- The fact that Jorge spends half of the school day in specialized education
services leads me to believe that he may have moderate to severe cognitive deficits that effect his
ability to participate in general education. Additionally, intellectual disability is one of the diagnoses
that qualify for transition services under IDEA. Intellectual disability is characterized by limitations in
intellectual functioning and adaptive behavior. Source:
http://www.cdc.gov/ncbddd/developmentaldisabilities/documents/intellectualdisabilities.pdf
2.
Autism Spectrum Disorder- ASD is another diagnosis that may explain Jorges need for specialized
education and transitional programming. ASD is characterized by social, communication, and
behavior challenges.
Sources: http://www.cdc.gov/ncbddd/autism/facts.html
https://www.naset.org/disabilitypopulatio2.0.html
b) Pick one of these diagnoses. Name the diagnosis you selected and identify four specific occupational
performance tasks (areas) that may be affected. Identify three potential contextual and three potential
personal barriers that may limit Jorges participation in everyday activities.
Diagnosis: Autism Spectrum Disorder
1. Personal hygiene and grooming-ADL
List four specific occupational performance tasks (areas) that may be affected for Jorge:
Personal Weaknesses
(Client Factors,
Performance Skills,
Performance Patterns)
Contextual/Environmental
Barriers
Risk Factor
1. Psychosocial problems
2. Obesity
3.
Social Isolation
Rimmer, J., Yamaki, K., Lowry, B., Wang, E., & Vogel, L. (2010). Obesity and
obesity-related secondary conditions in adolescents with
intellectual/developmental disabilities. Journal Of Intellectual Disability
Research, 54(9), 787-794 8p. doi:10.1111/j.1365-2788.2010.01305.x
Social functioning, friendship, and companionship are all extremely important
factors in participation and quality of life for adolescents. Jorges intellectual
disability puts him at risk for social isolation. Tipton, Christensen, and Blacher
(2013) found that adolescents with ID spent less time with friends and had
had a lower quality of friendship than their typical peers, which was
influenced by both the presence of behavior problems and problems with
social skills.
Tipton, L. A., Christensen, L., & Blacher, J. (2013). Friendship quality in
adolescents with and without an intellectual disability. Journal Of Applied
Research In Intellectual Disabilities, 26(6), 522-532.
Pick two of the risk factors you identified above. Next to each risk factor identify
How it may affect Jorges occupational performance
How it may the affect Jorges family and school life.
Risk #1_______Social Isolation______________________________________________
1.Jorges occupational performance:
If Jorge doesnt have opportunities to interact with his peers, he will miss out on important
role modeling opportunities that may provide him with support in developing appropriate
social behaviors. He will be unable to perform age-appropriate occupations such as leisure
exploration and participation, which require performance skills such as expressing emotion,
turn taking, and transitioning.
2. Impact of occupational performance problems on family and school life
Social interaction skills are also required for participation and success in family, school, and
community environments. In high school and at home, Jorge is expected to communicate
appropriately with peers, teachers, and family members. Failure to do so may result in increased
isolation, stigma, and lower overall participation and quality of life.
Client Factors
Performance
Skills
Performance
Patterns
ADLs
Values
Beliefs
Spirituality
Motor Skills
Habits
Cultural
IADLs
Personal
Routines
Body Functions
Process Skills
Work
Physical
Rituals
Social
Roles
Temporal
Play
Leisure
Social
Participation
Body Structures
Social Interaction
Skills
Virtual
Choose at least 2 (two) complimentary OT models that will help guide you in the overall evaluation process.
Be specific. List only those most pertinent. Justify and provide a rationale for each one to support your
choice for this child.
REMEMBER you want to choose a model that provides a foundation for a COMPREHENSIVE evaluation
plan.
Practice Models
Organizing: PEO
Complimentary #2:
Acquisitional
Rationale:
Describe the model & Justify the relevance to this child & their family using
postulates of change.
The Person-Environment-Occupation model emphasizes that occupational
performance depends on the congruence between person, environment, and
occupation. Improved performance can be a result in changes to the person, the
environment, the occupations, or the transactions among these dimensions. This
model is relevant to Jorge because environmental supports and barriers impact his
performance as much as personal factors such as his TBI and ID do. In Jorges
evaluation, I want to look at Jorge (person), but also his school, home, and
community environment, the occupations he regularly engages in, and the way these
dimensions interact with one another to impact Jorges occupational performance.
The social participation model is based on behavior, social, and cognitive learning
theories and states that a childs success in social participation is based on their
temperament, emotional regulation, environmental supports, peer interaction, and
school supports. It postulates that positive social interactions, routines, and
emotional regulation strategies can all help a client to achieve success. Social
participation is particularly relevant for Jorge because it is a key skill component in
transitioning from school to community participation. In the evaluation, I would be
interested in the quality of Jorges social interactions and assessing which skills are
strengths and which are emerging, in order to help him to succeed in multiple
environments.
This model is based on the acquisition of specific skills necessary for occupational
functioning. It postulates that repeated, reinforced skill training can result in
generalized acquisition of skills through reinforcement and shaping. This is
appropriate for Jorge because he may have performance deficits of specific skills
necessary for school, home, and community participation. In evaluation, I would want
to see which school and community living skills he still needs to acquire in order to
prioritize goals and plan treatment.
e) Evaluation Plan
Identify at least three assessment tools or strategies (formal or informal) you would use to evaluate Jorge during this
initial one-hour session. Next to each assessment or strategy, briefly describe information you hope to obtain using
this method. Also identify the practice model that guided your choice of this tool with a brief rationale. You may
schedule a return visit to collect additional information. [Remember that, collectively, your assessments and
procedures must only take 1 hour.]
Strategy/Assessment
Tool
Vineland-II
Observation
List three important questions you would ask Jorge. Phrase your questions as you would if you were talking
with Jorge.
b) What are three important questions you would ask Jorges father?
1. What are Jorges strengths?
2. What are your hopes for Jorge?
3. What are your greatest concerns for Jorge?
c) Given his age and what you know about Jorge so far, what are four occupational performance task that you would
want to observe during your evaluation?
1. His social skills and interactions with his peers during unstructured time.
2. His academic/learning skills in a typical school lesson- i.e., reading, writing, and math
3. His behavior during seated classroom activities
4.Riding the bus or transportation to/from school and around the community.
a) From the evaluation information you gathered and information provided above, identify two specific areas of
occupation that are being impacted for Jorge. With these occupations in mind, identify two activity demands, two
client factors, and two possible contextual factors that may limit Jorges participation in your identified areas of
occupation.
Occupations
Activity Demands
(related to the 2
occupations stated
above Table 7 OTPF)
Personal factors
(Client Factors,
Performance Skills &
Patterns Table 4
OTPF)
Contextual Factors
Cultural- Cultural norms arent in line
with Jorges desire to touch/hug his
peers
Social- The high school social
environment is difficult for Jorge to
participate successfully in.
From the evaluation information you gathered and information provided above, identify two specific areas of
occupation that are strengths for Jorge. With these occupations in mind, identify two activity demands, two client
factors, and two possible contextual factors that may promote Jorges participation in home, school, community,
and/or vocationally related activities.
Occupations
Personal factors
(Client Factors,
Performance Skills &
Patterns Table 4
OTPF)
Contextual Factors
Physical- the Special Ed classroom is
physically conducive to learning for
Jorge
b) Projected Outcomes: Explain and detail your targeted outcomes for Jorge (Select at least 2-3 that are being the
most directly addressed in your intervention plan.)
Occupational
Performance
Jorge will
improve his
performance at
functional skills
required for
community
participation.
Prevention
Quality of Life
Participation
Well-being
Jorge will
improve his
social
participation
and acquire
appropriate
social skills
with his peers.
c) Based on evaluation information, list three priority intervention/goal areas for Jorge. (Be sure the priorities
you select directly support your outcomes listed above.)
1. Social participation
2. Community mobility
3. Employment seeking and acquisition
5. Intervention Process: Develop a Plan
Practice Models need to be selected to guide intervention and activity selection and intervention priorities based on:
Client Goals, values, beliefs & occupational needs
Client health & well-being
Client performance skills & patterns
Collective influence of context/environment, activity demands & client
factors on the child
Context of service deliver in which intervention is provided
Best available evidence
a) From the evaluation information and your chosen priorities:
Review your choice of an organizing practice model (PEO, MOHO, OA, EHP, Lifestyle Balance). Is it still a
good choice to guide intervention for your client? (If not revise your choice) Justify and provide a rationale
for your choice with research/readings support your choice for this child. (see below)
Choose at least 2 (two) complimentary OT models that will help guide you in the overall intervention
process. Be specific. List only those most pertinent. Justify and provide a rationale for each one with
research/readings support your choice for this child. (See below)
REMEMBER you want to choose models that provide a foundation for a COMPREHENSIVE evaluation and
intervention plan.
Scientific Reasoning and Evidence: What researched evidence is available to help you with your evaluation
and/or treatment process? Give references to readings or research
Practice
Models
Organizing:
PEO
Rationale:
Describe the model & Justify the relevance to this
child & their family using postulates of change.
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performance.
Complimentary
#1:
Social
Participation
Complimentary
#2:
COgnitve
b) Goals
Choose one of your priority intervention/goal areas for Jorge.
Write a long-term goal and two related/supporting short-term goals for Jorge. Be sure your goals are
behavioral, measurable, and functional (SMART format).
Annual Long Term Goal 1: In 6 months, Jorge will independently engage in conversation with his peers,
following appropriate social norms, in 4/5 opportunities to do so.
o
Short Term Goal 1: In 2 months, Jorge will sit with peers in the lunchroom and maintain
appropriate physical boundaries with no more than one verbal cue, 4/5 lunch periods in one
school week.
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Short Term Goal 2: In 3 months, Jorge will engage in a two-minute conversation with therapist,
using appropriate conversational turn taking, with no more than one verbal cue, 4/5
opportunities to do so.
c) Service Delivery: What type(s) of services do you anticipate will best meet Jeremys needs?
(Direct/Consult/Collaboration/Co-treat, etc.)
Type(s) of service
Direct
Consult
Rationale:
Jorge will benefit from direct service to address his specific needs in a
variety of environments to prepare his transition from high school
Consult will also take place with Jorges parents and teachers to
maximize environmental supports and carry over strategies from
treatment to school and home to support generalization of learned skills.
d) What setting(s) will the services take place? Jorges school and community (bus, community center, etc.)
e) What is Frequency & Length of Services? Once a week for 45 minutes, for at least the next year.
Activity Demands:
Anticipated outcome
Jorge will improve his social
skills by respecting personal
space.
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Rationale & evidentiary Support: Social stories can help Jorge learn, remember, and generalize specific
social skills that he needs to acquire. Social stories have shown effectiveness in improving the behavior
of adolescents with intellectual disabilities.
Kim, M., Blair, K. C., & Lim, K. (2014). Using tablet assisted Social Stories to improve classroom
behavior for adolescents with intellectual disabilities. Research In Developmental Disabilities, 35(9), 22412251. doi:10.1016/j.ridd.2014.05.011
Intervention #2:
What goal does this Intervention support? STG 2
Intervention Description: Video modeling
Discuss the importance of waiting to take your turn in talking. Tell Jorge its just like playing
catch with a ball-first its your turn to talk, then the other persons.
Practice a short (1 min) role-playing script with Jorge in which the therapist tells about her day
and Jorge tells about his. Reinforce and remind him to wait his turn to talk. Practice the script
until Jorge has mastered it.
Tell him we are so good at this, we are ready to be filmed! Film the role-play.
Watch the video with Jorge and point out his strengths.
Setting
Therapy room at school
Activity Demands:
Relevance: Fun, acting
Objects: Table and chairs, video
camera or phone camera
Space demands: quiet room
with limited distractions
Skills: Attend, initiate heed,
replies, continues, regulates,
engage
Body functions/structures:
Attention, memory, higher-level
cognitive, orientation, voice and
speech
Anticipated outcome
Jorge will improve his social
skills by practicing taking turns
in conversatopm
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The plan will be reviewed yearly with the IEP/transitional planning team, and
sooner than that if Jorge meets his goals or if there are specific circumstances
or concerns.
c. Continuation/DC from
Services
Jorge will be discharged from services when he exits or ages out of special
education, meets his OT goals, or is no longer benefitting from OT services.
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