A
A
A
88 April/avril 1990
CJOT — Vo1.57 — No. 2
over 800 young people with physical occupational therapy journals and books occupational performance as described in
disabilities up to the age of 22 years. readily available to us, that were recom- the Guidelines. It appeared to meet our
Clients of Erinoak have a variety of physi- mended by colleagues. needs as it was simple in format, and was
cal disabilities, the most common being Some of the literature we reviewed a Canada-wide, state-of-the-art frame-
cerebral palsy. Occupational therapy serv- supported our view that the chronic and work (DNHW & CAOT, 1983) that could
ices are provided at the Centre and out in complex nature of the disabilities of our be applied to occupational therapy practice
the community. The implementation of a clients does not fit into the medical model in paediatrics. Upon review we chose to
school health support program in Ontario of service. The scientific, reductionistic eliminate the spiritual component of per-
allowed therapists to provide services to nature of the medical model focuses on formance initially, as it was a difficult
clients in the school system. internal mechanisms to study cause and concept for staff to integrate into daily
A review of the services offered by the effect; meanwhile it ignores the relation- practice. Although some of the elements of
Occupational Therapy department at Eri- ships between mind and body, and of the the spiritual component, such as values
noak in 1987 revealed that staff were using person to the environment (Kielhofner, and motivation, were impo rtant to occupa-
a variety of approaches to provide se rv ices 1983). Children and young adults with tional therapy practice, it was felt that the
to their clients. A review of client charts chronic disabilities require a most holistic use of the term "spiritual" by occupational
revealed that a combination of approaches approach, which acknowledges the inter- therapists at Erinoak would not be ac-
was often used depending on the particu- action of the physical, mental and social cepted well by others, and currently the
lar needs of the client, although a neurode- skills of the person with elements of the Family Services department was address-
velopmental (Bobath) approach was pre- environment. (Clark & Allen, 1985; Kiel- ing the needs of our clients in this area.
dominantly used by therapists working hofner, 1983). This decision was made for the initial
with children under the age of six years. It Prior to reviewing specific models that phase of implementation of the Guide-
was evident from the department's docu- we could use, discussion took place about lines, with agreement to re-examine this
mentation and discussion that occupa- conceptual models and how they fit into component of performance at a later date.
tional therapy practice was strongly influ- clinical practice. The literature supported Following an in-depth review of the
enced by the medical model, as were other the need for occupational therapists to be model of occupational performance, a
health disciplines at Erinoak. aware of the various models that are rele- committee was struck to work on incorpo-
At a one-day departmental retreat in vant to daily practice (eg., Krefting,1985). rating the Guidelines into the first two
June 1987, concerns were raised about the Potential models that appeared to be stages of practice: screening and assess-
current practice of occupational therapy at appropriate for our setting were then ment.
Erinoak. Although therapists felt compe- chosen for review. They were:
tent in identifying and treating deficits in Kielhofner's model of human occupation Application of the Guidelines:
physical and perceptual performance (Kielhofner & Burke, 1980); the human
skills, and in the management of self-care occupations model described by Reed and The "Guidelines For the Client-Centred
skills, other important areas of function Sanderson in 1980; and the model of oc- Practice of Occupational therapy"
were not being consistently addressed, cupational performance in the Guidelines (DNHW & CAOT, 1983) describes the
such as play and life skills. It was felt that (DNHW & CAOT, 1983). delivery of occupational therapy services
the department needed a framework that The model of human occupation was as a process which can be conceptualized
was holistic and able to pull together the found to be an excellent resource, and within a systems approach. The system
various approaches being used in all stages provided detailed information on the identified in the Guidelines is the occupa-
of practice. The need to revise the screen- concept of occupation; however, therapists tional therapy process. The initial stage in
ing and assessment practices was particu- found it too complex for our current state this process is referral. Referral is defined
larly apparent, as these are the first two of practice and thought it would be diffi- as "a request to an occupational therapist
stages of the occupational therapy process cult to explain to other professionals and for advise or decision regarding client
where the client is introduced to occupa- parents. We did agree to educate ourselves services" (DNHW & COAT, 1983). Refer-
tional therapy, and documentation is read further on this model, as many of the ral includes the screening of the individual
by clients, parents and other professionals. concepts were important to the develop- for appropriateness or eligibility for occu-
Staff also acknowledged that the assess- ment of our practice. pational therapy services (DNHW &
ment stage is a primary element of our The human occupations model, de- CAOT, 1983).
practice. scribed by Reed and Sanderson, as per-
Once the problem had been identified, sonal adaptation through occupation, was 1. Referral and Screening:
some background information was gath- found to be relatively easy to understand
ered. The depth of our research was influ- and incorporated the basic concepts we Prior to implementation of the Guide-
enced by our limited resources, as Erinoak wanted. However, this was the model that lines, eligibility criteria for referral for
is not connected to any teaching hospital was adapted by the Guidelines' Task Force occupational therapy services reflected a
or educational institution, and by time to develop the current Canadian model of focus on the physical and self-care compo-
constraints on the staff. Most of our infor- occupational performance. nents of a client's performance. Referrals
mation came from recent (since 1980) It was
Downloaded decidedatto
from cjo.sagepub.com use
Purdue theonmodel
University of
May 21, 2015
were usually made for assessment and
April/avril 1990 89
CJOT – Vo1.57 – No. 2
90 April/avril 1990
CJOT — Vo1.57 — No. 2
the screening process to determine if the to categorize this data. a variety of ways at Erinoak. Informal
eligibility criteria are met. The client is New assessment guidelines for the observation may occur, and is often an
observed playing with toys within the Occupational Therapy Services at Erinoak important part of an occupational therapy
structured environment of the screening have been developed using the framework assessment, as it reflects the qualitative
clinic, or interacting with parents/car- of occupational performance. Specific elements of performance that are so impor-
egivers and members of the screening elements of performance that are pertinent tant to an individual's performance. Over
team, but is not asked to perform any to our clients are emphasized; for example, the years, a number of informal checklists
specific motor tasks. This is a positive side- in the area of self-care, feeding is an and rating scales have been developed to
effect of the new framework, as a child in important element of occupational therapy help structure informal occupational ther-
a new situation, such as the screening practice at Erinoak. The elements that we apy evaluations. Formal testing, using
session, often will not perform any tasks if have chosen to include in our assessment standardized tests that are available com-
asked, and is much more comfortable (and guidelines are also influenced by our mercially, gives the therapists a more
therefore often does more) when allowed current resources, and by the roles and objective measure of performance
to play spontaneously. scope of practice of other professional (DNHW & CAOT, 1983).
The occupational therapist on the groups at Erinoak. Several revisions have Prior to use of the Guidelines, the
screening team now documents observa- been necessary for the assessment guide- number of informal and formal assessment
tions and information gathered from inter- lines to be appropriate for use by all thera- tools available to the Erinoak staff at times
view and record review, about the client's pists. seemed overwhelming. The Guidelines
occupational performance and environ- A document called the Occupational have been used to organize evaluations
mental issues. If there are concerns in Therapy Record has been developed using into a framework consistent with the
either of these areas, a comprehensive Appendix A (page 37) of the Guidelines as model of occupational performance. An
occupational therapy assessment is recom- a reference. It lists the elements of the Assessment Matrix has been developed,
mended. The right side of Figure 1 gives individual that the therapist may address in which cross-references the assessment
an example of an occupational therapy a comprehensive assessment. This docu- tools with the elements of an individual's
screening repo rt using the framework of a ment has helped the staff become familiar occupational performance, performance
model of occupational performance. The with the new assessment guidelines, and components and environmental compo-
more recent report reflects a more holistic has served to keep track of data that has nents. The staff have identified which
orientation to the screening of an individ- been collected by the therapist over a components are important to address with
ual with a physical disability. period of time, as several appointments are the current client population. Figure 2'
often required to complete a comprehen- gives the outline of the areas identified and
II. Assessment: sive assessment. examples of application of the Matrix.
The most important change in occupa- Many different standardized tests had
The second stage of the occupational tional therapy assessment practice at Eri- been used by the occupational therapy staff
therapy process described in the Guide- noak is the shift in emphasis to the client's at Erinoak over the years, but it was real-
lines is assessment, which is defined as occupational performance and the interac- ized that these assessment tools did not
"the process of collecting, analyzing and tion of the client with the environment, address the client's occupational perform-
interpreting information..."(DNHW & from the performance components. The ance as a whole. Since the Guidelines were
CAOT, 1983, page xiv). three areas of self-care, productivity and incorporated into our practice, an effo rt has
leisure are now assessed first by the occu- been made to locate such standardized
Assessment Guidelines: pational therapist, to determine areas of evaluations, and to date a few have been
dysfunction and competence. If dysfunc- found that address the elements of occupa-
Prior to 1987, emphasis in the assess- tion is identified, which it is in the major- tional performance specific to children and
ment stage was on the different compo- ity of our clients, then the physical, men- adolescents with physical disabilities.
nents of function. The Evaluation Refer- tal and sociocultural performance compo- They are: 1. Children's Adaptive Behavi-
ence List, that was used by all disciplines nents are evaluated, along with a compre- our Report (Kicklighter & Richmond,
at Erinoak, had 10 categories into which hensive assessment of the physical, social 1983) and Children's Adaptive Behaviour
the therapists had to fit their data. The and cultural environment. Scale (Kicklighter & Richmond, 1982),
categories were: Neuromusculoskeletal, which focus on a child's adaptive function-
A.D.L., communication, Perception/ Assessment of Task Functioning: ing; 2. Klein-Bell Activity of Daily Living
Cognition, Education, Psychosocial, A Matrix Model Scale (Klein & Bell, 1979), which ad-
Special Equipment, Medical, Medications dresses the self-care component; 3. Play
and Placement. This reflected a "bits and "The most central element of assess- History Interview (Takata, 1974) and the
pieces" approach to assessment, that did ment in occupational therapy is to observe Preschool Play Scale (Knox, 1974). A
not adequately address our clients' needs. and test performance..." (DNHW & number of other play assessments are
It proved very difficult for an occupational CAOT, 1983,25). Assessment of task available, but at this time occupational
therapist who evaluated a client's play or functioning of children and adolescents therapists at Erinoak are limiting assess-
general school performance to decide how with physical disabilities is carried out in ment to the two listed above.
Downloaded from cjo.sagepub.com at Purdue University on May 21, 2015
April/avril 1990 91
CJOT — Vo1.57 — No. 2
_
example, under the Analysis section:
(i) - an initial statement indicates the
client's current function in occupational Coprnst
performance areas; (ii) - a positive state-
ment is made about the client's areas of Visual Dberimiration
competency. Pt : %MA Memory
a
Mead Spatial Relation z
92 April/avril 1990
CJOT — Vo1.57 — No. 2
April/avril 1990 93
CJOT — VoL57 — No. 2
assessment tools that address areas of a Clark, P. & Allen, A. (1985). Occupational Reid, D. (1987). Occupational therapists'
client's occupational performance. The therapy for children. St. Louis, MO: C.V. assessment practices with handicapped
Mosby. children in Ontario. Canadian Journal of
majority of standardized tests used in
Department of National Health and Welfare & Occupational Therapy, 54, 181-188.
paediatrics focus on performance compo-
Canadian Association of Occupational Takata, N. (1974). Play as a prescription. In
nents, for example, motor or perceptual
Therapists. (1983). Guidelines for the Reilly, M. (Ed.), Play as exploratory
skills. This may be adequate for children client-centred practice of occupational learning, (pp.247-266). Beverly Hills, CA:
in acute care settings, but does not address therapy (H39-33/1983E). Ottawa, ON: Sage Publications.
the needs of clients with chronic physical Department of National Health and
disabilities. In the search for standardized Welfare.
tests that would be suitable for use at Ferland, F., Lambe rt , J., Saint-John, M., &
ACKNOWLEDGEMENTS
Erinoak, it has been found that numerous Weiss-Lambrou, R. (1987). L'ergotherapie The authors wish to acknowledge the
tests of occupational performance are et l'enfant: Description de la pratique assistance of Mary Law, who reviewed this
available in the area of adult mental quebecoise. Canadian Journal ofOccupa- article before submission. As well they
health,: the possibility of adapting some of tional Therapy, 54,125-131.
wish to thank Gae Pitman for her adminis-
Folio, R.M. & Fewell, R.R. (1983). Peabody
these tests to other client populations trative support in the development of the
developmental motor scales and activity
should be explored. Assessment Matrix.
cards. Allen, Texas: D.L.M. Teaching
Resources.
Conclusion Kicklighter, R.H. & Richmond, B.O. (1982). Résumé
It is hoped that this paper will encourage Children's adaptive behavior report. A
developmental interview guide. Chicago, Cet article décrit le processus
other occupational therapy departments,
ILL: Stoelting. d' incorporation des "Lignes directrices
especially those working with young
Kicklighter, R.H. & Richmond, B.O. (1983). relatives à la pratique de l' ergothérapie
people with chronic disabilities, to start to
Children's adaptive behavior scale (revised axée sur le client" à l'exercice de
incorporate the Guidelines into their prac- and expanded manual). Chicago, ILL: l' ergothérapie au sein d' une clinique ex-
tice. Even with limited resources, it is Stoelting. ternefréquentée par des jeunes atteints de
possible to gather enough information to Kielhofner, G. (1983). Health through
decide on a framework that is appropriate déficiences physiques. Les actes de pra-
occupation. Theory and practice in occu-
tique étudiés ici, sont le dépistage et
for a particular setting. pational therapy. Philadelphia, U.S.A.:
l' évaluation.
The Guidelines are purposefully written F.A. Davis.
Kielhofner, G. & Burke, J.P. (1980). A model Le processus fut élaboré à partir de 1987,
in general terms to allow adaptation to any
of human occupation, part 1. Conceptual par l' identification du besoin de trouver
service setting (DNHW & CAOT 1983).
framework and content. American Journal une approche holistique qui tienne compte
It is stated in the Guidelines that it is not
intended to "provide a formula for client of Occupational Therapy, 34, 572-581. des multiples besoins des clients atteints de
Kielhofner, G., Burke, J.P. & Igi, C.H. (1980). déficiences physiques chroniques. Une
care" (DNHW & CAOT 1983,p.13). This
A model of human occupation, part 4. revue des publications sur la pratique ac-
allows an occupational therapy depart-
Assessment and intervention. American tuelle de l'ergothérapie en pédiatrie
ment to be creative and flexible in adapt- Journal of Occupational Therapy, 34, 777- démontre l' absence d' un cadre théorique
ing the Guidelines to its setting, but it 787.
requires a great deal of time and thought, d'ensemble qui rallie les diverses appro-
King-Thomas, L. & Hacker, B.J. (Eds.).
and must involve all staff to make it work. ches utilisées par les ergothérapeutes.
(1987). A therapists guide to paediatric
It is a challenging and rewarding proc- Le modèle dufonctionnementoccupation-
assessment. Toronto, ON: Little, Brown &
Co. nel tel que décrit dans les Lignes direc-
ess to change a model of practice The new
framework of occupational performance, Klein, R.M. & Bell, B.M. (1979). Klein-Bell trices, est à la source de l'approche holis-
as outlined in the "Guidelines For the activity of daily living scale: manual tique nécessaire. Le procédé
Client-Centred Practice of Occupational Seattle, WA: Division of Occupational d'incorporation des Lignes directrices
Therapy, University of Washington. dans les étapes de dépistage et
Therapy" (DNHW & CAOT, 1983) guides
Knox, S.H.(1974). A Play Scale. In Reilly, M. d'évaluation en ergothérapie au "Ennoak
occupational therapists to use a holistic
(Ed.), Play as exploratory learning Serving Young People With Physical Dis-
approach and lends credibility to the pro- (pp.247-266). Beverley Hills, CA: Sage
fession of occupational therapy. abilities" est décrit ici, avec des exemples
Publications.
de documents élaborés par le service. Des
Krefting, L.H. (1985). The use of conceptual
suggestions sont apportées concernant
models in clinical practice. Canadian
Journal of Occupational Therapy, 52, 173-
l' intégration du modèle de fonctionnement
178. occupationnel à toutes les étapes de pra-
REFERENCES tique des ergothérapeutes travaillant avec
Miller, L.J. (1982). Miller assessment for
Amdur, R., Mainland,M.K. & Parker, Littleton, U.S.: The founda-
preschol. des enfants et des adolescents atteints de
K.C.H.(1988). Diagnostic• inventory, for tion for Knowledge in Development. déficiences physiques.
screening children(DISC) manual (second
edition). Kitchener, ON: Kitchener-
Waterloo Hospital. Downloaded from cjo.sagepub.com at Purdue University on May 21, 2015
94 April/avril 1990