AOTA OCCUPATIONAL PROFILE TEMPLATE

“The occupational profile is a summary of a client’s occupational history and experiences, patterns of daily living, interests, values, and needs”
(AOTA, 2014, p. S13). The information is obtained from the client’s perspective through both formal interview techniques and casual conversation
and leads to an individualized, client-centered approach to intervention.
Each item below should be addressed to complete the occupational profile. Page numbers are provided to reference a description in the
Occupational Therapy Practice Framework: Domain and Process, 3 rd Edition (AOTA, 2014).

Why is the client seeking service, and what are the client’s current concerns relative to engaging in occupations and
Reason the client is seeking in daily life activities? (This may include the client’s general health status.)
service and concerns related His psychologist has referred him to OT because he wants to work but does not know
to engagement in occupations how to conduct a job search. He has a diagnosis of schizoaffective disorder and has no
previous work history or HS diploma/GED.

In what occupations does the client feel successful, and what barriers are affecting his or her success?
Occupations in which the
client is successful (p. S5) He helps his mother with household management and maintenance tasks. Barriers: emotional stability, impulse control, poor sleep.

What are the client’s values and interests?

Client Report

Personal interests
and values (p. S7) He enjoys helping his mother around the house. He believes that work is important, and wants to contribute financially to the household.

What is the client’s occupational history (i.e., life experiences)?

Occupational history
(i.e., life experiences) Kicked out of educational settings for anger. Feels he "can't get anywhere in life."

Performance patterns
(routines, roles, habits, &
rituals) (p. S8)
What aspects of the client’s environments or contexts does he or she see as:
Physical (p. S28)
(e.g., buildings, furniture,
Environment
What are the client’s patterns of engagement in occupations, and how have they changed over time? What are
the client’s daily life roles? (Patterns can support or hinder occupational performance.)
Helps take care of the apartment, younger sister, and family dog, and
shops for groceries daily. Comes to outpatient tx 2x/week. Watches TV.
Reports feeling "bored" with "nothing to get me out of bed in the
morning." Stays up late (4-5 AM) and has trouble getting up before noon.
Supports to Occupational Engagement Barriers to Occupational Engagement
Has stable housing in the projects. Apartment is difficult to access via public

Loves family dog. transportation. Does not drive.

pets)
Social (p. S28)
(e.g., spouse, friends,
caregivers)
Cultural (p. S28)
(e.g., customs, beliefs)
Personal (p. S28)
(e.g., age, gender, SES,
Context
Mother is supportive. Trusts Mother has no work hx and father is in jail.
Cares for sister during the day.
psychologist. In tx groups.
Believes that work is important. Wants to Has no role model for job search or education.
contribute financially to household. Feels stigma regarding his mental illness and
says "poor people can't get ahead."
24 years old, male. Did not complete HS or GED program.
Low socioeconomic status.

education)
Temporal (p. S28)
(e.g., stage of life, time,
year)
Virtual (p. S28)
(e.g., chat, email,
remote monitoring)
Client Goals
Has not been hospitalized since initial diagnosis 5 Has never lived independently.
years ago. Has been engaged in outpatient
treatment for 1 year. Desires to be independent.
Has email address and cell phone. Does not know how to search and
Occasionally texts friends from program. apply for jobs online.
Consider: occupational performance—improvement and enhancement, prevention, participation, role competence,
health and wellness, quality of life, well-being, and/or occupational justice.

Client’s priorities and
desired targeted outcomes:
(p. S34)
Alex wants to work within 1 year. He is willing to explore training but
wants it to be brief and is concerned that he may struggle with
comprehension and behavior as in the past. He wants training to result
directly in a good-paying job.

Copyright © 2017, by the American Occupational Therapy Association.

This document is designed to be used in occupational therapy practice and education.
For all other uses, such as republishing or digital hosting and delivery, contact www.copyright.com or copyright@aota.org.
 ADDITIONAL RESOURCES

For a complete description of each component and examples of each, refer to the Occupational Therapy Practice Framework:
Domain and Process, 3rd Edition.

American Occupational Therapy Association. (2014). Occupational therapy practice framework: Domain and process (3rd ed.).
American Journal of Occupational Therapy, 68, S1–S48. https://doi.org/10.5014/ajot.2014.682006

The occupational profile is a requirement of the CPT® occupational therapy evaluation codes as of January 1, 2017.
For more information visit www.aota.org/coding.