AOTA Occupational Profile Template

AOTA Occupational Profile Template

“The occupational profile is a summary of a client’s (person’s, group’s, or population’s) occupational history and experi-

ences, patterns of daily living, interests, values, needs, and relevant contexts” (AOTA, 2020, p. 21). The information is

obtained from the client’s perspective through both formal and informal interview techniques and conversation.

The information obtained through the occupational profile contributes to a client-focused approach in the evaluation,

intervention planning, intervention implementation, and discharge planning stages. Each item below should be addressed

to complete the occupational profile. Page numbers are provided to reference a description in the OTPF-4.

American Occupational Therapy Association. (2020). Occupational Therapy Practice Framework: Domain and

(p. 16)

Why is the client seeking services, and what are the client’s current con-

cerns relative to engaging in occupations and in daily life

activities? (This may include the client’s general health status.)

Occupations in which the client

is successful and barriers

impacting success (p. 16)

In what occupations does the client feel successful, and what

barriers are affecting their success in desired occupations?

Occupational history (p. 16)

occupations, and what aspects are inhibiting engagement?

Environment (p. 36)

(e.g., natural environment and

human-made changes, products

and technology, support and

relationships, attitudes, servic-

es, systems and policies, etc.)

Supporting Engagement Inhibiting Engagement

Personal (p. 40)

(e.g., age, sexual orientation,

Supporting Engagement Inhibiting Engagement

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