Chris  and  others, What follows is a long reply to a message that Chris
N. wrote awhile back. I generally don't like the format that I used, but
I don't want to take the time to make a more "formal" looking message.

Thanks, Ron

--
Ron Carson MHS, OT
www.OTnow.com

----- Original Message -----
From: cmnahrw...@aol.com <cmnahrw...@aol.com>
Sent: Saturday, February 21, 2009
To:   OTlist@OTnow.com <OTlist@OTnow.com>
Subj: [OTlist] Occupation as THE goal: Does it matter

cac> Seems like in your example of occupation that the UE is left out of the 
cac> equation, although through some improvement it can lead to improvements 
cac> in the patient's personal goals of occupation.

Then  I  guess  a  PT  improving UE function is also helping the patient
engage  in  occupation,  right?  Also,  there  is nothing supporting the
concept  that  improving  the  UE can lead to improvement in occupation.
Your  statement  is  strictly hypothetical. Improving UE function may or
may not lead to improved occupation. And if it doesn't then there's been
no improvement in occupation, so what has been done?

cac> Just  because  there is no function in the flaccid UE does not mean
cac> there  will  not  be  any  improvement  6  months  down  the  road,
cac> especially  with  intentional focus on the issue.

Any goal that takes 6 months is not a reasonable goal.

cac> I can make the UE
cac> treatment focus on occupation just like you state, but it will take
cac> much  longer.  Instead  of  writing patient will improve AROM by 30
cac> degrees  in  order  to  assist with self feeding I can simply write
cac> patient  will  reach  for  a  glass  of  water from table using his
cac> involved  arm.

Reaching  for  a  glass  of  water is not occupation. You are contriving
occupation to fit your treatment agenda.

cac> The  problem is it might take 6 months to a year to
cac> achieve  this  occupationally  written goal, but it only might take
cac> 2-3  months  to show 30 degrees of progress if the patient has good
cac> rehab  potential  in  arm  function.

I consider rehab of arm function to be PT, regardless if it's a PT or OT
doing  the  rehab.  I have a patient who has spent countless hours doing
mindless  exercises  on  his  flaccid  UE.  It hasn't helped ANY and his
previous  OT  wasted a lot of valuable time acting like a PT and working
on  his  arm.  In my opinion, the PT should have addressed the mans' arm
and  the  OT  should  have  been  working  on improving his occupational
performance.

cac> The  structure  of  insurance
cac> re-imbursement  is  set up on showing immediate progress, otherwise
cac> we  are  told  to  DC  a patient or set more achievable goals.

There  is  nothing  in Medicare guidelines requiring immediate progress.
Progress is REQUIRED, and should be, but there is no specific requirement
that it be immediate. Goals must be achievable in a reasonable period of
time, but that time is not spelled out.

cac> Even  though  we as neuro OTs might wright goals that focus on body
cac> impairments,   it  does  not  mean  that  we  are  not  looking  at
cac> occupation.

Focusing  on  body  impairment  does  not  exclude occupation, it simply
places  it  in  hind-sight.  And  honestly,  PT  does the same thing. Of
course, they call it function, not occupation.

cac> It only means that we want to continue to work with the
cac> patient  that  has  the  potential  of using their arm in occuation
cac> again,   but   unfortunately   we  need  to  be  able  to  document
cac> improvements  relatively  quickly  for  insurance to foot the bill.

If  improvement  in  arm function yields improvement in occupation, then
you  should  be able to document occupational gains.

cac> This   sytem  of  billing  does  not  match  up  with  the  natural
cac> progression  of  improvement  in a patient's arm after a stroke.The
cac> road  to  recovery for a stroke patient's flaccid arm is a long and
cac> painful  one,  in  which  sometimes  the  road  does  not lead to a
cac> positive  outcome.  How  can  we  justify seeing them for an entire
cac> year,  and  then  finally  one day we state that the patient is not
cac> appropriate  for OT any longer.

And  this  is  why  we need to focus on occupation. If occupation is the
goal  then  it is 100% clear when the goal has been achieved. Of course,
occupational goals are often not achieved but then it's an issue of lack
of progress.

cac> There  needs  to  be  incremental steps along the way to occupation
cac> showing that the patient is making progress towards that goals that
cac> we  predicted  would eventually be achievable.

Yes,  ALL therapy improvement is incremental. A PT doing range of motion
on rotator cuff repairs yields incrmental changes over time. An OT doing
occupational therapy also yield incremental chnages over time.

cac> And  let  me  tell  you,  when  that area of occupatiion is finally
cac> achieved after such time and effort from the therapist and patient,
cac> there is not greater feeling in OT. I wish we could see them for an
cac> entire year, following one occuaptionally based goal and not having
cac> to   worry   about   the   measurements  of  tone,  strength,  ROM,
cac> coordination,  but  with the system that we bill under now, we have
cac> to follow the rules.

Medicare  doesn't  care  about  measurments of tone, strength, ROM, etc.
They  care  about  patient's  being able to take care of themsleves in a
safe and effective manner.

cac> Your examples of training in sit to stands, balance retraining, 
cac> functional transfers are on the mark of occupation.  However these 
cac> areas of impairment are often easier to demonstrate improvements in 
cac> occupation simply showing the assist level of improvement (patient 
cac> inproved from a total assist to a supervision when toileting). These 
cac> areas of occupation are more certainly easier to treat in the timeframe 
cac> we are given to show progress.

You  are  100% wrong in your assertion. I've done it both ways and I can
assure  you  that  treating occupation is infinently more difficult than
treating a body part.

cac> The area of impairment involving the
cac> flaccid UE is much more complex and difficult to show immediate 
cac> progress.  It is impossible to write goals that focus on occupation 
cac> because it would be impossilbe to show incremental progress on the 
cac> actual occupation when the patient wants to incorporate he flaccid arm 
cac> into occuaption again.

No  occupational goals = no occupational therapy. If the patient's focus
is  no  improving  arm  function  then I say send them to PT. OT's don't
focus  treatment  on  spine,  knees, pelvis, ankles, etc. so what is the
philopsophical basis for treating an UE? There isn't any.

cac> If  the  patient is a total assistance with reaching for a glass of
cac> water  using the hemi arm, it would be impossible to demonstrate in
cac> a  months  time  that  the  patient  is  at  a  maximal assistance,
cac> moderate,  or  minimal assistance for the task while using the hemi
cac> arm.  The  assist  levels  do  not  quantify  the small incremental
cac> improvement.

If  small  incremental  changes do not yield changes in occupation, they
who cares. What possible difference does it make if a patient regains 30
degress  elbow  flexion  if  he  stil requires assistance with dressing,
wiping his butt, getting on/off toilet, in/out of chairs, driving, etc.

cac> I  can  certainly document that the patient is using their arm more
cac> duing   occupation   through  the  use  of  activity  journals,  or
cac> subjective  surveys  that  the  patient  fills  out  based on their
cac> perceptions, but it is near impossible to visually recognize that a
cac> patient  improved  from a total assistance to a maximal assist with
cac> the  reaching  task, because of the limitations of the assist level
cac> scales.

Again, a reaching task is not occupation. It's exactly that, a task!

cac>  It  is  much  more quantifiable to use standardized scales
cac> that  focus  on body impairments like the dynamomenter, goniometer,
cac> Motor  Assessement  scales, Wolf Activity Scales, Modified Ashworth
cac> Scale,  and  the  like  to  show  these small incremental scales of
cac> progress required for changes in the patient's occupational goals.


cac> Chris Nahrwold MS, OTR.

cac> -----Original Message-----
cac> From: Ron Carson <rdcar...@otnow.com>
cac> To: cmnahrw...@aol.com <OTlist@OTnow.com>
cac> Sent: Sat, 21 Feb 2009 5:19 am
cac> Subject: Re: [OTlist] Occupation as THE goal: Does it matter

cac> Chris,  after  thinking  about your question, I conclude that the best I
cac> can offer is a hypothetical situation. So, here goes....

cac> Take  my  patient  today.  A  CVA  patient.  He has a flaccid UE with no
cac> functional  use.  He  requires assist for sit/stand and ambulates with a
cac> quad cane with supervision.

cac> IF   the   goal   is  improving  the  occupation  of  self-care  to  the
cac> supervision/setup level, treatment might look like this:

cac>         Therapeutic   activity   to   include:  sit/stand  and  transfer
cac>         training.  Balance  training  without  UE support. Hemi dressing
cac>         techniques training

cac> IF the goal is improving UE ROM to increase ability to perform self-care
cac> with supervision/setup, the treatment might look like this:

cac>         Therapeutic  exercise  to the affected UE. Self-care training in
cac>         hemi-dressing.

cac> =================================================================

cac> For the record, the patient verbalized mixed goals. Of course he said he
cac> wants  to  get his arm working but he also wants to reduce the strain on
cac> his  wife by increasing his ability to sit/stand without assistance from
cac> her.

cac> Look  forward to feedback and comments from you and EVERYONE else! In my
cac> opinion,  the issues and topics being discussed are too important to not
cac> be involved! <smile>

cac> Ron

cac> ----- Original Message -----
cac> From: cmnahrw...@aol.com <cmnahrw...@aol.com>
cac> Sent: Monday, February 16, 2009
cac> To:   OTlist@OTnow.com <OTlist@OTnow.com>
cac> Subj: [OTlist] Occupation as THE goal: Does it matter

cac>> Ron,
cac>> Great outline.? Can you next explain how the treatment will differ?

cac>> Chris


cac>> -----Original Message-----
cac>> From: Ron Carson <rdcar...@otnow.com>
cac>> To: OTlist@OTnow.com
cac>> Sent: Mon, 16 Feb 2009 7:52 am
cac>> Subject: [OTlist] Occupation as THE goal: Does it matter



cac>> Hello All:

cac>> What  follows  are  thoughts and opinion about using occupation as 
cac> *THE*
cac>> goal for OT treatment.

cac>> Here's is the premise for my arguments:

cac>> (1)  When occupation is *THE* goal, outcome statements may be 
cac> written in
cac>> concise occupation-based outcomes. For example:

cac>>         Patient  will  safely  and independently ambulate to/from 
cac> toilet
cac>>         with RW and perform all hygiene without assistive 
cac> equipment.

cac>>         Patient  will  transfer  from  w/c  to  bed  using  slide  
cac> board
cac>>         transfers

cac>>         Patient will dress self using adaptive equipment as 
cac> necessary

cac>> (2)  Conversely,  when  occupation  is  not  *THE* goal, outcomes 
cac> may be
cac>> written  so  that  occupation  is  a  desired  outcome  but  is 
cac> based on
cac>> improving underlying impairment(s). For example:

cac>>         Patient  will increase UE elbow ROM to 115 degree active 
cac> flexion
cac>>         to all for donning/doffing of shirt

cac>>         Patient  will  increase standing endurance/balance to 
cac> allow them
cac>>         to safely and independently carry out toileting hygiene.

cac>> 
cac> --------------------------------------------------------------------

cac>> Some  argue there is little difference in the above approaches. 
cac> However,
cac>> I believe these approaches frame patient problems very 
cac> differently. This
cac>> is important because how we frame a problem drives our treatment.

cac>> The  first example clearly identifies that occupation is the goal. 
cac> There
cac>> is  no  expressed  concern  for underlying factors impairing 
cac> occupation.
cac>> However,  and  this  if often overlooked, it is IMPLIED that all 
cac> factors
cac>> impairing  the  goal  will be treated within the therapist's 
cac> abilities.
cac>> This is true because occupation includes the following factors:

cac>>         Physical, emotional, mental environmental, behavioral, 
cac> social

cac>> Thus,  as  OT's  and  within  our  scope  of  practice, 
cac> occupation-based
cac>> outcomes address all factors impairing the desire occupations.

cac>> While  the  second  example  does include occupation as an 
cac> outcome, only
cac>> factors addressed in the goals are included for treatment. This 
cac> severely
cac>> limits  treatment  and
cac>>  in  my  opinion  indicates  that  remediation of
cac>> underlying  impairments  is  the  real  goal. The implication is 
cac> that if
cac>> underlying impairments are remediated, occupation will improve. 
cac> However,
cac>> is  inconsistent  with  OT theory because occupation is ALWAYS 
cac> more than
cac>> physical.  In  my  opinion,  the  second  example is much more 
cac> like a PT
cac>> rather than an OT goal!

cac>> In  closing,  writing occupation-based goals is important for us 
cac> and for
cac>> the patient. These goals allow us to focus on occupation's many 
cac> elements
cac>> and complexity to best enable our patients.

cac>> Thanks,

cac>> Ron

cac>> --
cac>> Ron Carson MHS, OT
cac>> www.OTnow.com







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