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Official Description

Occupational therapy evaluation

© Copyright 2026 American Medical Association. All rights reserved.

Common Language Description

An occupational therapy evaluation, identified by CPT® Code 97003, is a comprehensive assessment conducted by an occupational therapist to determine a patient's ability to perform daily activities and to identify any impairments that may hinder their independence. This evaluation is crucial for developing a tailored treatment plan aimed at enhancing the patient's overall health and personal well-being. During the initial evaluation, the occupational therapist gathers a detailed patient history, which serves as a foundation for understanding the individual's specific needs and challenges. The assessment encompasses a thorough evaluation of the patient's physical, mental, and neurobehavioral status, focusing on identifying functional limitations that affect their ability to engage in activities of daily living (ADLs). The occupational therapist examines various aspects of physical functioning, including any musculoskeletal conditions that may impact the patient's ability to perform tasks. Additionally, cognitive and psychosocial factors are assessed to understand how they influence the patient's capacity to carry out ADLs. The evaluation includes assessing basic activities such as dressing, bathing, and mobility, as well as more complex tasks necessary for independent living, like shopping, cooking, and utilizing transportation options. Furthermore, the occupational therapist identifies potential barriers within the patient's home, school, work, and community environments that may impede their functioning. This comprehensive evaluation also includes an assessment of the need for adaptive equipment to facilitate the patient's independence. Following the evaluation, the occupational therapist provides a written report and formulates an occupational therapy treatment plan tailored to the patient's specific needs. In cases of re-evaluation, the therapist takes an interim history, assesses the patient's response to previous treatments, and adjusts the plan of care accordingly to ensure optimal outcomes.

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