Client Narrative / Life Story

Client Narrative / Life Story is a ready-to-complete-together occupational therapy tool for practitioners and clients. It helps capture the person's lived story, priorities, roles, and meaningful contexts so OT goal setting can reflect what the client values.

PEOPWorksheetAssessmentOccupational participationValues

Explore the sample narrative

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Tool guide

Learn more about this tool

Use this background section to understand when the tool fits, how practitioners use it, and what to consider before sharing it with clients.

Client Voice

The tool keeps client-stated priorities and meanings distinguishable from practitioner notes and assumptions.

When It Is Revisited

The narrative can be updated when therapy is revisited or when life context, roles, or priorities change.

Relevant Limits

The tool is not a generic intake form, symptom checklist, biography builder, or automatic goal generator.

Can the client complete part of this tool?

Yes. The supported mode is collaborative, with the client contributing narrative content and reviewing whether the summary reflects what they meant.

Does the tool force disclosure of personal history?

No. It should allow skipped or unresolved areas and avoid requiring exhaustive personal history.

Does it generate therapy goals automatically?

No. It presents narrative content for practitioner-client goal-setting work but does not infer or generate goals automatically.

How are practitioner notes handled?

Practitioner notes are kept distinct from client-stated priorities, roles, contexts, and meaning.