Client Perspective
Important activities, tasks, and roles should be represented from the client's perspective, with practitioner notes kept adjacent but distinct.
Occupation / Role Profile
Occupation / Role Profile is a ready-to-complete-together occupational therapy tool for practitioners and clients. It helps identify and prioritize meaningful activities, tasks, and roles so OT goals can focus on participation outcomes the client values.
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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.
Priority Ambiguity
If the client is unsure, entries can remain unranked or grouped as unresolved rather than forcing false precision.
Relevant Limits
The profile is not a generic task list, schedule planner, impairment checklist, or automatic goal generator.
Can the client prioritize items directly?
Yes. The collaborative view should allow clients to arrange, group, or mark what matters most using plain language.
Does the tool require a fixed number of priorities?
No fixed number is defined. The tool should not force a fixed count unless source content later requires it.
Does it create therapy goals automatically?
No. It provides a prioritized occupation/role list that can guide goal discussion and planning.
Can priorities change over time?
Yes. The profile should allow revisions while preserving previous priorities for context.