Occupational Therapy Assistant how-to

How to Report Progress to the OT

Good reports guide plan updates.

Updated By the Career Education Institute Curriculum Team
Quick answer

Good reports guide plan updates. In short: note; describe; report, then complete the remaining steps below.

Step by step

  1. Note measurable changes.

  2. Describe new challenges.

  3. Report safety concerns.

  4. Suggest adjustments.

  5. Document.

  6. Follow the OT’s updates.

Safety reminders for occupational therapy assistants

  • Guard during transfers
  • Follow infection control
  • Use body mechanics
  • Check splint fit

COTA · ADLs · Fine motor · Adaptive equipment · Reacher · Plan of care: see the full occupational therapy assistant glossary.

More occupational therapy assistant how-to guides

Learn this in Occupational Therapy Assistant trainingTake the practice test
Enroll in trainingTake fit quiz