7/30/2019 OT 460 Intervention Kit Assignment

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Running head: INTERVENTION KIT

OT 460 Intervention Kit Assignment

Megan McCarthyThe University of Scranton

7/30/2019 OT 460 Intervention Kit Assignment

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Running head: INTERVENTION KIT McCarthy 1

Financial Management Intervention Kit

Documentation Example: Financial Management

A client with a diagnosis of Parkinson diseases is seen for 35 minutes. As a retired accountant, he

emphasizes the importance of being able to manage his finances independently. He uses his budgeting

tools along with the equipment provided in the intervention kit. The therapist facilitates fine motor skillsand divided attending skills; assesses the quality of postural stability and balance as the client sits in thechair engaging in the task; providing verbal cues and assistance in calculations as needed; promotes

positive self-statements and controlled movements while trying to reduce the impact of tremors or

spasticity on the assorted tasks; and helps to recommend different organizing and scheduling techniquesto make sure payments are completed on time.

List of possible CPT Billing Codes:97535- Self-care home-management training

97530- Therapeutic activities

Kit Areas of

Occupation

Performance

Skills

Performance

Patterns

Client Factors Comments

CalculatorNote padPencil/Pen

Organizer

Calendar

StampsMagnifier

Budgeting

book

Envelopeopener

-IADL -Writing-Organizing-Calculating/

Mathematics

-Balancing yourcheck book oraccount monthly

-Paying bills on

their assigned

due dates-Managing your

money

appropriately

-Higher levelcognition-Sequencing

-Attention

-Memory

-Thought-Seeing related

functions

-Joint mobility,

stability, andmuscle tone

-Control ofvoluntarymovements

-Fine motor

This activity would beappropriate for someone whhas indicated that they live o

would like to live

independently. Also, this kit

would be useful for someonwho shows interest in

financial management or ha

had experience in financial

management. The activitycould be graded or adapted

by incorporating tools ormodalities such as weightedwriting tools or vision aids t

help the client complete the

activity.