occupational therapy case study

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A Professional’s Guide to Sensory Impairment

This is the first article in our new series of CPD insights. Read this professional's guide on sensory impairment to learn more about the functional impacts and strategies to avoid clients becoming invisible.

Case Study: Static Seating

A road traffic accident left Jane heavily reliant on her husband and children for physical assistance. Following a seating assessment a static chair tailored to Jane's clinical needs was trialled and selected, allowing her to feel more able, independent and comfortable within her home.

Case Study: Training

In this article Louise describes how she used training as part of her treatment programme with Rob during his rehabilitation following significant orthopaedic trauma. The case study brings to life how training can be an invaluable tool in a the rehabilitation journey.

Case Study: Functional rehabilitation

Following a car accident and resulting leg injuries, Wendy found simple household tasks challenging. Here we explore how Wendy and her OT undertook a functional OT assessment of her abilities, and found real-world solutions to help her increase her independence.

Case Study: Neurological rehabilitation

In this case study Lucas has sustained an head injury resulting in multiple impairments including cognitive and some physical difficulties. Here we can see how an OT can help with neuro rehabilitation using a goal centred approach.

Case Study: Paediatric Moving & Handling

Jack experienced a brain injury at birth, resulting in complex physical and cognitive disabilities including wheelchair dependence. This case study highlights how an OT assessed his needs then trained his parents on correct moving and posture for Jack.

Vocational Rehabilitation in practice: Simon's story

In this case study we learn how structure and routine combined with anxiety and fatigue management techniques can support the transition back to work following accident or illness.

Case study in making homes accessible: George’s story

In this case study we meet George and his family, an OT Practice client that needed home modifications after discharge from a rehabilitation setting. Caroline Pomeroy analyses the collaboration between statutory and private therapists with respect to the solutions that were implemented for George and his family.

A journey to regaining hand function: Phil’s story

This case study follows the progress of Phil who experienced an extensive hand injury at work. It highlights the emotional, physical and practical consequences a client may experience when faced with hand trauma.

Assistive technology brought to life

This case study tells the story of Hannah, one of our clients at The OT Practice. Referred by her case manager, Hannah and her OT worked together to ensure that assistive technology was used practically and appropriately to achieve her goals of independence. Hannah has kindly agreed to allow us to share her story

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Case Studies for Contemporary OT Practice

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Case Studies

The case studies listed below cover some of the common questions or challenges occupational therapists may face in their practice.

Use them to test your understanding of Practice Standards , guide discussions with your colleagues, and reflect on your own practice.

If you’ve experienced a professional challenge or situation you feel would be a relevant case study for other occupational therapists, we’d like to hear about it. Email us with your ideas at [email protected] .

Professional Development Case Studies

Case study: is it occupational therapy.

Focus: a tool for considering emerging practices

Use this tool to help you reflect on if a given activity, task or intervention would be considered something an occupational therapist can perform in British Columbia.

View Case Study

Case Study: Capacity to Consent

Focus: Medical Assistance in Dying (MAiD)

Consider a scenario in which an occupational therapist is asked to assess the cognition of a client who has requested a medically assisted death and there are questions about their capacity to consent. How should the OT proceed? What information should guide their decision?

Case Study: New Certification Requirement

Focus: Montreal Cognitive Assessment (MoCA)

Walk through a scenario that explores the new mandatory online training and certification program required by the developers of the Montreal Cognitive Assessment (MoCA). These questions were developed for the Annual Continuing Competency Review (ACCR).

Conflict of Interest Cases

Case study: “gracious appreciation”.

Focus: gifts from clients

Is it ever appropriate to accept a gift from a client? Even something as simple as a box of chocolates can come with a degree of risk. Before accepting a gift, consider some of the questions explored in this case study.

Case Study: “Convenient Vendor”

Focus: offering choices

Assess your ability to avoid a potential conflict of interest when recommending medical equipment vendors to a client. This case study presents a specific scenario and includes several courses of action to choose from.

Case Study: “Moonlighting OT”

Focus: explaining the potential conflict of interest if follow-up services are provided privately

How should you respond when a client requests private OT work, outside the scope of your existing arrangement? This case study examines a specific scenario and how to avoid potential conflicts of interest.

Case Study: Accessing “Inside Information”

Focus: establishing boundaries with family members who request favours

Is it ever appropriate to share a client’s personal and medical information with family members? What if those family members are also medical professionals? This case study explores potential conflicts of interest in such a scenario.

Case Study: “Best Deal”

Focus: purchasing equipment for a client

As a professional OT, you may have access to competitive pricing on certain medical equipment. This case study explores how that access can lead to conflicts of interest when it comes to assisting clients to purchase equipment.

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Occupational Therapy Case Study

For accessible versions of these activities, please refer to our document Step 1: Ask – Accessible Case Studies .

Evidence-Based Practice Copyright © by Various Authors - See Each Chapter Attribution is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

Exploring the contribution of case study research to the evidence base for occupational therapy practice: a scoping review protocol

Affiliations.

• 1 School of Health and Life Sciences, Department of Occupational Therapy, Human Nutrition and Dietetics, Glasgow Caledonian University, Glasgow, Scotland.
• 2 The University of Plymouth Centre for Innovations in Health and Social Care: A JBI Centre of Excellence, Plymouth, UK.
• PMID: 34400600
• DOI: 10.11124/JBIES-20-00192

Objective: This scoping review will explore the range and characteristics of case study research within the occupational therapy evidence base. It will examine how case study research is defined, the methodologies adopted, and the context in which it is applied. Most importantly, it will consider the viability of case study research for contributing to the evidence base for occupation and health.

Introduction: Occupational therapists report barriers to conducting research due to the complexities of clinical practice, and lack of knowledge, time, and resources. Case study research is generating interest as a potentially manageable and practical solution to increase research engagement. However, it is not clear how this is being utilized by occupational therapists or how feasible it is to contribute to the evidence base.

Inclusion criteria: Opinion, text, and empirical studies that explicitly use or discuss case study research methodology within an occupational therapy context will be included. Studies will be excluded where the occupational therapy context cannot be clearly defined, for example, where they are multi-disciplinary focused or where a case study research design is not explicit (eg, a descriptive case report without data collection). All countries and practice settings will be included.

Methods: A three-step search following JBI methodology will be conducted across databases and websites for English-language, published peer-reviewed and gray literature from 1990. Study selection will be completed by two independent reviewers. A data extraction table developed and piloted by the authors will be used and data charted to align with the research questions.

Copyright © 2021 JBI.

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• Occupational Therapists
• Occupational Therapy*
• Research Report
• Review Literature as Topic

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Occupational Therapy Using a Sensory Integrative Approach: A Case Study of Effectiveness

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Roseann C. Schaaf , Kathleen McKeon Nightlinger; Occupational Therapy Using a Sensory Integrative Approach: A Case Study of Effectiveness. Am J Occup Ther March/April 2007, Vol. 61(2), 239–246. doi: https://doi.org/10.5014/ajot.61.2.239

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OBJECTIVE. This article presents a case report of a child with poor sensory processing and describes the disorder’s impact on the child’s occupational behavior and the changes in occupational performance during 10 months of occupational therapy using a sensory integrative approach (OT-SI).

METHOD. Retrospective chart review of assessment data and analysis of parent interview data are reviewed. Progress toward goals and objectives is measured using goal attainment scaling. Themes from parent interview regarding past and present occupational challenges are presented.

RESULTS. Notable improvements in occupational performance are noted on goal attainment scales, and these are consistent with improvements in behavior. Parent interview data indicate noteworthy progress in the child’s ability to participate in home, school, and family activities.

CONCLUSION. This case report demonstrates a model for OT-SI. The findings support the theoretical underpinnings of sensory integration theory: that improvement in the ability to process and integrate sensory input will influence adaptive behavior and occupational performance. Although these findings cannot be generalized, they provide preliminary evidence supporting the theory and the effectiveness of this approach.

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Your first source for research to support evidence-based occupational therapy practice.

Stacey Reynolds, PhD, OTR/L, FAOTA, Editor-in-Chief

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Of Interest

State of the Journal

AJOT ’s State of the Journal (2023) is now available! The American Journal of Occupational Therapy has maintained its top-ranked status in the field of occupational therapy based on an increase in its two-year impact factor. Key outcomes for 2023 showcase the journal’s dedication to addressing diverse occupational therapy needs.

DEI Collection

The American Journal of Occupational Therapy ( AJOT ) affirms the importance of diversity, equity, and inclusion (DEI) across occupational therapy research, practice, and education. We've curated a DEI Collection of articles published in AJOT . We'll continue to add essential content to this collection to support AOTA members and the occupational therapy workforce.

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• AJOT Authors & Issues Series

What goes on behind the scenes in a research setting? Can I ask questions directly to an author? How can I find out more about a topic covered in one of AJOT ’s "The Issue Is" articles?

AJOT 's Authors & Issues series answers those questions, and more! Led by AJOT ’s editor-in-chief, Stacey Reynolds, one article in each issue is selected for a deep dive into the content with the authors and invited guests via AJOT ’s YouTube channel . The recordings are then posted to CommunOT for viewing and asynchronous discussion. Authors and guests moderate the online discussion and answer questions for one week. The recordings and discussions are archived on CommunOT.

Previous Discussions

• March 2024: Recovery of Function After Acquired Neurological Injury
• January 2024: Preparing for and Responding to the Current Mental Health Tsunami: Embracing Mary Reilly’s Call to Action
• December 2023: A Call to Shift to Competency-Based Education
• November 2023: Leadership Development of Women of Color in Occupational Therapy
• October 2023: Implementing Parent Coaching in Hospital-Based Pediatric Occupational Therapy
• September 2023: Going Beyond Management and Maintenance: Occupational Therapy’s Role in Primary Prevention for Adults at Risk of Obesity
• August 2023:   Examining Patient Outcomes at a Faculty-Led Clinic for Uninsured and Underserved Clients
• July 2023:  The Need for Occupational Therapist Eligibility for Formal Administrative Roles in Public School Systems
• June 2023:  Early Spontaneous Movements and Sensory Processing in Preterm Infants
• May 2023:  Let’s Talk About It: Addressing Microaggressions in Occupational Therapy Education
• April 2023: Ayres Sensory Integration ® for Addressing Play in Autistic Children: A Multiple-Baseline Examination

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AJOT offers resources to help new reviewers provide constructive critiques. Learn what's involved in peer review and how to become an AJOT reviewer .

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If you are considering submitting an article for publication in AJOT , be sure to review our Author Guidelines prior to submission.

Call for Papers

AJOT publishes special issues on topics of interest to the profession. Authors considering a submission for a special issue should first contact the issue guest editor. Be sure to regularly visit our Call for Papers for more information, including our current call for papers that focuses on Diversity, Equity, Inclusion, Justice, and Accessibility in Occupational Therapy Practice and Education (submissions due by June 1, 2024).

Continuing Education Resources

Learn more about tested treatment strategies by reading AJOT articles in your area of practice. Become an evidence-based practitioner and demonstrate your knowledge by passing a continuing education (CE) article-based course exam. Articles are selected for their relevance to practice, strong evidence supporting treatment, and the distinct value of occupational therapy. For more information on CE and professional development resources to advance your career and meet your certification and licensure requirements, visit the AOTA Store .

Explore Our Special Collections!

AJOT maintains several special collections of evidence-based content that has published in the journal. Be sure to explore each collection.

AOTA Practice Guidelines

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Explore COVID-19 Case Applications in AOTA's Everyday Evidence Podcast Series

AOTA's Everyday Evidence podcast series includes a three-part COVID-19 case application series featuring interviews with frontline OT practitioners about their care experiences during the global pandemic and the case applications they developed. Episode 1 discusses a critical care case application, Episode 2 covers an outpatient care example, and Episode 3 features a pediatric care example. The full COVID-19 case applications are available Open Access in AJOT' s special COVID Supplement (Volume 75, Issue Supplement 1).

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• Occupational Therapy - Case Study Guidelines

QMU Occupational Therapy - Case Study Guidelines

Case Study Guidelines

Introduction 

This is a brief guide to the content of a case study.  The individual selected for case study may be considered in terms of an Occupational Therapy Model/ Approach to practice and also the wider environments and networks that play a role in a person’s life. 

This guide is created with an individual in mind but may also be used for a group, community or population that you have worked with. RCOT have an interesting case study template: Royal Collage of Occupational Therapy  which they used for one of their influencing campaigns.  You may find it useful if you are presenting work you have done with a group, community or population rather than an individual service user.

Mandatory for all case studies

Anonymity and confidentiality of the service user(s), service provider and all staff involved must be maintained through out the case study .  You are advised to use pseudonyms, delete the name of service and any geographical locations.

Consider how your case study will demonstrate or include the points below:

• Identify a main focus (why are you writing this, what do you want to learn from this?)
• Wider context - How does this impact on the OT process?
• Service user involvement – How did you facilitate them to work in partnership with you? What was important to them?
• Critical engagement - Rationales for choices/ decisions made throughout the OT process must be detailed, and include a balanced critique (i.e. pro’s and con’s)
• Evidence - Support your work with literature and other resources available to you i.e. reading, useful placement resources, theory, policy and other documents
• How will you present your case study to your team? Consider different media (PowerPoint, video diary, photo’s, end products).
• Consider facilitating the person to present their case with you.

Case Studies

Occupational therapy case studies.

We are delighted to share with you some successful stories from our occupational therapy team regarding specific conditions and disorders that many people are faced with, and organisations may need to accomodate for.

Our work helps people of all ages with all kinds of physical, mental or developmental conditions to develop, regain and maintain their living and working skills. We work in a wide range of environments and use a person-centred, recovery focused approach to occupational therapy.

ANXIETY AND DEPRESSION

November 13th, 2020|Mental Health Sidney is 62 years old with a first episode of agitated depression. He recently retired from work as a mechanic as [...]

ASPERGERS SYNDROME

January 15th, 2018|Education Ben is an 18-year-old with a diagnosis of Asperger's. He lives at home with his parents and attends a mainstream college. He [...]

AUTISM SPECTRUM DISORDER

November 13th, 2020|Education Ken is a 27-year-old man with severe autistic spectrum disorder. He lives in a respite centre for adults with disabilities. He is [...]

BIPOLAR DISORDER

November 12th, 2020|Mental Health James is 60 years old and is divorced with two children in their late 20s. His life had undergone a lot [...]

EATING DISORDER

February 11th, 2020|Mental Health Katherine is 32 years old and has struggled with issues around eating since the age of 13. She left home at [...]

DOWN’S SYNDROME – ADULT

April 15th, 2020|Learning Disabilities Jane is 21 years old and has Downs Syndrome. She lives with her mother, father, older brother and pet dog. Her [...]

October 31st, 2020|Education Paul is an 18-year-old man who lives with his parents and attends a special needs college. He has a moderate learning disability [...]

CEREBRAL PALSY

November 18th, 2020|Learning Disabilities Tina is 20 years old, lives with her grandparents and attends a day centre five days a week. Tina has cerebral [...]

OBSESSIVE COMPULSIVE DISORDER

July 27th, 2020|Mental Health Paul is a 40-year-old man diagnosed with Obsessive Compulsive Disorder. He has always lived with his parents and remains in the [...]

PERSONALITY DISORDER

September 13th, 2020|Mental Health Emma is 34 years old and lives with her son and daughter aged 11 and 8. She has experienced life-long difficulties [...]

March 15th, 2020|Mental Health Anna is a 45-year-old lady who experienced her first episode of Psychosis in her late 30s. She lives with her teenage [...]

POST TRAUMATIC STRESS DISORDER

April 16th, 2020|Mental Health   Isobel is a 40-year-old lady with a diagnosis of Post Traumatic Stress Disorder. At the time of her referral to [...]

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PEOP Model: Fundamentals in OT Practice

• Mandy Chamberlain MOTR/L

By our very nature and the influence of our educational background, occupational therapists have to take a wholesome approach in therapeutic intervention.   This means looking beyond the patient or client’s medical limitations and considering outside-of-the-box barriers and enablers related to occupational success.   One of the dozen theoretical models that OTs learn in school that provides a basis for such a mindset is the Person-Environment-Occupation Performance or PEOP Model .

In this post, we will give a basic overview of what the PEOP model entails, give a PEOP example so you can understand how it is applied in occupational therapy practice and then talk a little bit about the pros and cons of the model.

Overview: What is PEOP?

The first thing to understand is that the PEOP model of occupational therapy (Christiansen and Baum, 1985) and the PEO model (Law et al., 1996) are not synonymous.   Although both models have some similarities, PEOP holds to a handful of different principles.

The PEOP model highlights occupational performance as its key feature, which is made up of three interacting components (ach of their detailed characteristics which are listed in the previous image): 

• person (client),
• environment, and
• occupation (i.e. activity, role, or task)

Inevitably, environmental factors will impact a person for better or for worse which determines the occupational performance outcome.   If there is a healthy interaction between the person and their environment, then the person will experience success and improved well-being in occupational performance (Baum et al., 2015).  

Since its original development in 1985, several revisions have been made to make PEOP more client-centered.   This means that through a collaborative and supportive relationship between the client and the practitioner, the client’s needs and goals are highly vocalized and used in personal narrative form to determine the course of therapeutic care.

PEOP Model Example

Confused yet?  

Below, we have created a practical case study in which the PEOP model is applied to see how it can be applied in practice:

Diana is a 54-year old patient who was admitted for a short hospital stay following a ground-level fall.   She was attempting to transfer from her powered wheelchair to her bed at home when she slipped, resulting in a minor left shoulder fracture.   After her hospital stay, she was admitted to a skilled nursing facility for further rehabilitation.   She also has primary-progressive multiple sclerosis. Although she can stand for brief periods to perform transfers, she relies heavily on her powered wheelchair to get around at home and in the community.   Diana’s priority goal is to get her left shoulder stronger so she can still perform her own transfers safely at home.

Through a comprehensive evaluation and collaborative conversations, Diana’s OT can identify factors in all three components of Diana’s overall occupational performance:

Environment

Social support:.

Diana lives at home with her husband, who is retired and acts as her primary caregiver.   However, her husband is aging and frail and struggles with physically helping Diana get around. She has two children who live out of state and rarely visit her.

Social and economic systems:

Diana has been medically involved in the healthcare system for many years.   She has Medicare A, Medicare B, and a supplemental HMO insurance plan.

Culture and values:

Diana strongly values her own independence.   She is also a devout catholic who attends church on a regular basis.

Built environment and technology:

Diana lives in a single-level townhome and owns a wheelchair ramp, a powered wheelchair, a shower chair, a transfer board, a walker, a fall alert home system, and a toilet riser.   She also has grab bars installed throughout her home.

Natural environment:

Diana and her husband live in a city in the U.S. with easy access to flat terrain with sidewalks and other wheelchair accessible surfaces.

Physiological:

Due to MS, Diana fatigues easily and has overall low muscle tone and body strength.   The nature of her left shoulder fracture limits her range of motion and strength in upper extremity use.

Diana has experienced some mild memory deficits within the last few years.

Diana regularly attends catholic services and goes to bible study as often as possible.

Neuro-behavioral:

Due to MS, Diana has reduced sitting and standing balance as well as decreased sensation in her feet.

Psychological:

Although Diana is highly motivated to participate in therapy, she does have clinical depression.

After examining all of Diana’s unique environmental and personal factors, she, with the help of her OT, can create a tailored intervention plan to help her meet her functional transfer goals. 

Pros to PEOP

• The emphasis on a client-centered approach allows the patient or client to develop goals for themselves based on their individual wants and needs.
• The comprehensive model lists out a wide array of factors that many OTs (especially new therapists) may not otherwise consider in intervention.
• It’s a very top-down approach, which takes the focus away from the client’s medical barriers and acknowledges both limitations and enablers in the client’s overall occupational performance.

PEOP Model Limitations

• According to the authors Christiansen and Baum (2015), there is currently no assessment tool that measures outcomes based on the PEOP model.   So OTs are on their own using other tools to obtain relevant client information.
• Like a number of therapeutic models, PEOP could use additional evidence-based research to better support its principles in clinical practice.

We have also discussed a number of other occupational therapy models throughout the website including the Biopsychosocial Model here. 

Baum, C. M., Christiansen, C. H., & Bass, J. D. (2015). The Person-Environment-Occupation- Performance (PEOP) model. In C. H. Christiansen, C. M. Baum, & J. D. Bass (Eds.),  Occupational therapy: Performance, participation, and well-being  (4th ed., pp. 49-56). Thorofare, NJ: SLACK Incorporated.

Occupation Models: PEOP (Person-Environment-Occupation Performance) (2015). Lifelong Learning in OT. https://lifelonglearningwithot.wordpress.com/tag/peop-model/ . Viewed on January 30, 2020.

Post by  Meredith D. Chandler, OTR/L, Freelance Content Writer and Mandy Chamberlain MOTR/L

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Case study template.