Independent OT Assessment in Personal Injury Claims

An independent assessment conducted by an Occupational Therapist (OT) can play a critical role in a personal injury claim, particularly when the claimant's ability to carry out daily activities or return to work has been compromised due to physical or psychological injuries. Occupational Therapists are qualified to assess the functional impact of injuries, providing an objective analysis of how those injuries affect a person’s capacity to live independently, fulfil work duties and maintain quality of life

While independent assessments conducted by an OT often play an important role in personal injury claims, two key aspects of the assessment process are sometimes overlooked:

  • A clear, well-structured letter of instruction that outlines the scope and relevant background; and

  • Effective communication with the client about the purpose, process, and independence of the OT assessment.

Our Principal OT Justine McKeogh, has summarised below some practical tips to help ensure the assessment process supports the OT’s ability to provide an informed, independent opinion. 

Avoid using templates

Tailored, case specific instructions allow the OT to independently evaluate the context of the claim and  address relevant issues.

Provide relevant information early

This allows the OT to prepare adequately and helps in building rapport with the claimant, especially where sensitive or complex psychosocial factors are in play. 

Examples of sufficient background information include:

  • A detailed background of the circumstances of the injury or illness

  • Any relevant psychosocial factors

  • Any existing specialist reports, including any prior IMEs

  • A clear outline of a claimant's current and past employment history

Supplying this information early ensures the OT assessment is comprehensive and appropriately contextualised, ultimately strengthening the value of the report.

Avoid providing unnecessary documentation

On the flip side of providing relevant documents, it is also helpful to keep in mind that the OT is required to review all documentation provided to them. For example, pathology results are unlikely to assist the occupational therapist with their examination.

Helping Your Client to Understand the Assessment Process

An equally important component of the IME process is communicating to the claimant what to expect and why the assessment is being conducted. Navigating a compensation claim can be daunting, especially for someone without legal experience, and many claimants are unfamiliar with the role of an Occupational Therapist in this context. In some cases, the claimant may be required to attend multiple assessments with different specialists which can be overwhelming and confusing. Lack of understanding can lead to frustration or disengagement which may hinder the ability of the OT to build rapport.

While an experienced occupational therapist will explain their role at the start of the assessment, giving clients a clear understanding of the process beforehand, and adequate time to absorb the information, can reduce anxiety and improve their overall experience.

To learn more about our independent occupational therapist assessments, contact JRTS today or visit our website www.jrts.com.au

This post is intended for general information only.

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