Guidelines: Applicant must address 5 of the 12 criteria, in addition to #13 – Ethical Practice, by choosing one
(1) available option for each. Please note that the term “ensures” can refer to direct service delivery or the supervision or
teaching of others. Reflections should demonstrate advancement in professional development from initial
certification.
Instructions: Please complete 1 form for each criterion. Combine completed forms in a single document (e.g., Word or .PDF) and submit with the completed
Part 1 application to [email protected]. Please do not include unused forms.
Analysis of Recording or Observation Case Study, Client-Based Case Study, Instructional Formal Specialized Consultation for Intervention Program Development Research
Criterion 8: Intervention: Critical Reasoning Analysis of Recording or Observation Case Study, Client-Based Case Study, Instructional Formal Specialized Consultation for Intervention Program Development Research
Criterion 9: Psychosocial Critical Reasoning Analysis of Recording or Observation Case Study, Client-Based Case Study, Instructional Formal Specialized Consultation for Psychosocial Program Development Research
Criterion 1–Knowledge: Diagnostic ConsiderationsDemonstrates knowledge of primary and secondary conditions that impact occupational engagement related to environmental modification.
Guidelines Serving as an expert witness in a civil or criminal legal case court or in arbitration. Providing expert testimony in official hearings at the local, state, or national level.
1. Describe the expertise which you were able to share relevant to environmental modification. (average word guideline–200)
2. Describe how the knowledge acquired from this activity “demonstrates knowledge of primary and secondary conditions that impact occupational engagement related to environmental modification.” How did the activity influence the way you practice, or how did it affect your client outcomes? (average word guideline–200)
3. Submit verification of activity as a separate attachment. May include any 1 of the following: Transcript of the testimony. Notice of deposition. Letter from the attorney.
Criterion 1–Knowledge: Diagnostic ConsiderationsDemonstrates knowledge of primary and secondary conditions that impact occupational engagement related to environmental modification.
Guidelines Minimum of 10 contact hours required. Multiple activities may be used to meet the hour requirement for the criterion. Learning must have occurred in the past 5 years.
Please identify the type of activity in which you participated:☐ AOTA CE: Participation in CE course from AOTA. Does not include courses from AOTA Approved
Providers. Completion of course will be verified by AOTA. Submission of additional documentation beyond this form not required.
☐ Non-AOTA CE: Attending workshops, seminars, lectures, or professional conferences with formal established objectives.
☐ Participation in post-professional academic coursework. Attach unofficial transcript.
3. Describe the relevance of the activity to your practice in environmental modification. (average word guideline–200)
4. Describe how the knowledge acquired from this activity “demonstrates knowledge of primary and secondary conditions that impact occupational engagement related to environmental modification.” How did the activity influence the way you practice, or how did it affect your client outcomes? (average word guideline–200)
5. Submit documentation that verifies completion of the activity, such as certificate of completion or unofficial transcript. Not required for AOTA courses.
Criterion 1–Knowledge: Diagnostic ConsiderationsDemonstrates knowledge of primary and secondary conditions that impact occupational engagement related to environmental modification.
Guidelines Minimum of 10 contact hours required. Multiple activities may be used to meet the hour requirement for the criterion. Learning must have occurred in the past 5 years.
Please identify the type of independent learning activity in which you participated:☐ Independent reading of recent peer-reviewed, professional articles, or chapters in textbook not
associated with a formal learning course. ☐ Independent review of professional electronic resources (e.g., NIH, CDC, CanChild).☐ AOTA Journal Club Toolkit (reading & discussion time). Must be AOTA member to access the kit.☐ AOTA Critically Appraised Paper (CAP, includes submission to the AOTA Evidence Exchange).
1. Why did you choose this activity?☐ Clinical reference for specific population, program, or individual ☐ Invited peer review of scholarly work or publication (print or online)☐ Preparation for poster or presentation ☐ Preparation for academic lecture☐ Literature review for research project☐ Preparation for serving as a mentor☐ Other, please specify:
2. Bibliography (APA Format) or list and objectives of select item(s) used for independent learning.
3. Date(s) of independent learning
4. Time spent engaged in independent learning. For reading, estimate 8–12 published pages/hour. For journal club, discussion time counts toward 10-hour requirement.
5. Describe the relevance of the independent learning activity to your practice in environmental modification. (average word guideline–200)
6. Describe how the knowledge acquired from this activity “demonstrates knowledge of primary and secondary conditions that impact occupational engagement related to environmental modification.” How did the activity influence the way you practice, or how did it affect your client outcomes? (average word guideline–200)
Criterion 1–Knowledge: Diagnostic ConsiderationsDemonstrates knowledge of primary and secondary conditions that impact occupational engagement related to environmental modification.
Guidelines Must represent a minimum of 10 hours over a minimum of 2 months. Does not include supervisory relationships. Relationship must have occurred in the past 5 years. May be with a non-occupational therapy professional if appropriate to goal(s) of relationship.
1. Dates of mentoring relationship
2. Approximately how many hours did this represent in total?
3. Applicant’s goals for mentoring relationship. Goals must have been met by time of application. List no more than 3.
A)
B)
C)
4.Mentor
Position/Role of Mentor
Workplace of MentorContact Information for Mentor (email or phone number)
5. State why the mentor was selected to help you meet the goals identified above relative to the criterion. (average word guideline–50)
6. Briefly describe how the knowledge acquired from this mentoring activity influenced your practice specific to your ability to “demonstrate knowledge of primary and secondary conditions that impact occupational engagement related to environmental modification.” (average word guideline–200)
PUBLICATION – REVIEWED BY EXPERT(S)Back to Criteria
Criterion 1–Knowledge: Diagnostic ConsiderationsDemonstrates knowledge of primary and secondary conditions that impact occupational engagement related to environmental modification.
Guidelines Examples of publication reviewed by experts include journals such as AJOT or OTJR. May include a chapter in an occupational therapy or related professional textbook, if chapter has
gone through peer review (a process in which subject matter experts, using a formal system and defined guidelines, provide content guidance to an author and recommend publication, revision, or rejection of a work).
1. Submit APA reference for the publication. For in-press publication, also include a verification letter or e-mail identifying applicant and anticipated date of publication.
2. If applicant is not identified as first or second author, please describe your contribution/involvement in the development of the publication. (average word guideline–200)
3. Provide a reflection indicating why this publication was chosen to represent “knowledge of primary and secondary conditions that impact occupational engagement related to environmental modification.” (average word guideline–200)
Criterion 2–Knowledge: EvaluationDemonstrates knowledge of relevant evidence specific to evaluation in environmental modification.
Guidelines Serving as an expert witness in a civil or criminal legal case court or in arbitration. Providing expert testimony in official hearings at the local, state, or national level.
1. Describe the expertise which you were able to share relevant to environmental modification. (average word guideline–200)
2. Describe how the knowledge acquired from this activity “demonstrates knowledge of relevant evidence specific to evaluation in environmental modification.” How did the activity influence the way you practice, or how did it affect your client outcomes? (average word guideline–200)
3. Submit verification of activity as a separate attachment. May include any 1 of the following: Transcript of the testimony. Notice of deposition. Letter from the attorney.
Criterion 2–Knowledge: EvaluationDemonstrates knowledge of relevant evidence specific to evaluation in environmental modification.
Guidelines Minimum of 10 contact hours required. Multiple activities may be used to meet the hour requirement for the criterion. Learning must have occurred in the past 5 years.
Please identify the type of activity in which you participated:☐ AOTA CE: Participation in CE course from AOTA. Does not include courses from AOTA Approved
Providers.Completion of course will be verified by AOTA. Submission of additional documentation beyond this form not required.
☐ Non-AOTA CE: Attending workshops, seminars, lectures, or professional conferences with formal established objectives.
☐ Participation in post-professional academic coursework. Attach unofficial transcript.
3. Describe the relevance of the activity to your practice in environmental modification. (average word guideline–200)
4. Describe how the knowledge acquired from this activity “demonstrates knowledge of relevant evidence specific to evaluation in environmental modification.” How did the activity influence the way you practice, or how did it affect your client outcomes? (average word guideline–200)
5. Submit documentation that verifies completion of the activity, such as certificate of completion or unofficial transcript. Not required for AOTA courses.
Criterion 2–Knowledge: EvaluationDemonstrates knowledge of relevant evidence specific to evaluation in environmental modification.
Guidelines Minimum of 10 contact hours required. Multiple activities may be used to meet the hour requirement for the criterion. Learning must have occurred in the past 5 years.
Please identify the type of independent learning activity in which you participated:☐ Independent reading of recent peer-reviewed, professional articles, or chapters in textbook not
associated with a formal learning course. ☐ Independent review of professional electronic resources (e.g., NIH, CDC, CanChild).☐ AOTA Journal Club Toolkit (reading & discussion time). Must be AOTA member to access the kit.☐ AOTA Critically Appraised Paper (CAP, includes submission to the AOTA Evidence Exchange).
1. Why did you choose this activity?☐ Clinical reference for specific population, program, or individual ☐ Invited peer review of scholarly work or publication (print or online)☐ Preparation for poster or presentation ☐ Preparation for academic lecture☐ Literature review for research project☐ Preparation for serving as a mentor☐ Other, please specify:
2. Bibliography (APA Format) or list and objectives of select item(s) used for independent learning.
3. Date(s) of independent learning
4. Time spent engaged in independent learning. For reading, estimate 8–12 published pages/hour. For journal club, discussion time counts toward 10-hour requirement.
5. Describe the relevance of the independent learning activity to your practice in environmental modification. (average word guideline–200)
6. Describe how the knowledge acquired from this activity “demonstrates knowledge of relevant evidence specific to evaluation in environmental modification.” How did the activity influence the way you practice, or how did it affect your client outcomes? (average word guideline–200)
Criterion 2–Knowledge: EvaluationDemonstrates knowledge of relevant evidence specific to evaluation in environmental modification.
Guidelines Must represent a minimum of 10 hours over a minimum of 2 months. Does not include supervisory relationships. Relationship must have occurred in the past 5 years. May be with a non-occupational therapy professional if appropriate to goal(s) of relationship.
1. Dates of mentoring relationship
2. Approximately how many hours did this represent in total?
3. Applicant’s goals for mentoring relationship. Goals must have been met by time of application. List no more than 3.
A)
B)
C)
4.Mentor
Position/Role of Mentor
Workplace of MentorContact Information for Mentor (email or phone number)
5. State why the mentor was selected to help you meet the goals identified above relative to the criterion. (average word guideline–50)
6. Briefly describe how the knowledge acquired from this mentoring activity influenced your practice specific to your ability to “demonstrate knowledge of relevant evidence specific to evaluation in environmental modification.” (average word guideline–200)
PUBLICATION – REVIEWED BY EXPERT(S)Back to Criteria
Criterion 2–Knowledge: EvaluationDemonstrates knowledge of relevant evidence specific to evaluation in environmental modification.
Guidelines Examples of peer-reviewed publication include journals such as AJOT or OTJR. May include a chapter in an occupational therapy or related professional textbook, if chapter has
gone through peer review (a process in which subject matter experts, using a formal system and defined guidelines, provide content guidance to an author and recommend publication, revision, or rejection of a work).
1. Submit APA reference for the publication. For in-press publication, also include a verification letter or e-mail identifying applicant and anticipated date of publication.
2. If applicant is not identified as first or second author, please describe your contribution/involvement in the development of the publication. (average word guideline–200)
3. Provide a reflection indicating why this publication was chosen to represent “knowledge of relevant evidence specific to evaluation in environmental modification.” (average word guideline–200)
Criterion 3–Knowledge: InterventionDemonstrates knowledge of relevant evidence specific to intervention in environmental modification.
Guidelines Serving as an expert witness in a civil or criminal legal case court or in arbitration. Providing expert testimony in official hearings at the local, state, or national level.
1. Describe the expertise which you were able to share relevant to environmental modification. (average word guideline–200)
2. Describe how the knowledge acquired from this activity “demonstrates knowledge of relevant evidence specific to intervention in environmental modification.” How did the activity influence the way you practice, or how did it affect your client outcomes? (average word guideline–200)
3. Submit verification of activity as a separate attachment. May include any 1 of the following: Transcript of the testimony. Notice of deposition. Letter from the attorney.
Criterion 3–Knowledge: InterventionDemonstrates knowledge of relevant evidence specific to intervention in environmental modification.
Guidelines Minimum of 10 contact hours required. Multiple activities may be used to meet the hour requirement for the criterion. Learning must have occurred in the past 5 years.
Please identify the type of activity in which you participated:☐ AOTA CE: Participation in CE course from AOTA. Does not include courses from AOTA Approved
Providers. Completion of course will be verified by AOTA. Submission of additional documentation beyond this form not required.
☐ Non-AOTA CE: Attending workshops, seminars, lectures, or professional conferences with formal established objectives.
☐ Participation in post-professional academic coursework. Attach unofficial transcript.
3. Describe the relevance of the activity to your practice in environmental modification. (average word guideline–200)
4. Describe how the knowledge acquired from this activity “demonstrates knowledge of relevant evidence specific to intervention in environmental modification.” How did the activity influence the way you practice, or how did it affect your client outcomes? (average word guideline–200)
5. Submit documentation that verifies completion of the activity, such as certificate of completion or unofficial transcript. Not required for AOTA courses.
Criterion 3–Knowledge: InterventionDemonstrates knowledge of relevant evidence specific to intervention in environmental modification.
Guidelines Minimum of 10 contact hours required. Multiple activities may be used to meet the hour requirement for the criterion. Learning must have occurred in the past 5 years.
Please identify the type of independent learning activity in which you participated:☐ Independent reading of recent peer-reviewed, professional articles, or chapters in textbook not
associated with a formal learning course. ☐ Independent review of professional electronic resources (e.g., NIH, CDC, CanChild).☐ AOTA Journal Club Toolkit (reading & discussion time). Must be AOTA member to access the kit.☐ AOTA Critically Appraised Paper (CAP, includes submission to the AOTA Evidence Exchange).
1. Why did you choose this activity?☐ Clinical reference for specific population, program, or individual ☐ Invited peer review of scholarly work or publication (print or online)☐ Preparation for poster or presentation ☐ Preparation for academic lecture☐ Literature review for research project☐ Preparation for serving as a mentor☐ Other, please specify:
2. Bibliography (APA Format) or list and objectives of select item(s) used for independent learning.
3. Date(s) of independent learning
4. Time spent engaged in independent learning. For reading, estimate 8–12 published pages/hour. For journal club, discussion time counts toward 10-hour requirement.
5. Describe the relevance of the independent learning activity to your practice in environmental modification. (average word guideline–200)
6. Describe how the knowledge acquired from this activity “demonstrates knowledge of relevant evidence specific to intervention in environmental modification.” How did the activity influence the way you practice, or how did it affect your client outcomes? (average word guideline–200)
Criterion 3–Knowledge: InterventionDemonstrates knowledge of relevant evidence specific to intervention in environmental modification.
Guidelines Must represent a minimum of 10 hours over a minimum of 2 months. Does not include supervisory relationships. Relationship must have occurred in the past 5 years. May be with a non-occupational therapy professional if appropriate to goal(s) of relationship.
1. Dates of mentoring relationship
2. Approximately how many hours did this represent in total?
3. Applicant’s goals for mentoring relationship. Goals must have been met by time of application. List no more than 3.
A)
B)
C)
4.Mentor
Position/Role of Mentor
Workplace of MentorContact Information for Mentor (email or phone number)
5. State why the mentor was selected to help you meet the goals identified above relative to the criterion. (average word guideline–50)
6. Briefly describe how the knowledge acquired from this mentoring activity influenced your practice specific to your ability to “demonstrate knowledge of relevant evidence specific to intervention in environmental modification.” (average word guideline–200)
PUBLICATION – REVIEWED BY EXPERT(S)Back to Criteria
Criterion 3–Knowledge: InterventionDemonstrates knowledge of relevant evidence specific to intervention in environmental modification.
Guidelines Examples of publication reviewed by experts include journals such as AJOT or OTJR. May include a chapter in an occupational therapy or related professional textbook, if chapter has
gone through peer review (a process in which subject matter experts, using a formal system and defined guidelines, provide content guidance to an author and recommend publication, revision, or rejection of a work).
1. Submit APA reference for the publication. For in-press publication, also include a verification letter or e-mail identifying applicant and anticipated date of publication.
2. If applicant is not identified as first or second author, please describe your contribution/involvement in the development of the publication. (average word guideline–200)
3. Provide a reflection indicating why this publication was chosen to represent “knowledge of relevant evidence specific to intervention in environmental modification.” (average word guideline–200)
Criterion 4–Knowledge: Regulation & PayersDemonstrates knowledge of laws and regulations relevant to environmental modification, including payer sources.
Guidelines Serving as an expert witness in a civil or criminal legal case court or in arbitration. Providing expert testimony in official hearings at the local, state, or national level.
1. Describe the expertise which you were able to share relevant to environmental modification. (average word guideline–200)
2. Describe how the knowledge acquired from this activity “demonstrates knowledge of laws and regulations relevant to environmental modification, including payer sources.” How did the activity influence the way you practice, or how did it affect your client outcomes? (average word guideline–200)
3. Submit verification of activity as a separate attachment. May include any 1 of the following: Transcript of the testimony. Notice of deposition. Letter from the attorney.
Criterion 4–Knowledge: Regulation & PayersDemonstrates knowledge of laws and regulations relevant to environmental modification, including payer sources.
Guidelines Minimum of 3 contact hours required. Multiple activities may be used to meet the hour requirement for the criterion. Learning must have occurred in the past 5 years.
Please identify the type of activity in which you participated:☐ AOTA CE: Participation in CE course from AOTA. Does not include courses from AOTA Approved
Providers. Completion of course will be verified by AOTA. Submission of additional documentation beyond this form not required.
☐ Non-AOTA CE: Attending workshops, seminars, lectures, or professional conferences with formal established objectives.
☐ Participation in post-professional academic coursework. Attach unofficial transcript.
3. Describe the relevance of the activity to your practice in environmental modification. (average word guideline–200)
4. Describe how the knowledge acquired from this activity “demonstrates knowledge of laws and regulations relevant to environmental modification, including payer sources.” How did the activity influence the way you practice, or how did it affect your client outcomes? (average word guideline–200)
5. Submit documentation that verifies completion of the activity, such as certificate of completion or unofficial transcript. Not required for AOTA courses.
Criterion 4–Knowledge: Regulation & PayersDemonstrates knowledge of laws and regulations relevant to environmental modification, including payer sources.
Guidelines Minimum of 3 contact hours required. Multiple activities may be used to meet the hour requirement for the criterion. Learning must have occurred in the past 5 years.
Please identify the type of independent learning activity in which you participated:☐ Independent reading of recent peer-reviewed, professional articles, or chapters in textbook not
associated with a formal learning course. ☐ Independent review of professional electronic resources (e.g., NIH, CDC, CanChild).☐ AOTA Journal Club Toolkit (reading & discussion time). Must be AOTA member to access the kit.☐ AOTA Critically Appraised Paper (CAP, includes submission to the AOTA Evidence Exchange).
1. Why did you choose this activity?☐ Clinical reference for specific population, program, or individual ☐ Invited peer review of scholarly work or publication (print or online)☐ Preparation for poster or presentation ☐ Preparation for academic lecture☐ Literature review for research project☐ Preparation for serving as a mentor☐ Other, please specify:
2. Bibliography (APA Format) or list and objectives of select item(s) used for independent learning.
3. Date(s) of independent learning
4. Time spent engaged in independent learning. For reading, estimate 8–12 published pages/hour. For journal club, discussion time counts toward 3-hour requirement.
5. Describe the relevance of the independent learning activity to your practice in environmental modification. (average word guideline–200)
6. Describe how the knowledge acquired from this activity “demonstrates knowledge of laws and regulations relevant to environmental modification, including payer sources.” How did the activity influence the way you practice, or how did it affect your client outcomes? (average word guideline–200)
Criterion 4–Knowledge: Regulation & PayersDemonstrates knowledge of laws and regulations relevant to environmental modification, including payer sources.
Guidelines Must represent a minimum of 10 hours over a minimum of 2 months. Does not include supervisory relationships. Relationship must have occurred in the past 5 years. May be with a non-occupational therapy professional if appropriate to goal(s) of relationship.
1. Dates of mentoring relationship
2. Approximately how many hours did this represent in total?
3. Applicant’s goals for mentoring relationship. Goals must have been met by time of application. List no more than 3.
A)
B)
C)
4.Mentor
Position/Role of Mentor
Workplace of MentorContact Information for Mentor (email or phone number)
5. State why the mentor was selected to help you meet the goals identified above relative to the criterion. (average word guideline–50)
6. Briefly describe how the knowledge acquired from this mentoring activity influenced your practice specific to your ability to “demonstrate knowledge of laws and regulations relevant to environmental modification, including payer sources.” (average word guideline–200)
PUBLICATION – REVIEWED BY EXPERT(S)Back to Criteria
Criterion 4–Knowledge: Regulation & PayersDemonstrates knowledge of laws and regulations relevant to environmental modification, including payer sources.
Guidelines Examples of publication reviewed by experts include journals such as AJOT or OTJR. May include a chapter in an occupational therapy or related professional textbook, if chapter has
gone through peer review (a process in which subject matter experts, using a formal system and defined guidelines, provide content guidance to an author and recommend publication, revision, or rejection of a work).
1. Submit APA reference for the publication. For in-press publication, also include a verification letter or e-mail identifying applicant and anticipated date of publication.
2. If applicant is not identified as first or second author, please describe your contribution/involvement in the development of the publication. (average word guideline–200)
3. Provide a reflection indicating why this publication was chosen to represent “knowledge of laws and regulations relevant to environmental modification, including payer sources.” (average word guideline–200)
ANALYSIS OF RECORDING or OBSERVATIONBack to Criteria
Criterion 5—Evaluation: Performance SkillsEnsures that standardized assessments specific to environmental modification are administered correctly and include the integration of clinical observations throughout the evaluation process.
Guidelines Submission of actual recording is not required for application; however, appropriate permissions
should be obtained by applicant whenever engaging a client in a recorded session. Observation should be consultative or instructive in nature and a minimum of 1 hour. It may occur
over multiple sessions.
1.Age of Client
Client Diagnosis(es)
Setting for EvaluationDate of Recording or Observation
1. Provide a brief summary of the recording contents or observation and how it demonstrates your ability to “ensure that standardized assessments specific to environmental modification are administered correctly and include the integration of clinical observations throughout the evaluation process.” (average word guideline–200)
2. After reviewing this recording or observation, describe the insights you gained, and reflect on how the analysis experience validated or supported change in your practice related to evaluation – performance skills. (average word guideline–400)
Criterion 5—Evaluation: Performance SkillsEnsures that standardized assessments specific to environmental modification are administered correctly and include the integration of clinical observations throughout the evaluation process.
Guidelines Client-based case study should not include any form of standard client documentation (e.g.,
evaluation summary, discharge plan) or identification of client name(s) or facility information.
1. Date(s) case study represents
2. Describe the client, client factors, and case contexts for the identified case. The context of the case should be adequately communicated so that relevance and merit of the case to the criterion is easily determined. (average word guideline–500)
3. Articulate how this case demonstrates how you “ensure that standardized assessments specific to environmental modification are administered correctly and include the integration of clinical observations throughout the evaluation process.” (average word guideline–500)
Criterion 5—Evaluation: Performance SkillsEnsures that standardized assessments specific to environmental modification are administered correctly and include the integration of clinical observations throughout the evaluation process.
Guidelines Must represent a minimum of 10 hours over a minimum of 2 months. Does not include supervisory relationships. Relationship must have occurred in the past 5 years. May be with a non-occupational therapy professional if appropriate to goal(s) of relationship.
1. Dates of mentoring relationship
2. Approximately how many hours did this represent in total?
3. Applicant’s goals for mentoring relationship. Goals must have been met by time of application. List no more than 3.
A)
B)
C)
4.Mentor
Position/Role of Mentor
Workplace of MentorContact Information for Mentor (email or phone number)
5. State why the mentor was selected to help you meet the goals identified above relative to the criterion. (average word guideline–50)
6. Briefly describe how the knowledge acquired from this mentoring activity influenced your practice specific to your ability to “ensure that standardized assessments specific to environmental modification are administered correctly and include the integration of clinical observations throughout the evaluation process.” (average word guideline–200)
Criterion 6—Evaluation: Critical ReasoningEnsures that assessment data and clinical observations related to the client, context, and performance in environmental modification are synthesized and interpreted according to current evidence and best practice.
Guidelines Applicant chooses 2 assessments and completes this 2-part form relative to the application of each
assessment tool with a client. Selected tools can either have been used with the same client or different clients.
Assessment tools may be identified from the list, or applicants may submit an assessment that is not listed.
For each assessment, answer the following questions by reflecting upon a case from your practice. You may choose to use different cases for each assessment tool.
Part IASSESSMENT 1 (Part 1 of 2)1. Name of assessment.
2. Describe the client, client factors, and case contexts that contributed to your selection of the assessment for the identified case.
3. What considerations regarding reliability, validity, relevance, and currency did you consider when selecting this assessment?
4. Describe the assessment results, including those gathered through clinical observation, and what these results told you about the client’s occupational performance.
5. Describe how and why you integrated these results into the client’s intervention plan.
Part II
ASSESSMENT 2 (Part 2 of 2)6. Name of assessment.
7. Describe the client, client factors, and case contexts that contributed to your selection of the assessment for the identified case.
8. What considerations regarding reliability, validity, relevance, and currency did you consider when selecting this assessment?
9. Describe the assessment results, including those gathered through clinical observation, and what these results told you about the client’s occupational performance.
10. Describe how and why you integrated these results into the client’s intervention plan.
CRITICAL REASONING SCENARIO ASSESSMENTS– Criterion 6Specialty Certification in Environmental Modification
To complete the scenario activity, applicant may choose 2 assessments from the list below or complete the activity form with one (or two) assessments that are not listed. Examples provided may be with the same client or different clients.
This list was compiled in January 2013. Newer editions of these assessment tools may be available. Applicants would be expected to use the most current edition.
Many of the assessments below are described in the AOTA publication Asher, I.E. (2007). Occupational therapy assessment tools: An annotated index. 3rd. Ed. Bethesda, MD: AOTA Press.
Assessment Author or Source1. Canadian Occupational Performance
Measure (COPM)Law, M.; Baptiste, S; Carswell, A; McColl, M.; Polatajko, H.; Pollock, N.
2. Client Clinician Assessment Profile (C-CAP)
Petersson, I., Fisher, A.C., Hemmingsson, H., & Lilja, M. (2007). The client-clinician assessment protocol (C-CAP): Evaluation of its psychometric properties for use with people aging with disabilities in need of home modifications. OTJR: Occupation, Participation and Health 27(4).
3. Comprehensive Assessment and Solution Process for Aging Residents (CASPAR )
www.ehls.com
4. Craig Hospital Inventory of Environmental Factors (CHIEF)
Whiteneck, G., Harrison-Felis, C., Mellick, D. & Brooks. C.A.http://www.craighospital.org/Left-Nav/Craig-Programs/SCI---TBI-Research/Instruments/Disability-Research-Instruments-CHIEF
5. Environment Rating Scales (ERS)Including: (ECERS-R) The Early Childhood
Environment Rating Scale-Revised (ITERS-R) The Infant/Toddler
Environment Rating Scale-Revised: (FCCERS-R) The Family Child Care
Environment Rating Scale-Revised (SACERS) The School-Age Care
Environment Rating Scale:
http://www.fpg.unc.edu/~ecers
6. Functional Evaluation for Assistive Technology (FEAT)
Raskind, M. H.; Bryant, B.R.
7. Home Occupational Environmental Assessment (HOEA)
Baum, C.M. & Edwards, D.F. (1998). Guide for the Homes Occupational Environmental Assessment. St. Louis, MO: Washington University of Occupational Therapy.
8. Home Assessment of Person-Environment Interaction–Visual Version (HOPE Visual Version)
Carignan, M., Rousseau, J., Gresset, J., & Julie-Anne Couturier, J-A. (2008). Content validity of a home-based person-environment interaction assessment tool for visually impaired adults. Journal of Rehabilitation Research & Development, 45(7), 1037-1052.http://www.rehab.research.va.gov/jour/08/45/7/pdf/carignan.pdf
9. Home Assessment Profile (HAP) Chandler, J., Duncan, P., Weiner, D., & Studenski, S. (2001). Special feature: The home assessment profile – a reliable and valid assessment tool. Topics in Geriatric Rehabilitation, 16(3), 77-88.
10. Home Environmental Assessment Protocol (HEAP)
Gitlin, L.; Schinfeld, S.; Winter, L.; Corcoran, M.; Boyce, A.; Hauck, W.
The Institute for Matching Person & Technology, Inc.486 Lake Road, Webster, NY 14580
14. Objective Safe at Home Robnett, R.H., Hopkins, V., & Kimball, J.G. (2002). The SAFE at HOME: A quick home safety assessment. Physical and Occupational Therapy in Geriatrics, 20(3/4), 77-102.
15. Quebec User Evaluation of Satisfaction with Assistive Technology (QUEST)
16. Safety Assessment Scale (SAS) Poulin de Courval, L., Gelinas, I., Gauthier, S., Gayton,D., Liu, L., Rossignol, M., et al. (2006). Reliability and validity of the Safety Assessment Scale for people with dementia living at home. Canadian Journal of Occupational Therapy, 73, 67–75.
17. School Setting Interview, version 3.0 (SSI)
Hemmingsson, H., Egilson, S., Hoffman, O. & Kielhofner, G.http://www.uic.edu/depts/moho/assess/ssi.html
18. The Cougar Home Safety Assessment for Older Persons v.4 (COUGAR)
Civiitella, H. & Perez, V. M.http://www.misericordia.edu/images/ot/finalcougar07.pdf
19. The Safety Assessment of Function and the Environment for Rehabilitation - Health Outcome Measurement and Evaluation
FORMAL SPECIALIZED CONSULTATION FOR EVALUATIONBack to Criteria
Criterion 6—Evaluation: Critical ReasoningEnsures that assessment data and clinical observations related to the client, context, and performance in environmental modification are synthesized and interpreted according to current evidence and best practice.
Guidelines This should not be confused with consultation that is part of the ongoing services provided in your
routine job duties. It is a request to address a particular issue at a particular site, either external or internal.
Consultation may include (but is not limited to) developing or evaluating a program or service, developing a strategy for long-term planning, establishing outcomes measures, incorporating national guidelines into internal policies and procedures, assessing and addressing staff educational needs, assessing and addressing resource needs, and validating program/service delivery with current evidence.
Applicant must have had a minimum of 10 hours working with the site.
1.Entity for Which Consultation Was CompletedDate(s) of ConsultationNo. of Hours Completed During Consultation
2. Objectives for consultation. Objectives must have been met by time of application. Please list no more than 3.
A)
B)
C)
3. Summarize the consultation results. (average word guideline–200)
4. Summarize how this professional development activity influenced your ability to “ensure that assessment data and clinical observations related to the client, context, and performance in environmental modification are synthesized and interpreted according to current evidence and best practice.” (average word guideline–400)
Criterion 6—Evaluation: Critical ReasoningEnsures that assessment data and clinical observations related to the client, context, and performance in environmental modification are synthesized and interpreted according to current evidence and best practice.
Guidelines Program development refers to the creation of a new program or development of an evolving
program.
1. Dates of program development
2. Briefly describe the program purpose, services offered, and clients served. (average word guideline–250)
3. Describe how this program development activity, including description of resources used, demonstrates your ability to “ensure that assessment data and clinical observations related to the client, context, and performance in environmental modification are synthesized and interpreted according to current evidence and best practice.” (average word guideline–500)
Criterion 6—Evaluation: Critical ReasoningEnsures that assessment data and clinical observations related to the client, context, and performance in environmental modification are synthesized and interpreted according to current evidence and best practice.
What type of research was conducted? Please choose 1. ☐ Scientific inquiry–Qualitative, quantitative, or mixed-methods approach. ☐ Methodological research/instrument development–Scientific inquiry to establish psychometric
properties of (1) a new tool, (2) an existing tool with a new population, or (3) an existing tool translated to a new language.
☐ Systematic review of the literature–Comprehensive search, review, and analysis of the existing literature to answer a focused question.
1. Title of research conducted
2. Mechanism of dissemination:☐ Publication ☐ Evidence-Based Practice☐ Peer-reviewed presentation ☐ Project Web site ☐ Grant funding ☐ Dissertation/thesis☐ Critically Appraised Topic (CAT, e.g., AOTA)
Citation:
3. Role of applicant in the research. (average word guideline–25)
4. Purpose and rationale of the research. (average word guideline–250)
5. Describe how this research demonstrates your ability to “ensure that assessment data and clinical observations related to the client, context, and performance in environmental modification are synthesized and interpreted according to current evidence and best practice.” (average word guideline–400)
ANALYSIS OF RECORDING or OBSERVATIONBack to Criteria
Criterion 7—Intervention: Performance SkillsEnsures that environmental modification interventions are performed competently and include the integration of varying client factors and contexts.
Guidelines Submission of actual recording is not required for application; however, appropriate permissions
should be obtained by applicant whenever engaging a client in a recorded session. Observation should be consultative or instructive in nature and a minimum of 1 hour. It may occur
over multiple sessions.
2.Age of Client
Client Diagnosis(es)
Setting for EvaluationDate of Recording or Observation
3. Provide a brief summary of the recording contents or observation and how it demonstrates your ability to “ensure that environmental modification interventions are performed competently and include the integration of varying client factors and contexts.” (average word guideline–200)
4. After reviewing this recording or observation, describe the insights you gained, and reflect on how the analysis experience validated or supported change in your practice related to intervention – performance skills. (average word guideline–400)
Criterion 7—Intervention: Performance SkillsEnsures that environmental modification interventions are performed competently and include the integration of varying client factors and contexts.
Guidelines Client-based case study should not include any form of standard client documentation (e.g.,
evaluation summary, discharge plan) or identification of client name(s) or facility information.
1. Date(s) case study represents
2. Describe the client, client factors, and case contexts for the identified case. The context of the case should be adequately communicated so that relevance and merit of the case to the criterion is easily determined. (average word guideline–500)
3. Articulate how this case demonstrates how you “ensure that environmental modification interventions are performed competently and include the integration of varying client factors and contexts.” (average word guideline–500)
Criterion 7—Intervention: Performance SkillsEnsures that environmental modification interventions are performed competently and include the integration of varying client factors and contexts.
Guidelines Instructional case study refers to teaching that was provided to other practitioners that will be
delivering interventions in environmental modification. should not include any form of standard client documentation (e.g., evaluation summary, discharge plan) or identification of client name(s) or facility information.
1. Date(s) case study represents
2. Describe the audience and context for the identified case. The context of the case should be adequately communicated so that relevance and merit of the case to the criterion is easily determined. (average word guideline–500)
3. Articulate how this case demonstrates how you “ensure that environmental modification interventions are performed competently and include the integration of varying client factors and contexts.” (average word guideline–350)
4. How was learning of the audience to whom you were instructing measured? (average word guideline–150)
FORMAL SPECIALIZED CONSULTATION FOR INTERVENTIONBack to Criteria
Criterion 7—Intervention: Performance SkillsEnsures that environmental modification interventions are performed competently and include the integration of varying client factors and contexts.
Guidelines This should not be confused with consultation that is part of the ongoing services provided in your
routine job duties. It is a request to address a particular issue at a particular site, either external or internal.
Consultation may include (but is not limited to) developing or evaluating a program or service, developing a strategy for long-term planning, establishing outcomes measures, incorporating national guidelines into internal policies and procedures, assessing and addressing staff educational needs, assessing and addressing resource needs, and validating program/service delivery with current evidence.
Applicant must have had a minimum of 10 hours working with the site.
1.Entity for Which Consultation Was CompletedDate(s) of ConsultationNo. of Hours Completed During Consultation
2. Objectives for consultation. Objectives must have been met by time of application. Please list no more than 3.
A)
B)
C)
3. Summarize the consultation results. (average word guideline–200)
4. Summarize how this professional development activity influenced your ability to “ensure that environmental modification interventions are performed competently and include the integration of varying client factors and contexts.” (average word guideline–400)
Criterion 7—Intervention: Performance SkillsEnsures that environmental modification interventions are performed competently and include the integration of varying client factors and contexts.
Guidelines Program development refers to the creation of a new program or development of an evolving
program.
1. Dates of program development
2. Briefly describe the program purpose, services offered, and clients served. (average word guideline–250)
3. Describe how this program development activity, including description of resources used, demonstrates your ability to “ensure that environmental modification interventions are performed competently and include the integration of varying client factors and contexts.” (average word guideline–500)
Criterion 7—Intervention: Performance SkillsEnsures that environmental modification interventions are performed competently and include the integration of varying client factors and contexts.
What type of research was conducted? Please choose 1. ☐ Scientific inquiry–Qualitative, quantitative, or mixed-methods approach. ☐ Methodological research/instrument development–Scientific inquiry to establish psychometric
properties of (1) a new tool, (2) an existing tool with a new population, or (3) an existing tool translated to a new language.
☐ Systematic review of the literature–Comprehensive search, review, and analysis of the existing literature to answer a focused question.
1. Title of research conducted
2. Mechanism of dissemination:☐ Publication ☐ Evidence-Based Practice☐ Peer-reviewed presentation ☐ Project Web site ☐ Grant funding ☐ Dissertation/thesis☐ Critically Appraised Topic (CAT, e.g., AOTA)
Citation:
3. Role of applicant in the research. (average word guideline–25)
4. Purpose and rationale of the research. (average word guideline–250)
5. Describe how this research demonstrates your ability to “ensure that environmental modification interventions are performed competently and include the integration of varying client factors and contexts.” (average word guideline–400)
Criterion 8—Intervention: Critical ReasoningEnsures that the selection, planning, and modification of interventions in environmental modification are based on evidence and evaluation data.
Guidelines Submission of actual recording is not required for application; however, appropriate permissions
should be obtained by applicant whenever engaging a client in a recorded session. Observation should be consultative or instructive in nature and a minimum of 1 hour. It may occur
over multiple sessions.
5.Age of Client
Client Diagnosis(es)
Setting for EvaluationDate of Recording or Observation
1. Provide a brief summary of the recording contents or observation and how it demonstrates your ability to “ensure that the selection, planning, and modification of interventions in environmental modification are based on evidence and evaluation data.” (average word guideline–200)
2. After reviewing this recording or observation, describe the insights you gained, and reflect on how the analysis experience validated or supported change in your practice related to intervention – critical reasoning. (average word guideline–400)
Criterion 8—Intervention: Critical ReasoningEnsures that the selection, planning, and modification of interventions in environmental modification are based on evidence and evaluation data.
Guidelines Client-based case study should not include any form of standard client documentation (e.g.,
evaluation summary, discharge plan) or identification of client name(s) or facility information.
1. Date(s) case study represents
2. Describe the client, client factors, and case contexts for the identified case. The context of the case should be adequately communicated so that relevance and merit of the case to the criterion is easily determined. (average word guideline–500)
3. Articulate how this case demonstrates how you “ensure that the selection, planning, and modification of interventions in environmental modification are based on evidence and evaluation data.” (average word guideline–500)
Criterion 8—Intervention: Critical ReasoningEnsures that the selection, planning, and modification of interventions in environmental modification are based on evidence and evaluation data.
Guidelines Instructional case study refers to teaching that was provided to other practitioners that will be
delivering interventions in environmental modification. should not include any form of standard client documentation (e.g., evaluation summary, discharge plan) or identification of client name(s) or facility information.
1. Date(s) case study represents
2. Describe the audience and context for the identified case. The context of the case should be adequately communicated so that relevance and merit of the case to the criterion is easily determined. (average word guideline–500)
3. Articulate how this case demonstrates how you “Ensure that the selection, planning, and modification of interventions in environmental modification are based on evidence and evaluation data.” (average word guideline–350)
4. How was learning of the audience to whom you were instructing measured? (average word guideline–150)
FORMAL SPECIALIZED CONSULTATION FOR INTERVENTIONBack to Criteria
Criterion 8—Intervention: Critical ReasoningEnsures that the selection, planning, and modification of interventions in environmental modification are based on evidence and evaluation data.
Guidelines This should not be confused with consultation that is part of the ongoing services provided in your
routine job duties. It is a request to address a particular issue at a particular site, either external or internal.
Consultation may include (but is not limited to) developing or evaluating a program or service, developing a strategy for long-term planning, establishing outcomes measures, incorporating national guidelines into internal policies and procedures, assessing and addressing staff educational needs, assessing and addressing resource needs, and validating program/service delivery with current evidence.
Applicant must have had a minimum of 10 hours working with the site.
1.Entity for Which Consultation Was CompletedDate(s) of ConsultationNo. of Hours Completed During Consultation
2. Objectives for consultation. Objectives must have been met by time of application. Please list no more than 3.
A)
B)
C)
3. Summarize the consultation results. (average word guideline–200)
4. Summarize how this professional development activity influenced your ability to “ensure that the selection, planning, and modification of interventions in environmental modification are based on evidence and evaluation data.” (average word guideline–400)
Criterion 8—Intervention: Critical ReasoningEnsures that the selection, planning, and modification of interventions in environmental modification are based on evidence and evaluation data.
Guidelines Program development refers to the creation of a new program or development of an evolving
program.
1. Dates of program development
2. Briefly describe the program purpose, services offered, and clients served. (average word guideline–250)
3. Describe how this program development activity, including description of resources used, demonstrates your ability to “Ensure that the selection, planning, and modification of interventions in environmental modification are based on evidence and evaluation data.” (average word guideline–500)
Criterion 8—Intervention: Critical ReasoningEnsures that the selection, planning, and modification of interventions in environmental modification are based on evidence and evaluation data.
What type of research was conducted? Please choose 1. ☐ Scientific inquiry–Qualitative, quantitative, or mixed-methods approach. ☐ Methodological research/instrument development–Scientific inquiry to establish psychometric
properties of (1) a new tool, (2) an existing tool with a new population, or (3) an existing tool translated to a new language.
☐ Systematic review of the literature–Comprehensive search, review, and analysis of the existing literature to answer a focused question.
1. Title of research conducted
2. Mechanism of dissemination:☐ Publication ☐ Evidence-Based Practice☐ Peer-reviewed presentation ☐ Project Web site ☐ Grant funding ☐ Dissertation/thesis☐ Critically Appraised Topic (CAT, e.g., AOTA)
Citation:
3. Role of applicant in the research. (average word guideline–25)
4. Purpose and rationale of the research. (average word guideline–250)
5. Describe how this research demonstrates your ability to “ensure that the selection, planning, and modification of interventions in environmental modification are based on evidence and evaluation data.” (average word guideline–400)
Criterion 9—Psychosocial Critical ReasoningRecognizes immediate and long-term implications of psychosocial issues related to conditions found in clients with environmental modification needs and ensures that therapeutic approaches and occupational therapy service delivery are modified accordingly.
Guidelines Submission of actual recording is not required for application; however, appropriate permissions
should be obtained by applicant whenever engaging a client in a recorded session. Observation should be consultative or instructive in nature and a minimum of 1 hour. It may occur
over multiple sessions.
6.Age of Client
Client Diagnosis(es)
Setting for EvaluationDate of Recording or Observation
1. Provide a brief summary of the recording contents or observation and how it demonstrates your ability to “recognize immediate and long-term implications of psychosocial issues related to conditions found in clients with environmental modification needs and ensure that therapeutic approach and occupational therapy service delivery are modified accordingly.” (average word guideline–200)
2. After reviewing this recording or observation, describe the insights you gained, and reflect on how the analysis experience validated or supported change in your practice related to psychosocial critical reasoning. (average word guideline–400)
Criterion 9—Psychosocial Critical ReasoningRecognizes immediate and long-term implications of psychosocial issues related to conditions found in clients with environmental modification needs and ensures that therapeutic approaches and occupational therapy service delivery are modified accordingly.
Guidelines Client-based case study should not include any form of standard client documentation (e.g.,
evaluation summary, discharge plan) or identification of client name(s) or facility information.
1. Date(s) case study represents
2. Describe the client, client factors, and case contexts for the identified case. The context of the case should be adequately communicated so that relevance and merit of the case to the criterion is easily determined. (average word guideline–500)
3. Articulate how this case demonstrates how you “recognize immediate and long-term implications of psychosocial issues related to conditions found in clients with environmental modification needs and ensure that therapeutic approach and occupational therapy service delivery are modified accordingly.” (average word guideline–500)
Criterion 9—Psychosocial Critical ReasoningRecognizes immediate and long-term implications of psychosocial issues related to conditions found in clients with environmental modification needs and ensures that therapeutic approaches and occupational therapy service delivery are modified accordingly.
Guidelines Instructional case study refers to teaching that was provided to other practitioners that will be
delivering interventions in environmental modification. It should not include any form of standard client documentation (e.g., evaluation summary, discharge plan) or identification of client name(s) or facility information.
1. Date(s) case study represents
2. Describe the audience and context for the identified case. The context of the case should be adequately communicated so that relevance and merit of the case to the criterion is easily determined. (average word guideline–500)
3. Articulate how this case demonstrates how you “recognize immediate and long-term implications of psychosocial issues related to conditions found in clients with environmental modification needs and ensure that therapeutic approach and occupational therapy service delivery are modified accordingly.” (average word guideline–350)
4. How was learning of the audience to whom you were instructing measured? (average word guideline–150)
FORMAL SPECIALIZED CONSULTATION FOR PSYCHOSOCIALBack to Criteria
Criterion 9—Psychosocial Critical ReasoningRecognizes immediate and long-term implications of psychosocial issues related to conditions found in clients with environmental modification needs and ensures that therapeutic approaches and occupational therapy service delivery are modified accordingly.
Guidelines This should not be confused with consultation that is part of the ongoing services provided in your
routine job duties but is a request to address a particular issue at a particular site, either external or internal.
Consultation may include (but is not limited to) developing or evaluating a program or service, developing a strategy for long-term planning, establishing outcomes measures, incorporating national guidelines into internal policies and procedures, assessing and addressing staff educational needs, assessing and addressing resource needs, and validating program/service delivery with current evidence.
Applicant must have had a minimum of 10 hours working with the site.
1.Entity for Which Consultation Was CompletedDate(s) of ConsultationNo. of Hours Completed During Consultation
2. Objectives for consultation. Objectives must have been met by time of application. Please list no more than 3.A)
B)
C)
3. Summarize the consultation results. (average word guideline–200)
4. Summarize how this professional development activity influenced your ability to “recognize immediate and long-term implications of psychosocial issues related to conditions found in clients with environmental modification needs and ensure that therapeutic approach and occupational therapy service delivery are modified accordingly.” (average word guideline–400)
Criterion 9—Psychosocial Critical ReasoningRecognizes immediate and long-term implications of psychosocial issues related to conditions found in clients with environmental modification needs and ensures that therapeutic approaches and occupational therapy service delivery are modified accordingly.
Guidelines Program development refers to the creation of a new program or development of an evolving
program.
1. Dates of program development
2. Briefly describe the program purpose, services offered, and clients served. (average word guideline–250)
3. Describe how this program development activity, including description of resources used, demonstrates your ability to “recognize immediate and long-term implications of psychosocial issues related to conditions found in clients with environmental modification needs and ensure that therapeutic approach and occupational therapy service delivery are modified accordingly.” (average word guideline–500)
Criterion 9—Psychosocial Critical ReasoningRecognizes immediate and long-term implications of psychosocial issues related to conditions found in clients with environmental modification needs and ensures that therapeutic approaches and occupational therapy service delivery are modified accordingly.
What type of research was conducted? Please choose 1. ☐ Scientific inquiry–Qualitative, quantitative, or mixed-methods approach. ☐ Methodological research/instrument development–Scientific inquiry to establish psychometric
properties of (1) a new tool, (2) an existing tool with a new population, or (3) an existing tool translated to a new language.
☐ Systematic review of the literature–Comprehensive search, review, and analysis of the existing literature to answer a focused question.
1. Title of research conducted
2. Mechanism of dissemination:☐ Publication ☐ Evidence-Based Practice☐ Peer-reviewed presentation ☐ Project Web site ☐ Grant funding ☐ Dissertation/thesis☐ Critically Appraised Topic (CAT, e.g., AOTA)
Citation:
3. Role of applicant in the research. (average word guideline–25)
4. Purpose and rationale of the research. (average word guideline–250)
5. Describe how this research demonstrates your ability to “recognize immediate and long-term implications of psychosocial issues related to conditions found in clients with environmental modification issues and ensures that therapeutic approach and occupational therapy service delivery are modified accordingly.” (average word guideline–400)
Criterion 10—Establishes NetworksEstablishes and collaborates with referral sources and stakeholders so that clients and relevant others may achieve outcomes that support health and participation in the area of environmental modification.
Guidelines This should not be confused with consultation that is part of the ongoing services provided in your
routine job duties but is a request to address a particular issue at a particular site, either external or internal.
Consultation may include (but is not limited to) developing or evaluating a program or service, developing a strategy for long-term planning, establishing outcomes measures, incorporating national guidelines into internal policies and procedures, assessing and addressing staff educational needs, assessing and addressing resource needs, and validating program/service delivery with current evidence.
Applicant must have had a minimum of 10 hours working with the site.
1.Entity for Which Consultation Was CompletedDate(s) of ConsultationNo. of Hours Completed During Consultation
2. Objectives for consultation. Objectives must have been met by time of application. Please list no more than 3.A)
B)
C)
3. Summarize the consultation results. (average word guideline–200)
4. Summarize how this professional development activity influenced your ability to “establish and collaborate with referral sources and stakeholders so that clients and relevant others may achieve outcomes that support health and participation in the area of environmental modification.” (average word guideline–400)
Criterion 10—Establishes NetworksEstablishes and collaborates with referral sources and stakeholders so that clients and relevant others may achieve outcomes that support health and participation in the area of environmental modification.
Type of media used for marketing: (check all that apply)☐ Presentation to potential referral source audience☐ Presentation to potential clients☐ Participation in community event such as health fairs☐ Speaking to community groups☐ Development and dissemination of marketing materials (e.g., brochures, Web sites,
podcasts)☐ Participation in media interview (e.g., television news, newspaper)☐ Other
1.Target Audience of Marketing
Date(s) of Marketing EffortsApproximate Total Hours Engaged in Marketing Activity
2. Provide a brief summary of the marketing activity. (average word guideline–50)
3. Applicant’s objectives for the marketing. List no more than 3.
4. Describe how this marketing activity demonstrates how you “establish and collaborate with referral sources and stakeholders so that clients and relevant others may achieve outcomes that support health and participation in the area of environmental modification.” (average word guideline–200)
Criterion 10—Establishes NetworksEstablishes and collaborates with referral sources and stakeholders so that clients and relevant others may achieve outcomes that support health and participation in the area of environmental modification.
Type of presentation:☐ In-service to professionals☐ Academic program lecture☐ Professional level workshop (e.g., state conference) ☐ Community
1. Presentation information.
Title
Target Audience
Date and Time of Presentation
2. Brief description of the presentation, including content focus. (average word guideline–50)
3. Applicant’s objectives for networking. Objectives must have been met by time of application. Please list no more than 3.A)
4. Describe how networks were established or strengthened through this presentation and any changes which have occurred as a result of your presentation. (average word guideline–200)
Criterion 10—Establishes NetworksEstablishes and collaborates with referral sources and stakeholders so that clients and relevant others may achieve outcomes that support health and participation in the area of environmental modification.
Guidelines Service with a local, state, national, or international agency or organization that has relevance to
the certification area. Minimum of 25 hours for at least 1 year.
1. Name of organization
2. Dates of service
3. Approximate number of hours of service
4. Identification of the volunteer leadership role served (must be leadership in nature, e.g., officer, chair, committee member, board member)
5. Describe how this leadership activity helped you “establish and collaborate with referral sources and stakeholders so that clients and relevant others may achieve outcomes that support health and participation in the area of environmental modification.” (average word guideline–200)
Criterion 11— Advocating for ChangeInfluences services for clients (person, organization, population) in environmental modification through independent or collaborative education or advocacy activities.
Guidelines Active involvement in or facilitation of advocacy activities at the local, regional, state, or national
level for the purpose of influencing decision-makers about policy, procedures, services, reimbursement, or occupational justice issues.
Merely serving as a participant does not constitute advocacy efforts. Minimum of 10 hours over at least 2 months.
Type of advocacy activity: (check all that apply)☐ Development and dissemination of advocacy materials (e.g., letters, brochures, Web sites,
podcasts)☐ Lobbying to/education for policy-makers☐ Organizer of community event (e.g., fundraising, health fair)☐ Subject expert in media interview (e.g., radio, television news, newspaper)☐ Presentation to stakeholder☐ Other
1.Description of Activity Target Audience Date(s) No. of Hours
Involved
2. Applicant’s objectives for advocating for change. List no more than 3.A)
3. Discuss the results, outcomes, or progress toward change affected by this advocacy effort that demonstrates how you “influence services for clients (person, organization, population) in environmental modification through independent or collaborative education or advocacy activities.” (average word guideline–350)
Criterion 11— Advocating for ChangeInfluences services for clients (person, organization, population) in environmental modification through independent or collaborative education or advocacy activities.
Guidelines Efforts toward change that influence access to services or promote the health and occupational
engagement of clients. This should not be confused with routine job duties associated with expected occupational therapy
service delivery. For example, submitting letters of necessity for equipment would not meet intent.
1. Describe the client (person, organization, population) or program and the context as it applies to an identified need for change. (average word guideline–100)
2. Summarize your efforts to influence change. (average word guideline–200)
3. Describe the change outcomes or progress toward change as a result of your efforts. (average word guideline–200)
4. Articulate how this case demonstrates your ability to “influence services for clients (person, organization, population) in environmental modification through independent or collaborative education or advocacy activities.” (average word guideline–500)
Criterion 11— Advocating for ChangeInfluences services for clients (person, organization, population) in environmental modification through independent or collaborative education or advocacy activities.
Guidelines Service with a local, state, national, or international agency or organization that has relevance to
the criterion. Minimum of 25 hours for at least 1 year.
1. Name of organization
2. Dates of service
3. Approximate number of hours of service
4. Identification of the volunteer leadership role served (must be leadership in nature, e.g., officer, chair, committee member, board member)
5. Describe how this leadership activity helped you “influence services for clients (person, organization, population) in environmental modification through independent or collaborative education or advocacy activities.” (average word guideline–400)
Criterion/Activity Exchange 13 Service to BASCApplies specialized knowledge to encourage, support, and recognize continued competence and professional development of members in specialty areas of practice.
Guidelines Service to the BASC in one or more of the following capacities within the last 5 years can be used
in exchange for meeting one criterion:
☐ Served as a reviewer for at least five AOTA Certification applications (initial and/or renewal)☐ Served on the BASC☐ Participated as a Phase I or II Panel Member: _______________________ (indicate which)
1. Please verify relevant activity information:
Date(s) of application review:
Total number of applications reviewed:
Dates as a BASC Member:
Dates as a Phase I or II Panel Member:
2. Submit documentation that verifies completion of activity, such as thank you letters from AOTA. If you are unable to locate verification information, please contact [email protected] a minimum of 2 weeks in advance of the renewal deadline to obtain this information.
