iOccupationalTherapy.com – Call us: 866-782-9924

How Do Assessments Inform the Occupational Therapy Process in Mental Health Settings?

Olivia Petrucci, MS, OTR/L

August 1, 2025

Share:

Question

How do assessments inform the occupational therapy process in mental health settings?

Answer

Assessments serve as the foundation for the occupational therapy process in mental health by providing a comprehensive understanding of a patient’s functional abilities, strengths, and areas for improvement. These evaluations are instrumental in developing individualized treatment plans and establishing measurable goals that align with the patient’s needs and capabilities. They also assist in determining the most appropriate level of care, whether that be a return home with supports, transition to a group home, or continued inpatient treatment. The insights gained from assessments guide the choice of interventions, whether delivered in individual sessions or group formats, and contribute significantly to discharge planning and continuity of care.

In addition to shaping the OT plan of care, assessments foster collaboration within the interprofessional team by contributing objective, occupation-centered data. This data complements information from disciplines such as psychiatry, social work, and nursing, leading to a more coordinated and patient-centered approach to treatment. Furthermore, effective assessments require integrating clinical reasoning and using diverse, culturally appropriate tools, supported by a trauma-informed lens. This ensures that evaluations are inclusive, respectful, and responsive to the patient's history and identity, ultimately reinforcing therapeutic rapport and optimizing care outcomes.

This Ask the Expert is an edited excerpt from the course, Assessments In Mental Healthpresented by Olivia Petrucci MS, OTR/L.


olivia petrucci

Olivia Petrucci, MS, OTR/L

Olivia Petrucci graduated with a master’s degree in occupational therapy from Worcester State University and is currently a student in the post-professional doctoral program at Boston University. For the last three years, she has practiced as a psychiatric occupational therapist in the acute inpatient psychiatric setting. 

 


Related Courses

Assessments In Mental Health
Presented by Olivia Petrucci, MS, OTR/L
Video

Presenter

Olivia Petrucci, MS, OTR/L
Course: #6774Level: Introductory1 Hour
  'Learning about the different assessment tools in psychiatric settings'   Read Reviews
This course reviews different evidence-based assessments used in adult mental health practice, including the ACLS, KELS, Barthel Index, and the Modified Interest Checklist. Participants will learn to select, administer, and interpret these assessments to direct client-centered intervention planning and discharge recommendations. This is Part 3 of the Assessment Series.

Disability Inclusion: What Healthcare Providers Need To Know
Presented by Kathryn Sorensen, OTD, OTR/L, ADAC
Video

Presenter

Kathryn Sorensen, OTD, OTR/L, ADAC
Course: #5632Level: Introductory1 Hour
  'I absolutely loved this course!! Thank you Kathryn for putting us in your shoes and really helping us to see what life looks like through your lens'   Read Reviews
As a person with a disability and an occupational therapist, I have a unique perspective of living in two worlds. In this course, I will share my personal experience and things I wish healthcare providers knew and understood about living with a disability.

Incontinence: A Home Program to Stop Leaks and Teach Healthy Bladder and Bowel Habits
Presented by Tiffany Lee, MA, OTR, BCB-PMD, PRPC
Video

Presenter

Tiffany Lee, MA, OTR, BCB-PMD, PRPC
Course: #5384Level: Introductory1 Hour
  'The instructor is a great presenter!'   Read Reviews
Millions of Americans are negatively impacted by bladder dysfunction. This course discusses the OT’s role in treating incontinence, bladder urgency, and nocturia. It also summarizes treatment applications, practical strategies, successful home programs, and how to become board certified in this specialty field.

Restorative Yoga: An Integrative Approach To Promote Occupational Performance
Presented by Richard Sabel, MA, MPH, OTR, GCFP
Video

Presenter

Richard Sabel, MA, MPH, OTR, GCFP
Course: #5901Level: Introductory1.5 Hours
  'This was a really interesting course'   Read Reviews
The past decade has seen an exponential growth in the use mindfulness-based interventions among health professionals. This program will explore how restorative yoga can be used by occupational therapy practitioners to promote occupational performance.

Treating Sleep Deficits In Individuals With Neurological Impairment Utilizing Occupation-Based Sleep Interventions
Presented by Yvonne Monti, OTD, OTR/L
Video

Presenter

Yvonne Monti, OTD, OTR/L
Course: #5646Level: Intermediate1 Hour
  'Well organized'   Read Reviews
The incidence of sleep deficits in the neurological population, as well as the secondary occupational deficits related to fatigue, will be discussed in this course. Occupation-based sleep assessment and intervention techniques will also be introduced.