EPISODE · Jun 22, 2026 · 27 MIN
How to do an OT hospital initial assessment
from How to be a better OT · host Clare Batkin - Your OT Tutor
Tell Clare what you think here!Do you feel robotic asking the exact same questions during every hospital initial assessment? Discover how to adapt your clinical interviews for every patient while effectively planning their safe and timely discharge.Episode Summary: In this episode of the How to Be a Better OT podcast, host Clare Batkin breaks down the absolute bread and butter of acute and rehab care: the hospital initial assessment. Drawing on a decade of experience, Clare walks you through the entire process, from essential pre-assessment file reviews to documenting your findings. Whether you are a student, a new grad, or transitioning into a hospital setting, this episode will help you gather the right information to get your patients home safely and efficiently. Key Takeaways:The Ultimate Goal: Learn why the overarching purpose of any hospital initial assessment always comes back to safe and timely discharge planning.The Prep Work You Can't Skip: Why reviewing medical files and getting handovers from the multidisciplinary team (MDT) is crucial before you even step foot in the patient's room.What to Ask (and What to Skip): A breakdown of the core interview components, including diagnosis, social history, home environment, and previous vs. current function.Adapting Your Approach: How to tailor your questions depending on the patient's age, diagnosis, and unique discharge concerns.Documentation Hacks: Why SOAP notes don't work for initial assessments, and how to use subheadings and "sticker templates" for faster, more consistent note-writing. Links & Resources Mentioned:Freebie: Download the Hospital Initial Assessment Form from section 5 of the Learning Library to help guide your clinical interviewsFreebie: Access the Documentation Examples in Section 6 of the free Learning Library: Deep Dive: Join the Connector Membership for full webinars on how to conduct and document an initial hospital assessment (including a simulated demo), functional mobility assessments, functional cognitive assessments, and assistive tech prescription.Advanced Learning: Join the Alliance Membership for advanced clinical content and NDIS courses. If you found this episode helpful, please subscribe, leave a review, and share it with a fellow OT. Make sure to tune in to our next episode, where we'll shift our focus to the private sector: How to do a Functional Capacity Assessment (FCA)! Want to continue learning with Clare? Here are your options:Check out my FREE Learning Library full of resources and coursesSign-up for one-on-one or group training and supportBook a time for a chat to see how I can helpSign-up for a Your OT Tutor membershipFollow me on social media – vist my Linktree for the links you need!
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Tell Clare what you think here! Do you feel robotic asking the exact same questions during every hospital initial assessment? Discover how to adapt your clinical interviews for every patient while effectively planning their safe and timely discharge. Episode Summary: In this episode of the How to Be a Better OT podcast, host Clare Batkin breaks down the absolute bread and butter of acute and rehab care: the hospital initial assessment. Drawing on a decade of experience, Clare walks you throug...
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How to do an OT hospital initial assessment
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