Occupational Therapy EPA4 Functional assessment and basic treatment of the critically ill patient

The Novice Critical Care Occupational Therapist will be able to assess the functional skills and dysfunctional components of the critically ill patients to ascertain occupational losses and provide basic treatment to overcome occupational barriers within reason in critical care.

  • The OT will have skills to recognise dysfunction, impairment, occupational deprivation and disability for function in critically ill patients.
  • Have an awareness of the cognitive, physical and psychosocial implications on function as a critical care patient and assess said needs.
  • Support and treat patients to access leisure and goal orientated occupations as appropriately with Level 2/ 3 patients.

Limitations

  • This does not include assessment of patients intubated and sedated or are clinically unstable as per the Medical Team.
  • Complex Intervention/ Treatment of function is not included
  • Detailed functional, cognitive, motor and psychosocial skills and treatments not within this novice competency
  • This does not include or cover the scope of high level functional skills performance

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EPA overview information
Required knowledge
  1. C3Framework Shared AHP Competencies
  2. C3Framework OT Domains:
    • Competency 1; Upper Limb Assessment
    • Competency 2; Oedema assessment
    • Competency 3; Delirium Assessment and Treatment
    • Functional Assessment and basic Treatment additional ‘components/ considerations’
    • Therapy Manual Handling skills
Information to assess progression
  • Verbal and/ or written feedback on knowledge obtained from learning to supervisor for sign- off
  • Observational sessions with senior support (2 sessions)
  • Demonstration of skills session with senior (3 sessions)
  • Clinical documentation and notes audit
  • Functional reporting- case monitoring and/ or supervision
  • Clinical supervision
Supervision
  • Full entrustment (level 4)
  • Documentation of self-assessment and senior sign- off through supervision
Basis for formal entrustment decisions

An entrustment decision should be made by an experienced critical care OT after observing this EPA completed on more than one patient.

UUse the EPA Completion Template (PDF, 88KB) for this.


Previously completed EPAs:
If you have completed any previous EPAs, select them here
to highlight where competencies have already been met.


Shared AHP competencies

Competency description Self assessment Senior assessment

Safety

Infection Prevention and Control:

Able to demonstrate knowledge of general infection control prevention and control including hand hygiene, aprons, masks and aseptic non-touch technique

 
 

Patient Emergency Management:

Has completed Basic Life Support Training as per local trust policy

 
 

Describes how they would summon help in an emergency and locate crash bells

 
 

Describes how to call a medical emergency call via switch

 
 

Describes own role and expected contribution in medical emergency eg. Basic Life Support, providing assistance to MDT as able

 
 

Patient ID:

Demonstrates positive patient identification and awareness of allergies

 
 

Monitoring Vital Signs:

Demonstrates how to monitor vital signs (Temp, HR, SpO2, RR, blood pressure, MAP)

 
 

Interprets observations in an ICU setting, considering trends and normal ranges for all (Temp, HR, SpO2, RR, blood pressure)

 
 

Able to troubleshoot difficulties with taking vital signs eg. poor trace on pulse oximeter, missing ECG leads, positional sensitivity of arterial line

 
 

Awareness of who to escalate concerns to in relation to patient safety with recognition of different levels of urgency and reporting to different staff members dependent on situation

 
 

Orientation:

Can describe the bed numbering, storage location of safety equipment, location of offices and other key areas within the critical care unit

 
 

Can describe the shift patterns and handover process of other MDT members

 
 

Able to identify key MDT members by their role, including critical care nurses, nurse in charge, consultant on call

 
 

Demonstrates how to locate the local protocols and guidelines relevant to own role

 
 

Has an awareness of key ICU meetings relevant to role e.g. MDT meetings, handovers, safety briefings, teaching sessions.

 
 

Can identify standard ICU bedspace equipment and location of equipment necessary for role

 
 

Communication

Communication with patient:

Describe barriers to communication in ICU including those associated with PPE, illness and ICU interventions.

 
 

Awareness of communication aids with patients to overcome communication barriers i.e. PPE + oral intubation

 
 

Communication with family + friends:

Describe the support services available to help liaise with family including family support nurses, PALS, psychology services as appropriate.

 
 

Describe barriers to communication with family and methods to improve this

 
 

Knows importance of confidentiality and consent to share information with friends and family

 
 

Communication with colleagues:

Awareness of peer support and psychological support

 
 

Documentation

Local IT Training:

Demonstrates how to access and document in patient records using local IT systems

 
 

Demonstrates how to view results and imaging on local IT systems

 
 

Moving and Handling

Awareness of Falls prevention and who to escalate to if concerned regarding falls risks

 
 

Compliant with Manual Handling training as per local trust policy.

 
 

Non-technical skills

Teamwork:

Demonstrate working in an MDT by building and maintaining relationships with other professions

 
 

Aware of the roles and responsibilities of other members of the MDT

 
 

Clarifies, accepts and executes tasks delegated by the team leader

 
 

Explains the importance of highlighting safety issues / concerns to a member of your team in a prompt manner

 
 

Uses appropriate level of assertiveness for the clinical situation

 
 

Demonstrates a logical and systematic handover using local format

 
 

Outline how to escalate and to whom if there are patient / safety concerns

 
 

Identify and respond to patient / staff safety issues appropriately

 
 

Clinical Assessment and Basic Life Support

Airway:

Demonstrate ways to open up airway using simple manoeuvres (inc. repositioning, head tilt chin lift, jaw thrust)

 
 

Demonstrates how to deliver manual ventilation using two person bag-valve-mask (BVM) technique

 
 

Recognise and escalate airway compromise in a tracheostomised patient

 
 

Mouth care:

Demonstrates how to perform and document oral hygiene

 
 

Oxygen:

Knows the types of oxygen delivery system and their limitations (including reservoir mask, simple face mask, venturi system and nasal cannulae)

 
 

Demonstrates how to deliver oxygen urgently (including reservoir mask, simple face mask, venturi system and nasal cannulae)

 
 

Describe how to escalate or de-escalate oxygen therapy in a step wise manner eg. nasal cannulae to face mask.

 
 

Lines and attachments:

Recognise different lines and their location relevant to local population (eg arterial lines, central line, vas-cath)

 
 

Nutrition:

Identify enteral feeding tube in situ, whether it is connected to feed and whether the feed pump is running

 
 

Knows to discuss plans with nursing staff prior to moving or reposition a patient with NG feed running

 
 

Aware of events which can displace feeding tubes and to escalate accordingly

 
 

Describes how to check enteral feeding length and escalates if tube length has changed

 
 

Describe how to recognise dysphagia and an escalation plan including referral to SLT

 
 

Demonstrates how to assist patients with eating and drinking

 
 

Have an awareness of modified diets or thickened fluids in line with SLT recommendations

 
 

Delirium:

Demonstrate how to categorise neurological status using the AVPU scoring

 
 

Describe factors that may cause or contribute to delirium

 
 

Describes how to recognise delirium

 
 

Demonstrates how to complete a CAM-ICU score

 
 

Demonstrates an understanding of non-pharmacological management of delirium

 
 

Demonstrates knowledge of the Mental Capacity Act, when capacity assessment is indicated, how to assess capacity and when specialist communication support is required eg. referral to SLT

 
 

Pain:

Demonstrates how to use pain faces or a similar visual analog scale

 
 

Demonstrates an understanding on the impact of pain on patient presentation eg. agitation

 
 

Demonstrates an understanding of the impact of pain medication on patient presentation eg. sedative effect

 
 

Sedation:

Demonstrates an understanding of RASS (or alternative sedation) scoring system

 
 

Able to access and read using ICU drug charts

 
 

Demonstrates an awareness of common ICU sedative medications

 
 

Demonstrates a basic knowledge of common ICU medications and their role e.g. sedatives, vasopressors, inotropes

 
 

Core competencies

Competency description Self assessment Senior assessment

Upper Limb Assessment

Knowledge and awareness of common upper limb impairments and conditions on critical care

Impaired power

 
 

Impaired sensation

 
 

Biomechanical changes

 
 

Impaired coordination

 
 

Subluxations

 
 

Oedema

 
 

Pain

 
 

Tonal changes

 
 

Impaired proprioception

 
 

Nerve issues: eg. brachial plexus injuries

 
 

Skin

 
 

Outcome measures

To have an awareness of formal upper limb assessments (if/when appropriate). Consider: Chedoke, ARMA etc. *unit specific

 
 

Awareness of suitable upper limb outcome measures, *unit specific: CAHAI/ Chedoke; MTHAS; Fugl- Meyer

 
 

MDT working

To be able to feedback assessment to senior OT to implement appropriate intervention

 
 

To be able to escalate any concerns regarding pain, skin, necrosis etc. to MDT

 
 

Risk Assessment

To complete Risk Assessment prior to assessment based on admission and presenting conditions

 
 

ROM and joint integrity

Assesses passive range of movement: Goniometry or Neutral- O method

 
 

Uses subluxation measurements

 
 

Power

Active range of movement: Oxford Scale (OS)

 
 

Assess grip using:

Cylindrical

 
 

Spherical

 
 

Palmer

 
 

Hook

 
 

Lateral

 
 

Tiper/Pincer

 
 

Tripod

 
 

Tone

Demonstrates use of Modified Ashworth Scale (MAS) - Rigidity vs spasticity?

 
 

To be aware of the impact that spasticity has on function, both positive and negative.

 
 

Sensation

Dermatome knowledge and awareness. Patient reporting- sharpness, numbness, dull aches, pins and needles - patterns

 
 

Demsontrates assessment of light touch

 
 

Demsontrates assessment of deep touch

 
 

Demsontrates assessment of temperature

 
 

Demsontrates assessment of distinction

 
 

Demsontrates assessment of discrimination

 
 

Proprioception

Assess proprioception using thumb

 
 

Assess proprioception using arm positioning matching

 
 

Assess proprioception using joint position sense

 
 

Coordination

Assesses coordination using 9 hole peg test

 
 

Assesses coordination using finger nose test

 
 

Assesses coordination using digit tapping

 
 

Assesses coordination using DDK

 
 

Pain

Assess pain using Pain Scale (VAS, Numerical Pain scale and Clinical Pain Observation Tool)

 
 

Assess pain using verbal pain descriptions i.e. sharp, numbness, tingling, pins/ needles, dull, old/ new pain

 
 

Skin integrity

Stretched, taut, shiny, dry, cracked, weeping, pale, red, erythema (rash) bruised, temperature, healed. Necrosis and TVN advise adherence

 
 

Assessing Impact on ROM in function.

 
 

Functional Assessment

Teeth brushing

 
 

Drinking/ Feeding tasks

 
 

Oral care

 
 

Putting on glasses

 
 

Using a phone

 
 

Oedema Assessment

Understanding oedema

An understanding of the pathophysiology of oedema

 
 

An understanding of the impact of oedema on function, kinesiology, pain and disability

 
 

An awareness of the OT role in oedema management (assessment and treatment)

 
 

Presentations of oedema

Pitting

 
 

Non pitting

 
 

Mixed

 
 

Local

 
 

Global

 
 

Uni/bilateral

 
 

Peripheral

 
 

Risk factors for oedema

Liases with MDT and reviews medical notes to consider:

  • Sodium retention;
  • Fluid balances (+ or -);
  • Trauma to location;
  • DVT;
  • Line positioning
 
 

To recognise limitations and/ or risk assessment associated with oedema i.e. DVT, cardiac, fluid balances, RRT

 
 

An awareness of medical intervention leading to causation of oedema

 
 

Assessing Oedema

Information Gathering and Admission History

  • PMH (e.g. congestion heart disease, lymphedema, other conditions that may increase risk e.g. kidney problems, lung and liver diseases);
  • Medication;
  • Risk factors: smoker, family history, obesity, hypertension,
  • Local trauma or DVT present
 
 

Assessing figure of 8. Consider: Figure of 8 demonstration video

 
 

Assessing Grade/Depth and Rebound time. Consider: Pitting Edema Scale infographic

 
 

Assessing Measurements-circumference (bicep/forearm). Consider: Pitting Edema Scale infographic

 
 

Delirium Assessment and Treatment

Causes of delerium

Demonstrate awareness of the factors that can contribute or cause delirium in an Critical Care

 
 

Be able to discuss predisposing factors (gender, pre-existing cognitive impairment, age, auditory/visual impairment, alcohol/drug abuse, severe illness etc.)

 
 

Show awareness of precipitating factors (analgesia, benzodiazepines, sepsis, pain, ventilation, hypoxia etc.)

 
 

Describe how to recognise/diagnose delirium, including the common subtypes

 
 

Be able to describe typical presentations of hyperactive delirium, hypoactive and mixed delirium

 
 

Demonstrate basic knowledge of pharmalogical impacts on delirium

 
 

Identifying typical medication forms that may impact such as benzodiazepines/antipsychotics and subsequent imbalances caused

 
 

Demonstrate awareness of the ABCDEF Liberation Delirium bundle or PADIS guidelines

 
 

Demonstrates the knowledge of early mobilisation, nutrition, activity engagement, sleep and family input in delirium management

 
 

Delerium assessments

Demonstrate knowledge of the RASS scores

 
 

To be able to complete a CAM-ICU independently

 
 

Delerium management

Demonstrate how to feedback on results of assessment and recommendations to MDT, patient and family

 
 

Demonstrate typical OT intervention and treatments of delirium

 
 

Be able to complete a detailed social history capturing the wider needs of the patient including hobbies, likes/dislikes, occupations, personality, family dynamics etc.

 
 

Complete and recommend daily orientation with delirious patient; to include use of orientation boards, pictures or verbal orientation strategies, use ‘framing’ to aid hallucinations/understanding of reality, insight building, education.

 
 

Assess, commence and recommend early mobilisation, rehabilitation, routine and bed mobility

 
 

Complete environment assessment and recommendations within scope of practice and skills. Consider light/ dark, windows, sounds and stimulation and work with MDT to support

 
 

Sleep cycle – introduction of sleep hygiene strategies i.e. masks, reduce caffeine intake, exercise (if appropriate) or environmental changes to support sleep/wake cycle etc.

 
 

Functional/cognitive activities alongside normal daily routine

 
 

Partake in family, friend engagement/education of delirium and how they may participate in delirium management. Provide family/ friend education on delirium management

 
 

MDT education on delirium and therapeutic role of activity

 
 

Functional Assessment and Basic Treatment

Leisure

Demonstrate awareness of Maslows Hierarchy of needs and how this applies to the critically ill patient

 
 

To identify appropriate treatment interventions to support engagement in leisure interests

 
 

Complete personal history Questionnaire. Consider Interest Checklist.

 
 

To be able to discuss leisure with patients, appropriately in Critical Care

 
 

Goal setting

Detailed understanding of Goal Setting and the impact on rehabilitation in Critical Care

 
 

Demonstrate ability to develop SMART patient-centred goals with a patient/MDT (or in a patient's best interests when required), in order to meaningfully direct rehabilitation

 
 

Likes/dislikes

Understand the impact on volition on task performance

 
 

Interest Checklist

 
 

Be able to obtain information on a patient's meaningful occupations, roles, responsibilities and preferences, and use creativity to apply this in an appropriately graded way to the critical care setting

 
 

Establish or implement a bed side 'This is me' or 'Getting to know me' provision.

 
 

Sleep

To identify how many hours sleep a patient is getting over a 24-hour period

 
 

To discuss barriers to sleep with patients

 
 

To make non-pharmacological recommendations to support sleep

 
 

Make recommendations to support sleep hygiene

 
 

Eating and Drinking:

Recognise the value and importance of eating and drinking functionally/ holistically

 
 

Understand the modified risk and eating/ drinking needs in CCU i.e. modified diets, swallow needs etc.

 
 

Complete a feeding assessment

 
 

Complete a drinking assessment

 
 

Provide recommendations on feeding and drinking skills (graded and/ or adaptive)

 
 

Personal care:

Having an awareness of when a personal care assessment is required/ appropriate and within remit of your skills and the patients' capabilities

 
 

To discuss hygiene preferences with patients and cultural preferences for hygiene completion. To identify personal care tasks regularly completed by the patient

 
 

Complete toileting assessment and management

 
 

Grooming task assessment i.e. shaving, tweezing etc.

 
 

Oral hygiene assessment- yankeur use, toothbrush, mouthwash

 
 

Support patient to access leisure activities within personal care i.e. nail painting, haircuts and attempt to access support networks for this

 
 

Communication access:

To be aware of how people can communicate via media and technologies whilst on critical care i.e. phone, iPad

 
 

Awareness of how patient can communicate and raise concerns.

 
 

Support patient in referring for or accessing alternative low- tech or familiar communication devices

 
 

Complete call bell assessment

 
 

Communication

To identify presence of artificial airway impacting verbal communication

 
 

To identify limitations in communication due to weakness, neurological change, impairment or pharmacology

 
 

To identify if patients have access to communication aids

 
 

Be aware of low tech and high-tech communication solutions

 
 

To identify if a patient can make their needs known

 
 

To identify strategies to support patients to make their needs known in liaison with MDT colleagues

 
 

To liaise with MDT colleagues to support patient communication

 
 

To complete a written communication assessment

 
 

Environment

Demonstrate an understanding of how the critical care environment can impact on a person's basic human needs

 
 

Demonstrate environmental awareness and use of critical care equipment (creativity) to support in rehabilitation i.e. chairs, bed mechanism, weights

 
 

Make reasonable recommendations for environmental changes to access functional activities

 
 

Create an adaptive and supportive environment for staff and patient to engage in rehabilitation or a familiar environment i.e. pictures, routines, timetables

 
 

Seating:

To identify when specialist seating is required

 
 

To recognise scope of practice and when additional support required (seating or postural assessments)

 
 

To identify if a patient can/ cannot complete seating or transfer due to equipment provision and lack of. How to escalate any of these concerns

 
 

To complete a complex Seating Risk Assessment

 
 

To be able to recommend a transfer method to get to/from seating

 
 

To identify appropriate seating within the Critical Care setting (*unit specific)

 
 

Assistive Devices:

To recognise when assistive devices are needed (e.g., splints, braces, etc)

 
 

To be able to identify presence of assistive devices (e.g., splints, brace etc)

 
 

To recognise scope of practice and when additional support required

 
 

To request support for prescription of assistive devices