Self-Assessment and Personalization in Occupational Therapy Services: A Managerial Perspective on the Challenges and Opportunities of a Service Innovation

Abstract

Introduction:

This article examines the introduction of self-assessment in occupational therapy services, focusing on the impact of new tools and approaches on professional culture and practice.

Method:

Qualitative data were collected via interviews with managers of five pilot projects and analysed using a mixture of predetermined and emergent themes.

Findings:

Within the implementation process, challenges and opportunities were identified, including the development of web-based assessment tools, extending the roles of staff groups not previously engaged in assessment, and refocusing the duties of qualified staff on the most complex cases. The involvement of staff in the design of new tools, bespoke training courses, and the use of ‘champions’ were reported to be effective means of supporting them through the change process. The development of new ways of delivering services through new technology was found to be in its infancy.

Conclusion:

Self-assessment complemented professional practice in occupational therapy services. It enabled the skills of qualified staff to be used appropriately whilst ensuring that people with needs requiring simple interventions had greater opportunity than previously to take charge of their situation and to receive a timely service that was tailored to their needs. New technology required further development to enhance service delivery.