The Occupational Therapy Practice Framework: Domain and Process—Fourth Edition (OTPF-4; American Occupational Therapy Association [AOTA], 2020) states that every occupational therapy evaluation includes (1) the occupational profile and (2) the analysis of occupational performance. The OTPF-4 states that as the first step in the evaluation process,

Consistently conducting and documenting the occupational profile is the first step in improving the quality of occupational therapy services and demonstrating the profession’s distinct value to other health care providers, reviewers, and payers. The profile demonstrates occupational therapy practitioners’ commitment to clients as collaborators in the occupational therapy process and facilitates client-centered practice. In addition, the occupational therapy evaluation and reevaluation Current Procedural Terminology® codes established in 2017 require the inclusion of an occupational profile.

To assist occupational therapy practitioners in conducting an occupational profile with each client, AOTA has...

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