How can I integrate occupational therapy recommendations into a patient's overall care plan in primary care?

To integrate occupational therapy (OT) recommendations into a patient's overall care plan within primary care, collaborate closely with occupational therapists and other relevant professionals to ensure OT interventions are tailored to the patient's individual needs and goals, particularly focusing on daily living skills and mental wellbeing.

Include OT goals explicitly in the care plan, such as maintaining or improving daily routines, physical access, communication, and social participation, and ensure these goals are regularly reviewed and updated with the patient and care team.

Engage the patient as an expert and partner in their care by involving them in decision-making about OT activities and interventions, promoting their autonomy and self-efficacy.

Share the care plan and OT recommendations with all involved parties—including the patient, family or carers (with consent), and multidisciplinary team members—to promote coordinated care and avoid duplication.

Incorporate practical solutions and support for activities of daily living such as self-care, shopping, cooking, and social engagement, adapting interventions to the patient's preferences and abilities.

Facilitate access to community resources and group or individual OT sessions that encourage peer support and social inclusion, delivered in settings and styles that meet the patient's needs.

Use the care plan to support risk management and crisis planning where relevant, integrating OT strategies that promote independence and coping skills.

Finally, ensure the patient has access to an up-to-date written copy of their care plan and that it is reviewed regularly to reflect changes in their condition or goals.

These steps align with NICE guidance emphasizing person-centred, collaborative care planning and the role of occupational therapy in promoting mental wellbeing and daily living skills in primary care settings ¹,²,⁴.