What is the Data of Daily Life™ protocol?
The Data of Daily Life™ protocol is a structured approach to documenting real-world function, not just symptoms. It moves beyond binary functional performance to measure the nuances of day-to-day capacity: how consistently a task can be performed, for how long, how frequently, what support is required, and what symptomatic toll it carries. Findings are organized to align with functional questions that commonly arise in damages analysis.
What is an OT Functional Evaluation for a personal injury case?
An OT Functional Evaluation is a clinician-led functional assessment performed by an independent, state-licensed occupational therapist. It documents functional capacity and limitations across daily activities using structured methods intended to support clarity and defensibility. It is often used when medical records explain injury, but the file needs clearer documentation of day-to-day functional impact and baseline comparison.
What problem does this solve in a personal injury case?
Many files have robust medical records to explain injury, yet day-to-day impact is often documented primarily through self-report and narrative descriptions. Without a nuanced pre-injury baseline and defensible documentation of lived limitations, cases can be undervalued. The Data of Daily Life™ protocol addresses this gap by adding structured, corroborated functional findings mapped to damages.
What types of cases are a good fit?
OT Functional Evaluations are often valuable in cases where daily-life impact is significant but not well captured through standard medical records alone. This may include concussions and mTBI, chronic pain and fatigue-related conditions, complex orthopedic injuries, and cases where symptoms, testing, or imaging do not clearly explain real-world limitations. They can also be helpful when return-to-work, employability, or day-to-day independence is in dispute.
In what states are you currently available?
Precision OT Network currently has independent, state-licensed occupational therapists available in Texas, Florida, North Carolina, Georgia, and Indiana. We are actively expanding into additional states and encourage firms to contact us for the most up-to-date coverage. In many situations, cross-licensing can be completed relatively quickly depending on the jurisdiction and availability of an appropriate evaluator.
How experienced are your occupational therapists?
All evaluations are performed by independent, state-licensed occupational therapists with substantial real-world clinical experience across a variety of practice settings and disciplines. Precision OT Network supports consistent quality through a comprehensive training protocol, structured resources and templates, mentorship, and peer review, while the evaluating occupational therapist remains responsible for their professional opinions and report.
What is the fee for an OT Functional Evaluation?
Fees vary based on the scope and type of report, as well as jurisdictional requirements and the specifics of the file. For the most current pricing and options, please contact us and we will share an up-to-date rate card.
When in the case should this evaluation be used?
An OT Functional Evaluation can be used at multiple stages of a case, depending on the purpose of the evaluation. It may be used to clarify functional questions early in a matter, and it may also be used to support mediation, settlement discussions, and trial preparation when functional impact remains contested or unclear.
How does this fit with other evidence already in the file?
OT Functional Evaluations are designed to complement existing medical and expert evidence. They focus on documenting real-world function and daily-life complexity in a structured way, which can add clarity where other records focus primarily on diagnosis, symptoms, or clinic-based findings. This work is intended to integrate with, and be read alongside, the broader evidentiary record.
What does an OT Functional Evaluation typically include?
An OT Functional Evaluation typically includes review of relevant records, a structured functional interview, validated measures as indicated, and real-world task performance. Reporting is structured to describe functional capacity, limitations, supports required, and the impact on daily life.
Is the evaluation based only on what the client reports?
No. The evaluation is designed to rely on multiple sources of information, not self-report alone. Findings may draw from records, structured interviewing, observed performance, and collateral information when appropriate. The goal is to provide a clinically interpreted functional picture supported by corroborated findings.
Are there different levels or formats of evaluation?
Yes. The scope of an OT Functional Evaluation can vary depending on the file’s needs. Some evaluations focus on a specific functional domain or core question, while others provide a more comprehensive assessment across multiple areas of daily life. Scope is determined based on the questions being asked and the practical requirements of the matter.
How are the findings designed to hold up under scrutiny?
The evaluation uses a structured protocol and clear documentation of how opinions were formed. Findings are presented in a clinician-anchored way, emphasizing functional performance, consistency, and real-world tolerance rather than relying solely on narrative descriptions. Reports are written to be clear, organized, and suitable for legal and insurance contexts.
Does the occupational therapist diagnose, determine causation, or act as an advocate?
No. The focus of the evaluation is functional impact within occupational therapy scope, such as how an injury affects daily activities and what supports may be required. It is not intended to provide medical diagnoses, determine causation, or serve as advocacy. The evaluation is designed to maintain objectivity.
Can the occupational therapist provide testimony if needed?
Yes. The independent occupational therapist who performed the evaluation may be retained to provide testimony within their scope of practice, subject to jurisdictional requirements and case needs. Testimony requirements and processes vary by jurisdiction.
Who performs the evaluations?
Evaluations are performed by independent, state-licensed occupational therapists. Precision OT Network supports a consistent approach through the Data of Daily Life™ protocol, while the evaluating occupational therapist remains responsible for their professional opinions and report.
Is the evaluation conducted in person, virtually, or both?
The evaluation format depends on jurisdiction, case needs, and practical considerations. Evaluations may be conducted virtually, in person, or through a hybrid approach, with an emphasis on capturing real-world function and daily-life complexity.
How do you handle privacy and sensitive health information?
Privacy and confidentiality are taken seriously. Personal and health information is handled using secure systems and appropriate safeguards, and it is collected and used only as needed to support evaluation logistics, reporting, and applicable legal and regulatory requirements. The independent occupational therapist remains responsible for clinical documentation within their practice, and Precision OT Network handles information in its administrative role.