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Code deleted. See 97161-97172.

Official Description

Occupational therapy re-evaluation

© Copyright 2025 American Medical Association. All rights reserved.

Common Language Description

An occupational therapy re-evaluation (CPT® Code 97004) is a critical component of the occupational therapy process, aimed at assessing a patient's progress and adjusting their treatment plan as necessary. This procedure follows an initial occupational therapy evaluation (CPT® Code 97003) and is designed to ensure that the therapeutic interventions remain effective and relevant to the patient's evolving needs. During the re-evaluation, the occupational therapist conducts an interim history to gather updated information about the patient's condition and treatment response. This includes assessing any changes in the patient's physical, mental, and neurobehavioral status since the last evaluation. The therapist evaluates the patient's progress in regaining or developing skills necessary for independent functioning, which is essential for enhancing overall health and personal well-being. The re-evaluation process involves a thorough review of the patient's ability to perform activities of daily living (ADLs), such as dressing, bathing, and mobility, as well as instrumental activities of daily living (IADLs) like shopping, cooking, and transportation access. The occupational therapist also considers cognitive and psychosocial factors that may impact the patient's functional capabilities. Identifying barriers in various environments—home, school, work, and community—is a key aspect of this evaluation, as it helps in formulating strategies to overcome these obstacles. Additionally, the need for adaptive equipment is reassessed to ensure that the patient has the necessary tools to facilitate their independence. Following the re-evaluation, the occupational therapist provides a written report and revises the treatment plan based on the patient's current status and response to previous interventions, ensuring that the therapy remains aligned with the patient's goals and needs.

© Copyright 2025 Coding Ahead. All rights reserved.

1. Indications

The occupational therapy re-evaluation (CPT® Code 97004) is indicated for patients who have undergone previous occupational therapy evaluations and require an assessment of their progress and treatment effectiveness. The following conditions may warrant a re-evaluation:

  • Change in Patient Condition A significant change in the patient's physical, mental, or neurobehavioral status that may affect their ability to perform daily activities.
  • Response to Treatment Evaluation of the patient's response to the current treatment plan to determine its effectiveness and make necessary adjustments.
  • Need for Revised Treatment Plan The necessity to revise the treatment plan based on the patient's progress or lack thereof in achieving therapeutic goals.
  • Assessment of Functional Limitations Ongoing assessment of functional limitations in activities of daily living (ADLs) and instrumental activities of daily living (IADLs) to ensure continued support for the patient's independence.

2. Procedure

The procedure for an occupational therapy re-evaluation involves several key steps to ensure a comprehensive assessment of the patient's current status and treatment needs. Each step is crucial for gathering relevant information and formulating an effective treatment plan.

  • Step 1: Interim History The occupational therapist begins the re-evaluation by taking an interim history from the patient. This involves asking questions about any changes in the patient's condition, treatment adherence, and overall well-being since the last evaluation. This step is essential for understanding the patient's current situation and any factors that may influence their therapy.
  • Step 2: Evaluation of Treatment Response The therapist assesses the patient's response to the previous treatment interventions. This includes evaluating improvements in functional abilities, any challenges faced, and the patient's subjective feedback regarding their progress. This evaluation helps in determining the effectiveness of the current treatment plan.
  • Step 3: Functional Assessment A thorough assessment of the patient's ability to perform activities of daily living (ADLs) and instrumental activities of daily living (IADLs) is conducted. The therapist evaluates the patient's physical functioning, cognitive abilities, and psychosocial factors that may impact their independence. This assessment identifies any ongoing limitations and areas that require further intervention.
  • Step 4: Identification of Barriers The occupational therapist identifies any barriers in the patient's home, school, work, and community environments that may hinder their ability to function independently. This step is crucial for developing strategies to overcome these obstacles and enhance the patient's quality of life.
  • Step 5: Assessment of Adaptive Equipment Needs The need for adaptive equipment is reassessed during the re-evaluation. The therapist determines whether the patient requires any new tools or modifications to existing equipment to support their independence and functional abilities.
  • Step 6: Revision of Treatment Plan Based on the findings from the interim history, treatment response evaluation, functional assessment, barrier identification, and adaptive equipment needs, the occupational therapist revises the treatment plan. This revised plan is tailored to the patient's current needs and goals, ensuring that the therapy remains effective and relevant.

3. Post-Procedure

After the occupational therapy re-evaluation, the patient may receive a revised treatment plan that outlines the updated goals and interventions. The occupational therapist will provide the patient with a written report summarizing the findings of the re-evaluation and the rationale for any changes made to the treatment plan. The patient is encouraged to actively participate in their therapy and communicate any concerns or challenges they may encounter during the implementation of the revised plan. Follow-up appointments may be scheduled to monitor the patient's progress and make further adjustments as needed. Continuous assessment and adaptation of the treatment plan are essential to support the patient's journey toward achieving greater independence and improved quality of life.

Short Descr OT RE-EVALUATION
Medium Descr OCCUPATIONAL THERAPY RE-EVALUATION
Long Descr Occupational therapy re-evaluation
Status Code Active Code
Global Days XXX - Global Concept Does Not Apply
PC/TC Indicator (26, TC) 7 - Physical Therapy Service, for which Payment may not be Made
Multiple Procedures (51) 5 - Subject to 20%/25% reduction of the practice expense component...
Bilateral Surgery (50) 0 - 150% payment adjustment for bilateral procedures does NOT apply.
Physician Supervisions 9 - Concept does not apply.
Assistant Surgeon (80, 82) 0 - Payment restriction for assistants at surgery applies to this procedure...
Co-Surgeons (62) 0 - Co-surgeons not permitted for this procedure.
Team Surgery (66) 0 - Team surgeons not permitted for this procedure.
Diagnostic Imaging Family 99 - Concept Does Not Apply
APC Status Indicator Service Paid under Fee Schedule or Payment System other than OPPS
Type of Service (TOS) 1 - Medical Care
Berenson-Eggers TOS (BETOS) M5D - Specialist - other
MUE Not applicable/unspecified.
CCS Clinical Classification 212 - Diagnostic physical therapy
Date
Action
Notes
2016-12-31 Deleted Code deleted. See 97161-97172.
1998-01-01 Added First appearance in code book in 1998.
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