This collaborative case provides you with the opportunity to work in an interprofessional team of students from different health and social care professions.
Working together, your team will identify the needs of Bobby Walker and his family and will build an interprofessional team to meet their needs.
Your team is tasked with ensuring the delivery of holistic, whole person, interprofessional team-based care to meet the physical, emotional and social needs of Bobby Walker and his family.
Registration opens Friday, August 29, 2025
Orientation
● Wednesday, Oct. 8, 7:30 - 8:30 p.m. Live via Zoom
Workshop 1 and 2
● Wednesday, Oct. 15, 7:00 - 9:00 p.m. Live via Zoom and recorded
View on Demand Workshop: "Effects of Untreated Hearing Loss on Healthcare Outcomes"
Practice Sessions
● October 27th through November 7, 2025 Live via Zoom
Final Presentations
● Week of November 10th through November 13, 2025 Live via Zoom
Reflection and Recognition Reception
● Wednesday, Nov. 19, 7:30 - 8:30 p.m. Live via Zoom
Registration opens Friday, August 29, 2025
Orientation
● Wednesday, Oct. 8, 5:30 - 6:30 p.m. Live via Zoom
Workshop 1 and 2
● Wednesday, Oct. 15, 5:00 - 7:00 p.m. Live via Zoom and recorded
View on Demand Workshop: "Effects of Untreated Hearing Loss on Healthcare Outcomes"
Practice Sessions
● October 27th through November 7, 2025 Live via Zoom
Final Presentations
● Week of November 10th through November 13, 2025 Live via Zoom
Reflection and Recognition Reception
● Wednesday, Nov. 19, 6:30 - 7:30 p.m. Live via Zoom
Registration opens Friday, August 29, 2025
Orientation
● Wednesday, Oct. 8, 5:30 - 6:30 p.m. Live via Zoom
Workshop 1 and 2
● Wednesday, Oct. 15, 5:00 - 7:00 p.m. Live via Zoom and recorded
View on Demand Workshop: "Effects of Untreated Hearing Loss on Healthcare Outcomes"
Practice Sessions
● October 27th through November 7, 2025 Live via Zoom
Final Presentations
● Week of November 10th through November 13, 2025 Live via Zoom
Reflection and Recognition Reception
● Wednesday, Nov. 19, 5:30 - 6:30 p.m. Live via Zoom
Your team is about to take over the care of Bobby Walker, who was seen in the Emergency Department. He presented with shortness of breath, pain and swelling of the left wrist and decreased grip strength due to pain following a fall caused by shortness of breath that occurred during a training run for a “Couch to 5K” program. He also suffered a mouth injury in the fall. He was diagnosed with left comminuted and angulated distal radial fracture (colles), left ulnar styloid fracture, lip laceration, dental fractures 2° to fall, and Obstructive Pulmonary Disease. Concerns about hearing were also noted during this time.
You are provided with the following information to help you with your task.
Your team is tasked with:
As you work together to build the team to care for Bobby Walker and his family you must consider:
Use the 4 core competencies for interprofessional collaborative practice to guide you on the issues to consider:
Once you register for the collaborative event, you will be placed into a small interprofessional team and will be assigned a team facilitator. Names and contact information for your teammates and facilitator will be sent to you prior to orientation. By the end of the orientation event, your team should have developed a plan as to how you will communicate and function to complete the assigned tasks.
A faculty team facilitator will be assigned to each team. The faculty team members who developed the case will serve as facilitators for your group and can help guide you through the task. So please feel free to ask for help in understanding the assigned task. Your facilitator is able to:
Your end product is an oral presentation, presented via Zoom, which demonstrates your reflection on the life story and care of Bobby Walker and his family, and the professionals you would include in an interprofessional team to meet their needs.
You are also asked to provide a short reflective piece in your presentation on your own team's experience of collaboration in action, including what you have learned about the other professions' roles and responsibilities, team working, and communication issues.
Each team will have 20 minutes to present their work. A 5-minute, 3-minute and 1-minute warning will be given to the team. At the conclusion of 20 minutes, the timekeeper will announce time and your team must stop their presentation. No team will be permitted to exceed the allocated 20-minute time limit. If the team completes its presentation prior to the 20-minute time limit, the team should announce that they have completed their presentation. Presentations will be followed by a 10-minute question and answer period with a panel of judges.
Each team member must participate equally in both the oral presentation and the question and answer period immediately following the team presentation.
Teams are encouraged to invite friends and other students to attend their presentation. By the time of your scheduled rehearsal, please let your facilitator know the names and email addresses of any people you would like to invite. The audience may include other non-participating students, faculty, and interested health professionals. Audience members are requested not to ask questions or use the chat feature during the presentations.
Judges will complete a scoring sheet for each team presentation. An average score will be calculated for each team. Teams will be provided with their team score and feedback after the event.
Grading Rubric (download)
Listen to Bobby’s Emergency Department narrative (audio file)
Read Bobby’s Emergency Department narrative (pdf)
Listen to Bobby’s Follow Up narrative (audio file)
Read Bobby’s Follow Up narrative (pdf)
Listen to Bobby’s wife’s narrative (audio file)
Read Bobby’s wife’s narrative (PDF)
Listen to Bobby’s daughter-in-law’s narrative (audio file)
Read Bobby’s daughter-in-law’s narrative (PDF)
Abraham Lincoln’s first Illinois home was in Decatur. Lincoln argued 5 cases as a lawyer in the log courthouse that now resides on the grounds of the Macon County Historical Museum. For much of the 20th century, Decatur was known as “The Soybean Capital of the World.1
Decatur is home to two public high schools and seven public elementary schools.2
Decatur Area Healthcare: Decatur is home to HSHS St. Mary’s Hospital, a 144-bed hospital and provides "specialty services in cardiac care, surgery, medical imaging, laboratory, emergency medicine”3 among others. Also, Decatur Memorial Hospital is a 280-bed hospital that is a designated Level II Trauma Center and a Primary Stroke Center, with inpatient services such as orthopedics, cardiopulmonary, vascular medicine, gastroenterology, oncology, emergency medicine, laboratory and radiology services. Their outpatient services include infusion, physical therapy, and cancer care, among others.4
Economics: “The cost of living in Decatur, IL is 20.6% lower than the national average.”5 The living wage for a household of two (but with only one adult working) is $59,300.80 annually.6
Sources:
1 Wikipedia
2 Decatur Public Schools
3 HSHS St. Mary’s Hospital
4 Decatur Memorial Hospital
5 apartments.com
6 Living Wage Calculator
Patient Demographics:
Patient Name: Walker, Bobby DOB: 07/04/1984 Age: 41 years old
Ethnicity:
Caucasian
Insurance: Insured
Health Care Setting: Decatur Memorial Hospital:
Emergency Department
Chief Concern: Fall, shortness of breath, left wrist pain, mouth injury X today.
Vitals:
Ht: 6'2"; Wt: 210 lbs; BP: 147/95 mmHg; HR: 84bpm;
RR: 16 bpm; Temp: 98.7 F (oral); O2 Sat: 98% RA
Subjective:
Mr. Bobby Walker is a 41-year-old male who presents to the Emergency
Department following a fall that occurred during a training run for a "Couch to 5K" program. While
running, he became short of breath and reports the shortness of breath as the cause of his fall. He
reports chronic shortness of breath which worsened with exertion. He denies any chest pain, sweating,
nausea, vomiting. Upon impact, his head struck the ground, resulting in injuries to his tooth, lip, and
gums. He injured his left wrist. He reports no loss of consciousness. Prior to this event, he was
participating in a "Couch to 5K" training program. Last Tdap was > 10 years ago. Current pain level is
8/10. Patient is left-handed. Is employed as a railroad engineer.
ROS:
General: Denies fever, chill, malaise.
Neuro / Head: Mild headache.
Denies LOC or confusion.
Neck: Denies neck pain. Denies UE numbness /
tingling.
EENT: Reports lip laceration and associated pain along with dental injuries and
associated pain.
Resp: Positive for shortness of breath and a dry cough. Denies sputum
production.
Cardio: Denies chest pain, palpitations, sweats, nausea or
vomiting.
Abdomen Denies abdominal pain, nausea, vomiting or changes to bowel
habits.
Extremities: Admits to pain and swelling of left wrist and decreased grip strength due
to pain. Denies numbness / tingling.
Objective:
General: Spouse is present with the patient in the room during the
encounter. Patient appears to be in moderate acute distress from pain and shortness of breath and
requests some questions to be repeated several times during the encounter due to not being able to hear
well while in the noisy ED.
Head / Eyes / Ears / Nose / Throat (HEENT): Head: Normocephalic
without evidence of trauma to the scalp. Eyes: Pupils Equal Round Reactive to Light and
Accommodates (PERRLA) bilaterally. Ears: No evidence of trauma. Tympanic membranes are
intact atraumatic, pearly grey with intact light reflex. Oral: Laceration noted to the lip.
Gingiva edematous and bleeding present suspect associated dental fractures. TMJ:
non-tender to palpation, full range of motion (FROM) with 3 finger horizontal width between front teeth
when mouth is open, able to clench and slide without difficulty.
Cardiac: No evidence of chest wall trauma. Regular rate and rhythm (RRR) without murmurs, gallops, rubs.
Respirations: Chest wall is atraumatic, non-tender to palpate, no flail chest present. Lungs are clear to auscultation with decreased sounds at the bases bilaterally.
Abdomen: Atraumatic. Bowel sounds are present in all 4 quadrants and non-distended, non-tender to palpation. No organomegaly.
Extremities: Left wrist: moderately edematous, early ecchymosis present, fork deformity of the distal radius suggesting fracture, is tender to palpate with decreased range of motion with 0° flexion and extension due to pain. Left Hand: positive for superficial abrasion to the volar aspect specifically at the thenar eminence, mild edema present, full active and passive range of motion of all fingers and distal neurovascularly intact with capillary refill at less than 2 seconds and radial and ulnar pulses palpable. Left elbow: atraumatic, nontender to palpation, full active and passive range of motion. Right upper extremity: atraumatic, non-tender to palpation, full active and passive range of motion present. Lower extremities: atraumatic and non-tender to palpation, full range of motion active and passive intact.
Neurological: Cranial Nerves 2 through 12 are intact. Ambulation and gait is stable.
Orders:
Consultation: Spoke with Dr. Justine Matinez, who is the on-call orthopedist, and advised in-ED closed reduction to improve alignment prior to splinting and ortho follow-up.
Procedure Note:
Verbal and written consent is obtained from the patient after risks, benefits,
alternatives were discussed and all questions answered regarding left wrist closed reduction under
sedation. The patient is placed on a cardiac monitor and is adequately sedated using midazolam 5mg IV
with respiratory therapy providing oxygen and respiratory monitoring. Reduction of the displaced
fracture was successful as evidenced with post-reduction films. The patient remains neurovascularly
intact and a long arm sugar tong with thumb spica is placed by me with the assistance of the medical
technician.
Reassessment: 60 minutes after the morphine, patient was reassessed and appears more comfortable. Patient reports the pain to be 4/10 now. Otherwise the physical exam remains unchanged.
Assessment:
Plan:
Medical Decision Making: All questions were answered from the patient and his spouse. Patient is alert and oriented and able to make medical decisions. Patient is stable and there are no neurovascular emergencies at this time related to the fracture. No evidence of intracranial emergency at this time.
Electronically Signed:
Jacqualine Dancy, MPAS, PA-C; Supervising physician: Dawn Waters, DO
Left Wrist Xray: (Colles Fracture Distal Radius)
Radiology report:
Patient Name: Walker, Bobby; DOB: 07/04/1984; Age: 41
years old
Indications: Fall with left wrist pain.
Technique: Standard radiographic series of the left wrist was performed, including PA, Lateral, and Oblique and scaphoid views.
Bones: There is an acute, comminuted, fracture of the distal left radius with significant dorsal angulation and dorsal displacement of the distal radial fragment are noted, characteristic of a Colles fracture. An associated fracture of the ulnar styloid process is identified. Scaphoid intact without fractures. The radiocarpal joint space is preserved.
Soft Tissues: Swelling of the soft tissues surrounding the wrist is present. No significant soft tissue foreign bodies or air are seen.
Impression:
Recommend: Correlate findings clinically. CT scan or MRI as clinically indicated.
Electronically Signed: Elijah Bainbridge, DO
Post-Reduction Film:
Radiology report:
Patient Name: Walker, Bobby; DOB: 07/04/1984; Age: 41
years old
Indication: Post-reduction left wrist
Impression:
Improved position of the distal radius fragment indicating successful reduction. Of
note, the radiograph is taken while the patient is in splint to preserve the position of the reduction.
Electronically Signed: Elijah Bainbridge, DO
Walker, Bobby
Subjective:
Objective
Assessment
Plan
Patient Name: Bobby Walker
DOB: 07/04/1984
Date: xx/xx/2025
S: Bobby Walker was referred for an audiologic evaluation following a recent emergency room visit. He was alert and cooperative throughout the evaluation and provided his own case history information. Mr. Walker reported occasional difficulty hearing, which seems to have worsened over the years. He reported particular concern about his ability to hear during interactions with health care providers, particularly surrounding his recent COPD diagnosis. He indicated that he recently misunderstood what a health care provider was asking him and he was concerned that he would miss important questions or instructions surrounding his treatment. He reported interest in learning more about hearing aids if they are indicated for him. He reported a history of some noise exposure through various noisy jobs throughout his life (farm work, primarily) and attending loud concerts. He denied a history of hearing aid use. He reported intermittent tinnitus at both ears. He denied a history of vertigo. He denied a history of aural pain, fullness, pressure, or drainage. He denied a history of hypertension, diabetes, stroke or seizures. He reported a family history of hearing loss in his father, who also worked around farm equipment, and denied a family history of hearing loss otherwise.
O: Otoscopic examination showed clear ear canals with no abnormalities of either pinna; tympanic membranes were pearly grey with no bulging or retraction; the malleus and umbo were clearly visible at both ears. Pure tone air and bone conduction testing indicated bilateral mild-moderate sloping sensorineural hearing loss. Speech recognition thresholds were in agreement with pure tone testing. Word recognition ability in quiet appeared excellent (96% at the right ear and 94% at the left ear). Tympanometry measures were WNL at both ears. Ipsilateral and contralateral acoustic stapedial reflexes were present at 500 and 1000 Hz at both ears and were absent at 2000 and 4000 Hz.
A: Bilateral mild-moderate sensorineural hearing loss. The hearing loss is consistent with the patient’s history of noise exposure. Hearing is impaired to the extent that that the patient is likely to have difficulty communicating, particularly in noisy situations, in stressful situations, and/or when he is feeling tired or unwell. Mr. Walker is a likely candidate for amplification and aural rehabilitation.
P: An amplification evaluation was scheduled and the patient was provided with some general information about hearing aids to review in the meantime. Use of a personal amplifier such as a pocket talker as a short-term solution to difficulty hearing his health care providers is recommended and was discussed. The patient was advised to keep a written record of instructions given to him by his health care providers, particularly given his concern about missing important information.
Electronically signed by Teri Westlake, AuD
Patient Name: Bobby Walker
Date of Birth: 07/04/1984 (Age 41)
Date of Visit: [ 1.5-2 weeks post-ER visit]
Referring Provider: ER Physician/PCP following fall
Mr. Bobby Walker presents for urgent dental evaluation following a fall approximately 1.5 weeks ago, which resulted in a fractured wrist and injuries to his mouth, teeth, and lips. He reports significant pain and difficulty speaking due to the lip injury and fractured teeth. He expresses concern about the financial impact of his current health issues, including the newly diagnosed COPD, and the time commitment for various medical appointments.
Chief Complaint: "Busted teeth and it's hard to talk because the teeth that fractured when I fell pushed through my lip."
History of Present Illness (HPI): Patient states that during a recent training run for a "Couch to 5K" event, he experienced severe shortness of breath, causing him to stumble and fall. Upon impact, his head struck the ground, leading to a left wrist fracture (dominant hand) and oral trauma. He reports fractured teeth, a lip injury where teeth "pushed through," and gum injuries. He states the lip injury makes it "hard to talk."
Medical History (Relevant):
Dental History:
The patient reports prior tooth decay and expresses concern about "gray patches in my mouth," as noted by the ER dentist. No recent dental visits were mentioned before the fall.
Vital Signs:
Within normal limits for a patient with controlled COPD, but the patient presents with observable shortness of breath during conversation, requiring frequent pauses to breathe. Oxygen saturation is stable (based on ER notes).
Extraoral Examination:
Intraoral Examination:
Radiographic Findings (Assumed, based on typical ER/dentist workup):
The primary goals of treatment are to address acute trauma, alleviate pain, restore function and aesthetics, manage existing dental disease, and provide comprehensive oral health education, particularly regarding tobacco use. This plan will need to be coordinated with his overall medical care due to his COPD, wrist fracture, and other systemic issues.
Prognosis: Fair to good, highly dependent on patient compliance with tobacco cessation and commitment to the extensive treatment plan. His medical comorbidities (COPD, wrist injury) and psychosocial factors (grief, financial strain) will be significant considerations impacting adherence and outcomes.
Patient Name: Bobby Walker
Date of Birth: 07/04/1984
Visit No: 1- Initial evaluation
Setting: Outpatient hand therapy
Diagnosis: Left comminuted and angulated distal radial fracture (colles); closed reduction successful; Left ulnar styloid fracture: stable.
M.D. Orders: OT eval. and treatment. Fabricate orthoplastic, removable ventral wrist cock-up orthosis; begin P/AROM of hand and elbow with splint in place.
Precautions: Non-weight bearing (NWB) on left wrist.
History of Present Condition/Mechanism of Injury:
Patient fell onto his outstretched left arm 2 weeks ago during a 5K run. He was seen in the emergency
room of the local hospital for follow-up later that same day. X-rays showed a Left wrist distal radial
and ulnar fracture. Closed reduction of the displaced fracture was successful as evidenced with
post-reduction films. A left orthoglass splint was applied in the ER prior to discharge: long arm
sugar-tong with thumb spica applied. Patient had follow-up with the orthopedic specialist and presents
with new script of OT eval. and custom orthotic fabrication.
The patient also received a Home Health OT evaluation for a one-time home safety and functional
assessment. Patient and caregiver were provided with resources, adaptive strategies, and safety
checklist.
PMH: Chronic Obstructive Pulmonary Disease. Shortness of breath. Decreased hearing acuity. Chronic pain (knee, foot, low back)
Primary Concern/Chief Complaint:
Patient reports difficulty with ADLs due to fatigue, pain, and inability to use dominant left hand
functionally secondary to the L distal radius fracture. He is currently off duty as a railroad engineer
and is concerned about a lengthy time without working.
Handedness: Patient is Left hand dominant
Current Level of Function (PLOF):
Self-Care/ADLs: Home Health OT Barthel Index score: 80/100. He reports difficulty with buttons/zippers while dressing. Unable to open bottles and containers during ADL tasks.
Mobility: Needs rest breaks and railing when climbing stairs.
IADL: Low endurance secondary to COPD affects IADL functioning. He is currently not driving. Plans to be off work for 6 weeks and then will return on light duty for 4 weeks.
Leisure/Interest: Patient wants to continue with increasing physical activity and would like to try for another 5K run later this year. He likes to read the newspaper and watch movies.
Employment history: FT Railroad engineer. He must have full strength and motion in his left hand for return to normal duty.
Home Layout: See Home Health OT eval.
Pain Location:
Worst: 6/10; Best: 2/10; Current: 4/10
Description of Pain: Aching pain in left wrist and hand at rest. He reports sharp pain in the ventral wrist with gripping of the left fingers and opposition of the left thumb. He reports ‘stiffness’ throughout the left hand.
Mental Status/Cognitive Function: Intact
Patient Goals: Regain ability to use left hand and wrist functionally for return to driving and for all work tasks.
Patient Consent
Patient/Consent: X
Objective Measures
Quick Dash: 59.1% perceived disability. See attached report.
Cast/Splint Type: Orthoplastic ventral wrist cock-up splint fabricated this date. Good fit achieved; patient instructed in wear and care of orthosis including skin inspection and wearing schedule. He is to wear splint at all times for the next 2 weeks except during hand hygiene and showering. He was independent with don/doff of splint.
Range of Motion
Elbow AROM | Right | Left |
Extension | WNL | WNL |
Flexion | WNL | WNL |
Supination | WNL | 45 degrees |
Pronation | WNL | 55 degrees |
Wrist AROM | Right | Left |
Extension | WNL | NT |
Flexion | WNL | NT |
Radial Deviation | WNL | NT |
Ulnar Deviation | WNL | NT |
Hand AROM | Right | Left |
Thumb MP | ||
Extension/Flexion | WNL | 0/20 degrees |
Thumb IP | ||
Extension/Flexion | WNL | 20/60 degrees |
Finger pulp-DPC | ||
IF | WNL | 6 cm |
MF | WNL | 7 cm |
RF | WNL | 8 cm |
SF | WNL | 10 cm |
Comments: | Patient reports severe stiffness when attempting to make a fist. |
Hand Strength: Not tested due to healing left distal radius fracture.
Coordination
Reciprocal opposition | Right | Left |
WNL | Able to bring thumb to tip of IF, MF, and RF. Unable to touch tip of SF. |
Edema:
Wrist circumference:
Right: 19 cm Left: 23 cm
ASSESSMENT:
Assessment/Diagnosis:
The patient presents with signs and symptoms consistent with a diagnosis of distal radius fracture, 2 weeks post injury. The newly fabricated orthosis fits well and will allow for the patient to have unobstructed movement of the fingers and thumb for AROM and light hand use for ADLs. Edema and stiffness in the left hand decreases his ability to grip and pinch which hinders his ability to complete ADL tasks. He displays limited forearm rotation which affects left hand use for self-feeding, peri-care, and oral hygiene.
Recommend skilled OT for hand therapy to work toward goals. We will begin with wrist motion and strengthening of the hand and wrist as per M.D. order as bone healing progresses.
Rehab Potential: Good
Problem list:
Pain with functional use of Left hand
Decreased AROM of fingers and thumb on the left
Edema in left
wrist
Decreased forearm rotation on the left
Decreased grip and pinch strength
Long Term Goals (8 Weeks):
Short Term Goals:
PLAN
Frequency: 3x/week
Duration: 8 weeks
Plan: Preparatory methods- modalities as indicated, soft tissue massage, P/AAROM, therapeutic exercises. Therapeutic activities- functional activities to work on hand strength, wrist stability, weight-bearing, and normal motion. Occupational activities- ADLs/IADLs, work simulated activities.
Signature: Tania Shearon, OTR/L, CHT Date: 00/00/2025
Diagnosis:
Left wrist fracture, COPD, Asthma, Chronic Pain (knee, foot, low back)
Referral Reason:
Home safety and functional evaluation is requested following recent fall, new COPD diagnosis, and reported decline in ADLs.
Background Summary:
Mr. Bobby Walker is a 41-year-old male residing in a third-floor walk-up apartment with his wife,
Brianne, in Decatur, Illinois. He is currently recovering from a left wrist fracture sustained in a fall
while training for a memorial 5K in honor of his late son, Noah, who passed away in a military training
accident. Mr. Walker has a history of chronic respiratory conditions, including asthma and a recent
diagnosis of COPD, which, along with musculoskeletal pain in his back, knees, and feet, significantly
limit his mobility, endurance, and safety during daily activities.
Following his fall, Mr. Walker also sustained oral trauma, resulting in fractured teeth, gum and lip
injuries, and is currently under dental evaluation for both acute injury and concerning findings,
including gray patches and tooth decay. He also experiences hearing difficulties, likely due to
long-term noise exposure at work and recreational events such as truck and tractor pulls, which affect
his ability to follow conversations and medical instructions, especially in noisy environments like the
ER.
Mr. Walker reports increasing difficulty with self-care tasks, including dressing, grooming, and safely
navigating his apartment environment due to his respiratory status, wrist injury, and overall physical
limitations. His wife, Brianne, who has vocal fold dysfunction causing hoarseness and vocal fatigue,
serves as his primary support person. However, her communication difficulties and her current medical
leave due to her condition have created additional emotional and financial stress. The couple is
grieving the loss of their son, managing chronic health conditions, and coping with multiple
environmental, physical, emotional, and financial barriers that impact their overall quality of life and
ability to access care.
Evaluation Tool:
Barthel Index of Activities of Daily Living: (See attachment)
Home Environment:
OT Assessment:
Mr. Walker presents with moderate limitations in daily living activities due to fatigue, pain, and limited left-hand use. COPD symptoms and emotional strain further decrease safety and independence. Environmental barriers (stairs, clutter, bathroom setup) elevate fall risk and may limit recovery. Brianne (wife) shows signs of caregiver strain, complicated by her own vocal limitations.
Interventions:
Short-Term Goals (to be carried out independently):
Plan:
No further OT home visits required at this time.
Bobby demonstrates functional independence in activities of daily living (ADLs) with minor adaptations. He presents as oriented, cognitively intact, and highly motivated to improve. With consistent caregiver support from his spouse, Brianne, and his own personal drive, continued progress is anticipated. At this time, ongoing home health occupational therapy visits are not indicated. However, a referral to OT evaluation for hand therapy is recommended to address specific upper extremity needs and support his continued recovery.
SOAP Note:
S (Subjective):
Pt states: "I can’t catch my breath walking up these stairs. I want to do more, but everything is harder now with my wrist and lungs."
O (Objective):
A (Assessment):
Pt demonstrates moderate dependence in ADLs due to musculoskeletal and respiratory issues. Home environment poses significant barriers to safety. Caregiver capable but in need of education and support. Emotional and physical stress are contributing to decreased functional performance.
P (Plan):
This was a one-time home safety and functional assessment.
Barthel Index of Activities of Daily Living – Bobby Walker
Activity | Score | Justification |
Feeding | 10 | Independent. Can use nondominant hand with adapted technique; no feeding issues. |
Bathing | 5 | Requires supervision or minimal assistance due to fatigue and slippery surfaces. |
Grooming | 5 | Independent with setup; uses nondominant hand for basic grooming tasks. |
Dressing | 5 | Manages with effort; needs help with buttons/zippers due to wrist but compensates. |
Bowels | 10 | Continent. No issues reported. |
Bladder | 10 | Continent. No issues reported. |
Toilet Use | 10 | Independent. Able to manage hygiene and transfers with adaptive technique. |
Transfers (Bed to Chair) | 10 | Independent. May use armrests or furniture for support but stable. |
Mobility (on level surfaces) | 10 | Walks independently short distances; mild shortness of breath with exertion. |
Stairs | 5 | Able to ascend/descend stairs slowly with railing and rest breaks. |
Total Score: 80/100
Interpretation: Mild Dependence
Occupational Therapist: Melissa Yeung OTD, OTR/L
Patient Name: Bobby Walker
Age: 41 years old
DOB: 07/04/1984
Marital Status: Married
Spouse: Brianne
Son: Noah (deceased, killed in a military training accident in 2024)
Daughter-in-Law: Ella
Grandson: Ty
Ethnicity: Caucasian
Date of Referral: X/XX/2025
Date of PT evaluation: X/XX/2025
S:
C/C:“I really want to use my left hand now, but it’s just so painful to move it!”
History:
This patient was referred to this clinic by the orthopedic surgeon for further PT evaluation and treatment. The patient sustained a left wrist fracture after he stumbled and fell during one of his practice runs. He underwent a closed reduction procedure and was placed in a half cast. He currently rates his pain at 8/10 when moving the fingers and 5/10 at rest. The patient stated that he was preparing for a 5K marathon as he wanted to get back into shape. While he quit smoking a year ago, he reported having more issues with his breathing. Recently, he was diagnosed with COPD on top of his prior asthma diagnosis. Patient stated that he has been a heavy smoker since he was a teenager. He also reported pain in his right knee, lower back, and right foot. He also admitted that he is beginning to lose his hearing. With everything that has been happening to his body, the patient stated that he is very concerned that these will impact his income and concerned that he won’t be able to fully support his wife and pay all the bills. He is also concerned that his activities at home have been severely limited due to his wrist injury. The patient is left hand dominant.
Social history:
O:
V/S: BP – 130/80 mmHg
HR – 65 bpm
RR – 18 cpm
PR – 85 bpm
Ocular inspection:
Manual Muscle Testing:
Myotome Testing:
Sensory Testing:
Range of motion
Muscle palpation – tenderness noted above cast and left fingers
A:
PT Impression: Patient presents with limited left hand mobility secondary to pain and cast restrictions.
His dermatome and myotome are grossly WNL, except for the areas noted above, particularly left upper
extremity. Functional limitations include limited activities at home as he is left hand dominant. While
he lives with a supportive wife, patient expressed concern about their financial situation due to his
recent wrist injury. It is anticipated that the patient will have good prognosis. At this point, the
focus of PT will be on the left wrist while at the same time providing patient with advice on energy
conservation techniques as he reported that his shortness of breath has become severe. Other issues
related to his back, knee, and foot will be addressed later once the patient’s current chief complaint
has been addressed adequately. These other affected areas will have an impact on the patient’s plan to
eventually go back to practicing runs again in preparation to joining a 5K marathon.
Problem lists:
P:
Short term:
Medium term:
Signed: John Doe, PT
XX/XX/2025
Certified Health Education Specialists (CHES) have versatility and skillsets to practice in many different career settings, across the country and even overseas. Job titles in the hospital and healthcare sector can vary. Some common titles include Community Benefits Manager, Outreach Manager, Patient Educator or Program Manager, Patient Navigator, Wellness Coordinator, and Health Educator. Health Education Specialists in the Health Care setting may perform the following duties:
Deliver and assess health education programs; Coordination and outreach
Enrollment and initial health assessments; Motivate others to initiate behavior change
Communicate/liaise with primary care physicians, hospitals and other health care providers
Plan for health education interventions; Translate medical and health education material for dissemination to client/patient
Patient [Bobby Walker] Education and Resources
https://www.ahajournals.org/doi/full/10.1161/CIR.0000000000001293
https://www.cancer.gov/about-cancer/causes-prevention/risk/tobacco/smokeless-fact-sheet
https://www.cdc.gov/tobacco/other-tobacco-products/smokeless-product-use-in-the-us.html
https://www.cdc.gov/tobacco/other-tobacco-products/smokeless-tobacco-health-effects.html
https://www.cancer.org/cancer/risk-prevention/tobacco/smokeless-tobacco.html
https://www.cdc.gov/tobacco/hcp/patient-care/clinical-cessation-tools.html
https://www.cdc.gov/tobacco/hcp/patient-care/patient-cessation-materials.html
https://www.cdc.gov/tobacco/hcp/patient-care/clinical-education-and-training.html
FOR PATIENT/FAMILY
https://quityes.org/free-services/
https://www.cancer.org/cancer/risk-prevention/tobacco/guide-quitting-smoking.html
https://www.lung.org/quit-smoking
https://www.cdc.gov/tobacco/about/how-to-quit.html
https://smokefree.gov/quitting-dip
https://www.cdc.gov/tobacco/hcp/patient-care/quitlines-and-other-resources.html
https://www.lung.org/quit-smoking/help-someone-quit
Local resources:
https://www.maconchd.org/healthy-living
https://www.lung.org/lung-health-diseases/lung-disease-lookup/asthma/resource-library
https://www.cdc.gov/asthma/hcp/clinical-guidance/index.html
https://www.lung.org/lung-health-diseases/lung-disease-lookup/asthma/health-professionals-educators
https://www.nhlbi.nih.gov/node-general/asthma-resources-health-professionals
https://education.aaaai.org/asthma-education
FOR PATIENT/FAMILY
https://www.lung.org/help-support/lung-helpline/navigators
https://www.lung.org/lung-health-diseases/lung-disease-lookup/asthma
https://www.cdc.gov/asthma/living-with/index.html
https://healtheducationstore.lung.org/
https://aafa.org/asthma/living-with-asthma/asthma-in-adults/
https://aafa.org/asthma/asthma-triggers-causes/exercise-induced-asthma/
https://www.asthmacommunitynetwork.org/programs/illinois-asthma-program-0
https://www.lung.org/lung-health-diseases/lung-disease-lookup/copd/for-health-professionals
https://goldcopd.org/2024-gold-report/
https://www.nhlbi.nih.gov/health/copd
https://www.thoracic.org/statements/resources/copd/179full.pdf
https://bestpractice.bmj.com/topics/en-us/7/guidelines
https://www.ncbi.nlm.nih.gov/books/NBK559281/
PULMONARY REHAB
https://www.nhlbi.nih.gov/health/pulmonary-rehabilitation
https://pmc.ncbi.nlm.nih.gov/articles/PMC7515680/
https://memorial.health/medical-services/lung-care/
https://www.dcmh.net/health-services/rehabilitation/pulmonary-rehabilitation/
https://memorial.health/memorial-specialty-care-pulmonology/overview/
https://www.hshs.org/st-marys-decatur/services/pulmonary
FOR PATIENT/FAMILY
https://www.nhlbi.nih.gov/health/copd/living-with
https://www.lung.org/lung-health-diseases/lung-disease-lookup/copd
https://www.lung.org/lung-health-diseases/wellness
https://www.cdc.gov/copd/index.html
https://www.nhlbi.nih.gov/resources/quick-guide-copd
https://www.nhlbi.nih.gov/health-topics/education-and-awareness/copd-learn-more-breathe-better
https://www.cdc.gov/cdi/indicator-definitions/chronic-obstructive-pulmonary-disease.html
https://www.nhlbi.nih.gov/sites/default/files/publications/take_action_on_copd_fact_sheet.pdf
https://www.lung.org/lung-health-diseases/wellness/breathing-exercises
AND EXERCISE.
https://www.lung.org/lung-health-diseases/wellness/exercise-and-lung-health
https://pmc.ncbi.nlm.nih.gov/articles/PMC9354440/
https://pmc.ncbi.nlm.nih.gov/articles/PMC11167654/
https://health.clevelandclinic.org/have-copd-exercise-helps-keep-you-out-of-the-hospital
https://pmc.ncbi.nlm.nih.gov/articles/PMC12009044/
https://www.thoracic.org/patients/patient-resources/resources/exercise-with-lung-disease.pdf
https://www.crossinghealthcare.org/behavioral-health
https://www.freementalhealth.us/county/il-macon
https://www.mentalhealthcenters.net/clinics/illinois/macon-county.html
NS Railroad – health benefits/insurance carrier/coverage:
http://bletns.com/html/benefit_information.html
http://www.bletns.com/html/blet_ns_short_term_disability.html
Financial assistance/medical bills
https://www.needhelppayingbills.com/html/macon_county_assistance_progra1.html
https://www.needhelppayingbills.com/html/macon_and_sangamon_catholic_ch.html
https://www.doveinc.org/programs/max-dax
Respite care
https://search.ne211.org/search/b91e1fee-0f8e-5cbc-abc5-03bb0a08f70c
https://synergyhomecare.com/il-decatur-62521/respite-care-resources/
https://www.dhs.state.il.us/page.aspx?item=163600
Low cost health centers
https://www.healthcenterclinics.org/center/community-health-improvement-center/
Client Name: Walker, Bobby
DOB: 07/04/1984
Subjective:
Pt. is a 41-year-old male referred by his primary care physician in order to assess swallowing and speech concerns after the patient sustained a fall which resulted in some facial and dental injuries as well as a fractured wrist. The patient was accompanied by his wife. Pt. indicated “I have experienced more pain when swallowing” since his injury. He indicated he “sometimes” coughs during meals. He also noted that his speech has been less clear since his fall. Pt. is concerned about communicating clearly when he goes back to work as a railroad engineer. Pt.’s history also includes a diagnosis of COPD. He reported a 3 pack/day smoking habit up until one year ago, and he reported current use of chewing tobacco. The patient’s wife also noted that she is concerned about his hearing since he frequently asks her to repeat herself.
Objective:
An oral peripheral exam revealed the following:
An informal observation of conversational speech revealed minor distortions of vowels /u/, /o/, and /ʊ/ as well as distortions on consonants /w/, /b/, /p/, /m/, /f/, and /v/. In a known context, the patient’s speech was 100% intelligible.
In decontextualized situations (e.g., randomized sentences from the Assessment of Intelligibility of Dysarthric Speech) with the patient facing away from the clinician, the pt. was 85% intelligible.
A clinical evaluation of swallowing was conducted to determine any strategies for increased pt. comfort during eating as well as to screen for safety when eating and drinking. The following consistencies were administered in varying amounts: thin liquids, nectar-thick liquids (mildly thick), pureed, mechanical soft (minced and moist), and regular. Patient preferred to drink by straw; however, several trials were completed without a straw (cup sips).
Liquids:
Pt. indicated a pain rating of 4/10 when sipping mildly thick liquids through a straw. Pain reduced to 2/10 with thin liquids through a straw. For all liquid presentations by straw, pt. exhibited mildly reduced lip seal with occasional anterior spillage of liquids (mostly with thin liquid presentations). Laryngeal elevation during all swallows was timely with good ROM. Pt. was noted to clear his throat 3/10 trials during or shortly after laryngeal elevation with thin liquids by straw. Vocal quality returned to baseline after all swallows. During 5 trials of thin liquids without the straw (i.e., cup sips), no throat clearing events were noted, and voice quality remained at baseline.
Foods:
Pt. indicated no significant pain level with pureed or mechanical soft consistencies; however, he indicated a pain level of 3/10 for regular solids. The patient further clarified that he felt fatigued when chewing for a prolonged period of time. For all food consistencies, the patient demonstrated adequate oral preparation of foods with good oral clearance of all bolus types. Laryngeal elevation was timely with good ROM and strength. No overt signs/symptoms of possible aspiration were noted with food consistencies.
Pt. was provided with education on speech intelligibility strategies as well as strategies for increased safety and comfort with swallowing while healing from his injuries. Pt. was encouraged to seek an audiological evaluation to follow up on family concerns about his hearing.
Assessment:
Pt. presents with mild speech intelligibility disruptions due to physical trauma involving the lips and teeth. Pt. displayed mild oral dysphagia due to physical trauma, characterized by occasional anterior spillage of thin liquids when drinking by straw. Pt. displayed possible signs/symptoms of aspiration (i.e., throat clearing) on 3/10 thin liquid swallows by straw. No overt signs/symptoms of aspiration were noted when taking smaller sips by cup.
Plan:
Recommend:
Athletic Trainers use a medical based model to provide comprehensive patient care in the domains of prevention; clinical evaluation and diagnosis; immediate and emergency care; treatment and rehabilitation; and organization and professional health and well-being. Athletic Trainers are highly qualified, multi-skilled health care professionals who collaborate with physicians to provide total patient care. Athletic Trainers work under the direction of a physician as prescribed by state licensure statutes.
Learn more at: http://www.nata.org/
"An audiologist is a person who, by virtue of academic degree, clinical training, and license to practice, is uniquely qualified to provide a comprehensive array of professional services related to the identification, diagnosis and treatment of persons with auditory and balance disorders, and the prevention of these impairments. Audiologists serve in a number of roles including primary service provider, clinician, therapist, teacher, consultant, researcher and administrator. In addition, the supervising audiologist maintains legal and ethical responsibility for all assigned audiology activities provided by audiology assistants and audiology students."
Source: Academy of Doctors of Audiology
What is professional counseling?
“Professional counselors help people gain personal insights, develop strategies and come up with real-life solutions to the problems and challenges they face in every area of life. As trained and credentialed professionals, they accomplish this by getting to know clients, by building safe, positive relationships and suggesting tools and techniques they believe will benefit clients.”
Learn more at: https://www.counseling.org/mental-health-counseling/what-is-counseling
What is a Dentist?
You will find an interesting article here about the important interconnection between oral health and systemic health. So don't forget the importance of collaborating with the dentist!
“Doctors of Osteopathic Medicine use a unique whole-person approach to help prevent illness and injury.
Accounting for approximately 11% of all physicians in the United States, Doctors of Osteopathic Medicine, or DOs, bring a unique, patient-centered approach to every specialty across the full spectrum of medicine. They are trained to listen and partner with their patients to help them get healthy and stay well.”
Learn more at: https://osteopathic.org/what-is-osteopathic-medicine/what-is-a-do/
Registered Nurses
“Registered nurses (RN) form the backbone of health care provision in the United States. RNs provide critical health care to the public wherever it is needed.
Key Responsibilities
Occupational therapy is the only profession that helps people across the lifespan to do the things they want and need to do through the therapeutic use of daily activities (occupations). Occupational therapy practitioners enable people of all ages to live life to its fullest by helping them promote health, and prevent—or live better with—injury, illness, or disability.
Common occupational therapy interventions include helping children with disabilities to participate fully in school and social situations, helping people recovering from injury to regain skills, and providing supports for older adults experiencing physical and cognitive changes.
Occupational therapy practitioners have a holistic perspective, in which the focus is on adapting the environment and/or task to fit the person, and the person is an integral part of the therapy team. It is an evidence-based practice deeply rooted in science.
See also: https://www.aota.org/career/become-an-ot-ota/about-the-profession
Learn more at: AOTA.org
Physical therapists are movement experts who optimize quality of life through prescribed exercise, hands-on care, and patient education. After making a diagnosis, physical therapists create personalized treatment plans that help their patients improve mobility, manage pain and other chronic conditions, recover from injury, and prevent future injury and chronic disease.
Physical therapists empower people to be active participants in their own treatment, and they work collaboratively with other health professionals to ensure patients receive comprehensive care. Physical Therapy entry-level educational programs are at the doctoral level with subsequent educational opportunities for fellowship and residency. Physical therapists work in a wide range of specialty areas for which they can obtain specialty certification e.g. acute care, aquatics, cardiovascular & pulmonary, geriatrics, home health, neurology, oncology, orthopedics, pediatrics, sports, and women's health.
See Also: https://www.apta.org/your-career/careers-in-physical-therapy/becoming-a-pt
Learn more at: apta.org
What is a PA?
“PAs (physician associates/physician assistants) are licensed clinicians who practice medicine in every specialty and setting. Trusted, rigorously educated and trained healthcare professionals, PAs are dedicated to expanding access to care and transforming health and wellness through patient-centered, team-based medical practice.”
Learn more at: https://www.aapa.org/about/what-is-a-pa/
The profession of social work aims to improve functioning and overall well-being within individuals, families, organizations, and communities through change efforts. With a focus on the poor, the oppressed, and the vulnerable, social sciences such as sociology, psychology, political science, public health, economics, law, community and organizational change, are applied. Needs assessments are completed and interventions are planned to solve personal and social problems within client systems to enhance social change. Social work practice is often divided into three levels. Micro-work involves working directly with individuals and families, such as providing individual counseling/therapy or assisting a family in accessing services. Mezzo-work involves working with groups and communities, such as conducting group therapy or providing services for community agencies. Macro-work involves fostering change on a larger scale through advocacy, social policy, research development, nonprofit and public service administration, or working with government agencies. Professional training requires a master’s degree and most states require professional licensure. Social Workers are employed in a variety of settings including healthcare, government agencies education, corrections, public health, and public policy.
Source: Wikipedia
Speech-language pathologists (SLPs) work to prevent, assess, diagnose, and treat speech, language, social communication, cognitive-communication, and swallowing disorders in children and adults.
Learn more at: https://www.asha.org/Students/Speech-Language-Pathology/
https://assets.speakcdn.com/assets/2251/hespa_competencies_and_sub-competencies_052020.pdf
Individuals who hold the CHES® and MCHES® certifications have versatility and skillsets to practice in many different career settings, across the country and even overseas. Job settings were identified in the Health Education Specialist Practice Analysis (HESPA) include the following: Community/non-profit, Healthcare/Hospitals, Government, School Health, Academia/Universities, and Business/Worksite. Job titles in the hospital and healthcare sector can vary. Some common titles include Community Benefits Manager, Outreach Manager, Patient Educator or Program Manager, Patient Navigator, Wellness Coordinator, and Health Educator. Health Education Specialists in the Health Care setting may perform the following duties: