NBCOT Registered Occupational Therapists (OTR) • Domain 3: Select and Manage Interventions

Orthotic Fabrication — Modify or fabricate orthoses considering biomechanical and healing principles

Applying tissue healing timelines and mechanical principles to design effective upper-extremity orthoses for functional recovery.

An accessibility figure with a caring hand and clinical checklist for occupational therapy.
Inside this lesson 10 sections 5 questions 7 figures

SECTION 1

Historical Context & Motivation

The practice of immobilizing and supporting injured limbs predates modern medicine by thousands of years, but the systematic application of biomechanical principles to orthotic design is a relatively recent development. Early splints fashioned from wooden slats, leather, and plaster served primarily to immobilize fractures, with little consideration for joint alignment, tissue healing stages, or functional outcomes. As occupational therapy emerged as a distinct profession in the early twentieth century, practitioners recognized that orthoses could do far more than simply hold a limb in place — they could facilitate healing, prevent deformity, and restore function when designed according to sound anatomical and mechanical reasoning.

The evolution of orthotic fabrication reflects broader advances in materials science, surgical technique, and rehabilitation philosophy. Understanding this history situates the contemporary occupational therapist within a tradition of innovation that demands continuous integration of emerging evidence with foundational biomechanical knowledge.

1917 • Reconstruction Aides in WWI

Reconstruction aides — precursors to occupational therapists — fabricated basic splints for wounded soldiers, marking the profession's early involvement in orthotic intervention for upper-extremity injuries.

1946 • Post-WWII Rehabilitation Expansion

The massive influx of injured veterans drove advances in orthotic design. Sterling Bunnell's work on hand surgery and rehabilitation established foundational principles linking tissue healing to splint design.

1969 • Low-Temperature Thermoplastics Introduced

The introduction of low-temperature thermoplastic materials (LTTs) revolutionized custom orthotic fabrication, enabling clinicians to mold orthoses directly on the patient for precise anatomical conformity.

1984 • Brand & Hollister's Clinical Mechanics

Paul Brand and Anne Hollister published 'Clinical Mechanics of the Hand,' formalizing the biomechanical principles — torque, force distribution, and mechanical advantage — that underpin evidence-based orthotic design.

2010s • 3D Printing & Evidence-Based Practice

Additive manufacturing technologies and systematic reviews of orthotic outcomes ushered in an era of precision fabrication and evidence-based protocols for orthotic prescription timing and design.

This historical trajectory raises the central question that occupational therapists must answer daily: How do we select and modify an orthotic design that respects the biological timeline of tissue healing while applying the mechanical forces needed to achieve a therapeutic goal? Answering this question requires integrating knowledge from anatomy, kinesiology, wound healing science, and materials engineering — the synthesis that defines competent orthotic fabrication.

SECTION 2

Core Principles of Orthotic Fabrication

Effective orthotic fabrication rests on the integration of two knowledge domains: the biomechanical principles that govern how forces act on joints and tissues, and the healing principles that dictate when and how those forces should be applied. An orthosis that is biomechanically sound but ignores the inflammatory phase of healing may disrupt fragile tissue repair, while one that respects healing timelines but distributes force poorly can cause pressure injuries or fail to achieve the desired joint position. The occupational therapist must balance both domains simultaneously.

1

Three-Point Pressure System

Every effective orthosis applies force through at least three points: one force and two counterforces. This system controls joint position or corrects deformity by distributing mechanical loads across a broader surface area, minimizing skin breakdown risk.
2

Mechanical Advantage via Lever Arms

Longer lever arms (the distance from the axis of rotation to the point of force application) reduce the force required to maintain or change joint position. Extending a forearm trough distally increases mechanical advantage and patient comfort.
3

Tissue Healing Phases

Inflammatory (0–7 days), proliferative (3–21 days), and remodeling (21 days–2 years) phases each impose different constraints on orthotic design. Immobilization may be indicated during inflammation, while controlled stress promotes collagen alignment during remodeling.
4

Total End Range Time (TERT)

Tissue remodeling responds to sustained, low-load forces applied at end range over prolonged periods. TERT represents the cumulative time a joint is held at its maximal available range, which is the primary driver of plastic tissue elongation.
5

Pressure Distribution

Pressure equals force divided by area. Wider, contoured orthotic surfaces reduce pressure on skin and underlying tissues, decreasing the risk of pressure injury — especially critical over bony prominences such as the ulnar styloid or metacarpal heads.
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KEY TAKEAWAY

Think of orthotic fabrication like building a bridge over a river during flood season. The bridge's architecture (biomechanics) must distribute loads safely across its supports, but the construction timeline must also respect the river's current state (tissue healing phase). You would not pour concrete footings during peak flooding, just as you would not apply aggressive mobilization forces to an acutely inflamed tendon. The best engineers — and the best occupational therapists — design for both structural integrity and environmental conditions simultaneously.

SECTION 3

Visual Explanation — Three-Point Pressure and Force Distribution

The three-point pressure system is the fundamental mechanical principle underlying virtually every orthotic design. Whether fabricating a simple resting hand splint or a complex dynamic mobilization orthosis, the therapist must identify three points of force application that work in concert to position or mobilize a joint. The following diagram illustrates this principle applied to a wrist extension orthosis, showing how one primary force and two counterforces create equilibrium while distributing pressure across the forearm and hand.

Three-Point Pressure System — Wrist Extension OrthosisForearmHandWrist Joint AxisOrthosis (dorsal surface)F₁(Counterforce: proximal forearm strap)F₂(Primary Force: dorsal wrist pressure)F₃(Counterforce: metacarpal bar)d₁ (proximal lever arm)d₂ (distal lever arm)F₁ + F₃ = F₂ | Longer lever arms (d₁, d₂) reduce required force magnitude at each point
The diagram shows a dorsal wrist extension orthosis applying the three-point pressure system. The primary force (F₂) is applied dorsally over the wrist joint, while two counterforces (F₁ and F₃) act at the proximal forearm and the metacarpal heads, respectively. The lever arm distances (d₁, d₂) determine the mechanical advantage of the system.

Notice that the primary force acts in the opposite direction to the two counterforces, creating a balanced moment about the joint axis. The sum of the counterforces must equal the primary force for static equilibrium. Critically, increasing the lever arm distances — by extending the forearm trough proximally or the metacarpal bar distally — reduces the force magnitude required at each contact point, thereby decreasing pressure on the skin and improving patient tolerance. This is the fundamental trade-off in orthotic design: longer orthoses are mechanically more efficient but may limit functional use of proximal or distal joints.

SECTION 4

Biomechanical Framework & Healing Phase Integration

Biomechanical Equations in Orthotic Design

While orthotic fabrication in occupational therapy does not require extensive mathematical computation at the bedside, understanding the quantitative relationships among force, pressure, torque, and mechanical advantage enables the therapist to make informed design decisions. These relationships explain why certain design modifications work and allow the clinician to troubleshoot orthoses that cause discomfort or fail to achieve therapeutic goals.

PRESSURE

P=F/AP = F / A

Where P = pressure on skin (N/cm²), F = applied force (N), and A = contact area of the orthosis (cm²). Increasing the contact area decreases pressure, which is why wide, contoured troughs are preferred over narrow straps over bony prominences.

TORQUE (MOMENT OF FORCE)

τ=F×dτ = F × d

Where τ = torque about the joint axis (N·cm), F = applied force, and d = perpendicular distance from the force application to the joint axis (lever arm). To achieve the same torque with less force, increase the lever arm by lengthening the orthosis.

EQUILIBRIUM CONDITION

F1×d1=F2×d2F₁ × d₁ = F₂ × d₂

For a balanced orthosis, the moments created by the primary force and counterforces must be equal about the joint axis. If the proximal lever arm (d₁) is longer than the distal lever arm (d₂), then the proximal counterforce (F₁) can be proportionally smaller than the distal counterforce.

Healing Phase Constraints on Force Application

The biomechanical equations above describe how forces act, but the tissue healing phase determines when and how much force is appropriate. During the inflammatory phase (approximately days 0–7), the therapeutic goal is typically immobilization and protection. The orthosis should position the affected structure in the optimal resting position with minimal stress to healing tissues. During the proliferative phase (approximately days 3–21), new collagen is laid down in a relatively disorganized manner; gentle, controlled stress via serial static orthoses or gentle dynamic orthoses can begin to guide collagen alignment without disrupting the healing matrix. During the remodeling phase (approximately day 21 through 2 years), the tissue can tolerate greater stress, and progressive mobilization orthoses applying sustained low-load stretch over extended periods — maximizing total end range time (TERT) — become appropriate to remodel scar and restore range of motion.

⚠

Clinical Rule of Thumb

If a patient reports increased pain or swelling that persists more than two hours after orthosis removal, the applied force is likely too aggressive for the current healing phase. Reduce the force magnitude, shorten wearing time, or both — and reassess the tissue's healing status before progressing.

SECTION 5

Classification of Orthoses & Material Selection

Orthoses are classified along several dimensions, each of which carries implications for fabrication decisions. The most clinically relevant classifications address the orthosis's purpose (immobilization, mobilization, restriction, or torque transmission), the direction of force application (static, serial static, static progressive, or dynamic), and the anatomical location (finger-based, hand-based, wrist-hand, forearm-based, or elbow). The American Society of Hand Therapists (ASHT) Splint/Orthosis Classification System provides standardized nomenclature that describes each of these dimensions in clinical documentation.

Orthosis Classification by Force Application StrategySTATIC(Immobilization)No movablecomponentsHealing phase:InflammatorySERIAL STATIC(Remolded periodically)Remolded as ROMimprovesHealing phase:Late Prolif.STATICPROGRESSIVE(Adjustable non-elastic)Turnbuckle, Velcro,or screw adjustmentHealing phase:RemodelingDYNAMIC(Elastic mobilization)Rubber bands,springs, elastic cordHealing phase:RemodelingForce Intensity SpectrumZero (Immobilize)Low (Reposition)Moderate (Stretch)Sustained Low-LoadCommon Thermoplastic Material PropertiesPropertyElastic MemoryConformabilityRigidityOrfit / Aquaplast-THighHighModerateOmega / PolyformLowModerateHighEzeform / ClinicModerateLow–ModerateHigh
This diagram classifies orthoses by their force application strategy (top row), maps each type to the appropriate healing phase, and provides a force intensity spectrum (middle). The table at the bottom compares key material properties — elastic memory (ability to return to original shape when reheated), conformability (ability to drape over contours), and rigidity (resistance to deformation when cooled).

Material selection directly influences the therapist's ability to achieve desired biomechanical outcomes. Materials with high elastic memory — such as Orfit and Aquaplast-T — can be reheated and remolded multiple times, making them ideal for serial static orthoses that require periodic adjustments. In contrast, materials with high rigidity — such as Omega and Polyform — are better suited for immobilization orthoses that must resist deformation under load. The therapist's choice of material thickness (typically 1.6 mm, 2.4 mm, or 3.2 mm) further modifies the orthosis's rigidity, with thicker materials providing greater structural support for larger joints or stronger muscles.

SECTION 6

Worked Example — Fabricating a Wrist-Hand Orthosis Post Distal Radius Fracture

The following scenario walks through the clinical reasoning and fabrication decisions involved in creating an orthosis for a common upper-extremity injury. Each step integrates biomechanical principles with healing phase considerations.

Post-Surgical Distal Radius Fracture — Volar Wrist-Hand Immobilization Orthosis

  1. 1

    Step 1 — Assess Clinical Status and Healing Phase

    A 58-year-old patient presents 5 days post open reduction internal fixation (ORIF) of a distal radius fracture. Sutures are intact, mild edema is present, and the surgeon's protocol allows for orthotic fabrication with wrist immobilization in 15° of extension. The patient is in the inflammatory phase of tissue healing. The orthotic goal is protective immobilization.
    Orthosis type: Static immobilization. Position: wrist 15° extension, MCP joints free.
  2. 2

    Step 2 — Select Material and Design

    Because the orthosis must resist deformation (the wrist extensors and flexors can generate significant force even involuntarily), a 3.2 mm thermoplastic with moderate-to-high rigidity is appropriate. A volar-based design is selected to support the wrist in extension from the palmar surface, leaving the dorsal surgical incision site accessible for wound care. The forearm trough will extend to two-thirds of the forearm length to maximize the proximal lever arm.
    Material: 3.2 mm Omega (high rigidity, low elastic memory). Design: volar forearm-based, two-thirds forearm length.
  3. 3

    Step 3 — Apply Three-Point Pressure Principles

    The three-point pressure system is configured as follows. The primary force (F₂) is applied volarly at the wrist crease, holding the wrist in 15° extension. Counterforce F₁ is distributed across the proximal volar forearm trough, and counterforce F₃ is applied via the palmar bar just proximal to the distal palmar crease. The MCP joints must remain free to allow composite fist and full finger extension, maintaining tendon glide and preventing stiffness.
    Three contact points identified: proximal forearm trough (F₁), volar wrist (F₂), palmar bar (F₃). MCPs free at 0°–90°.
  4. 4

    Step 4 — Fabricate, Mold, and Flare Edges

    After cutting the pattern, the material is heated per manufacturer instructions and molded directly on the patient's forearm and hand, maintaining the wrist at 15° extension throughout the molding process. All edges are flared away from the skin, particularly over the ulnar styloid and radial styloid — bony prominences with minimal soft tissue padding where pressure injury risk is highest. The metacarpal bar is contoured to allow full MCP flexion. Straps are placed at proximal forearm, mid-forearm, and dorsal wrist to secure the orthosis without excessive pressure.
    Orthosis molded with flared edges over bony prominences. Three straps placed for secure, even distribution of force.
  5. 5

    Step 5 — Verify Fit and Educate the Patient

    The fit is assessed by checking for blanching or red marks persisting longer than 20 minutes after removal, confirming that all digits move freely through full range of motion, and verifying that the wrist is positioned at the prescribed 15° of extension using a goniometer. The patient is educated on a wearing schedule (continuous except for hygiene and wound care during the inflammatory phase), skin inspection routine, edema management (elevation, active digit motion), and signs of complications requiring immediate follow-up (increased numbness, persistent blanching, escalating pain).
    Fit confirmed. Wearing schedule: continuous. Follow-up scheduled for orthotic adjustment as edema resolves and healing progresses to proliferative phase.

SECTION 7

Strengths, Limitations, and Clinical Comparisons

Each orthotic approach offers distinct advantages and limitations that must be weighed against the patient's clinical presentation, healing phase, and functional goals. The following table compares the four primary force application strategies across several clinically relevant dimensions.

FeatureStatic / ImmobilizationSerial StaticStatic ProgressiveDynamic
Healing PhaseInflammatoryLate proliferativeRemodelingRemodeling
Force TypeNone (holds position)Low-load, intermittentInelastic, adjustableElastic, continuous
StrengthsProtects healing tissue; simple fabrication; high durabilityProgressive gain in ROM; uses existing materialsPatient-controlled; sustained TERT; evidence-based for contracturesAllows active motion in direction opposite to force; reciprocal motion
LimitationsRisk of stiffness with prolonged use; does not address contractureRequires frequent clinic visits for remolding; variable TERTComplex fabrication; patient must understand adjustment mechanismForce decreases as tissue elongates (non-constant torque); complex fabrication
Common ExampleResting hand splint; wrist cock-upSerial PIP extension splintJoint Active Systems (JAS) elbow orthosisOutrigger MCP extension splint; dynamic PIP flexion strap

Comparison of orthotic force application strategies across key clinical dimensions

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KEY TAKEAWAY

No single orthotic approach is inherently superior — each is optimized for a specific combination of healing phase, tissue pathology, and functional goal. The hallmark of skilled orthotic fabrication is the ability to match the correct orthotic design to the patient's current biological and biomechanical needs, and to modify the approach as healing progresses. A static orthosis during the inflammatory phase may be transitioned to a serial static or static progressive orthosis as the tissue enters the remodeling phase, reflecting a dynamic, phased intervention plan.

SECTION 8

Connection to Advanced Orthotic Theory and Emerging Practice

The foundational principles covered in this lesson connect to several advanced areas of orthotic theory and emerging practice. As occupational therapy practice evolves, clinicians are increasingly expected to integrate evidence from biomechanical research, tissue engineering, and technology-driven fabrication methods into their orthotic interventions.

Foundational ConceptAdvanced Extension
Three-point pressure systemFinite element analysis (FEA) modeling of stress distribution across orthotic-skin interface to optimize pressure mapping
Tissue healing phasesMechanotransduction research: how mechanical forces at the cellular level stimulate fibroblast activity and collagen synthesis during specific healing windows
Material selection (LTT)3D-printed orthoses using patient-specific CT/MRI data for precisely contoured, ventilated designs with optimized material distribution
Total end range time (TERT)Sensor-embedded orthoses that track actual wearing time, joint angle, and applied force, providing objective TERT data for outcome measurement
Static vs. dynamic orthosesRobotic-assisted mobilization orthoses (e.g., exoskeletons) that provide programmable, adaptive force profiles based on real-time tissue response

Connections between foundational orthotic concepts and advanced theory

The NBCOT examination expects entry-level practitioners to demonstrate competence in foundational orthotic fabrication and modification — selecting appropriate designs, applying biomechanical principles, and timing interventions to healing phases. However, awareness of these advanced extensions reflects the profession's trajectory toward increasingly evidence-based, technology-enhanced practice. Understanding mechanotransduction, for example, deepens the clinician's rationale for applying controlled stress during the proliferative phase — it is not merely empirical tradition, but a cellular-level process whereby mechanical loading activates signaling pathways that promote organized collagen deposition. This knowledge bridges the gap between clinical technique and biological mechanism, strengthening the therapist's clinical reasoning.

SECTION 9

Practice Problems

Question 1: CONCEPTUAL

A patient is 4 days post flexor tendon repair (zone II) and is in the inflammatory phase of healing. The surgeon has ordered a dorsal blocking orthosis. Explain why this orthosis positions the wrist in flexion and the MCP joints in flexion, and describe how this position relates to the biomechanical concept of minimizing tensile stress on the repaired tendon.
Show answer
The dorsal blocking orthosis positions the wrist in approximately 20°–30° of flexion and the MCP joints in approximately 50°–70° of flexion to reduce the resting tension (passive tensile load) on the repaired flexor tendon. Because the flexor tendons cross the wrist and MCP joints on the volar side, wrist and MCP flexion shortens the distance between the tendon's origin and insertion, reducing the stretch across the repair site. This positioning respects the inflammatory phase by minimizing mechanical stress on the fragile repair, while a controlled early passive motion protocol (e.g., Duran or modified Kleinert) may allow gentle tendon glide within the protective range to prevent adhesion formation. The orthosis uses the three-point pressure principle with a dorsal forearm trough, dorsal wrist bar, and dorsal finger hood to maintain this protective position.

Question 2: BASIC CALCULATION

An orthosis applies 6 N of force through a strap that contacts the skin over an area of 3 cm². Calculate the pressure on the skin. If the therapist widens the strap to cover 6 cm², what is the new pressure? Explain the clinical significance of this change.
Show answer
Using the pressure equation P = F / A: Original pressure = 6 N / 3 cm² = 2 N/cm². With the wider strap: New pressure = 6 N / 6 cm² = 1 N/cm². The pressure is halved by doubling the contact area. Clinically, this reduction is significant because sustained pressure above tissue tolerance thresholds (which varies by location but is generally lower over bony prominences) can cause ischemia, skin breakdown, and pressure injuries. Widening straps and using contoured surfaces to increase contact area is one of the most practical strategies to improve orthotic comfort and safety without changing the total corrective force.

Question 3: INTERMEDIATE

A patient with a PIP joint flexion contracture of 35° is 6 weeks post extensor tendon repair (zone III). The tissue is in the early remodeling phase. The therapist must choose between a serial static PIP extension orthosis and a static progressive PIP extension orthosis. Compare these two options by discussing their mechanisms of action, advantages, limitations, and the rationale for choosing one over the other at this healing stage.
Show answer
At 6 weeks post extensor tendon repair, the tissue has entered the early remodeling phase and can tolerate controlled stress to promote collagen reorganization. A serial static orthosis would hold the PIP in maximal available extension and would be remolded every few days as range of motion improves, applying a sustained low-load force during wearing periods. Its advantage is simplicity of fabrication and low cost, but it requires frequent clinic visits for remolding and the patient cannot self-adjust the force. A static progressive orthosis uses an inelastic component (e.g., Velcro turnbuckle or progressive hinge) that the patient adjusts to maintain force at end range as the tissue elongates. Its advantage is that TERT can be maximized because the patient can progressively increase the stretch without returning to the clinic, and the inelastic mechanism maintains a more constant force at end range compared to elastic (dynamic) systems. Given the early remodeling phase and the moderate contracture, either approach is clinically appropriate, but the static progressive orthosis may be preferred if the patient is reliable and educated, as it maximizes TERT and reduces clinic dependency.

Question 4: APPLIED

A 72-year-old patient with rheumatoid arthritis presents with bilateral MCP joint ulnar drift and subluxation. She reports difficulty with ADLs including buttoning, opening jars, and writing. Design an orthotic intervention plan that addresses both the biomechanical forces contributing to the deformity and the patient's functional needs. Include your orthosis type selection, material rationale, wearing schedule, and any modifications you would make to accommodate the patient's age and condition.
Show answer
For this patient with chronic rheumatoid arthritis and established MCP ulnar drift, the orthotic goal is to realign the MCP joints in a functional position to reduce pain and improve grip function, while acknowledging that a fixed deformity cannot be corrected with orthotic intervention alone. A volar-based hand orthosis with an ulnar deviation insert or MCP alignment splint would provide a radially directed force at the proximal phalanges to counteract the ulnar drift forces, using the three-point pressure principle with the volar metacarpal bar as the primary force and radial finger supports as counterforces. A thin (1.6 mm), highly conformable material such as Orfit is appropriate because it conforms to the irregular joint contours, is lightweight for a geriatric patient, and can be reheated for adjustments as joint status changes. The wearing schedule should prioritize functional activities (daytime use during ADLs) rather than continuous wear, as this population often has fragile skin and reduced tolerance for sustained pressure. Modifications include wider straps, rounded edges, and careful avoidance of pressure over inflamed joints or rheumatoid nodules. Patient education should emphasize joint protection principles alongside orthotic use, and the orthosis should be reassessed regularly given the progressive nature of the disease.

Question 5: CRITICAL THINKING

A colleague argues that dynamic orthoses are always superior to static progressive orthoses for treating joint contractures because dynamic orthoses allow reciprocal motion. Critically evaluate this claim using biomechanical principles, current evidence on TERT and tissue remodeling, and clinical reasoning. Under what specific circumstances might a static progressive orthosis be the more evidence-supported choice?
Show answer
This claim oversimplifies the evidence and misapplies biomechanical principles. While dynamic orthoses do allow reciprocal active motion — which is beneficial for tendon glide and muscle re-education — they have a key biomechanical limitation for treating contractures: as the elastic element (rubber band or spring) stretches with tissue elongation, the force it delivers decreases, meaning the torque at end range diminishes precisely when sustained force is most needed to remodel contracted tissue. Static progressive orthoses, by contrast, use inelastic mechanisms that maintain a more constant force at end range, and the patient can incrementally advance the stretch as tissue elongates, preserving high TERT. Research by Glasgow and colleagues (2010) and Flowers and LaStayo (1994) supports the principle that sustained low-load force over extended time (maximizing TERT) is the primary driver of plastic tissue elongation in the remodeling phase, favoring static progressive approaches for established contractures. Dynamic orthoses may be preferred when the goal is substitute motion (e.g., a low-profile dynamic MCP extension orthosis for radial nerve palsy providing functional extension during the proliferative phase) or when gentle mobilization with active-assisted motion is desired. In summary, the choice depends on the specific clinical goal (contracture remodeling vs. substitute motion), the healing phase, and the patient's ability to self-manage the device.

SUMMARY

Summary — Orthotic Fabrication with Biomechanical and Healing Principles

Summary

Competent orthotic fabrication requires the simultaneous application of biomechanical principles and tissue healing knowledge. The three-point pressure system provides the mechanical foundation for all orthotic designs, while the relationships among force, pressure, and lever arm length guide decisions about orthotic dimensions, strap width, and material thickness. The three phases of tissue healing — inflammatory, proliferative, and remodeling — determine the timing and intensity of orthotic intervention, progressing from protective immobilization to controlled mobilization as tissue tolerance increases.

Orthoses are classified by their force application strategy: static (immobilization), serial static (progressive repositioning), static progressive (inelastic adjustable force), and dynamic (elastic mobilization). Material selection — considering elastic memory, conformability, and rigidity — directly affects the orthosis's clinical performance. The skilled occupational therapist matches the orthotic design and material to the patient's specific healing phase, diagnosis, and functional goals, and modifies the intervention as the patient progresses through recovery.

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