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

Orthotic Training — Provide client-centered education and training in orthotic and prosthetic use

Equipping OT practitioners with the knowledge to educate clients on effective orthotic and prosthetic device use for optimal functional outcomes.

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

SECTION 1

Historical Context & Motivation

The use of external devices to support, correct, or compensate for musculoskeletal deficits has ancient origins, but the formalized role of occupational therapists in orthotic and prosthetic training is a product of modern rehabilitation science. Throughout history, clinicians recognized that simply fabricating or prescribing a device was insufficient—patients needed structured education to integrate these devices into meaningful daily occupations. The evolution from passive device provision to active, client-centered training reflects broader shifts in healthcare toward patient empowerment and self-management. Understanding this trajectory helps current practitioners appreciate why education and training are as essential as the device itself.

1917 • Birth of Occupational Therapy

The National Society for the Promotion of Occupational Therapy was founded. Early reconstruction aides began teaching wounded World War I soldiers to use adaptive devices and splints, establishing the profession's link to orthotic training.

1945 • Post-WWII Rehabilitation Expansion

The massive influx of veterans with amputations and upper-extremity injuries drove rapid innovation in prosthetic devices. Occupational therapists became integral members of amputee rehabilitation teams, formally training clients in prosthetic use and functional task performance.

1972 • Standardization of OT Scope

The American Occupational Therapy Association published comprehensive role delineations that explicitly included orthotic fabrication, fitting, and client education as core competencies within the OT scope of practice.

1990s • Client-Centered Models Emerge

The Canadian Model of Occupational Performance and other frameworks formalized the principle that intervention—including orthotic and prosthetic training—must be driven by the client's goals, values, and occupational priorities rather than solely by the clinician's assessment.

2020s • Technology-Enhanced Training

Advances in 3D-printed orthotics, myoelectric prostheses, and telehealth platforms have expanded the OT's role in training clients to operate increasingly sophisticated devices, requiring updated education strategies and outcome measurement tools.

A persistent question has driven this field forward: How can occupational therapists ensure that clients not only receive appropriate devices but also develop the competence and confidence to use them effectively across all relevant life contexts? This lesson addresses that question by exploring the principles, processes, and clinical reasoning that underpin effective orthotic and prosthetic training within the OT scope of practice.

SECTION 2

Core Principles & Definitions

Before examining specific training techniques, it is essential to establish the foundational concepts that govern orthotic and prosthetic education within occupational therapy practice. An orthosis (commonly called a splint or brace) is an externally applied device used to modify the structural and functional characteristics of the neuromuscular and skeletal system, while a prosthesis is a device that replaces a missing body part. The OT's role extends beyond device fabrication or selection to encompass comprehensive client education that enables independent, safe, and effective device use in the context of daily occupations. The following core principles guide this practice.

1

Client-Centered Approach

Training must be individualized based on the client's goals, roles, routines, cultural context, learning style, and cognitive capacity. The client is an active partner in setting training objectives and choosing meaningful activities for practice.
2

Wearing Schedule & Skin Integrity

Clients must understand prescribed wear times, gradual acclimatization protocols, and how to inspect skin for pressure areas, redness, or breakdown. This knowledge is critical for preventing secondary complications such as pressure injuries or contact dermatitis.
3

Functional Integration

Training should progress from basic donning/doffing skills to using the device during actual occupational tasks—dressing, meal preparation, work activities, and leisure. Device use must be contextualized within the client's real-life environment.
4

Device Care & Maintenance

Clients must be educated on cleaning procedures, storage, identification of wear or damage, and knowing when to seek professional adjustment. Proper maintenance extends device lifespan and ensures consistent therapeutic benefit.
5

Self-Advocacy & Problem-Solving

Effective training empowers clients to communicate with healthcare providers about fit issues, recognize signs that the device requires modification, and troubleshoot minor problems independently. This fosters long-term adherence and autonomy.
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KEY TAKEAWAY

Think of orthotic training like teaching someone to drive a new car rather than simply handing them the keys. Just as a driving instructor ensures the learner understands mirrors, braking, and road rules before driving independently, an OT ensures the client understands donning/doffing, wearing schedules, skin inspection, device care, and functional integration before expecting independent device use. Without this structured training, even the best-designed device may be abandoned or misused.

SECTION 3

Visual Explanation — The Orthotic Training Process

Client-Centered Orthotic/Prosthetic Training Process1. AssessmentClient goals, roles,capacities, context2. Device EducationPurpose, mechanism,wearing schedule3. Donning/DoffingHands-on practice,adaptive techniques4. Skin CareInspection, hygiene,pressure monitoring5. Functional TrainingADLs, IADLs, work,leisure activities6. Device CareCleaning, storage,damage recognition7. Outcome ReviewReassess fit, function,satisfaction, adherenceClient IndependenceSelf-management, problem-solving, self-advocacyContinuous feedback loop:modify plan as needed© Orthotic Training Process — Occupational Therapy Framework
This diagram illustrates the sequential yet iterative process of orthotic/prosthetic training. Beginning with client assessment (blue), the OT progresses through device education, donning/doffing practice, skin care instruction, functional training in real occupations, and device maintenance education before conducting an outcome review. The dashed feedback loop indicates that the training plan is continuously revised based on client progress, changing needs, and evolving goals.

The diagram above captures the essential nonlinear nature of effective orthotic training. While there is a logical progression from initial assessment through to independent client management, clinical practice demands flexibility. A client who demonstrates difficulty with skin inspection during functional training, for instance, may require revisiting Stage 4 before advancing. Similarly, changes in the client's medical status, occupational demands, or personal goals necessitate cycling back to the assessment phase. This iterative, responsive approach distinguishes genuinely client-centered training from a rigid, protocol-driven checklist.

SECTION 4

How Orthotic Training Works — Education & Skill-Building Strategies

Effective orthotic and prosthetic training relies on structured educational strategies grounded in adult learning theory. The OT must consider the client's health literacy, cognitive status, motivation, and preferred learning modalities when designing the training program. Three overlapping domains of instruction form the backbone of comprehensive training: cognitive knowledge, psychomotor skills, and affective engagement. Addressing all three domains ensures that clients understand their device, can physically operate it, and feel motivated to incorporate it into daily life.

Teaching the Wearing Schedule

A wearing schedule is a structured plan that specifies how long and when the device should be worn. For orthotic devices such as resting hand splints, wearing schedules often begin with shorter periods (e.g., 30 minutes) and gradually increase as the client acclimates to the device. Prosthetic wearing schedules for new amputees follow a similar graduated pattern, often beginning with 15 to 30 minutes and increasing by increments daily, contingent upon skin tolerance. The OT educates the client on the rationale for the schedule—preventing tissue breakdown, managing edema, and building tolerance—and works collaboratively to integrate wear times into the client's daily routine. Written schedules, illustrated guides, or smartphone reminders can support adherence, particularly for clients with cognitive challenges.

Skin Inspection Protocol

Skin inspection is a critical safety component of orthotic and prosthetic use. Clients are taught to examine the skin beneath and around the device for signs of erythema (redness), blistering, maceration, or pressure marks each time the device is removed. The general clinical guideline is that redness lasting more than 20 minutes after device removal indicates excessive pressure and warrants contacting the therapist for adjustment. OTs teach clients to use a mirror for areas difficult to visualize and to keep a log of skin observations when initiating a new device. For clients with sensory deficits—such as those with peripheral neuropathy or spinal cord injury—visual inspection is especially vital because they cannot rely on pain as a warning signal.

Graded Functional Training

Once the client demonstrates competence with donning, doffing, and basic wear, the OT introduces graded functional training. This involves practicing occupational tasks of increasing complexity while wearing the device. A client with a new wrist orthosis might begin by gripping lightweight objects, then progress to writing, meal preparation, and eventually vocational tasks. For prosthetic users, this grading is especially important—progressing from pre-prosthetic exercises (desensitization, ROM, shaping) through controls training (learning to operate terminal device opening and closing) to bilateral task integration. The principle of just-right challenge from occupational therapy theory ensures that tasks are neither too easy (promoting disengagement) nor too difficult (promoting frustration and abandonment).

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Clinical Note

For the NBCOT exam, remember that OTs are responsible for fabricating, adjusting, and training clients in the use of orthotic devices. While prosthetists fabricate prosthetic devices, OTs play a central role in pre-prosthetic care, prosthetic training, and functional integration within the interprofessional team.

SECTION 5

Detailed Breakdown — Common Orthotic Devices & Training Considerations

Occupational therapists work with a wide range of upper-extremity orthotic devices, each requiring tailored training approaches. Understanding the classification of orthotics by purpose and anatomical location is fundamental to selecting appropriate training strategies. The following visual and tabular breakdown categorizes the most common devices encountered in OT practice and identifies the key training considerations unique to each.

Classification of Upper-Extremity Orthotic Devices by PurposeUpper Extremity OrthosesStatic (Immobilization)Dynamic (Mobilization)Serial StaticExamples:• Resting hand splint• Thumb spica splint• Wrist cock-up splintPurpose: Rest, protect, prevent deformityExamples:• Dynamic extension splint• Outrigger-based orthosis• Spring-wire splintPurpose: Assist or resist motionExamples:• Serial cast• Remolded static splint• Progressive static splintPurpose: Gradually increase ROMKey Training DifferencesStaticEmphasize wearing schedulecompliance and skin checksduring prolonged wearDynamicTeach movement execution,monitor for excessivetension or discomfortSerial StaticEducate on serialadjustment process andexpected progress timeline
Upper-extremity orthoses are broadly categorized into static (immobilization), dynamic (mobilization), and serial static types. Each category requires distinct training emphases regarding wearing schedules, movement parameters, and client expectations.
Device TypePrimary PurposeCritical Training FocusCommon Diagnosis
Resting Hand SplintPosition hand in functional position; prevent contracturesNighttime wearing schedule; skin checks at bony prominences; edema managementStroke, rheumatoid arthritis, burns
Wrist Cock-Up SplintStabilize wrist in extension; improve grip strengthFunctional use during daily tasks; adjustment for comfort during activityCarpal tunnel syndrome, wrist fracture, radial nerve palsy
Dynamic Extension SplintApply low-load prolonged stretch to increase finger extensionUnderstanding tension parameters; monitoring for edema; active-assisted exercise within splintExtensor tendon repair, MCP joint contracture
Thumb Spica SplintImmobilize CMC and/or MCP joint of thumbCompensatory techniques for pinch/grip tasks; removing for hygieneDe Quervain's tenosynovitis, gamekeeper's thumb, CMC OA
Body-Powered ProsthesisReplace missing upper limb; enable grasp and releaseCable operation training; harness adjustment; bilateral activity integration; pre-prosthetic conditioningTransradial or transhumeral amputation

Common orthotic and prosthetic devices with corresponding training priorities for OT practitioners.

SECTION 6

Worked Example — Designing a Client-Centered Orthotic Training Plan

The following case illustrates how an occupational therapist develops and implements a comprehensive orthotic training program, integrating assessment findings, client goals, and evidence-based education strategies.

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Case Scenario

Mrs. Chen, a 62-year-old retired teacher, presents with a right CVA resulting in left hemiparesis. She has increased flexor tone in the left upper extremity (modified Ashworth Scale 2 at wrist and fingers). The OT has fabricated a volar resting hand splint to prevent flexion contracture and maintain the hand in a functional position. Mrs. Chen's stated goals include being able to cook simple meals and write letters to her grandchildren. She lives with her husband, who is willing to assist with device management.

Orthotic Training Plan Development

  1. 1

    Step 1 — Assess Client Factors and Context

    The OT evaluates Mrs. Chen's cognitive status (intact orientation, mild short-term memory deficits per MoCA score of 24/30), vision (adequate with corrective lenses), learning style (prefers verbal instruction with visual aids), cultural considerations (prefers formal address, values family involvement), and motivation level (highly motivated, concerned about being a burden). The husband is identified as a caregiver training partner who will assist with nighttime donning.
    Client profile: cognitively capable with mild memory deficits requiring written reinforcement; motivated; caregiver available.
  2. 2

    Step 2 — Establish a Wearing Schedule

    Given the Modified Ashworth Scale score of 2 (indicating moderate tone), the OT prescribes a wearing schedule of 2 hours on, 1 hour off during waking hours, and continuous wear at night. The rationale is explained to Mrs. Chen: the splint applies a low-load, prolonged stretch to the flexor muscles and tendons, counteracting the pull of spasticity. A written schedule with visual cues is provided, and a phone alarm is set as a reminder.
    Wearing schedule: 2 hours on / 1 hour off (daytime); continuous nighttime wear. Written schedule and phone alarm implemented.
  3. 3

    Step 3 — Teach Donning, Doffing, and Skin Inspection

    The OT demonstrates donning and doffing using the one-handed technique (stabilizing the splint on the table, sliding the hand in, securing straps with the unaffected hand). Mrs. Chen practices this three times with cueing, then independently. Skin inspection is taught using a mirror-assisted technique for the palmar surface. The 20-minute redness rule is reviewed: if redness persists more than 20 minutes after removal, the client should not reapply the splint and should contact the therapist. Her husband is also trained in these procedures.
    Client and caregiver demonstrate independent donning/doffing and verbalize the 20-minute redness rule.
  4. 4

    Step 4 — Integrate Functional Training

    During off-splint periods, the OT introduces graded functional activities addressing Mrs. Chen's goal of cooking: beginning with stabilizing a bowl while stirring (using the splinted hand as a passive assist), progressing to grasping lightweight utensils. Writing activities are introduced using adaptive pens and an inclined writing surface. The splint is removed during these tasks to allow active movement, with the training focusing on carryover of positioning principles learned from wearing the orthosis.
    Functional goals addressed: meal preparation with adapted techniques; letter writing with adaptive equipment. Splint removal integrated with activity schedule.
  5. 5

    Step 5 — Educate on Device Care and Plan Follow-Up

    Mrs. Chen receives written instructions (large font, simple language) on cleaning the thermoplastic splint with mild soap and water, avoiding heat sources that could deform the material, and storing the splint in a ventilated area. A follow-up appointment is scheduled for one week to reassess fit (as edema may change), skin integrity, wearing schedule adherence, and functional progress. Outcome measures selected include goniometric ROM of wrist and fingers, the Canadian Occupational Performance Measure (COPM) for satisfaction, and a splint adherence log.
    Complete training program: written care instructions provided; follow-up scheduled at 1 week; outcome measures selected (ROM, COPM, adherence log).

SECTION 7

Strengths, Limitations, and Adherence Factors

Orthotic and prosthetic training programs produce their best outcomes when implemented with attention to the complex factors that influence client adherence. Research consistently demonstrates that device abandonment rates for orthotic and prosthetic devices range from 25% to 50%, underscoring the critical importance of effective training. Understanding the strengths and limitations of current training approaches helps OTs optimize their interventions and anticipate barriers.

Strengths of Client-Centered TrainingCommon Barriers & Limitations
Increases adherence by aligning device use with client's personal goals and meaningful occupationsTime constraints in clinical settings may limit depth of training
Addresses cognitive, psychomotor, and affective learning domains for comprehensive skill acquisitionClients with significant cognitive impairment may struggle to retain complex instructions
Involves caregivers, promoting a support system for long-term device useLimited caregiver availability or willingness may undermine training effectiveness
Can be adapted across settings (inpatient, outpatient, home health, telehealth)Device discomfort, cosmetic concerns, and psychosocial stigma may reduce wear compliance regardless of training quality
Evidence-based: structured training programs show improved functional outcomes and satisfactionInadequate follow-up systems may allow progressive fit problems to go unaddressed

Comparison of strengths and limitations in orthotic/prosthetic client training

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KEY TAKEAWAY

Consider the parallel with medication adherence in pharmacology: a perfectly formulated medication is worthless if the patient does not take it correctly. Similarly, a well-fabricated orthosis fails therapeutically if the client does not wear it as prescribed. Just as pharmacists counsel patients on dosing, side effects, and the importance of compliance, OTs must provide thorough, individualized education that addresses not only the 'how' but also the 'why' of device use—and anticipates the personal, cultural, and environmental factors that may impede adherence.

SECTION 8

Connection to Advanced Practice — Prosthetic Training & Emerging Technologies

While foundational orthotic training focuses on basic splints and braces, occupational therapists increasingly encounter advanced prosthetic technologies that demand expanded training competencies. Myoelectric prostheses use electromyographic (EMG) signals from residual limb musculature to control motorized terminal devices, requiring the OT to teach signal isolation, proportional control, and multi-grasp pattern selection. 3D-printed orthotics offer rapid customization but require clients to understand material limitations and care differences compared to traditional thermoplastics. These advanced applications build directly upon the foundational training principles discussed in earlier sections.

DomainFoundational Training (This Lesson)Advanced Practice Extension
Device TypeStatic/dynamic splints, body-powered prosthesesMyoelectric prostheses, powered orthoses, 3D-printed devices
Training ContentDonning/doffing, skin care, wearing schedule, basic functional useEMG signal training, pattern recognition, software customization, battery management
Assessment ToolsGoniometry, manual muscle testing, COPM, visual skin assessmentAssessment of Capacity for Myoelectric Control (ACMC), Southampton Hand Assessment Procedure (SHAP)
Interprofessional CollaborationPhysician, OT, prosthetist/orthotistBiomedical engineer, rehabilitation technology specialist, psychologist, vocational counselor
Client Education FormatWritten instructions, verbal demonstration, return demonstrationVideo tutorials, virtual reality simulators, telerehabilitation platforms, app-based tracking

Foundational vs. advanced orthotic and prosthetic training domains

As you progress in your OT career, you may specialize in upper-extremity rehabilitation or prosthetic training, requiring competency in these advanced technologies. The foundational principles covered in this lesson—client-centered goal setting, graded functional training, skin integrity monitoring, and caregiver education—remain the cornerstones of practice regardless of device complexity. Emerging research in sensory feedback prosthetics and brain-computer interfaces will continue to expand the training demands on occupational therapists, making the adaptable, principle-based approach emphasized here increasingly valuable.

SECTION 9

Practice Problems

Question 1: CONCEPTUAL

An OT has fabricated a custom resting hand splint for a client who recently had a CVA. The client asks, 'Why do I have to wear this if I'm not even using my hand?' Identify the two primary purposes of the resting hand splint in the context of upper-extremity hemiparesis and explain how you would communicate these purposes using client-centered language.
Show answer
The two primary purposes are (1) maintaining the hand in a functional position (wrist in slight extension, fingers in gentle flexion, thumb abducted) to prevent soft tissue shortening and contracture formation caused by spasticity, and (2) protecting the hand from trauma, since the client may have diminished sensation or awareness of the affected extremity. In client-centered language, the OT might say: 'This splint keeps your hand in a good position so the muscles don't get stuck in a bent position. Even though you can't move it much right now, keeping the hand open and relaxed gives you the best chance of using it for cooking and writing as your recovery progresses.' This response links the device purpose directly to the client's stated goals, enhancing understanding and motivation.

Question 2: BASIC CALCULATION

A client is prescribed a wearing schedule of 2 hours on, 1 hour off during a 12-hour waking day, followed by continuous nighttime wear for 8 hours. Calculate the total hours of splint wear per 24-hour period and explain why understanding this calculation is clinically relevant for skin integrity monitoring.
Show answer
During the 12-hour waking day on a 2-on/1-off cycle, each cycle is 3 hours, yielding 4 complete cycles (12 ÷ 3 = 4). Each cycle includes 2 hours of wear, so daytime wear = 4 × 2 = 8 hours. Add 8 hours of continuous nighttime wear for a total of 16 hours per 24-hour period. This calculation is clinically relevant because extended wear times increase the risk of pressure injury, especially over bony prominences. The OT must ensure the client understands that each off-period is an opportunity for skin inspection, circulation recovery, and hygiene—particularly important given that 16 hours represents two-thirds of each day spent in the device.

Question 3: INTERMEDIATE

A client with a transradial amputation has been fitted with a voluntary-opening, body-powered prosthesis. After two weeks of training, the client reports difficulty maintaining grasp on a coffee mug during breakfast. The OT observes that the client releases cable tension prematurely when reaching across the table. Identify the biomechanical cause of this difficulty and describe two specific training strategies the OT could employ to address this issue.
Show answer
In a voluntary-opening body-powered prosthesis, the terminal device (hook or hand) is held closed by rubber bands or springs, and the client operates a cable via glenohumeral flexion and/or scapular abduction to open the device. Grasp force is passive (determined by rubber band tension), not actively maintained by the client. The client's premature loss of grasp when reaching across the table likely occurs because the reaching motion (shoulder flexion or abduction) inadvertently activates the cable, opening the terminal device and releasing the mug. Two training strategies include: (1) practicing isolated scapular and shoulder movements to develop differential motor control—distinguishing between intentional cable activation for opening and incidental motion during reach; and (2) grading reaching tasks from short to long distances, training the client to stabilize the prosthetic side while using compensatory trunk or contralateral arm positioning to reach, thereby minimizing unintended cable excursion.

Question 4: APPLIED

You are treating a 45-year-old construction worker who sustained a flexor tendon repair (Zone II) of the left ring finger. The surgeon has prescribed an early active motion protocol with a dorsal blocking orthosis. The client speaks limited English, has a 6th-grade reading level, works variable shifts, and has no smartphone. Design a culturally responsive, literacy-appropriate training plan addressing device education, wearing schedule, exercise compliance, and precautions. Include at least three specific adaptations for this client's circumstances.
Show answer
This scenario requires the OT to adapt training for language barriers, low literacy, variable scheduling, and limited technology access. Three specific adaptations include: (1) Using picture-based instruction sheets with minimal text and illustrated step-by-step donning/doffing sequences rather than written paragraphs—ideally in the client's primary language, with assistance from a medical interpreter for initial education sessions. (2) Providing a color-coded physical timer or wristwatch alarm (since no smartphone is available) to cue exercise sessions every hour, with exercise movements demonstrated via physical modeling and return demonstration rather than video. (3) Creating a laminated, pocket-sized card with pictorial reminders of precautions (no heavy gripping, no passive extension beyond splint limits) that the client can carry to the work site. The training plan should also address return-to-work concerns by discussing modified duty options, as premature heavy gripping could rupture the repair. The OT should assess comprehension using the teach-back method—having the client demonstrate and explain instructions in their own words—rather than simply asking 'Do you understand?'

Question 5: CRITICAL THINKING

A systematic review reports that structured orthotic training programs reduce device abandonment rates by approximately 35% compared to standard device provision. However, a colleague argues that investing clinic time in extensive training is not cost-effective because 'some patients will stop wearing their splints no matter what we do.' Critically evaluate this argument by analyzing at least three dimensions (clinical, ethical, economic) and formulate an evidence-informed response.
Show answer
This argument warrants critical evaluation across clinical, ethical, and economic dimensions. Clinically, the evidence directly contradicts the nihilistic position: a 35% reduction in abandonment represents a substantial improvement in functional outcomes, prevention of secondary complications (contractures, skin breakdown), and avoidance of surgical revisions—all of which depend on consistent device use. The fact that some clients will discontinue use does not negate the benefit for the majority who respond to training. Ethically, the argument violates the principle of beneficence and the OT Code of Ethics, which mandate providing the highest quality intervention to every client regardless of predicted compliance. Withholding training based on anticipated non-adherence constitutes a form of therapeutic nihilism that denies clients the opportunity to succeed. Economically, the cost of training time (typically 1–3 additional sessions) is far less than the downstream costs of contracture management, re-fabrication of ill-fitting devices, surgical intervention for preventable complications, or extended disability and lost productivity. A comprehensive cost-benefit analysis would likely show that structured training produces net savings for the healthcare system. The evidence-informed response is that client-centered training is not merely an optional add-on but a core clinical responsibility that improves outcomes, upholds ethical obligations, and represents sound resource stewardship.

SUMMARY

Lesson Summary

Summary

Effective orthotic and prosthetic training is a core competency within the occupational therapy scope of practice, rooted in client-centered principles that prioritize the individual's goals, roles, and occupational contexts. The training process follows a structured yet iterative pathway: comprehensive assessment of client factors and context; device education covering purpose, mechanism, and rationale; donning and doffing training with hands-on practice; wearing schedule establishment with written reinforcement; skin inspection protocols (including the 20-minute redness rule); graded functional training progressing from simple to complex occupational tasks; and device care and maintenance education.

Upper-extremity orthoses are classified as static, dynamic, or serial static, each requiring distinct training emphases. Caregiver involvement, health literacy considerations, and cultural responsiveness are essential for maximizing adherence and reducing the high rates of device abandonment. As technologies advance—from body-powered prostheses to myoelectric and 3D-printed devices—the OT's training role expands, but the foundational principles of individualized education, functional integration, and outcome measurement remain the cornerstones of effective practice.

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