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SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN (SPOT-DS) © 2017, Saskatoon Health Region

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Page 1: SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING ... · saskatchewan psychiatric occupational therapy driving screen (spot-ds) 5 Further, the Canadian Medical Association Driver’s

 

 

SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY

DRIVING SCREEN (SPOT-DS)

 

   

           

© 2017,  Saskatoon  Health  Region    

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SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN (SPOT-DS) 2  

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Table of Contents  ____________________________________________________________________________________ User Guide………………………………………………......……………………………………………….page 4 Saskatchewan Psychiatric Occupational Therapy Driving Screen (SPOT-DS) ……………………...page 9 Reference for Medications Category………………….…………………………………………………..page 10 Rating Parameters………..…………………………………………………………………………………page 11 Sample 1……………………………………………………………………………………………………..page 12 Sample 2……………………………………………………………………………………………………..page 13 Sample 3……………………………………………………………………………………………………..page 14 Sample 4……………………………………………………………………………………………………..page 15 Sample 5……………………………………………………………………………………………………..page 16 Sample 6……………………………………………………………………………………………………..page 17 References…………………………………………………………………………………………………..page 18 Acknowledgements…………………………………………………………………………………………page 19

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SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN (SPOT-DS) 4  

User Guide ____________________________________________________________________________________ Overview Occupational Therapy (OT) is a profession well suited to screen for and assess a person’s ability to drive.2,22,24,35 The OT focus on function and knowledge of cognitive, perceptual, social, physical, and environmental domains provide an ideal basis for these assessments.27,35,37,39 Over the last number of years, attention has been paid to aging drivers, yet the challenge of screening driving ability of clients of all ages, especially in the area of mental health remains.22,23,24,35,40 While occupational therapists (OTs) aim to maximize independence and community mobility, as well as balance the need for safety, there has been limited guidance as to how to proceed when asked to screen and comment on an individual’s ability to drive.22,24 It is for this reason, that the Saskatchewan Psychiatric Occupational Therapy Driving Screen (SPOT-DS) was created. For this population, psychosocial factors, cognitive and perceptual ability, as well as physical factors and medications must be taken into account when determining fitness to drive.2,22,23,24,27,30,35,36,40,41 These areas are all represented in the screening framework. Although originally developed for the acute mental health population, the SPOT-DS can be used to screen the driving abilities of any mental health client. This framework provides a screening structure, to assist with complex clinical reasoning, to guide driving screening and recommendations, for the mental health population. Research Project The SPOT-DS (formerly the Occupational Therapy Mental Health Driving Screen) was initially developed by mental health OTs in Saskatoon, Saskatchewan, Canada, who were routinely consulted to assess and comment on an individual’s ability to drive. They were seeking guidance and consistency in the process of screening mental health clients in acute care. In May 2012, the Traffic Safety Act in Saskatchewan13,14 was amended to include OTs as mandatory reporters of concern regarding a client’s driving abilities to licensing authorities. The inclusion of OTs in this legislation increased OT responsibility and highlighted the need for guidance to screen driving abilities for this population. The process of surveying the country to see how other OTs were approaching this task began in 2012. Consultation with OT driving specialists, pharmacists and psychiatrists ensued. A literature search to guide best practice yielded very little, highlighting the need to develop a screening framework for this purpose. The Canadian Medical Association Driver’s Guide8 suggestions pertaining to assessing fitness to drive for those with psychiatric illness are as follows:

In  general,  drivers  with  a  psychiatric  illness  are  fit  to  drive  if:  •  the  psychiatric  condition  is  stable  (not  in  the  acute  phase)  •  functional  cognitive  impairment  is  assessed  as  minimal  (adequate  alertness,  memory,  attention  and  executive  function  abilities)  •  the  patient  is  compliant  with  treatment  recommendations  and  consistently  takes  prescribed  psychotropic  medication  •  the  maintenance  dose  of  medication  does  not  cause  noticeable  sedation  •  the  patient  has  the  insight  to  self-­‐limit  driving  at  times  of  symptom  relapse  and  to  seek  assessment  promptly  •  the  patient’s  family  is  supportive  of  his  or  her  driving.  

Consider  further  assessment  if:  •  a  family  member  reports  a  concern  •  an  at-­‐fault  crash  occurs  •  there  is  uncertainty  about  the  degree  of  cognitive  impairment.  

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Further, the Canadian Medical Association Driver’s Guide8 outlines the following alerts: A  patient  seen  or  reported  to  have  any  of  these  problems  should  be  advised  not  to  drive  until  the  condition  has  been  evaluated  and  treated.  

Immediate  contraindications  to  driving:  •  acute  psychosis  •  condition  relapses  sufficient  to  impair  perceptions,  mood  or  thinking  •  medication  with  potentially  sedating  effects  initiated  or  dose  increased  •  lack  of  insight  or  lack  of  cooperation  with  treatment  •  lack  of  compliance  with  any  conditional  licensing  limitations  imposed  by  motor  vehicle  licensing  authority  •  suicidal  plan  involving  crashing  a  vehicle  •  an  intent  to  use  a  vehicle  to  harm  others   Based on research, collaboration with colleagues, and clinical experience, the first version of the SPOT-DS was created in 2014. Areas that had potential significance of impacting driving were included: cognitive and perceptual factors such as insight, planning, judgment, mental flexibility; physical and sensory factors such as vision, hearing, psychomotor retardation; psychosocial factors such as driving habits and history, collateral/family/friend reports, substance use; medications; as well as other factors such as ECT, compliance to treatment, or suicidal or homicidal ideation.2,8,22,27,36,39,40,41 Because medications can have a profound impact on a person’s functional abilities, pharmacy support was enlisted to develop a medication reference guide (Reference for Medications Category). 22,23,24,35,40 The framework was examined using a series of surveys, through a modified Delphi data collection technique. OTs across Canada, with a minimum of 3 years working with the mental health population were invited to participate. Three rounds inspected all components of the guide, including the screening categories and content, rating, results, recommendations, as well as the additional resources (Rating Parameters and Samples 1-6). The process of survey distribution and subsequent amendment continued until consensus was reached in early 2016. This project was approved on ethical grounds by the University of Saskatchewan Research Ethics Board initially in January 2015, and with each subsequent survey. ____________________________________________________________________________________ Saskatchewan Psychiatric Occupational Therapy Driving Screen (SPOT-DS)

Identifying Information

Name, health services number (HSN), and date of birth (DOB) are listed as client identifiers.

History of Presenting Illness, Past Psychiatric/Medical History, Current Treatment Plan

This section is meant to include any pertinent information pertaining to the client’s diagnosis, reason for referral and driving screen, as well as the current treatment plan.

Consent/Assent

A checkbox is provided to ensure that a consent conversation has been conducted. Circle the appropriate term to reflect the understanding of the client. If informed consent (permission) has not been achieved, comment on the assent (agreement) conversation instead. Consent is necessary to proceed with the screen in most locations. Assent may or may not be an option, and depends on local or regional regulations. It is important for the assessing OT to become familiar with local legislation pertaining to client participation in the driving screening process.

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SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN (SPOT-DS) 6  

Considerations

There are a number of considerations listed for each category. These considerations are suggestions for potential content for assessment or comment. These descriptors are meant for consideration only, to be determined by the OT as to their relevance for each client. The SPOT-DS is meant to be used as a screen, which refers to “short, easy-to-administer tests that allow the quick identification of drivers who are clearly without impairment and those who need a more in-depth assessment to determine fitness to drive.”3 Therefore, a thorough assessment of each consideration for each category is not necessary and would be beyond the requirements of a screen.

Categories

Five categories for screening are included in the framework: 1. COGNITION/PERCEPTION This category is for comments on the client’s insight, attention, decision making, mental flexibility, memory, judgment, problem solving, planning, initiation, and visual perception.35 These comments can be based on observations, informal assessments and/or standardized assessments. A variety of standardized cognitive or perceptual assessments can be used to inform the cognitive and perceptual status of the client,2,35,37,39,40,41 such as Trail Making Test A/B,29 MoCA,17,20,26 MVPT-III,7 or EXIT-25.31 Other useful tools may be the clock drawing/CLOX,11,32,33 ACE-R,1,10,25 or Bell’s Test.12 These standardized assessments are not necessarily required to be completed in order to comment on the client’s cognitive or perceptual status. 2. PHYSICAL/SENSATION This category is for comments regarding the client’s vision, hearing, range of motion, strength, coordination, endurance, or psychomotor retardation. Other physical or sensory factors that may be relevant to the client’s driving can be included. 3. PSYCHOSOCIAL This category is for comments related to the client’s driving habits and history, collateral/family/friend reports, substance use, or aggressive behaviors that have an impact on driving may be indicated here. 4. MEDICATIONS “Accident rates are higher among sub-groups of individuals including those having the most severe degree of mental illness and those using specific psychotropic medications such as benzodiazepines.”24 This category is for comments pertaining to the client’s medications and their impact on functional abilities. The Reference for Medications Category has been provided for reference. 4,5,6,9,15,16,18,19,21,28,34,38,42 The medication reference is meant for guideline use only. The implication of medications on a person’s driving abilities is what is relevant in this category. A checkbox is included to encourage discussion about the impact of medications with a medication expert, such as a pharmacist or psychiatrist. 5. OTHER This category is for comments pertaining to other factors that may impact a client’s abilities to drive, such as electroconvulsive therapy (ECT), acute psychosis, undue preoccupations, compliance to medications, hallucinations, fluctuating mood, or suicidal/homicidal ideation. Other factors pertinent to the client’s driving abilities not included in previous categories may be included in this category.

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SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN (SPOT-DS) 7  

Comments

A summary of the major factors impacting a client’s ability to drive (as indicated in the categories), and in turn those that are most significantly impacting the scoring are to be included here. This section is to be used to highlight the major strengths or areas for improvement relating to the client’s abilities, his/her occupations, or his/her environment.

Rating Each category is rated with either “green” (G), “amber” (A), or “red” (R). Green indicates “no concern”, amber indicates “mild to moderate concern”, and red indicates “significant concern” in each category. These degrees of concern are listed on the guide. A total tally is obtained by adding the number of greens, ambers, and reds for the combined categories. The Rating Parameters are provided as a guide in order to assist with obtaining a rating in each category. The 6 Samples may be of assistance when determining rating in each category.

Results The possible results include “no concern present” (total=5/5 green), “mild concern present” (total=1-2 amber), “moderate concern present” (total=3-5 amber), and “significant concern present” (total=1-5 red). The specific number of greens, ambers or reds are delineated for each, which serve to guide the results and the subsequent degree of concern. Each result has a letter associated with it (A,B,C,D). These letters can be used to assist with determining potentially appropriate recommendations (see below).

Recommendations The options for recommendation are listed as “continue driving”, “rescreen after further stabilization”, “refer for specialized driving assessment”, “unsafe to drive”, and “other”. Each recommendation has a letter associated with it (A,B,C,D). These letters can be used to assist a clinician to derive potentially appropriate recommendations from the associated results. More than one recommendation may be appropriate in some situations. Experienced clinicians are encouraged to determine recommendations based on their clinical reasoning and judgment, and may not be directly related to the letters. The letters are not meant to be prescriptive in nature, but instead serve only as a guide. The “other” recommendation may be used to articulate a specific recommendation for your area, location, or client.

Notes Comments pertaining to the resultant recommendations of the screen, as well as the plan for future assessment or intervention can be included here. Further, comments regarding the client/families’ understanding and dis/agreement with the recommendation may be included. Additional education provided to the client/family pertaining to driving safety, insurance implications, or driving cessation may be included. A checkbox is included in order to encourage respectful disclosure to the client pertaining to the results and recommendations of the driving screen.

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SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN (SPOT-DS) 8  

____________________________________________________________________________________ Samples There are 6 example screens included for reference. The content of these examples is hypothetical and based on clinical experience. They are not reflective of any one client. The samples are to be used as guides as to how to utilize the guide, including rating each category, obtaining total scores, and resultant recommendations. These are not meant to be prescriptive in nature, nor are they meant to replace the clinical judgment and reasoning of the OT. _____________________________________________________________________________________ Use with Caution

“Occupational Therapists are experts in the relationship between occupation, health, and well-being.”35 Internationally, Occupational Therapists have been identified as being the ideal health professional to screen and assess driving ability.2,8,24,35 The SPOT-DS was developed by Occupational Therapists for Occupational Therapists. The clinical judgment of an OT is important to be able to accurately rate and comment on the functional abilities of an individual in each category. These are guidelines, however, and the clinical reasoning of the assessing therapist is imperative. The SPOT-DS has been developed to be administered by an OT driving generalist.27,39 A thorough driving assessment (by an OT driving advanced specialist) needs to follow if there are identified areas of functional concern on the screen.27,39 Bédard & Dickerson (2014) have outlined a number of consensus statements about the use of screening tools when determining driving fitness. The following are of particular relevance to the use of the SPOT-DS:

•   In  the  hands  of  a  general  practice  occupational  therapist,  results  from  screening/assessment  tools  serve  as  criteria  for  referral  and  action.  In  the  hands  of  the  driver  rehabilitation  specialist,  the  same  tools  can  contribute  to  a  decision  for  fitness-­‐to-­‐drive.  

•   Processes  should  be  followed  for  occupational  therapy  generalists  to  start  the  driving  discussions  with  sufficient  clinically  related  evidence.  

•   Occupational  therapy  generalists  should  consider  the  multi-­‐factorial  nature  of  someone’s  condition  and  potential  for  improvement.   The SPOT-DS has been developed for use with the mental health population, including clients with psychotic, affective, anxiety, and/or personality disorders. ____________________________________________________________________________________

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SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN (SPOT-DS) 9  

❑No driving until physician follow-up

Occupational Therapist:_____________________________________ Date:_______________________

History of Presenting Illness, Past Psychiatric/MedicalHistory, Current Treatment Plan:

❑ Consent/assent obtained

SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN(SPOT-DS)

Name:HSN:DOB:

RESULTS ❑ A. No concern present (5/5 GREEN)

❑ B. Mild concern present (1-2 AMBER)❑ C. Moderate concern present (3-5 AMBER)❑ D. Significant concern present (1-5 RED)

CATEGORYConsiderations

ASSESSMENTScreen Completion Guidelines: Comment only on relevant considerations in each category. Rate each category based on clinical judgment.

RATING

1. COGNITION/PERCEPTION

Insight, attention, decision making, mental flexibility,

memory, judgment, problem solving, planning, initiation,

visual perception

Include observations, informal assessments and/or standardized assessments.

2. PHYSICAL/SENSATION

Vision, hearing, ROM, strength, coordination,

endurance, psychomotor retardation

3. PSYCHOSOCIALDriving habits/history,

collateral/family/friend report, substance use, aggressive

behaviours

4. MEDICATIONS*See reverse for

recommendations.For guideline use only.

❑ Impact of medications discussed with pharmacist or psychiatrist

5. OTHERECT, acute psychosis, undue

preoccupations, compliance to medications, hallucinations, fluctuating mood, suicidal/

homicidal ideation

COMMENTS TOTALS

� � �

RECOMMENDATION ❑ A. Continue driving

Repeat screen may be indicated if functional status changes.

❑ B. Re-screen after further stabilization❑ C. Refer for specialized driving assessment❑ D. Unsafe to drive❑ Other _______________________________

KEY INDICATESCONCERN IN CATEGORY

G = GREEN = NONEA = AMBER = MODERATER = RED = SIGNIFICANT

NOTES

❑ Results/recommendations discussed with client

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GREEN - MEDICATION LISTED BELOW SHOULD HAVE LITTLE/NO EFFECT ON DRIVING ABILITY. ASSESS INDIVIDUAL RESPONSE BEFORE DRIVING.

Selective Serotonin Reuptake Inhibitors (SSRIs)fluoxetine (Prozac), fluvoxamine (Luvox), sertraline (Zoloft), paroxetine (Paxil), citalopram (Celexa), escitalopram (Cipralex)Serotonin Norepinephrine Reuptake Inhibitors (SNRIs)Venlafaxine (Efffexor), desvenlafaxine (Pristiq), duloxetine (Cymbalta)StimulantsMethylphenidate (Ritalin, Concerta, Vyvanse), dextroamphetamine (Adderall, Dexedrine)Atomoxetine (Straterra)Buspirone (Buspar)Buproprion (Wellbutrin)

No significant impairment as monotherapy expected. Evidence suggests minimal to no effect on cognition or sedation. 2,3

If used in combination with other medication, especially psychotropic medication, impairment may occur.3,4

AMBER - MEDICATION LISTED BELOW MAY HAVE MODERATE EFFECT ON DRIVING ABILITY. CAUTION IS RECOMMENDED.

Mirtazapine (Remeron) Evidence indicates that mirtazapine 30 – 45 mg may impair alertness and driving ability on initiation.5 Tolerance may develop after titration, so re-assess at steady state.Steady state: 7 days after titration

Tricyclic Antidepressants (TCAs)Tertiary: amitriptyline (Elavil), clomipramine (Anafranil), doxepine (Sinequan, Silenor), imipramine (Tofranil)Secondary: desipramine (Norpramin), nortriptyline (Aventyl)

Similar to mirtazapine. Evidence suggests that initial therapy especially with the tertiaries (some which are used as hypnotics) may produce sedation, dizziness and blurred vision. Minimal impairment may be seen after one week due to tolerance.5

Lithium Potential to cause CNS depression, which may affect physical and mental abilities, as well as alertness.6 Impairment is serum-level dependent, so check serum levels if high CNS depression suspected and re-assess at steady state.Steady state: 5 days after dose adjustment6

Anticonvulsantsvalproic acid/divalproex (Epival, Depakene), carbamazepine (Tegretol), topiramate (Topamax), lamotrigine (Lamictal)

Potential to cause CNS depression, which may affect physical and mental abilities, as well as alertness. Caution is advised until patient is stable, then re-assess.

Hydroxyzine (Atarax) Potential to cause CNS depression, which may affect physical and mental abilities, as well as alertness.7 Tolerance may develop after titration, so re-assess after steady state.Steady state: 5 days after titration.7

Clonidine Potential to cause CNS depression, which may affect physical and mental abilities, as well as alertness.8 Tolerance may develop after titration, so re-assess at steady state.Steady state: 5 days after titration8

Monoamine Oxidase Inhibitors (MAOIs)moclobemide (Manerix), phenelzine (Nardil), tranylcypromine (Parnate)

Evidence suggests mild impairment during initiation of therapy, but minimal impairment seen once tolerance is achieved.2

RED – MEDICATION LISTED BELOW MAY HAVE SIGNIFICANT EFFECT ON DRIVING ABILITY. DRIVING IS NOT RECOMMENDED.

First-generation antipsychoticshaloperidol (Haldol), chlorpromazine (Largactil), methotrimeprazine (Nozinan), pipotiazine (Piportil), fluphenazine (Modecate), perphenazine (Trilafon), trifuoperazine (Stelazine), flupenthixol (Fluanxol), zuclopenthixol (Clopixol, Accuphase), clozapine (Clozaril), loxepine (Loxapac), pimozide (Orap)

Evidence suggests remarkably reduced psychomotor performance during initiation and once stabilized.9,10,11

Ongoing evaluation of psychomotor function indicated.

Second-generation antipsychoticsolanzapine (Zyprexa), risperidone (Risperdal, Consta), quetiapine (Seroquel), ziprazidone (Zeldox), arpiprazole (Abilify, Maintena), asenapine (Saphris), lurasidone (Latuda)

Evidence suggests remarkably reduced psychomotor performance during initiation and once stabilized.9,10,11

Impairment is less prevalent and/or severe than first-generation antipsychotics.9,11,12

Ongoing evaluation of psychomotor function indicated.

Benzodiazepinesalprazolam (Xanax), bromazepam (Lectopam), chlordiazepoxide (Librium), clonazepam (Rivotril), clorazepate (Tranxene), flurazepam (Dalmane) lorazepam (Ativan), diazepam (Valium), nitrazepam (Mogadon), oxazepam (Serax), temazepam (Restoril), triazolam (Halcion)

Low dose benzodiazepines may not impair cognitive function13, but high doses can cause significant sedation and impaired psychomotor performance.As-needed dosing may have a more pronounced effect on driving impairment, as tolerance has not developed.Ongoing evaluation may be indicated for as-needed benzodiazepine dosing.If regular dosing, re-evaluate for tolerance once steady state is obtained. Steady state varies greatly among benzodiazepines. Contact pharmacy if concerns arise.

Trazodone Often used as a hypnotic/sedative, so sedation is expected.

If used in evening, driving after administration not recommended. Assess for daytime sedation.phenobarbital

Non-benzodiazepines hypnoticschloral hydrate (Noctec), zopiclone (Imovane), zolpidem (Sublinox), melatonin

Disclaimer: Evaluating fitness to drive is a complex assessment. Other factors may affect level of impairment seen with any psychotropic, including but not limited to: age, body composition, sex, renal/liver function, pharmacokinetic/pharmacodynamic variation, co-morbidities (psychiatric and non-psychiatric), alcohol/substance use, and other medication (prescription, over-the-counter and herbal products). Further, pharmacokinetic/pharmacodynamic variation exists within a population. This variation may cause different responses among individual patients. This is not a comprehensive list of medications or possible effects, but rather an easy-access tool for referencing possible levels of impairment due to some psychotropic medication. Each evaluation is based on mono-therapy, but additive effects of these medications must also be evaluated.

If you have any questions about the SPOT-DS, please contact Alicia Carey, Occupational Therapy, Saskatoon Health Region.www.saskatoonhealthregion.ca

© 2017, Saskatoon Health Region Commercial use or publication of all or part of this framework & guide is strictly prohibited without prior express authorization. Modifications are not allowed.

REFERENCE FOR MEDICATIONS CATEGORYEffects of Psychotropics on Fitness to Drive

Prepared by: Paige Pinay, BSP Candidate SPEP 580 - Feb, 2013Reviewed by Dr. A.J. Remillard, College of Pharmacy and Nutrition, University of Saskatchewan, 2013

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Rating Parameters _____________________________________________________________________

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❑No driving until physician follow-up

Occupational Therapist: Occupational Therapist Signature Sample 1 Date: January 1, 2016____________

History of Presenting Illness, Past Psychiatric/MedicalHistory, Current Treatment Plan: Mr. Green presents with a 6 month history of depression. He was admitted to hospital with a suicide attempt by hanging after increased stresses at home. He has a poor support system at present.

✓ Consent/assent obtained

SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN(SPOT-DS)

Name: SAMPLE 1 Al GreenHSN: 987 654 321DOB: December 4, 1982

RESULTS ✓ A. No concern present (5/5 GREEN)

❑ B. Mild concern present (1-2 AMBER)❑ C. Moderate concern present (3-5 AMBER)❑ D. Significant concern present (1-5 RED)

RECOMMENDATION ✓ A. Continue driving

Repeat screen may be indicated if functional status changes.

❑ B. Re-screen after further stabilization❑ C. Refer for specialized driving assessment❑ D. Unsafe to drive❑ Other _______________________________

CATEGORYConsiderations

ASSESSMENTScreen Completion Guidelines: Comment only on relevant considerations in each category. Rate each category based on clinical judgment.

RATING

1. COGNITION/PERCEPTION

Insight, attention, decision making, mental flexibility,

memory, judgment, problem solving, planning, initiation,

visual perception

Planning, mental flexibility, and problem solving are fair. There has been a significant improvement noted by family members since admission. Good insight demonstrated as he voiced concern about potential safety issues pertaining to night driving and poor vision. MoCA and Trails A/B scores are within normal limits.

Include observations, informal assessments and/or standardized assessments.

2. PHYSICAL/SENSATION

Vision, hearing, ROM, strength, coordination,

endurance, psychomotor retardation

Mr. Green had laser eye surgery completed approximately 2 years ago, resulting in limited night vision. He already reports a driving restriction after dark. He reports that since the surgery, he has not driven at night. He demonstrates functional strength, range of motion, and sensation.

3. PSYCHOSOCIALDriving habits/history,

collateral/family/friend report, substance use, aggressive

behaviours

Mr. Green is a life long non drinker. He has no history of aggressive behaviours. He and his family report he has had no accidents.

4. MEDICATIONS*See reverse for

recommendations.For guideline use only.

He started Celexa 6 months ago after going to his GP with depressive symptoms. His dose has been increased and adjusted on admission. No other medication changes at this time.

✓ Impact of medications discussed with pharmacist or psychiatrist

5. OTHERECT, acute psychosis, undue

preoccupations, compliance to medications, hallucinations, fluctuating mood, suicidal/

homicidal ideation

He has been compliant with his regular medications. He has no history of ECT, no hallucinations or delusions. His suicidal ideation has been minimized since admission with the addition of supports and coping strategies.

COMMENTS Mr. Green has been working on identification of warning signs and developing coping skills during his admission. His emotional status has improved during the admission.

TOTALS

� � �

KEY INDICATESCONCERN IN CATEGORY

G = GREEN = NONEA = AMBER = MODERATER = RED = SIGNIFICANT

NOTES The current driving restriction was reviewed with Mr. Green and the need to continue to abide by this restriction for safety purposes was emphasized. Mr. Green demonstrated good insight regarding potential danger to self and others. There are no additional restrictions recommended at this time. ✓Results/recommendations discussed with client

5 0 0

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SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN (SPOT-DS) 13  

Occupational Therapist: Occupational Therapist Signature Sample 2 Date: January 1, 2016____________________

History of Presenting Illness, Past Psychiatric/MedicalHistory, Current Treatment Plan: Ms. Screen presents with a long history of Bipolar Affective Disorder (BPAD) and is currently in a manic phase. She is undergoing an adjustment of medications during this hospital admission. The plan is to discharge her home at the end of next week. ✓ Consent/assent obtained

SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN(SPOT-DS)

Name: SAMPLE 2 Regan Screen HSN: 123 234 456 DOB: October 7, 1957

RESULTS ❑ A. No concern present (5/5 GREEN)

❑B. Mild concern present (1-2 AMBER)

❑C. Moderate concern present (3-5 AMBER)

✓ D. Significant concern present (1-5 RED)

RECOMMENDATION ❑ A. Continue driving

Repeat screen may be indicated if functional status changes.

✓ B. Re-screen after further stabilization❑ C. Refer for specialized driving assessment✓ D. Unsafe to drive❑ Other _______________________________

KEY INDICATESCONCERN IN CATEGORY

G = GREEN = NONEA = AMBER = MODERATER = RED = SIGNIFICANT

NOTES Currently Ms. Screen is unsafe to drive due to significant cognitive and behavioural decline. Re-screening is recommended prior to discharge after her mood stabilizes further.

✓Results/recommendations discussed with client

CATEGORYConsiderations

ASSESSMENTScreen Completion Guidelines: Comment only on relevant considerations in each category. Rate each category based on clinical judgment.

RATING

1. COGNITION/PERCEPTION

Insight, attention, decision making, mental flexibility,

memory, judgment, problem solving, planning, initiation,

visual perception

Ms. Screen demonstrated poor insight, decision making, and judgment prior to admission by spending large amounts of money frivolously while on a very limited income. Erratic and impulsive behaviours have continued while on the unit (ie: buying herself and other patients on the unit elaborate gifts and stuffed animals from the hospital gift shop). Limited attention was noted during the assessment.

Include observations, informal assessments and/or standardized assessments.

2. PHYSICAL/SENSATION

Vision, hearing, ROM, strength, coordination,

endurance, psychomotor retardation

Ms. Screen demonstrates functional physical and sensory skills. No concerns.

3. PSYCHOSOCIALDriving habits/history,

collateral/family/friend report, substance use, aggressive

behaviours

Ms. Screen drives her own vehicle regularly. She has no family or friend support. She reports occasional alcohol use. She has no history of collisions.

4. MEDICATIONS*See reverse for

recommendations.For guideline use only.

She has been restarted on Lithium during her admission. The length of time she has not been on medication is unknown.

✓ Impact of medications discussed with pharmacist or psychiatrist

5. OTHERECT, acute psychosis, undue

preoccupations, compliance to medications, hallucinations, fluctuating mood, suicidal/

homicidal ideation

Ms. Screen has a history of poor compliance to medications, which was a contributing factor to this admission.

COMMENTS Ms. Screen is a pleasant, talkative woman. She was agreeable to the assessment. TOTALS� � �

2 2 1

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SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN (SPOT-DS) 14  

❑No driving until physician follow-up

Occupational Therapist: Occupational Therapist Signature Sample 3 Date: January 1, 2016____________________

History of Presenting Illness, Past Psychiatric/MedicalHistory, Current Treatment Plan: Mr. Prokop is a 40 year old who presents with a 20 year history of schizophrenia. He has a driver’s license but has not driven at all since high school. He lives with his mother, who has been his primary caregiver and support for many years. She has recently sustained a hip fracture; he has decompensated in the community since.✓ Consent/assent obtained

SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN(SPOT-DS)

Name: SAMPLE 3 Spencer ProkopHSN: 135 791 113DOB: July 4, 1975

RESULTS ❑ A. No concern present (5/5 GREEN)

❑ B. Mild concern present (1-2 AMBER)❑ C. Moderate concern present (3-5 AMBER) ✓ D. Significant concern present (1-5 RED)

RECOMMENDATION ❑ A. Continue driving

Repeat screen may be indicated if functional status changes.

❑ B. Re-screen after further stabilization✓ C. Refer for specialized driving assessment✓ D. Unsafe to drive❑ Other _______________________________

CATEGORYConsiderations

ASSESSMENTScreen Completion Guidelines: Comment only on relevant considerations in each category. Rate each category based on clinical judgment.

RATING

1. COGNITION/PERCEPTION

Insight, attention, decision making, mental flexibility,

memory, judgment, problem solving, planning, initiation,

visual perception

Mr. Prokop has limited insight into safety concerns and potential outcomes related to him driving now after a 20+ year hiatus. He demonstrates functional cognitive skills based on screen (MoCA and Trails A/B are within normal limits). His mother reports he is independent with his ADLs, such as basic cooking, bathing, dressing, although she reports he requires assistance with some IADLs.

Include observations, informal assessments and/or standardized assessments.

2. PHYSICAL/SENSATION

Vision, hearing, ROM, strength, coordination,

endurance, psychomotor retardation

Mr. Prokop demonstrates functional mobility. No concerns on screen.

3. PSYCHOSOCIALDriving habits/history,

collateral/family/friend report, substance use, aggressive

behaviours

Mr. Prokop has not driven for 20+ years. Prior to his diagnosis, he had very limited driving experience (less than 2 years). He has maintained his driver’s license for identification purposes. Up until now, his mother has been his primary caregiver. She drove him to appointments and community programming as needed. His mother reports concern regarding her son’s potential ability to drive safely.

4. MEDICATIONS*See reverse for

recommendations.For guideline use only.

He takes Olanzapine and Risperidone for psychotic symptoms. He has suffered recent decompensation due to stress related to his mother’s hip fracture.

✓ Impact of medications discussed with pharmacist or psychiatrist

5. OTHERECT, acute psychosis, undue

preoccupations, compliance to medications, hallucinations, fluctuating mood, suicidal/

homicidal ideation

Mr. Prokop relies heavily on his mother for support. He has a history of poor compliance to medications which is why his mother assists with medication management at present. With her help, he takes the medication regularly. He has no active hallucinations.

COMMENTS Due to his mother’s recent hip fracture and subsequent hip surgery, she will be unable to drive, which has precipitated Mr. Prokops’ current interest in driving.

TOTALS

� � �

KEY INDICATESCONCERN IN CATEGORY

G = GREEN = NONEA = AMBER = MODERATER = RED = SIGNIFICANT

NOTES Given his limited driving experience, the extended hiatus from driving, as well as the increased stress at home, it is recommended that Mr. Prokop undergo a specialized driving assessment at this time. This has been discussed with Mr. Prokop and his mother and they are amenable to this plan. ✓Results/recommendations discussed with client

1 2 2

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SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN (SPOT-DS) 15  

❑No driving until physician follow-up

Occupational Therapist: Occupational Therapist Signature Sample 4 Date: January 1, 2016____________________

Type to enter text

History of Presenting Illness, Past Psychiatric/MedicalHistory, Current Treatment Plan: Mr. Unger is a pleasant 45 year old gentleman who presents with a history of depression. He has no history of suicide attempts but was admitted with increasing severity of suicidal ideation involving driving into traffic and off the bridge into the river. He was admitted for stabilization. The admission is planned for 3 weeks.✓ Consent/assent obtained

SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN(SPOT-DS)

Name: SAMPLE 4 Ryan Unger HSN: 369 246 135 DOB: February 14, 1970

RESULTS ❑ A. No concern present (5/5 GREEN)

❑ B. Mild concern present (1-2 AMBER)❑ C. Moderate concern present (3-5 AMBER) ✓ D. Significant concern present (1-5 RED)

RECOMMENDATION ❑ A. Continue driving

Repeat screen may be indicated if functional status changes.

✓ B. Re-screen after further stabilization❑ C. Refer for specialized driving assessment✓ D. Unsafe to drive❑ Other _______________________________

CATEGORYConsiderations

ASSESSMENTScreen Completion Guidelines: Comment only on relevant considerations in each category. Rate each category based on clinical judgment.

RATING

1. COGNITION/PERCEPTION

Insight, attention, decision making, mental flexibility,

memory, judgment, problem solving, planning, initiation,

visual perception

Mr. Unger demonstrates poor cognitive abilities at present. MoCA, Trails A/B, and EXIT-25 scores indicate impairment. He is unable to appreciate the potential consequences of his suicide plan. He demonstrates poor reasoning, planning, and organizational skills and questionable judgment at present.

Include observations, informal assessments and/or standardized assessments.

2. PHYSICAL/SENSATION

Vision, hearing, ROM, strength, coordination,

endurance, psychomotor retardation

Mr. Unger sustained back and neck injuries at work 2 years ago. He had lumbar and cervical fusions in the last 6 months, which has resulted in significantly reduced trunk and neck range of motion. He suffers from chronic pain and is on long term disability.

3. PSYCHOSOCIALDriving habits/history,

collateral/family/friend report, substance use, aggressive

behaviours

Mr. Unger reports social alcohol use. He has a history of aggressive behaviours in young adulthood but has participated in anger management classes since. He has an unremarkable driving history.

4. MEDICATIONS*See reverse for

recommendations.For guideline use only.

He has been taking Effexor regularly for 5 years. He reports taking over the counter medications for pain management.

✓ Impact of medications discussed with pharmacist or psychiatrist

5. OTHERECT, acute psychosis, undue

preoccupations, compliance to medications, hallucinations, fluctuating mood, suicidal/

homicidal ideation

Mr. Unger has undergone 12x ECT with moderate success. Further ECT is planned. His suicide plan involves driving head on into traffic and off the bridge into the river.

COMMENTS Mr. Unger is a pleasant gentleman with significant mood symptoms and a dangerous suicide plan. TOTALS

� � �

KEY INDICATESCONCERN IN CATEGORY

G = GREEN = NONEA = AMBER = MODERATER = RED = SIGNIFICANT

NOTES Given the degree of depressive symptoms, the significant cognitive concerns, multiple ECT, and the significant danger to himself and others that his suicide plan includes, driving cessation is recommended at present. Re-screening may be indicated should his functional abilities improve. ✓Results/recommendations discussed with client

2 0 3

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SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN (SPOT-DS) 16  

❑No driving until physician follow-up

Occupational Therapist: Occupational Therapist Signature Sample 5 Date: January 1, 2016____________________

Type to enter text

History of Presenting Illness, Past Psychiatric/MedicalHistory, Current Treatment Plan: Mr. Astor is a pleasant 75 year old with a long standing history of delusional disorder. He is a retired farmer who lives alone on his farm. His GP referred him to OT for an assessment due to concerns regarding his functioning at home and recent isolation. There is a family history of dementia.✓ Consent/assent obtained

SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN (SPOT-DS)

Name: SAMPLE 5 David Astor HSN: 532 179 047DOB: March 21, 1950

RESULTS ❑ A. No concern present (5/5 GREEN)

❑ B. Mild concern present (1-2 AMBER)✓ C. Moderate concern present (3-5 AMBER) ❑ D. Significant concern present (1-5 RED)

RECOMMENDATION ❑ A. Continue driving

Repeat screen may be indicated if functional status changes.

❑ B. Re-screen after further stabilization✓ C. Refer for specialized driving assessment❑ D. Unsafe to drive❑ Other _______________________________

CATEGORYConsiderations

ASSESSMENTScreen Completion Guidelines: Comment only on relevant considerations in each category. Rate each category based on clinical judgment.

RATING

1. COGNITION/PERCEPTION

Insight, attention, decision making, mental flexibility,

memory, judgment, problem solving, planning, initiation,

visual perception

Mild memory impairment noted functionally but demonstrates fair judgment and problem solving on screen. (ie: Mr. Astor reports forgetting information he previously knew such as his children’s phone numbers, but knows how to locate them in the phone book). Some difficulty with instructions, planning, and organizational abilities noticed in Trails B. Family reports he manages better in familiar surroundings compared with novel situations.

Include observations, informal assessments and/or standardized assessments.

2. PHYSICAL/SENSATION

Vision, hearing, ROM, strength, coordination,

endurance, psychomotor retardation

Mr. Astor is hard of hearing, but was able to manage in assessment with minimal modification. He refuses to wear hearing aids, even at insistence of family. Family report increased difficulty with hearing in social settings, with distractions and background noise. Poor sitting tolerance due to remote back injury. Mr. Astor wears glasses for reading.

3. PSYCHOSOCIALDriving habits/history,

collateral/family/friend report, substance use, aggressive

behaviours

Mr. Astor has had 1 car accident within the last year (fault/circumstances unknown). Previously active and involved with his family and friends, he now has limited contact with his family and has become isolated from his friends. He has very little social contact at present. He admits to some alcohol use. Family has some concerns about his current functional abilities.

4. MEDICATIONS*See reverse for

recommendations.For guideline use only.

Mr. Astor reports taking a daily multivitamin. He reports taking over the counter pain medications sparingly for back pain. He reports taking no other medications.

❑ Impact of medications discussed with pharmacist or psychiatrist

5. OTHERECT, acute psychosis, undue

preoccupations, compliance to medications, hallucinations, fluctuating mood, suicidal/

homicidal ideation

Mr. Astor has long standing delusional disorder. Delusions pertain to government conspiracy and infringement of personal space and identification. He has no suicidal or homicidal ideation. The delusions do not appear to impact his functional abilities at home but may contribute to his isolation.

COMMENTS While his delusional disorder may appear to be impacting his social contact and resultant isolation, it appears his cognitive abilities may have contributed to his functional decline.

TOTALS

� � �

KEY INDICATESCONCERN IN CATEGORY

G = GREEN = NONEA = AMBER = MODERATER = RED = SIGNIFICANT

NOTES Due to the concerns raised by family regarding questionable functional abilities, apparent cognitive decline, and reduced hearing, a specialized driving assessment is recommended for a road test and more detailed examination of driving skills. Further assessment of ADLs and IADLs is needed to determine Mr. Astor’s ability to manage living independently. ✓Results/recommendations discussed with client

2 3 0

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SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN (SPOT-DS) 17  

❑No driving until physician follow-up

Occupational Therapist: Occupational Therapist Signature Sample 6 Date: January 1, 2016___________________

Type to enter text

History of Presenting Illness, Past Psychiatric/MedicalHistory, Current Treatment Plan: Mrs. Lamb is a pleasant 56 year old woman presenting to the hospital with long standing depression and a newly diagnosed anxiety disorder. She lives with her spouse and together they are full time caregivers for their young grandson. She is a retired teacher.✓ Consent/assent obtained

SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN (SPOT-DS)

Name: SAMPLE 6 Mary Lamb HSN: 592 122 009DOB: May 20, 1959

RESULTS ❑ A. No concern present (5/5 GREEN)

✓ B. Mild concern present (1-2 AMBER)❑ C. Moderate concern present (3-5 AMBER) ❑ D. Significant concern present (1-5 RED)

RECOMMENDATION ❑ A. Continue driving

Repeat screen may be indicated if functional status changes.

✓ B. Re-screen after further stabilization❑ C. Refer for specialized driving assessment❑ D. Unsafe to drive❑ Other _______________________________

CATEGORYConsiderations

ASSESSMENTScreen Completion Guidelines: Comment only on relevant considerations in each category. Rate each category based on clinical judgment.

RATING

1. COGNITION/PERCEPTION

Insight, attention, decision making, mental flexibility,

memory, judgment, problem solving, planning, initiation,

visual perception

Mrs. Lamb has functional cognitive abilities. She reports noticing a decline in her organizational abilities recently, but on screen they remain within normal limits. Drowsiness is noted by staff after she started on new anxiety medication. Mrs. Lamb demonstrated good insight and judgment by discussing the safety concerns related to driving in a state of decreased arousal and reports she would currently not drive due to her concerns.

Include observations, informal assessments and/or standardized assessments.

2. PHYSICAL/SENSATION

Vision, hearing, ROM, strength, coordination,

endurance, psychomotor retardation

Mrs. Lamb has functional strength, range of motion, and sensation. She reports having an active lifestyle when her mood is stable.

3. PSYCHOSOCIALDriving habits/history,

collateral/family/friend report, substance use, aggressive

behaviours

Mrs. Lamb reports being a social drinker. She has no history of car accidents. Along with her spouse, she is currently raising her 2 year old grandson. She reports significant stressors and anxiety relating to her daughter’s drug abuse and lifestyle.

4. MEDICATIONS*See reverse for

recommendations.For guideline use only.

Mrs. Lamb is taking Effexor for her depressive symptoms. Clonidine has been started on admission to address anxiety symptoms.

✓ Impact of medications discussed with pharmacist or psychiatrist

5. OTHERECT, acute psychosis, undue

preoccupations, compliance to medications, hallucinations, fluctuating mood, suicidal/

homicidal ideation

Mrs. Lamb has a remote history of ECT with good success. She does not have suicidal or homicidal ideation.

COMMENTS Mrs. Lamb has been married for 30 years and reports enjoying travelling with her spouse. While in hospital, she has been working on developing coping strategies and identifying triggers with the goal of reducing her anxiety.

TOTALS

� � �

KEY INDICATESCONCERN IN CATEGORY

G = GREEN = NONEA = AMBER = MODERATER = RED = SIGNIFICANT

NOTES Due to concerns regarding drowsiness related to the recent addition of anxiety medication, re-screening in a week is suggested prior to discharge home. This has been discussed with Mrs. Lamb and her spouse and they both agree with this recommendation. ✓Results/recommendations discussed with client

4 1 0

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SASKATCHEWAN PSYCHIATRIC OCCUPATIONAL THERAPY DRIVING SCREEN (SPOT-DS) 18  

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35. Unsworth, C. (2010). Issues surrounding driving and driver assessment for people with mental health problems. Mental Health Occupational Therapy, 15(2), 41-44. 36. Unsworth, C., Harries, P., & Davies, M. (2015). Using social judgment theory method to examine how experienced occupational therapy driver assessors use information to make fitness-to-drive recommendations. British Journal of Occupational Therapy, 78(2), 109-120. 37. Unsworth, C., Lovell, R., Terrington, N., & Thomas, S. (2005). Review of tests contributing to the occupational therapy off-road driver assessment. Australian Occupational Therapy Journal, 52, 57-74. 38. Verster, J. & Roth, T. (2012). Predicting psychopharmacological drug effects on actual driving performance (SDLP) from psychometric tests measuring driving-related skills. Psychopharmacology, 220, 293-301. 39. Vrkljan, B.H., McGrath, C.E., & Letts, L.J. (2011). Assessment tools for evaluating fitness to drive: a critical appraisal of evidence. Can J Occup Ther, 78 (2), 80-96. 40. Vrkljan, B., Myers, A., Blanchard, R., Crizzle, A., & Marshall, S. (2015). Practices used by occupational therapists and others in driving assessment centers for determining fitness-to-drive: A case-based approach. Physical & Occupational Therapy In Geriatrics, 33(2), 163-174. 41. Vrkljan, B., Myers, A., Crizzle, A., Blanchard, R., & Marshall, S. (2014). Evaluating medically at-risk drivers: A survey of assessment practices in Canada. Canadian Journal of Occupational Therapy, 80 (5), 295-303. 42. Wingen, M., Bothmer, J., Langer, S., & Ramaekers, J. (2005). Actual driving performance and psychomotor function in healthy subjects after acute and subchronic treatment with escitalopram, mirtazapine, and placebo: a crossover trial. J Clin Psychiatry, 66, 436-443.

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Acknowledgements ____________________________________________________________

Sincere thanks and gratitude to the following for your assistance with this research project and the development of the Saskatchewan Psychiatric Occupational Therapy–Driving Screen (SPOT-DS). This project would not have been possible without your expertise and support! Aleksandra Grochulski, BScOT Senior Occupational Therapist,

Irene & Leslie Dubé Centre for Mental Health, Saskatoon Health Region

Clinical Consultation & Collaboration

Carolyn Burton, MSc Manager, Data Standards & Reporting, EHealth, Saskatoon Health Region

Data Collection & Analysis

Paige Pinay, BSP Pharmacist Medication Reference Research & Development

A. J. Remillard, PharmD, BCPP Associate Dean, Research & Graduate Affairs, Professor of Pharmacy, University of Saskatchewan

Medication Reference Review & Editing

Suzanne Sheppard, PhD Director, Interprofessional Practice Education & Research, Saskatoon Health Region

Research Expert & Overall Project Consultation

Medical Library Staff Saskatoon Health Region Literature Search & Retrieval

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If you have any questions about the SPOT-DS, please contact: Alicia Carey

Occupational Therapy www.saskatoonhealthregion.ca

© 2017, Saskatoon Health Region Commercial use or publication of all or part of this framework & guide is strictly

prohibited without prior express authorization. Modifications are not allowed.