Occupational Therapy templates

A structured template for documenting an initial outpatient occupational therapy assessment. It covers referral details, occupational profile, client goals, functional performance, cognitive and psychosocial factors, environmental context, assessment findings, and explicitly stated recommendations.

A structured template for occupational therapists to document a child’s functional abilities, support needs, developmental history, daily activities, participation, communication, emotional regulation and behaviours of concern. It also captures relevant family, clinical, educational and community supports for planning care and interventions.

A reusable occupational therapy assessment template for documenting client details, health and support contexts, functional abilities, home circumstances, self-care, daily living skills, and goals. It is suited to comprehensive functional capacity assessments, including NDIS-related information.

A reusable template for occupational therapists and other rehabilitation professionals to record team meetings. It organizes attendees, agenda items, discussion points, decisions, action items, and details for the next meeting to support therapy planning, progress tracking, and multidisciplinary care coordination.

A comprehensive occupational therapy template for documenting an initial NDIS assessment. It covers health history, supports, cognition, communication, behaviour, sensory and physical function, daily activities, home environment, goals and recommended services.

This template supports documentation of occupational therapy sessions, including activities, subjective and objective findings, assessment, treatment planning, and outstanding actions. It is intended to track progress, communicate updates, and guide future interventions, including for patients with developmental coordination disorders or similar conditions.

A structured form for documenting an NDIS participant’s details, proposed assistive technology, supplier and quotation information, and the supporting health professional’s recommendation and declarations.

A structured template for occupational therapists to record the key topics, case discussions, feedback, actions, challenges, and professional development addressed during supervision. It supports comprehensive and organised documentation of supervision sessions.

A reusable report structure for documenting a patient's functional capacity, medical history, objective findings, recommendations, and prognosis. It supports evaluation of daily activities, mobility, cognitive and psychological status, and work-related abilities.

A concise structure for documenting occupational therapy home visits. It covers the visit purpose, attendees, subjective and objective findings, professional analysis, interventions, response or progress, and the follow-up plan.

A reusable occupational therapy assessment structure covering health history, cognition, communication, behaviour, sensory function, mobility, daily activities, home environment, supports, and therapy goals. It is intended to document an initial functional profile and guide individualized occupational therapy planning.

This template supports an occupational therapist’s school-based initial assessment of a child’s functional performance. It covers referral context, current abilities, self-care, motor, self-management, classroom, social, play, communication, areas of OT focus, and therapy goals.

A structured template for occupational therapists to record a client's functional assessment across social, medical, mobility, personal care, domestic, community, and cognitive domains. It also captures primary concerns, recommended equipment and home modifications, referral consent, and the planned actions.

A reusable template for documenting occupational therapy supervision sessions. It captures discussion topics, reviewed cases, supervisor feedback, agreed follow-up, challenges, professional development needs, and positive outcomes.

A concise structure for documenting occupational therapy sessions, including attendance, session focus, client presentation and participation, discussions, homework, and the plan. It supports clear recording of only the details explicitly available in the provided information.

A reusable occupational therapy documentation structure for recording client details, referral context, an initial telephone consultation, recommendations, and next steps. It supports assessment planning for sensory sensitivities, social communication difficulties, daily living skills, and independent living.