Templates

We've curated some great template resources for you!

Intake Template for Occupational Therapy

  Intake Template for Occupational Therapy A while back, I posted an article about “5 key considerations when moving from employee to your own private practice”. While I wish there were only 5, there are actually more. Having a general idea of your process and...

Invoicing Template for Occupational Therapy

  Originally published – March 2021. Republished for relevance May 2024. As an Occupational Therapist with 10 years of experience in private practice, I've seen it all. I've worked independently and with another private company, both as an employee and a...

Progress Note Template for Occupational Therapy

  Originally published – March 2021. Republished for relevance May 2024. We’ve covered intake, invoicing, and consent form templates, but a crucial part of being an occupational therapist is taking progress notes for patients. This time we’ll be reviewing...

Consent Form Template for Occupational Therapy

  Originally published - March 2021. Republished for relevance May 2024. Welcome to part four in our series of Occupational Therapy (OT) aimed at helping you run your clinic better! We’ve talked about invoicing, intake, and Telehealth consent and we will go...

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