Occupational Therapy Documentation Bundle
Managing occupational therapy documentation can feel overwhelming—especially when working within the NDIS and balancing assessments, reports, equipment recommendations and ongoing client care.
This Occupational Therapy Documentation Bundle gives you a comprehensive, professionally structured collection of templates, guides and procedures designed to support clear, consistent and client-focused documentation.
Created specifically for occupational therapists working in private practice and the NDIS, this bundle helps you save time, streamline your processes and feel more confident completing everyday clinical documentation.
What’s included:
Guide to NDIS Home Modification Reporting
Sensory Profile Summary Template
Privacy And Confidentiality Consent Form
SOP: Progress Note Writing
Manual Handling Risk Assessment Template
SOP: Equipment Trial, Recommendation and Documentation
OT Intervention Planning Template
Equipment Prescription Form Template
Environmental Modification Recommendation Template
Guide to Writing NDIS Reports for Plan Reviews
Functional Mobility Assessment Template
OT Functional Capacity Assessment Template
Step-by-step guide on how to update and customise your documents
Perfect for:
New graduate occupational therapists
Occupational therapists starting a private practice
Sole traders and growing OT practices
NDIS occupational therapy providers
Practitioners wanting more consistent clinical documentation
OT practices looking to streamline their systems and workflows
Documents are all designed to be easy to edit, practical and ready to implement—so you can spend less time creating documents from scratch and more time supporting your clients.
Disclaimer
Sage Admin Solutions does not provide clinical, legal or NDIS registration advice and does not guarantee successful registration, funding or plan-review outcomes. This resource is designed to support occupational therapists by providing high-quality documentation templates informed by common occupational therapy and NDIS documentation requirements.
These templates are provided for general use and must be reviewed, customised and applied using your own professional judgement. You are responsible for ensuring that each document is appropriate for your services, clients, professional obligations and current NDIS requirements.
