Occupational therapy templates
Occupational therapy templates and formats
Free occupational therapy templates and formats, from intake form to discharge summary, each with sample entries for every section.
- Assessment reports × 2
- Treatment plans × 2
- Progress reports × 1
- SOAP & session notes × 1
- Home programmes × 2
- Discharge summaries × 1
- Case history forms × 1
All occupational therapy templates and samples
- Assessment report · In healhabOccupational therapy assessment format with sample entriesAn occupational therapy assessment format from referral to recommendations, with a sample entry for each section and a free PDF download.
- Assessment report · In healhabPaediatric OT sensory-motor assessment template and sampleA paediatric OT sensory-motor assessment format that links each finding to home and school routines, with sample entries and no test items.
- Treatment plan · In healhabOccupational therapy treatment plan template and exampleAn occupational therapy treatment plan template that turns assessment findings into measurable goals, with an example entry for each section.
- Treatment plan · In healhabSensory and fine motor goals template with examplesA sensory and fine motor goals template for children, with example goals for regulation, hand skills, self-care and school.
- Progress reportOccupational therapy progress report template and exampleAn occupational therapy progress report template with a goal-by-goal table, routine changes and an example entry for each section.
- Session noteOccupational therapy SOAP note template and examplesAn occupational therapy SOAP note template with an OT data table, plus paediatric and adult examples for each section.
- Home programmeOccupational therapy home programme with examplesAn occupational therapy home programme format that fits OT activities into daily routines, with example entries and a weekly log.
- Home programmeSensory diet template and sample scheduleA sensory diet template that schedules OT-chosen activities by time of day, with a sample schedule, checklist and response log.
- Discharge summaryOccupational therapy discharge summary format and sampleAn occupational therapy discharge summary format covering goal outcomes, current function and handover, with a sample entry for each section.
- Case history formOccupational therapy intake form and case history formatAn occupational therapy intake form and case history format that families can fill in at home, with sample answers for each section.
Tools for your sessions
- Free toolReport writerFill any template in your browser and download a clean PDF. No sign-up.
- Free toolChronological age calculatorChronological age in years;months for test forms and reports.
- Free toolCorrected age calculatorCorrected age for babies born early, alongside chronological age.
- Free toolSMART goal builderBuild measurable therapy goals step by step, then copy them.
- Free toolSession data trackerTap to count trials, prompts, frequency, and duration in session.
About these occupational therapy templates
These occupational therapy templates cover the OT documentation cycle from intake to discharge: case history form, assessment format, paediatric sensory-motor assessment, treatment and goal plans, SOAP notes, progress reports, home programme, sensory diet and discharge summary. Each one opens in your browser without sign-up and downloads as a clean PDF.
Read more
Ten document formats for occupational therapists working with children or adults in clinics, schools and child development centres. Each page explains every section, gives fictional sample entries for observations and goals, and lists common mistakes.
The templates contain no test items, scoring or age expectations; record any standardised test by name. Four are starters built into healhab's Template Studio, such as the Comprehensive Occupational Therapy Assessment.
Questions
What documents does an occupational therapist need?
Most OT services use an intake or case history form, an assessment report, a treatment plan, session notes, progress reports, a home programme and a discharge summary. Paediatric services often add a sensory diet.
In what order are OT documents written?
Intake form, then assessment, treatment plan, SOAP notes for each session, progress reports at review dates and a discharge summary at the end. Keeping goal wording the same across them saves time.
Are these OT templates free to use?
Yes. Fill in each one online without signing up and download a PDF, or print it blank as a paper form. Drafts stay in your browser.
Is there a filled sample of each OT format?
Each template page shows a fictional sample entry, initials only, for most sections. Impression and summary sections have no sample; the treating therapist writes those.
Can I change the sections to match my clinic's format?
Yes. Add, remove or rename sections before you download. Many clinics add letterhead details, the therapist's registration number and their own assistance-level terms.
Do these templates work for adult occupational therapy?
Yes. The assessment format, treatment plan, SOAP note, progress report, home programme, intake form and discharge summary all suit adults. The sensory-motor assessment, sensory-motor goal plan and sensory diet are mainly for children.
Write every report inside your clinic system.
Keep these as your clinic's own templates, write from reviewed session notes, publish branded PDFs, and keep families updated.