Progress Report · Occupational Therapy
- Patient
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- Goal
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- Therapist
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- Signature
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Occupational therapy clinics
healhab is clinic management software for occupational therapy practices: it runs the OT schedule, captures session evidence, drafts occupational profiles and participation goal plans from reviewed information, handles patient billing, and gives families a clinic-controlled portal.
For Occupational therapists, OT clinic owners, and coordinators
Interactive preview · synthetic information
Complete the session; on clinic plans, the bill settles from the wallet.
The occupational therapy clinic day
Weekly calendars, recurring slots, and a work queue show which OT sessions need feedback and which drafts are waiting for review.
Capture typed observations, photos of fine-motor work, or supporting documents. AI proposals, where configured, stay editable until you confirm them.
Build an occupational profile or participation goal plan from the clinic's starters and reviewed session information. Publish a version only after review.
Families see visits, the care team, and published plans. The session bill settles from the patient's wallet on completion.
Documentation
Every starter is editable in Template Studio. Duplicate it, add your clinic's prompts and tables, place smart variables such as the patient's name or the therapist's signature, and publish a version when it is ready.
How assessments and reports work Free occupational therapy templates you can fill in onlineScheduling with recurring slots, session documentation, assessments, goal plans, progress reports, patient billing, and family communication, all connected to one patient record. healhab covers that workflow with clinician review before publication.
Yes. Template Studio includes the Comprehensive Occupational Therapy Assessment, the Sensory-Motor and Participation Assessment, the Occupational Participation Goal Plan, and the Sensory-Motor and Daily Living Goal Plan as editable starters.
Yes. Session feedback accepts supported images and documents as evidence alongside typed notes, stored privately and shown only to permitted clinic users.
No. Where AI assistance is configured, it prepares an editable proposal from the evidence a clinician selects. It does not diagnose, score standardized instruments, or approve clinical content. A permitted clinician reviews every proposal, and publishing is a separate, deliberate action.
No. The Family Portal shows clinic-granted, reviewed and published information only: visits, the care team, reviewed session updates, and published documents. Drafts and internal notes never appear.
No. healhab records money the clinic has already received in each patient's wallet, settles session bills on completion, and produces branded bill PDFs. It does not run a payment gateway, tax invoicing, insurance claims, or payroll.
Bring one real workflow. We will show how healhab handles it today and what needs configuration.