Occupational Therapy: Initial Evaluation

Form Template

The Occupational Therapy Initial Evaluation mobile app makes it easy to complete the new patient evaluation process using a smartphone or tablet.

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The easy to use app replaces paper forms for occupational therapists and occupational therapy assistants, and the results are saved electronically for your records.

The HIPPA-compliant Occupational Therapy Initial Evaluation form provides a complete and comprehensive occupational therapy service evaluation that includes patient information, previous rehabilitation history, occupational performance details, intervention plan, CPT code and more. Perfect for physical therapists and occupational therapy aides, the app reduces errors related to handwritten forms and makes it easy for occupational therapy practices to complete the patient evaluation process from anywhere in the office. Occupational therapy professionals and physical therapists can use the results to create a plan of care and treatment plan for future occupational therapy services.

  • Signature Capture
  • Submission Editing
  • Reference Data
  • Dispatch
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  • iPhone
  • iPad
  • Android
  • Windows
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  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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Don't take our word for it...

“I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.”

Dave Kramer, PennLine Service

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