By Specialty

Patient Intake for Occupational Therapy Practices

Functional intake forms for OT clinics and rehabilitation centers

Occupational therapy intake requires a nuanced understanding of how health conditions impact daily functioning—from fine motor skills and self-care tasks to workplace productivity and community participation. Formisoft's digital intake forms capture this functional perspective, collecting detailed information about activity limitations, hand and upper extremity concerns, sensory processing profiles, home and work environments, adaptive equipment use, and therapy goals. Patients or caregivers complete these thorough assessments before the evaluation, giving OTs the context they need to plan meaningful, client-centered treatment.

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Patient Intake for Occupational Therapy Practices

For pediatric occupational therapy, Formisoft collects developmental milestone history, sensory processing concerns, fine and gross motor observations, self-care skill levels, handwriting samples, and educational accommodations. For adult patients, the focus expands to work-related injuries, post-surgical rehabilitation, neurological conditions, hand therapy needs, and functional capacity concerns. Workers' compensation cases benefit from structured intake that captures injury details, job requirements, and employer information in the format that payers expect.

Webhooks and API access let you connect the rich functional data collected during intake to your clinical documentation system through third-party integration platforms. Whether you run a hand therapy clinic, a pediatric sensory integration practice, or an outpatient rehabilitation department, Formisoft's OT-specific intake forms reduce documentation burden and ensure nothing is missed at the start of care.

How it works

Step 1 of 4

Configure OT-specific intake forms

Use our occupational therapy template with functional assessments, hand therapy history, sensory profiles, and activity limitation questionnaires.

Step 2 of 4

Send forms before the evaluation

Patients or parents receive intake links via text or email to complete detailed functional history before the first appointment.

Step 3 of 4

Capture functional baselines

Structured questionnaires document activity limitations, self-care independence, work demands, and therapy goals.

Step 4 of 4

PDF Submissions

Download completed intake forms as formatted PDFs for printing, faxing, or offline rehabilitation records.

Key features

Everything you need for patient intake for occupational therapy practices, built into the platform.

Functional Activity Assessment

Detailed questionnaires capture limitations in self-care, productivity, leisure, and community participation across all life domains.

Hand and Upper Extremity History

Specialized intake for hand therapy covering injury mechanism, surgical history, grip strength concerns, and return-to-work goals.

Sensory Processing Profile

Pediatric sensory processing questionnaires capture sensory seeking, sensory avoiding, and sensory sensitivity patterns across environments.

Developmental Milestone Tracking

Structured fine motor, gross motor, self-care, and play skill milestone tracking for pediatric OT evaluations.

Workers' Compensation Intake

Structured fields capture injury details, job requirements, employer information, and claim numbers for workers' comp cases.

Home and Work Environment Assessment

Questionnaires about home setup, workplace ergonomics, adaptive equipment, and environmental barriers to function.

Treatment Goal Collaboration

Patients articulate their functional goals, priorities, and motivations to support client-centered treatment planning.

Role-Based Access

Control who can view, edit, and manage forms and patient data with granular permission settings.

Expected results

50%

Faster evaluation preparation time

20min

Saved per new patient evaluation

92%

Pre-evaluation form completion rate

Ideal for

Hand therapy clinics

Pediatric occupational therapy practices

Outpatient rehabilitation centers

Workers' compensation OT providers

Sensory integration clinics

Home health OT agencies

Recommended templates

Start with a pre-built template and customize it for your practice.

Occupational Therapy Intake Functional Capacity Evaluation Workers Comp Intake Hipaa Consent Telehealth Consent

Frequently asked questions

Does Formisoft support both pediatric and adult OT intake?

Yes. Formisoft offers distinct intake pathways for pediatric and adult occupational therapy. Pediatric forms focus on developmental milestones, sensory processing, and school performance, while adult forms address work injuries, hand therapy needs, and functional independence.

Can Formisoft handle workers' compensation intake?

Yes. Our occupational therapy templates include workers' compensation intake fields that capture injury details, job physical demands, employer information, claim numbers, and return-to-work goals in the structured format that payers require.

Does Formisoft include sensory processing questionnaires?

Yes. Our pediatric OT intake includes sensory processing profile questionnaires that capture sensory seeking, sensory avoiding, and sensory sensitivity patterns across home, school, and community environments.

Can patients set their own treatment goals during intake?

Yes. Formisoft's OT intake forms include goal-setting sections where patients or parents articulate their functional priorities, what they want to achieve through therapy, and what activities matter most to them. This supports the client-centered approach that defines occupational therapy.

Does Formisoft integrate with rehabilitation practice management systems?

Yes. Formisoft offers webhooks and a REST API that let you connect intake data to your practice management system. Third-party integration platforms enable automated data transfer from intake to clinical documentation.

Workflow

Ready to streamline your intake?

Start with a template, customize with the AI builder, and go live today. Every feature is already built into Formisoft.