Occupational Therapy Assistants Business Documents
Browse editable business templates for occupational therapy assistants, including agreements, intake forms, checklists, records, and client handoff documents.
Occupational therapy assistants support assigned daily-living, accessibility, and participation activities under an authorized occupational therapy plan and applicable supervision. Documentation should retain provider directions, environment and equipment conditions, client response, progress observations, safety concerns, and escalation.
View the Occupational Therapy Assistants workflow and document guide
- Occupational Therapy Assistance Services Agreement
- Daily-Living & Accessibility Intake
- Supervising OT Direction Record
- Assisted Activity Consent & Scope Acknowledgement
- Adaptive Activity & Equipment Authorization
- Daily-Living Activity Safety Checklist
- Session Activity & Progress Observation Log
- Safety Concern / Supervisor Referral Record
- Occupational Therapy Assistant Service Estimate & Quote
- Occupational Therapy Assistant Client Invoice