AI scribe for occupational therapists — Session notes and NDIS reports, drafted for you.
More meaningful occupation, less documentation burden
Audio deleted once processed · AI runs in Australia · you finalise every note
Sound familiar?
What gets in the way for occupational therapists.
Report Writing
NDIS Assistive Technology assessments require detailed equipment trial documentation and clinical justification — and each AT report takes hours.
Multiple Funding Bodies
Different documentation requirements for NDIS, DVA, TAC, and private clients.
Functional Assessments
Comprehensive functional capacity evaluations require detailed documentation.
Diverse Caseloads
Paediatric, adult, aged care, and mental health all have different documentation needs.
How it works
From the session to a finished note, in four steps.
Rather see it first? Try the two-minute demo.
- 01 Choose how you’re working
In the room with your client, by telehealth, dictating afterwards, or uploading a recording.
- 02 Record
No transcript scrolls on screen, so your attention stays where it should. The audio is deleted once it is processed. If it can’t upload, it stays on your device to retry.
- 03 Pick your note
Choose one of the templates for occupational therapists below, or your own. One recording can make several notes.
- 04 Check and finalise
Edit anything, then finalise it. If you use Halaxy, Cliniko or Nookal, push it to the file in a tap.
Templates
The template library, filtered for occupational therapists.
Pick one to see its sections, or browse every template. You can also build your own, with your headings and detail level.
Showing 12 of 71 templates for occupational therapists
- Clinical NotesSOAP NoteThe most widely used clinical note format across medicine and allied health. Captures the client's self-report (S), your observations and findings (O), your…
- Clinical NotesStructured Session Note (BIRP/GIRP/PIRP)Unified structured session note covering BIRP (Behaviour), GIRP (Goals), and PIRP (Problem) formats. The AI selects the appropriate framing based on your…
- Clinical NotesSession NoteGeneral-purpose session documentation suitable for a wide range of clinical and allied health encounters, including therapy sessions and treatment sessions.
- Clinical NotesInitial AssessmentComprehensive intake assessment covering presenting concerns, history, risk, and treatment goals.
- Clinical NotesTelehealth ConsultationDocumentation format adapted for telehealth and phone consultations. Captures the technology used, identity verification, environment safety, consent for…
- Clinical NotesGroup Session NoteDocumentation for group therapy and group program sessions with participant-level observations.
- Clinical NotesPalliative Care ConsultationHolistic care note for palliative patients addressing physical, emotional, and spiritual needs.
- Clinical NotesPain Management AssessmentBiopsychosocial pain assessment covering pain history, character and intensity, functional interference, mood and sleep impact, treatment history, and coping…
- Clinical NotesNeuroaffirming Session NoteSession documentation for neurodiversity-affirming therapy, capturing sensory state, energy levels, masking load, and progress framed as self-understanding and…
- Clinical NotesChild Therapy Session Note (Brief)Brief session note for child therapy including play-based and developmental observations, suitable for shorter sessions.
- Clinical NotesChild Therapy Session Note (Comprehensive)Comprehensive child therapy note with detailed developmental, behavioural, and family observations for complex cases.
- MBS MedicareBetter Access Individual Session (80000-80165)Unified Better Access individual session template covering Clinical Psychologists, Registered Psychologists, MH Social Workers, and MH OTs. Select the…
Show all 71 templates
- MBS MedicareBetter Access Group Session (80020-80170)Unified Better Access group session template covering Clinical Psychologists, Registered Psychologists, and MH Social Workers. 6-10 patients, minimum 60…
- MBS MedicareCDM Occupational Therapy (10958)Chronic Disease Management occupational therapy session (MBS item 10958). Documents the chronic condition, functional goals from the referring chronic…
- NDISFunctional Capacity AssessmentFunctional Capacity Assessment evidencing the impact of disability on daily life — across self-care, mobility, communication, learning, social interaction, and…
- NDISAccess Request ReportSupporting evidence report for NDIS access requests, documenting disability and functional impact.
- NDISNDIS Progress ReportProgress report for NDIS plan reviews documenting goal achievement and ongoing support needs.
- NDISNDIS Support ReportSupport report recommending NDIS-funded supports with the clinical rationale and evidence behind each. Covers participant goals, functional impact, supports…
- NDISMealtime Management ReportMealtime management assessment and recommendations for NDIS participants with swallowing or feeding needs.
- NDISEquipment PrescriptionEquipment prescription report for assistive technology funding under the NDIS. Documents the participant's functional needs, options considered (including…
- NDISAssistive Technology ReportComprehensive assistive technology assessment and recommendation report for NDIS participants.
- NDISNDIS Session NoteSession documentation linking therapy activities to NDIS plan goals and line items. Required for NDIS Commission audits.
- NDISBehaviour Support Plan (BSP)Legally required behaviour support plan under NDIS for participants with behaviours of concern, including restrictive practice documentation and fade-out plans.
- NDISPlan Review Evidence SummaryConcise evidence summary for NDIS plan review meetings, aggregating goal achievement, funding utilisation, and recommendations for the next plan.
- NDISNDIS Incident ReportNDIS Commission-compliant incident report with reportable incident classification, required timeframes, and follow-up actions.
- NDISHome Modification ReportOccupational Therapy report for NDIS Capital - Home Modifications funding covering structural modifications, functional assessment, and costings.
- NDISTransition Planning ReportNDIS transition planning for key life stages (school leaver, moving to SIL, ageing) covering gap analysis, stakeholder input, and milestone timelines.
- NDISCommunication Assessment & AAC RecommendationSpeech Pathology assessment of communication needs with multimodal AAC feature matching, trial outcomes, and implementation plan.
- NDISNDIS Service AgreementService agreement template for NDIS participants outlining supports, costs, scheduling, and cancellation terms.
- NDISNDIS Incident Report (Quick)Reportable incident template for NDIS registered providers. Must be submitted within 24 hours for serious incidents.
- NDISNDIS Plan Review Summary (NDIA Submission)Comprehensive plan review summary for submission to NDIA, covering goal progress, outcomes, and recommendations for the next plan period.
- NDISSC Care Team Meeting NoteMulti-disciplinary care team meeting documentation for participants with multiple providers. Captures attendees, agenda, decisions made, action distribution…
- Therapy ModalitiesACT Session NoteSession note grounded in Acceptance and Commitment Therapy. Tracks work across the six hexaflex processes — defusion, acceptance, present-moment contact…
- Therapy ModalitiesPlay Therapy SessionChild-centered play therapy note documenting play themes, toys used, and child-therapist interaction.
- Therapy ModalitiesArt Therapy SessionArt therapy session note focused on creative expression, media used, and symbolic processing.
- Therapy ModalitiesMotivational InterviewingMotivational Interviewing note tracking change talk, sustain talk, and readiness for change.
- Documents & LettersProfessional Letter / CorrespondenceUnified professional letter template for referrals, GP correspondence, school letters, employer letters, and provider emails. The AI adapts content and…
- Documents & LettersClient Session SummaryWarm, client-friendly summary of the session for the client's reference.
- Documents & LettersProgress / Insurance ReportFormal progress report for referrers, insurers, or funding bodies. Includes optional insurance-specific sections for clinical necessity, ICD codes, and claim…
- Documents & LettersDischarge SummaryDischarge summary closing out an episode of care. Captures presenting concerns, treatment delivered, outcomes and current functioning, risk status…
- Documents & LettersTreatment Plan SummaryFormal treatment plan document covering diagnoses, biopsychosocial formulation, treatment goals (with measurable indicators), proposed interventions, expected…
- Documents & LettersMedico-Legal ReportIndependent medico-legal report for court, tribunal, insurer, or workers-compensation purposes. Structured around the referrer's questions: history…
- Documents & LettersClinical Supervision RecordRecord of clinical supervision session documenting case review, skill development, and self-care.
- Documents & LettersPeer Supervision RecordRecord of peer consultation or group supervision sessions — capturing the cases discussed (de-identified), reflections and feedback received, learning points…
- Documents & LettersLetter of Support for AccommodationsNeuroaffirming letter framing accommodations as environmental modifications, referencing the Disability Discrimination Act 1992.
- Documents & LettersNeuroaffirming School Support LetterStrengths-based letter for schools describing how a student learns best, classroom adjustments, and communication preferences organised by context.
- Documents & LettersGP Letter (Brief / First Session)Brief letter to referring GP following initial consultation, confirming attendance, presenting concerns, and initial plan.
- Documents & LettersGP Letter (Progress / MHTP Review)Progress letter to GP for Mental Health Treatment Plan review, summarising treatment to date, outcomes, and recommendations for further sessions.
- Documents & LettersDisability Support Pension (DSP) Supporting LetterSupporting letter for Centrelink Disability Support Pension applications documenting diagnosis, functional impact, treatment history, and prognosis.
- Documents & LettersWorkCover Queensland Progress ReportWorkCover Queensland progress report for psychological injury claims. Documents diagnosis, work-related causation, current symptoms and functional impact…
- Documents & LettersNSW SIRA Allied Health Recovery RequestTemplate aligned with NSW SIRA requirements for allied health treatment requests in workers compensation and CTP claims.
- MDT / HospitalMDT Meeting MinutesMulti-disciplinary team meeting minutes documenting case discussions, decisions, and action items.
- MDT / HospitalCase Conference NoteStructured case conference note for multi-provider meetings about an individual client. Captures attendees and roles, the case formulation discussed, agreed…
- MDT / HospitalWard Round NoteInpatient ward round entry capturing interval progress since the last review, current MSE/clinical status, observations and investigations, medication changes…
- MDT / HospitalDischarge Planning NoteMulti-disciplinary discharge planning documentation for inpatient-to-community transitions.
- MDT / HospitalCare Coordination NoteCare coordination contact log for activities outside direct client sessions — phone calls with other providers, advocacy, referrals, transitions, and…
- MDT / HospitalFamily Meeting NoteDocumentation for family meetings involving consent for information sharing, shared decision-making, and family dynamics observations.
- MDT / HospitalCMHT Review NoteCommunity mental health team review using recovery-oriented framework, including legal status, structured risk assessment, and step-up/step-down decisions.
- MDT / HospitalRehabilitation Team Meeting NoteStructured rehabilitation MDT meeting documentation with functional outcome measures (FIM/Barthel), discipline-specific updates, and discharge planning.
- MDT / HospitalPain Service MDT NotePersistent pain MDT documentation with biopsychosocial formulation, functional goals, and medication rationalisation.
- EducationSchools Therapy / Allied Health SessionSession note for allied health professionals (OT, speech, psychology) working within school settings.
- EducationSchool Recommendations ReportReport providing recommendations for a student to the school, covering classroom strategies, accommodations, and support needs.
- Assessment ReportsAutism Assessment SummaryStructured summary report for autism diagnostic assessments including ADOS/ADI observations.
- Assessment ReportsDevelopmental AssessmentDevelopmental assessment report covering key domains for early childhood and paediatric settings.
- Assessment ReportsHome Exercise ProgramHome exercise program for clients to complete between sessions. Each exercise includes purpose, technique cues, sets/reps/duration, frequency, equipment…
- Assessment ReportsSensory Profile ReportOccupational therapy sensory profile report. Captures sensory processing patterns across modalities (auditory, visual, tactile, vestibular, proprioceptive…
- Assessment ReportsCapacity AssessmentAssessment of decision-making capacity regarding finances, lifestyle, or medical treatment.
- Assessment ReportsVocational AssessmentVocational assessment for return-to-work, NDIS, or rehabilitation purposes. Covers work history and qualifications, current functional capacity, transferable…
- Assessment ReportsDevelopmental History Interview (Parent/Caregiver)Comprehensive developmental history interview guide for gathering information from parents or caregivers prior to child assessment.
- Assessment ReportsAutism Clinical Interview with Parent/CarerStructured parent/carer interview for autism assessment covering social communication, restricted/repetitive behaviours, sensory profile, and developmental…
- Assessment ReportsChild/Adolescent Intake Assessment (with Parent/Carer)General intake assessment for children and adolescents covering presenting concerns, developmental history, family context, and treatment planning — suitable…
Also included
More for occupational therapists.
Session Recording
Record home visits, clinic sessions, or school visits. Audio is deleted immediately once it's processed. If it can't upload, it stays on your own device so you can retry; if it uploads but can't be processed, it's held in Australia for up to 48 hours, then deleted.
OT Session Notes
AI generates occupation-focused notes with performance analysis and intervention strategies.
NDIS Reports
Templates for NDIS assessments, progress reports, and equipment prescriptions.
Functional Assessments
Structured templates for FCE, home assessments, and driving evaluations.
Goal Documentation
SMART goal templates with occupation-focused outcomes and progress tracking.
Equipment Recommendations
Generate equipment prescription letters with clinical justification.
Privacy
Built for client records.
- Audio deletedonce processed; if it can’t upload, it stays on your device to retry
- AI runs in Australiaand your records are stored here
- You choosehow long transcripts are kept, from 1 day to 1 year
- You decideevery note is a draft until you finalise it
Questions
What occupational therapists ask before they start.
Does it understand OT-specific terminology?
Yes. It recognises occupational therapy terminology and uses OTPF framework language.
Can I use it for NDIS reports?
Absolutely. We have templates specifically designed for NDIS functional assessments, progress reports, and plan reviews.
Does it work for paediatric OT?
Yes. Templates adapt to paediatric settings including school-based therapy, developmental assessments, and sensory processing.
How does it handle equipment prescriptions?
Describe the equipment, trial outcomes, and justification verbally. The AI structures it into a professional prescription letter.
Try it on your next session.
Start free, or try Pro for 14 days. No card needed.
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