Ot Templates

Looking for Ot Templates to download? See the main templates that a Ot would use in their day-to-day work.

Need one of these templates? Request for it to be built by one of our experts.

Ot Templates

There is a huge number of templates that someone in the Ot role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Ot. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Patient Evaluation Template
2. Treatment Plan Template
3. Progress Notes Template
4. Discharge Summary Template
5. Insurance Claim Form Template
6. Medication Administration Record Template
7. Occupational Therapy Assessment Template
8. Home Exercise Program Template
9. Equipment Request Form Template
10. Staff Meeting Agenda Template


Reports are often prepared by a Ot to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Patient Assessment Report
2. Treatment Plan Report
3. Progress Notes Report
4. Discharge Summary Report
5. Equipment Inventory Report
6. Billing and Reimbursement Report
7. Quality Assurance Report
8. Staff Performance Report
9. Patient Satisfaction Survey Report
10. Continuing Education Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Ot does and how they do it.

1. Patient Evaluation SOP
2. Treatment Planning SOP
3. Documentation and Record-Keeping SOP
4. Therapeutic Intervention SOP
5. Assistive Device Prescription SOP
6. Home Exercise Program SOP
7. Patient Education SOP
8. Infection Control SOP
9. Safety and Emergency Procedures SOP
10. Quality Assurance and Improvement SOP


Ot presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Performance Review
2. Patient Education Seminar
3. Staff Training Workshop
4. Research Findings Presentation
5. Occupational Therapy Conference

Legal Docs

There are several key times when a Ot needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Consent Form Template
2. Treatment Plan Template
3. Progress Note Template
4. Discharge Summary Template
5. HIPAA Release Form Template

Health & Safety Templates

Health & Safety templates for a Ot ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Personal Protective Equipment (PPE) Assessment Template


Setting up Ot calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Staff Schedule Calendar
2. Patient Appointment Calendar
3. Therapy Session Calendar
4. Continuing Education Calendar
5. Equipment Maintenance Calendar

Invoice Templates

Several types of Ot invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Patient Services Invoice
2. Insurance Claims Invoice
3. Medicare Billing Invoice
4. Medicaid Billing Invoice
5. Private Pay Invoice

Survey Templates

For a Ot to get insights related to the work they do, they need to send out Ot surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Patient Satisfaction Survey
2. Employee Engagement Survey
3. Quality Improvement Survey
4. Needs Assessment Survey
5. Training Evaluation Survey

Meeting Agendas

Having premade Ot meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Staff Training Meeting
3. Performance Review Meeting
4. Departmental Planning Meeting
5. Interdisciplinary Case Conference Meeting

Budget Templates

To manage finances well, a Ot would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Tracking Budget Template
3. Savings and Investment Budget Template
4. Debt Repayment Budget Template
5. Healthcare Equipment and Supplies Budget Template


Dashboards are a useful way for a Ot to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Patient Satisfaction Dashboard
2. Financial Performance Dashboard
3. Staff Productivity Dashboard
4. Quality Improvement Dashboard
5. Operational Efficiency Dashboard

Proposal Templates

For bidding or requesting work, a Ot needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Occupational Therapy Program Proposal
2. Rehabilitation Equipment Upgrade Proposal
3. Staff Training and Development Proposal
4. Community Outreach and Education Proposal
5. Occupational Therapy Research and Innovation Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Ot templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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