Occupational Therapy Documentation Software
Spend less time on occupational therapy documentation. Track performance during sessions, write notes for the goals you address, and generate progress reports in seconds using the data you collect.
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Your school OT tools, in one place
Manage your OT caseload, appointments, student records, and documentation in one place, with less time spent switching between calendars, spreadsheets, and files.
For OTs across school settings
Keep student goals, session data, notes, and progress reports in one place, wherever you provide occupational therapy services.
Spend less time documenting online OT sessions
Back-to-back OT sessions leave little time for documentation. Record task performance, cues, and adaptations while you support written work and daily routines. Use those goal records to draft notes and review how participation is changing.
Measurable occupational therapy goals
Use the goal bank to write individualized goals for participation in learning activities and everyday routines.
Notes for each goal you address
Record task performance, independence, and the cues, adaptations, or assistance the student needed.
Reports based on session performance
Generate progress reports from recorded results to explain progress and ongoing support needs.
Keep up with OT paperwork throughout the school day
Classroom visits, individual sessions, and teacher consultations each add details to remember. Record the activity, the student’s performance, and the support provided, then prepare school updates from those notes.
Goals for classroom participation
Set measurable targets for written work, learning materials, and the routines a student needs to access at school.
Notes from sessions and consultations
Document task performance, adaptations, and assistance, including the strategies discussed with school staff.
School updates from recorded results
Summarize changes in participation and the support still needed before school meetings.
Make more time for therapy and family guidance
Helping families adapt daily routines takes planning. Record how a learner uses tools, follows steps, and completes activities with or without support. Use those observations to discuss progress and choose priorities for practice between visits.
Goals for everyday routines
Build targets around the learner’s daily activities, independence, and family priorities.
A record of tools and support
Note the cues, equipment, and adaptations used so you can explain how the activity was completed.
Progress families can follow
Use session observations to describe changes in independence and discuss practice between visits.
Spend less time preparing school OT progress reports
School OT reporting needs to show how skills affect participation in learning. Keep performance, adaptations, and assistance with each IEP goal so you can draft present levels and progress reports from the sessions you have documented.
Participation goals for the IEP
Develop measurable targets informed by current performance and access to school activities.
Documentation of independence and assistance
Record what a student completed independently and what required cues, adaptations, or physical assistance.
OT reports ready for your review
Draft progress reports and present levels from goal data and observations before IEP meetings.
Student Data. In One Place.
Build measurable goals around participation in learning and daily routines. Track performance as you provide services, then use the results to draft present levels that describe each student’s abilities and support needs.
Choose a workflow
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One Workflow From Goals to Reports
Create measurable goals, schedule services, collect session data, draft notes, monitor progress, and generate reports from one connected workspace.
Less OT paperwork. More time for students.
Manage your school OT caseload, schedule, goals, session notes, and progress reports in one place, so documentation takes less of your day.