Combined Initial Appointment & Home Assessment Template
A practical OT assessment template combining your initial client semi-structured assessment and home assessment into one streamlined document.
The first appointment with a new client often involves gathering a huge amount of information - understanding their history, goals, functional abilities, current supports and home environment.
Then comes the task of documenting it all.
This Combined Initial Appointment and Home Assessment Template provides a structured framework to help occupational therapists capture the information they need during an initial assessment and home assessment.
This template provides a structured format for documenting:
- Initial client information
- Presenting challenges and goals
- Relevant background information
- Functional assessment information
- Home environment considerations
- Safety and accessibility considerations
- Occupational performance
- Clinical observations
- Recommendations and next steps
By combining the initial appointment and home assessment into one document, you can create a more streamlined assessment process and reduce duplicated documentation.
This resource is particularly useful for:
- Occupational therapists working in private practice
- OT's completing initial home based assessments
- New graduate and early career therapists
- Therapists wanting a consistent initial assessment structure
- Clinicians looking to reduce documentation time
Why use a combined assessment?
When the initial assessment and home assessment are closely connected, having one structured document can make it easier to see the relationship between:
the person → their goals → their functional abilities → their environment → their support needs.
This can help create a clearer clinical picture and provide a useful foundation for subsequent intervention, equipment prescription or home modification recommendations.
This template is designed to support your clinical assessment rather than dictate it.
Spend less time wondering what to document and more time focusing on the client in front of you.
The Supervisionary Partnership resources are developed from real-world occupational therapy and private practice experience.
Please note: This resource is intended for professional use and should be reviewed for suitability to your workplace, client and current funding requirements before use.
