A comprehensive occupational therapy risk assessment template to help document functional risks, identify contributing factors and clearly communicate risk and risk-management strategies.
Risk is an important part of occupational therapy practice -particularly when supporting clients with complex disability, functional limitations, environmental risks or significant support needs.
However, documenting risk comprehensively can be difficult.
What needs to be considered? How do you demonstrate the impact of risk? How do you document the strategies being used to reduce or manage it?
This Individual Risk Assessment Template provides a structured framework to help you work through these areas systematically.
The template provides sections covering areas including:
- Communication needs
- Medical, health and wellbeing considerations
- Mobility
- Environment
- Community access
- Personal care
- Household tasks
- Functional risks
- Risk management considerations
- Recommendations and communication of risk
When could this template be useful?
This resource can support documentation when you need to clearly communicate the risks a client experiences and the implications of those risks.
It may be useful when:
- Supporting funding applications or appeals
- Preparing SIL or SDA-related documentation
- Communicating risks to other stakeholders
- Documenting risks associated with functional activities
- Identifying strategies to mitigate or manage identified risks
- Supporting clinical reasoning around recommendations
A structured assessment helps you consider these areas systematically rather than relying on a brief or fragmented description of risk.
Designed for practical clinical use
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.
