A comprehensive OT mobility equipment assessment template designed to help occupational therapists document assessment findings, clinical reasoning, equipment trials and recommendations.
Selecting mobility equipment isn't simply about choosing a product.
A good mobility assessment considers the person, their functional abilities, environment, goals, safety, current equipment and the way the recommended equipment will actually be used.
This Mobility Equipment Assessment Template provides a structured framework to help occupational therapists document that process clearly.
The template provides a practical structure for documenting:
- Client information and goals
- Functional mobility
- Current equipment
- Mobility needs
- Environmental considerations
- Assessment findings
- Equipment trials
- Clinical observations
- Comparison of options
- Clinical reasoning
- Recommendations
- Relevant supporting information
Why use a mobility assessment template?
Equipment recommendations need to be supported by clear clinical reasoning. A structured document can help you demonstrate the connection between:
the client's needs → functional limitations → environmental demands → equipment options → trial outcomes → final recommendation.
This makes your reasoning easier to follow and provides a useful record for communication with clients, families, support teams, suppliers and funding bodies.
It may be useful for:
- New graduate OT's
- Early career clinicians
- Experienced therapists wanting a structured assessment format
- Private practice OT's
- Therapists completing equipment trials and recommendations
A flexible clinical resource
The template is designed as a framework rather than a one-size-fits-all assessment.
Adapt the sections to suit the client, equipment being considered, clinical setting and requirements of your workplace.
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.
