Assistive Technology Assessment & ATP Evaluation Form

Professional Assistive Technology Assessment Form for ATP Practitioners

This Assistive Technology Assessment & ATP Evaluation Form is purpose-built for Assistive Technology Professionals (ATPs), occupational therapists, physical therapists, and rehabilitation specialists who need to document comprehensive client evaluations while meeting accreditation and funding requirements.

Streamline Your ATP Assessment Workflow

Whether you're working in a rehabilitation clinic, assistive technology center, school district, or private practice, this form template helps you capture everything needed for a complete assistive technology assessment—from initial client goals and functional limitations through to vendor comparisons and outcome measurement documentation.

The form guides you through structured sections including client demographics, functional assessment, goal identification, device evaluation criteria, funding source justification, vendor comparison matrices, and outcome measurement protocols. This systematic approach ensures you meet RESNA ATP standards and third-party payer documentation requirements while providing person-centered care.

Built for Healthcare and Rehabilitation Professionals

This template addresses the unique documentation challenges faced by ATPs and rehabilitation professionals:

• Client-centered goal matching that connects functional limitations to specific assistive technology solutions
• Funding justification documentation formatted for Medicare, Medicaid, private insurance, and alternative funding sources
• Vendor comparison frameworks to support evidence-based product selection and cost analysis
• Outcome measurement tracking aligned with accreditation standards and quality improvement initiatives
• Compliance-ready documentation that meets RESNA, CAAHEP, and third-party payer requirements

Automate Your Assessment Documentation

Paperform makes it easy to collect comprehensive assessments that integrate directly into your clinical workflow. Connect submissions to your practice management system, automatically generate PDF assessment reports, and trigger follow-up workflows using Stepper to schedule equipment trials, coordinate with vendors, or submit funding applications.

Need client signatures on equipment consent forms or funding acknowledgments? Use Papersign to send assessment summaries and authorization forms for secure eSignature, keeping all documentation linked to the original assessment for seamless record-keeping and audit trails.

Professional, Compliant, and Easy to Customize

This form template balances clinical thoroughness with user-friendly design. Customize sections to match your specific practice protocols, add your organization's branding, and adjust conditional logic to show relevant follow-up questions based on disability category, device type, or funding source.

Trusted by rehabilitation professionals, assistive technology centers, and healthcare organizations, this Paperform template helps you deliver high-quality assessments while staying SOC 2 Type II compliant and maintaining the documentation standards required for accreditation and reimbursement.