---
title: Occupational Therapist Clinical Evaluation Form Template | Paperform
description: Comprehensive OT performance evaluation form assessing clinical skills, treatment outcomes, documentation quality, patient education, and interdisciplinary collaboration. Ready to customize for your healthcare facility.
url: "https://paperform.co/templates/occupational-therapist-clinical-evaluation-form"
type: static
generatedAt: "2026-03-28T00:44:40.045Z"
---

[← Back to free form templates](/templates/)    ![Occupational Therapist Clinical Evaluation Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/occupational-therapist-clinical-evaluation-form.png)
    [Preview](https://_preview.paperform.co/ai-template/occupational-therapist-clinical-evaluation-form) [Use this template for free](/create?ai-template=occupational-therapist-clinical-evaluation-form)    [Feedback & Evaluation Forms](/templates/category/feedback/) [Healthcare](/templates/industry/healthcare/) [Manager](/templates/role/manager/)[Physical Therapist](/templates/role/physical-therapist/)[Healthcare Administrator](/templates/role/healthcare-admin/)[Occupational Therapist](/templates/role/occupational-therapist/)     About this free form template
### Streamline Your Occupational Therapy Team Evaluations

Evaluating occupational therapists requires a structured approach that captures clinical excellence, patient outcomes, and collaborative effectiveness. This **Occupational Therapist Clinical Evaluation Form** template provides healthcare organizations, rehabilitation facilities, and private practices with a comprehensive framework for conducting meaningful performance reviews.

#### Why This Template Works for Healthcare Teams

Built specifically for occupational therapy departments, this template addresses the unique competencies that define excellent OT practice—from evidence-based treatment planning and therapeutic techniques to patient education and interdisciplinary teamwork. Whether you're conducting annual reviews, probationary evaluations, or competency assessments, this form ensures consistent, fair evaluation across your clinical team.

The evaluation covers critical areas including treatment effectiveness, documentation compliance, patient satisfaction, professional development, and collaboration with physical therapists, physicians, nurses, and other healthcare professionals. Managers can assess both technical skills and soft skills that contribute to positive patient outcomes and a cohesive care environment.

#### Automate Your Evaluation Workflow

Paperform makes it easy to collect, organize, and act on evaluation data. Connect your form to your HRIS, performance management system, or Google Sheets to automatically log reviews and track trends over time. Set up conditional logic to surface different questions based on practice setting (inpatient, outpatient, pediatric, geriatric) or employment status.

Take your evaluation process further with **[Stepper](https://stepper.io)**—automatically route completed evaluations to HR for review, trigger follow-up meetings, assign professional development goals to your learning management system, or create improvement plans based on evaluation scores. Transform static reviews into dynamic workflows that support continuous clinical excellence.

This template is ideal for rehabilitation directors, clinical managers, HR professionals in healthcare settings, and occupational therapy practice owners who want to conduct thorough, consistent evaluations that support therapist growth and improve patient care quality.
       Built for growing businesses, trusted by bigger ones.   Trusted by 500K+ business owners and creators, and hundreds of millions of respondents.     ![Capterra - 4.8 out of 5](/images/capterra-st.jpg)
 ![Trustpilot - 4.8 out of 5](/images/trustpilot-st.jpg)
 ![G2 - 4.8 out of 5](/images/g2-st.jpg)
  [Try Paperform free now](/register)
## More templates like this
  [![Anesthesia Technician Competency Evaluation](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/anesthesia-technician-competency-evaluation.png)

### Anesthesia Technician Competency Evaluation

A comprehensive competency evaluation form for assessing anesthesia technician performance across critical areas including equipment setup, medication preparation, inventory management, emergency preparedness, and sterile technique compliance.](/templates/anesthesia-technician-competency-evaluation/)
[![Assistive Technology Assessment & ATP Evaluation Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/assistive-technology-assessment-atp-evaluation-form.png)

### Assistive Technology Assessment & ATP Evaluation Form

A comprehensive assistive technology assessment form for ATP professionals to evaluate client needs, match solutions to goals, document funding justifications, compare vendors, and track outcomes for accreditation compliance.](/templates/assistive-technology-assessment-atp-evaluation-form/)
[![Cardiac Catheterization Technologist Performance Evaluation](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/cardiac-catheterization-technologist-performance-evaluation.png)

### Cardiac Catheterization Technologist Performance Evaluation

A comprehensive evaluation form for assessing cardiac catheterization technologists on procedural assistance, sterile technique, equipment preparation, patient monitoring, and emergency response capabilities.](/templates/cardiac-catheterization-technologist-performance-evaluation/)
[![Cardiac Sonographer Competency Evaluation Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/cardiac-sonographer-competency-evaluation-form.png)

### Cardiac Sonographer Competency Evaluation Form

Comprehensive performance evaluation for cardiac sonographers covering echocardiogram quality, protocol adherence, defect detection skills, collaboration, and continuing education compliance.](/templates/cardiac-sonographer-competency-evaluation-form/)
[![Cardiovascular Invasive Specialist Performance Evaluation](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/cardiovascular-invasive-specialist-performance-evaluation.png)

### Cardiovascular Invasive Specialist Performance Evaluation

A comprehensive performance evaluation form for cardiovascular invasive specialists, assessing technical competencies in catheterization procedures, hemodynamic monitoring, sterile technique, patient advocacy, and emergency response capabilities.](/templates/cardiovascular-invasive-specialist-performance-evaluation/)
[![Caregiver Performance Evaluation Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/caregiver-performance-evaluation-form.png)

### Caregiver Performance Evaluation Form

A comprehensive evaluation form for assessing caregiver performance in senior care settings, covering ADL assistance, medication management, safety protocols, and family communication.](/templates/caregiver-performance-evaluation-form/)
[![Dental Office Manager Performance Evaluation Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/dental-office-manager-performance-evaluation-form.png)

### Dental Office Manager Performance Evaluation Form

A comprehensive evaluation form for assessing dental office manager performance across key areas including revenue management, scheduling efficiency, patient satisfaction, insurance processing, and team leadership.](/templates/dental-office-manager-performance-evaluation-form/)
[![Dialysis Technician Competency Assessment](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/dialysis-technician-competency-assessment.png)

### Dialysis Technician Competency Assessment

Comprehensive evaluation form for dialysis technician skills including treatment protocols, vascular access care, patient monitoring, equipment sterilization, and emergency response capabilities.](/templates/dialysis-technician-competency-assessment/)
[![Infection Control Nurse Assessment Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/infection-control-nurse-assessment-form.png)

### Infection Control Nurse Assessment Form

A comprehensive assessment form for evaluating infection control nurse performance, including outbreak prevention, surveillance quality, staff education, policy compliance, and regulatory reporting capabilities.](/templates/infection-control-nurse-assessment-form/)
[![Interventional Radiology Technologist Performance Assessment](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/interventional-radiology-technologist-performance-assessment.png)

### Interventional Radiology Technologist Performance Assessment

A comprehensive performance evaluation form designed to assess interventional radiology technologists across key competencies including procedural support, contrast administration, radiation safety, patient care, and equipment maintenance.](/templates/interventional-radiology-technologist-performance-assessment/)
[![Laboratory Technician Competency Assessment](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/laboratory-technician-competency-assessment.png)

### Laboratory Technician Competency Assessment

Evaluate laboratory technician performance across test accuracy, quality control, equipment maintenance, and sample handling protocols with this comprehensive competency assessment form.](/templates/laboratory-technician-competency-assessment/)
[![Mammography Technologist Performance Review](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/mammography-technologist-performance-review.png)

### Mammography Technologist Performance Review

Comprehensive performance evaluation form for mammography technologists assessing technical skills, image quality, patient care, and compliance standards.](/templates/mammography-technologist-performance-review/)