Occupational Therapy Discovery Form

An occupational therapy practice requires detailed intake information to create effective, personalized treatment plans. This Occupational Therapy Discovery Form helps OTs gather comprehensive information about clients' daily living challenges, sensory processing needs, fine motor skills, and home environment in one organized, professional questionnaire.

Whether you're an independent OT practitioner, part of a pediatric clinic, or working in rehabilitation services, this template streamlines your client discovery process. The form covers essential assessment areas including activities of daily living (ADLs), sensory sensitivities, motor skill challenges, current adaptive equipment usage, and environmental factors that impact occupational performance.

Paperform makes it easy to customize this template to match your practice's specific assessment protocols and branding. Use conditional logic to show relevant follow-up questions based on client responses, and automatically route submissions to your scheduling system or client management platform. With Paperform's native integrations, you can connect responses directly to your practice management software, Google Sheets for tracking, or trigger follow-up workflows in Stepper to automatically schedule initial assessments, send welcome packets, or coordinate with other healthcare providers.

For practices managing multiple therapists or locations, Paperform's Agency+ plan enables you to maintain consistent intake processes across your team while customizing for different specializations. All client data is handled with SOC 2 Type II compliance, ensuring professional-grade security for sensitive health information.

This template is designed for occupational therapists, pediatric OT specialists, hand therapists, rehabilitation clinics, school-based OT services, and sensory integration specialists who want to deliver a professional, thorough client experience from the very first touchpoint.