Occupational Therapy Services Consent Form

Streamline Your Occupational Therapy Practice with Professional Consent Forms

Managing an occupational therapy practice requires balancing compassionate care with thorough documentation. Whether you're working with pediatric clients, adults recovering from injury, or seniors maintaining independence, having a comprehensive consent process is essential for both legal protection and establishing clear treatment expectations.

This Occupational Therapy Services Consent Form template is designed specifically for occupational therapists, OT assistants, and therapy clinics who need a professional, HIPAA-compliant way to obtain informed consent while gathering crucial client information. Built with Paperform, this template transforms what's traditionally been a stack of paper forms into a streamlined digital experience that clients can complete before their first session.

Why Digital Consent Forms Matter for OT Practices

Traditional paper-based consent forms create administrative bottlenecks. Clients fill them out in your waiting room, handwriting is often illegible, forms get misfiled, and you spend valuable session time reviewing information that could have been collected in advance. Digital consent forms solve these problems while creating a better experience for both your practice and your clients.

With Paperform, your occupational therapy consent form can be sent via email or text before the first appointment, completed on any device, and automatically stored in your preferred system. This means you can spend your first session focused on assessment and building rapport, not paperwork. The form can also be embedded directly on your practice website, making it easy for new clients to complete intake and consent documentation as part of your scheduling process.

What Makes This Template Ideal for Occupational Therapists

This template goes beyond basic consent language to capture the specific information OT practitioners need:

Comprehensive Client Information: Gather demographics, emergency contacts, referring physician details, and insurance information in one place. Conditional logic shows or hides relevant fields based on the client's age (pediatric vs. adult) and referral source.

Informed Consent Documentation: Clear, professional language explaining occupational therapy services, potential risks and benefits, sensory integration techniques, adaptive equipment recommendations, and the client's rights throughout treatment. This section ensures clients understand the scope and nature of OT services before treatment begins.

Functional Assessment & Goals: Structured fields to document current functional challenges across activities of daily living (ADLs), fine motor skills, gross motor skills, sensory processing, visual-motor integration, and cognitive-perceptual abilities. This information informs your initial evaluation and helps establish baseline functioning.

Treatment Preferences & Considerations: Capture important details about the client's sensory preferences, communication needs, previous therapy experiences, and specific concerns or goals. This person-centered approach ensures your treatment plan aligns with what matters most to the client and their family.

Medical History & Safety Information: Document relevant medical conditions, current medications, precautions, allergies, and any contraindications for specific therapeutic techniques. This critical safety information is readily accessible before you begin hands-on treatment.

Progress Monitoring Agreement: Establish expectations for how progress will be measured, reported, and reviewed throughout the therapeutic relationship. This transparency builds trust and ensures everyone is aligned on treatment expectations.

How Paperform Enhances Your OT Practice Workflow

Paperform isn't just a form builder—it's a complete platform that can streamline your entire client intake and consent process:

Brand-Consistent Experience: Customize fonts, colors, and layouts to match your practice's professional brand. Add your logo, use calming imagery, and create a welcoming digital environment that reflects the care you provide in person.

Conditional Logic for Relevant Questions: The form automatically adapts based on responses. If a client indicates they're seeking services for a child, pediatric-specific questions appear. If they mention sensory sensitivities, detailed sensory profile questions are revealed. This keeps the form concise while ensuring you gather all necessary information.

Secure Data Collection: Client health information requires careful handling. Paperform is SOC 2 Type II compliant and offers robust security features including SSL encryption, GDPR compliance tools, and data residency controls to help you maintain confidentiality standards.

Seamless Integration with Your Tools: Connect form submissions to your practice management software, send notifications to your team via Slack, create new client records in your CRM, or log information in Google Sheets or Airtable. Using Stepper, Paperform's AI-native workflow builder, you can automate your entire client onboarding sequence—from consent form submission to appointment confirmation to pre-session reminder emails.

eSignature Capabilities with Papersign: For consent forms that require signatures from clients, parents, or guardians, Papersign integrates seamlessly to create a legally binding signature workflow. After someone completes your intake form, automatically generate a consent document with their information pre-filled and send it for secure electronic signature. This keeps everything connected and creates a complete audit trail.

Mobile-Friendly for Busy Families: Parents managing appointments for children with special needs, adults juggling work and therapy schedules, or caregivers supporting elderly clients can all complete your consent form on their smartphone during their commute or while waiting in another appointment. The responsive design ensures a smooth experience on any screen size.

Who This Template Is Perfect For

This occupational therapy consent form template serves a wide range of OT professionals:

• Pediatric Occupational Therapists working with children with developmental delays, autism spectrum disorders, sensory processing challenges, or fine motor difficulties
• Adult Rehabilitation OTs supporting clients recovering from stroke, traumatic brain injury, orthopedic injuries, or neurological conditions
• Hand Therapy Specialists treating upper extremity injuries and conditions
• School-Based OT Practitioners providing services in educational settings
• Geriatric OTs helping older adults maintain independence and age in place safely
• Mental Health OTs addressing life skills and functional performance in psychiatric settings
• Private Practice Owners who need professional, efficient client intake processes
• Multi-Therapist Clinics standardizing intake across providers while maintaining compliance

Customize to Match Your Practice Needs

While this template provides a comprehensive foundation, every OT practice is unique. Paperform's intuitive doc-style editor makes it simple to add specialized questions for your niche, adjust language to match your treatment philosophy, or remove sections that don't apply to your scope of practice. Add video explanations of therapy techniques, include images of your clinic space to reduce first-visit anxiety, or embed scheduling options so clients can book their evaluation immediately after completing consent.

Start Seeing Clients Faster, Not Doing Paperwork

The administrative burden of running a therapy practice shouldn't take time away from the skilled, meaningful work you do with clients. By digitizing your occupational therapy consent process with Paperform, you'll reduce no-shows (because clients complete paperwork in advance), decrease administrative errors (thanks to required fields and validation), and create a more professional first impression that reflects the quality care you provide.

Ready to modernize your OT practice? Start with this template and customize it to fit your unique practice needs. Your future self—and your clients—will thank you for making the consent process clearer, faster, and more organized.