Occupational Therapist Template

Occupational Therapy Session Progress Note

A professional Occupational Therapist template for healthcare professionals.

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Specialty

Occupational Therapist

Used

16 times

Type

Note

Last edited

22/01/2026

Created by

Heidi Team

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About this template

Enhance your occupational therapy practice with our comprehensive Occupational Therapy Session Progress Note template. Designed specifically for occupational therapists, this template streamlines documentation of client sessions, ensuring all vital information is captured efficiently. From detailing specific functional goals and intervention techniques like sensory integration or adaptive equipment use, to recording client participation, observed progress, and future plans, this template covers it all. It's perfect for quickly generating detailed, accurate progress notes, helping you maintain organised records and focus more on client care. When used with Heidi, this template intelligently extracts key session details from your conversations, populating the note with precise information about adaptations used and client engagement.

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Occupational Therapist Date of Session: 1 November 2024 Session Objectives: Addressed fine motor control for dressing tasks and improved bilateral coordination for meal preparation. Focused on increasing independence in activities of daily living (ADLs) through adaptive strategies. Intervention Techniques: Utilised task modification for buttoning (larger buttons, front-fastening garments), sensory integration techniques (tactile input with various textures during dressing practice), and upper limb rehabilitation exercises (stacking cones, transferring objects) to improve dexterity and range of motion. Introduced adaptive cutting board with spikes for vegetable preparation. Client Participation: Client, Mrs. Eleanor Vance, aged 72, demonstrated good engagement throughout the session, maintaining focus for 45 minutes. Showed increased motivation when using adaptive equipment, specifically the cutting board. Exhibited mild frustration during buttoning tasks but responded well to verbal encouragement and demonstration. Cooperation was consistently good. Progress Observed: Noticed a significant improvement in the efficiency of buttoning, reducing the time taken by approximately 30% compared to the previous session. Bilateral coordination during stirring and chopping tasks for meal preparation showed enhanced fluidity and control. Mrs. Vance independently used the adaptive cutting board with minimal verbal cues. Adaptations or Supports Used: A reacher was trialled for retrieving items from higher shelves, which Mrs. Vance found helpful. A non-slip mat was introduced for plate stability during meal preparation. Environmental modifications included adjusting chair height for optimal posture during tasks. Plan for Next Session: Focus will be on developing strategies for safe transfers in and out of the bath/shower. Homework assigned: practice using the reacher daily for 5-10 minutes and continue with fine motor exercises. Consider introducing a dressing stick if buttoning progress plateaus.