Skip to main content

Heidi launches first AI device for clinical work: Remote

Heidi AI
Log inGet Heidi free

Ask AI about Heidi:

Occupational Therapist Template

Initial Assessment

A professional Occupational Therapist template for healthcare professionals.
Use this templateBrowse more templates
Browse more templates

About this template

Need a comprehensive Initial Assessment template for your Occupational Therapy practice? This template helps Occupational Therapists document a client's issues, formulate a framework considering biological, psychological, and social factors, and outline potential interventions. It's designed to capture all relevant information, from presenting problems to safety concerns, ensuring a thorough initial assessment. With Heidi, this template can be quickly populated from your session transcript, saving you time and improving the quality of your documentation. This template was last updated on 1 November 2024.

Preview template

Issue/Problem - Difficulty with self-care tasks (Medium) - Social isolation (High) - Anxiety related to returning to work (Medium) Framework formulation Biological: Reports disrupted sleep patterns, decreased appetite, and fatigue. Psychological: Experiences anxiety, low mood, and feelings of worthlessness. Family/Whanau: Limited support from family, strained relationships. School/Occupation: Currently on sick leave from work, concerns about returning. Culture/Spirituality: No specific cultural or spiritual considerations mentioned. Wider Social System: Limited access to community resources. Predisposing: History of anxiety and previous episodes of depression. Precipitating: Recent work-related stress and social isolation. Perpetuating: Avoidance of social situations, negative self-talk. Protective: Strong desire to return to work, previous coping strategies. Age, Gender Identity, Living Arrangement: 35, Female, Living alone. Personal Strengths/Qualities/Resources: Determined, resilient, and previously successful in her career. Mental Health Concerns, including functional enquiry (sleep, appetite, motivation, concentration, attention). State Kessler score.: Reports difficulty sleeping, decreased appetite, low motivation, and difficulty concentrating. Kessler score: 25. Presentation, (engagement, level of focus, motivation, interaction in session): Engaged in the session, but appeared anxious and hesitant at times. Motivation to return to work is high. Conclusion: The client presents with significant anxiety and functional impairments related to her work and social life. Further assessment and intervention are required. Possible ways to support or approaches to take with the young person and their family/whanau - Cognitive Behavioural Therapy (CBT) to address anxiety and negative thought patterns. - Graded exposure to social situations to reduce avoidance. - Occupational therapy interventions to improve self-care skills and work-related tasks. - Referral to a psychiatrist for medication review. Personal Factors - Psychological: CBT, mindfulness techniques, and self-esteem building exercises. Personal Factors - Biological: Sleep hygiene education, dietary advice, and medication review. Contextual Factors - Family/Whanau: Family therapy to improve communication and support. Contextual Factors - School/Occupation: Workplace assessment and return-to-work planning. Contextual Factors - Wider Social System: Referral to community support groups and social activities.
Issue/Problem List each issue/problem on a new line. You can indicate its priority as Low, Medium or High in brackets immediately after each statement Framework formulation Use the formulation framework to organise the information you have gathered about the client. Use short statements or lists (rather than long narrative) in the various sections of the framework. Please consider Biological, Psychological, Family/Whanau, School/Occupation, Culture/Spirituality and Wider Social System. Predisposing Precipitating Perpetuating Protective [Age, Gender Identity, Living Arrangement] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Prior and/or Current Counselling or Agency Support] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Personal Strengths/Qualities/Resources] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Family and Relationships] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [School, Employment and Future Plans] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Social Wellbeing and Supports] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Interests] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Cultural Connection and Spirituality] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Mental Health Concerns, including functional enquiry (sleep, appetite, motivation, concentration, attention). State Kessler score.] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Safety Concerns] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Physical Health] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Presenting AOD Concerns, initiation (age of first use), pattern of use, amount, frequency (last four weeks including SACS score), risk taking (incl. binges, black outs, driving, crime and debt), family history, periods of abstinence / past attempts to reduce.] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Presentation, (engagement, level of focus, motivation, interaction in session)] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [Conclusion] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) Possible ways to support or approaches to take with the young person and their family/whanau (List the support/approaches that are likely to have an impact on the difficulties the client is experiencing. There must be a clear link between the formulation and the possible support/approach you will offer) Personal Factors - Psychological Personal Factors - Biological Contextual Factors - Family/Whanau Contextual Factors - School/Occupation Contextual Factors - Culture/Spirituality Contextual Factors - Wider Social System (For each section, only include if explicitly mentioned in transcript or context, else omit section entirely. Never come up with your own patient details, assessment, plan, interventions, evaluation, or next steps—use only the transcript, contextual notes, or clinical note as reference for all information. If any information related to a placeholder has not been explicitly mentioned, do not state that in the output; simply leave the relevant placeholder or section out entirely. Use as many lines, paragraphs, or bullet points as needed to capture all relevant information from the transcript.)
Browse more templatesUse this template

How to use this template

Step 1: Download the template
1Step 1

Download the template

Get started by downloading the template to your device

Step 2: Customize to your needs
2Step 2

Customize to your needs

Tailor the template to match your specific requirements

Step 3: Deploy and share
3Step 3

Deploy and share

Implement your customized template and share with your team

Browse more templatesUse this template

Start practicing with a partner

Care is better with Heidi
Use this template

Specialty

Occupational Therapist

Used

19 times

Type

Document

Last edited

7/16/2025

Created by

Eddy Leach

Related Templates

Note

OT Progress Note

Jeru Lopez

Occupational Therapist, Australia

Note

ACC884

Anicka Cruywagen

Occupational Therapist, New Zealand

Document

BIST

Anonymous

Occupational Therapist, New Zealand

Heidi AI

Heidi. By your side.

© 2026 Heidi. All rights reserved.

Specialties

  • Family Medicine

  • Specialists

  • Nurses

  • Mental Health

  • Allied Health

  • Dentists

  • Veterinarians

  • Trainees

Compliance

  • Safety

  • Trust Center

  • AU/NZ

  • Canada

  • UK

  • GDPR

  • HIPAA

Product

  • Pricing

  • Changelog

  • Downloads

  • Heidi Guides

  • Help Centre

  • System Status

  • System Requirements

About Us

  • Contact Us

  • Company

  • Customer Stories

  • Media

  • Open Roles

    10+
  • People

  • Partnerships

Resources

  • Blog

  • ROI Calculator

  • Resource Centre

  • Template Community

  • FAQs

Legal

  • Privacy Policy

  • Terms of Service

  • Usage Policy

  • UKGDPR Policy

  • Accessibility