Formisoft for Occupational Therapy
Scheduling, intake, functional assessments, and reminders for OT clinics
Occupational therapy practices manage a mix of evaluations, treatment sessions, and re-evaluations across pediatric and adult populations. Formisoft provides online booking where patients or parents self-schedule appointments, with automated session reminders that keep patients on their treatment plan and reduce missed visits.
Before the evaluation, Formisoft sends OT-specific intake forms that capture activity limitations, hand and upper extremity concerns, sensory processing profiles, home and work environments, adaptive equipment use, and therapy goals. For pediatric patients, forms collect developmental milestone history, fine and gross motor observations, self-care skill levels, handwriting samples, and educational accommodations. For adults, the focus expands to work-related injuries, post-surgical rehabilitation, and functional capacity concerns. Workers' compensation cases get structured intake that captures injury details and job requirements.
After sessions, automated workflows handle follow-up: next-session reminders, progress tracking forms, copay collection through integrated payments, and review requests to build your practice's reputation. Whether you run a hand therapy clinic, a pediatric sensory integration practice, or an outpatient rehabilitation department, Formisoft keeps your caseload running efficiently.
How it works
Patient or Parent Books Online
Parents schedule pediatric evaluations or adult patients book OT sessions through online booking with therapist-specific availability.
OT Intake Auto-Sent
Functional assessments, hand therapy history, sensory profiles, and activity limitation questionnaires are sent automatically before the evaluation.
OT Prepared for Eval
The OT reviews completed intake and functional baselines before the evaluation. Copays collected through integrated payments.
Session Reminders & Reviews
Automated session reminders, progress tracking forms, and review requests keep patients engaged and build your practice's reputation.
Key features
Everything you need for formisoft for occupational therapy, built into the platform.
Online Booking
Parents or patients self-schedule evaluations and treatment sessions. Therapist-specific calendars with automated confirmations.
Functional Activity Assessment
Detailed questionnaires capturing limitations in self-care, productivity, leisure, and community participation across all life domains.
Automated Session Reminders
SMS and email reminders for upcoming therapy sessions keep patients on their treatment plan and reduce missed visits.
Review Requests
Post-session review requests help patients and families share their experience and build your practice's reputation.
Payment Collection
Collect copays and session fees through integrated Stripe payment processing. Payment plans available.
Sensory Processing Profile
Pediatric sensory processing questionnaires capture sensory seeking, avoiding, and sensitivity patterns across environments.
SMS & Email Communications
Appointment confirmations, session reminders, progress updates, and follow-up messages through built-in messaging.
Hand & Upper Extremity History
Specialized intake for hand therapy covering injury mechanism, surgical history, grip strength concerns, and return-to-work goals.
Expected results
Ideal for
Recommended templates
Start with a pre-built template and customize it for your practice.
Frequently asked questions
Does Formisoft support both pediatric and adult OT intake?
Yes. Formisoft offers distinct intake pathways for pediatric and adult occupational therapy. Pediatric forms focus on developmental milestones, sensory processing, and school performance. Adult forms address work injuries, hand therapy, and functional independence.
Can Formisoft handle workers' compensation intake?
Yes. Our OT templates include workers' comp intake fields that capture injury details, job physical demands, employer information, and claim numbers.
How do session reminders help OT practices?
Occupational therapy requires consistent treatment frequency for progress. Automated SMS and email reminders keep patients on their schedule, reducing missed visits that slow functional recovery.
Can patients set their own treatment goals during intake?
Yes. Formisoft's OT intake forms include goal-setting sections where patients or parents articulate their functional priorities and what they want to achieve through therapy.
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Learn moreReady to streamline your intake?
Start with a template, customize with the AI builder, and go live today. Every feature is already built into Formisoft.