SOAP Notes For Occupational Therapy Template

What should be included in an occupational therapy SOAP note?

The following are included when writing SOAP notes for your occupational therapy practice:

Subjective

This is where you will write down information specific to your client, including their feelings, pain level, mood, and any new or progressing symptoms. Their priorities and goals for the session may also be relevant to this section and will help guide your session. Suppose this is your first session with your patient. In that case, you may record a more comprehensive history of your client, including why they are seeking occupational therapy services, present symptoms, medications, allergies, and past treatments.

Objective

The objective section is for measurable or observable facts. Your client's response to a given task, their ability to complete a given task with or without assistance, results of a physical exam, or details you observe of their functioning may all be relevant here.

Assessment

In the assessment section, you can write down your professional opinion as an occupational therapist of the patient's current ability or performance in relevant tasks. This summary will be based on the subjective and objective information you gathered in the first two sections.

Plan

What are the next steps for your client? Include specific details like any resources you provided, any exercises or tasks you left them to practice between sessions, or anything you will be focusing on in particular in your client's following sessions.

How to use our OT SOAP note template 

Our Occupational Therapy SOAP note template is designed to help practitioners in creating SOAP notes. Here's a step-by-step guide on how to use this resource in your practice:

Step 1: Access and customize the template

You can access the SOAP note template through your preferred digital platform or as a printable document. Take a moment to familiarize yourself with the layout and sections.

Step 2: Fill in the information

At the top of the template, input essential patient information such as name, date of birth, and medical record number. Include the date of the session, your name as the treating therapist, and any other relevant administrative details. This ensures easy identification and organization of notes.

Step 3: Complete each section

Work through each section of the SOAP note, filling in relevant information for the subjective and objective data, as well as the assessment and plan sections. Use clear, concise language and include specific, measurable data where possible.

Step 4: Review and refine

Before finalizing your note-taking process, review it for completeness, accuracy, and clarity. Ensure that you've included all necessary information and that your documentation aligns with your clinical reasoning and treatment goals. Make any necessary edits or additions to provide a comprehensive picture of the session and patient progress.

Step 5: Save and share if needed

Once you're satisfied with the note, save it securely in the patient's electronic health record or file it appropriately if using paper documentation. Share the information with relevant team members as needed, always adhering to privacy and confidentiality guidelines.

SOAP note example occupational therapy

Want to see what this specific SOAP Notes template looks like once it's completed? We've got you covered. This OT SOAP Notes example is a filled-out fictional occupational therapy SOAP note to serve as a guide in writing effective SOAP notes for occupational therapy sessions.

Download the sample occupational therapy SOAP Note template here.

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Who can use this OT SOAP note template?

This template is designed to help occupational therapists write therapy SOAP notes, but this would also be useful for occupational therapist assistants or other healthcare providers.

The field of occupational therapy is very broad, and we have designed our template to be used in general occupational therapy documentation. Occupational therapists who use this occupational therapy SOAP Notes template may specialize in the following:

• Brain injury occupational therapy
• Pediatric occupational therapy
• Hand therapy
• Physical rehabilitation following injury
• Stroke rehabilitation
• Skilled nursing facility procedures

Benefits of using the SOAP Notes For Occupational Therapy Template

The Occupational Therapy SOAP note template offers numerous advantages for practitioners, enhancing both the quality of documentation and overall patient care. Here are the key benefits of incorporating this template into clinical practice:

Standardization and consistency

Using a standardized template ensures that all essential elements of patient care are consistently documented. This uniformity makes it easier for other healthcare providers to quickly locate and understand important information, improving communication and continuity of care.

Time efficiency

A well-designed template streamlines the documentation process, allowing therapists to complete notes more quickly and efficiently. By providing a clear structure, the template reduces the time spent organizing thoughts and deciding what information to include.

Improved clinical reasoning

The SOAP format encourages a logical progression of thought, from gathering information (Subjective and Objective) to analysis (Assessment) and action (Plan). This structure supports clinical reasoning by prompting therapists to systematically consider all aspects of patient care. It helps identify patterns, track progress, and make informed decisions about treatment adjustments.

Enhanced goal tracking

The template facilitates consistent documentation of progress toward treatment goals. Therapists can easily track and update short-term and long-term goals by having a dedicated space for assessment and planning. This ongoing evaluation ensures that treatment remains focused and effective, promoting better patient outcomes.

Legal and ethical compliance

Comprehensive and accurate documentation is crucial for legal and ethical reasons. The SOAP note template helps ensure that all necessary elements are included in each note, reducing the risk of omitting important information. This thoroughness can be invaluable in case of audits, legal inquiries, or insurance reviews.

Why use Carepatron for occupational therapy SOAP notes?

Carepatron is a fully online practice managemsment software that makes it easy for you to access your patient's information on the go, whether that is at a client's home or from your home office!

Carepatron provides HIPAA-compliant electronic patient record software for you to store your patients' records, such as their occupational therapy SOAP Notes, as well as a whole suite of smart ways to save you time. Schedule your clients' occupational therapy appointments, manage payments and billing, and see your week at a glance—all from within Carepatron.

Our voice-to-text feature, client list system, integrated video call management, and customizable tag system give you greater control over managing your occupational therapy practice.

Experience these features and more when you choose Carepatron as your private practice partner. Sign up for a free trial!