HTC Occupational Therapy Assessment Generator

Occupational Profile → Assessment Findings → Clinical Impression → Recommendations

1. Client Information

Basic demographic and assessment information.

2. Case History & Background

Keep this section short. Include referral reason, birth, developmental, medical and educational history.

3. Occupational Profile

Parent and teacher reports may be combined with relevant OT observations. Clearly state the source.

4. Assessment Findings

Findings should be supported by direct observation, structured activities or assessment results.

5. Screening and Standardised Assessments

6. Clinical Impression

Include strengths, concerns, functional impact, developmental concerns, limitations and clinical direction.

7. Goals

Long-Term Goals

Short-Term Goals

8. Recommendations

9. Therapist Details