OT Assessment Template

£ 24.99

Struggling to write high-quality OT reports quickly and consistently? 

This Neuroaffirming Occupational Therapy Report Writing Toolkit gives you everything you need to create clear, defensible, EHCP-ready reports — without starting from scratch every time. 

Designed by an experienced Occupational Therapist, this system helps you move from overwhelmed → confident → efficient. 

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Description

This is not just a template — this is a complete OT report writing system. 

The Onyx OT Report Toolkit has been designed to support Occupational Therapists in producing high-quality, neuroaffirming, and legally robust reports for use within education, EHCP processes, EOTAS provision, and independent practice. 

Whether you are newly qualified or highly experienced, this toolkit will help you: 

  • Write reports faster 
  • Maintain consistent, high standards 
  • Clearly link assessment → function → provision 
  • Produce reports that are difficult to challenge 

What’s Included 

1. OT Wording Bank Spreadsheet (Version 3) 

A comprehensive, neuroaffirming wording bank including: 

  • Assessment interpretation (SPM-2, BOT-3, VMI, DASH, ABAS, REAL) 
  • Needs → Impact → Provision statements 
  • Outcome bank (SMART + neuroaffirming) 
  • Small steps & success criteria 
  • Recommendation bank (environmental, direct, indirect, equipment) 
  • Environmental provision statements 
  • Risk / justification statements 
  • Clinical summary & conclusion sentence starters 
  • Strengths & needs (EHCP-aligned) 
  • Clarification of provision & implementation language 

Designed to be copy, adapt, and go 

2. Full OT Assessment Template

A gold-standard report template including: 

  • Client information + background 
  • Clinical observations 
  • Standardised assessment sections 
  • Occupational performance 
  • Strengths & needs (EHCP format) 
  • Clinical summary 
  • Impact across environments 
  • Recommendations 
  • Outcomes 
  • Provision tables (direct + indirect) 
  • Review & monitoring 
  • Risk if provision is not implemented 

Fully structured with prompts and sentence starters throughout 

Who This Is For 

  • Occupational Therapists working in education 
  • Independent / private OTs 
  • Therapists writing EHCP reports 
  • Clinicians supporting EOTAS packages 
  • Newly qualified OTs needing structure 
  • Experienced OTs wanting to save time 

Why This Toolkit Is Different 

 Neuroaffirming and strengths-based
 OT-specific (not generic templates)
 Links directly to EHCP Section F wording
 Includes indirect provision (often missed)

 Designed for real clinical use
 Created by a practising OT working within education 

What This Will Help You Do 

  • Reduce report writing time significantly 
  • Improve clarity and clinical reasoning 
  • Feel confident in your recommendations 
  • Produce reports that are clear, structured, and defensible 
  • Maintain consistency across a team 

Important Information 

  • This is a digital download (no physical product) 
  • For individual use only (not to be shared or redistributed) 
  • Designed to support clinical reasoning, not replace professional judgement 

Tone / Brand Line 

Built by neurodiverse therapists, for neurodiverse individuals — and the professionals who support them. 

 

© 2026 All rights reserved.
This publication is protected by copyright. No part of this workbook may be reproduced, stored in a retrieval system or transmitted in any form or by any means, including electronic, mechanical, photocopying, recording or otherwise, without the prior written permission of the copyright holder, except as permitted under applicable copyright law.
This workbook has been purchased for the use of the individual purchaser only. It may not be copied, shared, distributed, resold or reproduced for commercial purposes without permission.
Disclaimer
This workbook is intended as an educational and self-reflection resource. It has been developed using current evidence and clinical principles; however, it is not a diagnostic assessment and should not be used as a substitute for assessment, diagnosis or treatment by a qualified healthcare professional.
The information contained within this workbook is accurate to the best of the author’s knowledge at the time of publication. As research and professional guidance continue to evolve, readers should use professional judgement when applying the information within this resource.
The author accepts no responsibility for any loss, injury or damage arising from the use or interpretation of the information contained within this workbook.
Terms of Use
By purchasing or using this workbook, you agree that:
  1. This workbook is for the use of the purchaser only.
  2. The workbook may not be shared electronically or uploaded to websites, cloud storage platforms or social media.
  3. The workbook may not be copied, altered or redistributed without written permission.
  4. The workbook may not be incorporated into other publications, training materials or commercial resources without prior written consent.

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