Build guide
Occupational Therapists OS
Occupational Therapists OS: adl assessments and equipment & adaptations, connected to caseload, session notes and goals & outcomes - calculations, views and example rows already set up.
For: Nurses, therapists, counsellors, dietitians, paramedics, pharmacists and other health practitioners
- Linked databases
- 7
- Connections
- 6
- Automatic calculations
- 7
- Ready-made views
- 13
What it saves you
- Activities of daily living scored at each assessment - independence gained since the first assessment is calculated.
- Aids and home adaptations recommended per client with supplier and install status - nothing gets lost between order and fit.
- Next contact date per client is calculated from the last session
- Goal progress is counted from linked sessions
- CPD hours total up against your renewal requirement
- Referrals awaiting a reply are listed until closed
How the parts work together
- Take on a client: Add to caseload with priority and review interval → Set measurable goals
- After each contact: Write a session note linked to client and goals → Tick follow-up if an action is due
- Weekly: Work "Overdue contact" and "Open referrals" → Log CPD as you complete it
Databases inside
Caseload
People you currently support, with review interval. Sessions and the next due contact date are calculated from your notes.
9 fields · 4 calculated automatically · linked to Session Notes, Goals & Outcomes, Referrals, ADL Assessments, Equipment & Adaptations
Views: Active caseload, Overdue contact, By priority
Session Notes
A short structured note per contact - what was done, response, plan - linked to the client and goals.
8 fields · linked to Caseload, Goals & Outcomes
Views: Diary, Recent notes, Follow-ups
Goals & Outcomes
Measurable goals per client with target date; the number of sessions spent on each is counted automatically.
7 fields · 1 calculated automatically · linked to Caseload, Session Notes
Views: Goal board, Reviews due
Referrals
Referrals you send or receive, with who to and when - open ones stay visible until you hear back.
7 fields · 1 calculated automatically · linked to Caseload
Views: Open referrals
CPD & Registration
Courses, reflections and hours toward your registration renewal, with the renewal date counting down.
6 fields
Views: This year, By type
ADL Assessments
Activities of daily living scored at each assessment - independence gained since the first assessment is calculated.
7 fields · 1 calculated automatically · linked to Caseload
Views: Assessments
Equipment & Adaptations
Aids and home adaptations recommended per client with supplier and install status - nothing gets lost between order and fit.
5 fields · linked to Caseload
Views: By status
You get the finished workspace, not homework.
Buy it once for $19 or get it with your membership, then duplicate it into Notion with every field, link, formula, view and example row already set up.
See Occupational Therapists OS →