AI Scribe for Occupational Therapists
Document ADL/IADL evaluations, hand therapy sessions, and pediatric OT notes in seconds. PatientNotes captures Modified Barthel scores, MoCA results, Jamar grip values, and writes insurance-ready goals.

Documentation for Every OT Setting
From inpatient rehab to school-based pediatrics and outpatient hand therapy, PatientNotes covers every OT practice setting
Initial OT Evaluation
Occupational profile, ADL/IADL baseline, cognitive screen, ROM, MMT, sensation, and client-centered goals.
Daily Treatment Notes
SOAP-style notes with intervention codes, response to treatment, modifications, and progress toward goals.
Progress Reports
Required every 30 days under Medicare. Re-measurement of ADL/IADL function and updated certification.
Discharge & Home Programs
Functional gains at discharge, equipment recommendations, and detailed home programs for caregivers.
Pediatric / School-Based OT
Sensory profiles, fine motor and handwriting evaluation, IEP-aligned goals, and parent/teacher reports.
Hand Therapy Sessions
Goniometric ROM, edema (volumetric), Jamar grip, pinch, sensation, custom splinting, and DASH tracking.
OT-Specific Features
Built for the unique documentation needs of adult, pediatric, and hand therapy OT
ADL / IADL Assessment Templates
Modified Barthel Index, Klein-Bell, Lawton IADL, Katz, and FIM scoring captured directly from your dictation with automated subscore totals.
Cognitive Evaluation
MoCA, MMSE, ACL-5 (Allen Cognitive Levels), Saint Louis University Mental Status (SLUMS), and FIM cognitive subscores—all logged with breakdowns.
Adaptive Equipment & DME
Tracks built-up utensils, dressing sticks, sock aids, reachers, tub benches, raised toilet seats, and other DME with justification text for insurance authorization.
Pediatric OT Specific
Sensory Profile 2, Sensory Processing Measure (SPM), Beery VMI, BOT-2, and IEP-aligned goal language for school-based practitioners.
Hand Therapy Templates
Volumetric and circumferential edema, Jamar grip and key/tip/palmar pinch, Semmes-Weinstein, DASH, QuickDASH, MHQ, PRWE, and custom orthosis fabrication notes.
Insurance-Ready Goal Quantification
Goals written with measurable, time-bound, occupation-based language—structured to clear Medicare, Medicaid, and commercial payer review.
Sample AI-Generated OT Evaluation
See how PatientNotes documents an inpatient rehab CVA evaluation
INITIAL OCCUPATIONAL THERAPY EVALUATION Patient: 67-year-old male, R-handed, retired electrician Date of Eval: Today (POD #14 from acute hospitalization) Setting: Inpatient rehabilitation Dx: L MCA ischemic CVA, R-sided hemiparesis (G81.91), expressive aphasia (R47.01) PMH: HTN, T2DM, hyperlipidemia, prior TIA 2019. Meds: Aspirin 81mg, atorvastatin 40mg, metoprolol 25mg BID, metformin 500mg BID, lisinopril 10mg. Prior level of function: Independent in all ADLs/IADLs, drove, lived with spouse in 2-story home (bedroom upstairs). SUBJECTIVE: Pt reports frustration with R UE weakness and difficulty completing self-care. Spouse present, reports pt has been "trying hard" but needs cueing for sequencing. Pt's goal: "I want to dress myself and get back home." Spouse's goal: safe transfers and toileting before discharge. OBJECTIVE: Vitals: BP 138/82, HR 78 reg, SpO2 98% RA. No acute distress. Mental status: A&Ox3, mild expressive aphasia, follows 1-step commands consistently and 2-step commands with cues. Cognition (MoCA): 22/30 — losses in delayed recall (2/5), serial 7s (2/3), and clock draw (2/3); attention and orientation intact. ROM (R / L UE, AROM): - Shoulder flexion: 90° / 170° • Abduction: 80° / 165° - Elbow flexion: 110° / 145° • Wrist ext: 20° / 65° - Finger flexion: gross composite to mid-palm / WNL MMT (R UE): - Shoulder flexors: 2+/5 • Abductors: 2/5 - Elbow flexors: 3-/5 • Wrist extensors: 2+/5 • Grip (Jamar, R): 8 lbs vs L 62 lbs Sensation (R UE): Light touch impaired distal to elbow; proprioception impaired at wrist and fingers; stereognosis impaired. Tone: Modified Ashworth 1+ at elbow flexors, 1 at wrist flexors. No subluxation noted; shoulder is supported in sling. Coordination: R UE — unable to perform finger-to-nose due to weakness. Visual / perceptual: No L neglect. Tracks midline. Figure-ground intact. Modified Barthel Index (today): 42/100 — deficits driven by self-care, transfers, and toileting. - Feeding: 5/10 (modified setup, uses L hand, built-up utensils helpful) - Bathing: 0/5 (max A x1) - Grooming: 0/5 (max A) - Dressing: 2/10 (UB with mod A, LB max A) - Toileting: 2/10 (mod A x1, requires grab bars) - Transfers (bed/chair): 8/15 (mod A x1) - Mobility: 5/15 (uses RW with CGA) IADL: Unable to assess most domains in current setting; spouse reports pt previously managed finances, meds, cooking — none safe at this time. ASSESSMENT: 67 y/o R-handed male, POD #14 from L MCA CVA, demonstrates moderate R UE hemiparesis, mild cognitive deficits (memory/executive function), and significant ADL dependence. Strengths: motivated, supportive spouse, no neglect, intact safety awareness with cueing. Excellent rehab candidate. Discharge home with spouse anticipated if pt achieves Mod I in toileting, transfers, and UB dressing within 3–4 weeks. GOALS: STG (4 weeks): 1. Pt will complete UB dressing with min A using one-handed adaptive techniques. 2. Pt will perform sit-to-stand transfer with CGA and RW for toileting. 3. Pt will demonstrate AROM R shoulder flexion to 120° to support functional reach. LTG (12 weeks): 1. Pt will be Mod I in self-feeding, grooming, and UB dressing using adaptive equipment. 2. Pt will be Mod I with toileting using grab bars at home. 3. Pt will return home with spouse, safe with first-floor setup and home program. EQUIPMENT RECOMMENDATIONS: Built-up handle utensils, rocker knife, dressing stick, long-handle sock aid, reacher, tub bench, raised toilet seat with grab bars, and L-handed dycem placement. Will work with case management on home eval. PLAN: Frequency: 4x/week × 4 weeks then re-evaluate. Interventions: ADL retraining (97535), neuromuscular re-education (97112) for R UE, therapeutic activities (97530), self-care/home management training. Co-treat with PT 2x/week. Family training planned with spouse weekly. Compensatory strategies introduced for memory (written checklists). Plan of Care to be co-signed by physiatrist. OTR signature: M. Nguyen, OTR/L — Lic #54321
Intelligent ICD-10 Suggestions
PatientNotes suggests the codes most commonly used in adult and pediatric OT
R27.0Ataxia, unspecifiedF84.0Autistic disorderR26.81Unsteadiness on feetG81.94Hemiplegia, unspecified affecting left non-dominant sideG93.1Anoxic brain damage, not elsewhere classifiedR63.3Feeding difficultiesF32.9Major depressive disorder, single episode, unspecifiedZ73.6Limitation of activities due to disabilityAI suggests relevant codes based on your documentation—review and select with one click.
Frequently Asked Questions
Does PatientNotes work for pediatric and school-based OT?
Yes. PatientNotes has dedicated pediatric OT templates including sensory profiles, fine/gross motor milestones, handwriting assessments (Print Tool, ETCH), and IEP-aligned goals for school-based practitioners. Documentation maps cleanly to IDEA Part B and Part C requirements.
Can it document hand therapy notes with DASH or QuickDASH scores?
Yes. Hand therapy templates capture goniometric ROM, edema (volumetric or circumferential), grip and pinch dynamometry (Jamar), MMT, and Semmes-Weinstein sensory testing. DASH, QuickDASH, MHQ, and PRWE scores are tracked across visits.
Does it integrate with WebPT, MWTherapy, or Cliniko?
PatientNotes exports structured notes that paste cleanly into WebPT, MWTherapy, ClinicSource, Cliniko, Fusion, and most pediatric/clinic OT EMRs. Direct integration is on the roadmap.
Can a COTA use PatientNotes under OTR supervision?
Yes. COTAs can document daily treatment notes which the supervising OTR co-signs in PatientNotes. Evaluations, re-evaluations, and discharge summaries remain OTR-only per AOTA and state practice acts—the platform enforces this routing automatically.
More Time for Treatment, Less Time Charting
Join occupational therapists saving 90+ minutes daily on documentation. PatientNotes handles ADL scoring, goal writing, and progress notes so you can focus on your clients.
No credit card required. $50/month after trial.