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Occupational Therapy Consult Note
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Finished note
Example — generated by Notat from a sample visit
Presenting concern: Reports increased anxiety and disrupted sleep during a period of work-related stress. Denies thoughts of self-harm. Assessment: Anxiety symptoms affecting sleep and daily functioning; no immediate safety concern disclosed. Plan: Discussed coping strategies, sleep routine, and follow-up. Patient knows how to seek urgent support if safety concerns arise. Clinical documentation: Relevant symptoms, meaningful negatives, assessment, and follow-up advice were captured from the sample visit and organised into the selected template.
FactsContext™
symptoms
Anxiety: Increased anxiety during work-related stress
Sleep: Disrupted sleep
denials of symptoms
Denies: Risk: Denies thoughts of self-harm
Denies: Relevant denials: Relevant red flags and absent symptoms were retained to support the documented assessment.
plan
Support: Coping strategies, sleep routine, and follow-up discussed
Safety-netting: Follow-up triggers and urgent return precautions were documented as part of the plan.
history of present illness
Visit focus: The main concern, timeline, and functional impact were identified from the conversation.
Template
Occupational Therapy Note Patient Identification: [Patient name, age, gender, relevant medical history, reason for referral] Past Medical History: (hyphenated list) - [Relevant medical diagnoses] - [Surgical history] - [Psychiatric history if applicable] Functional Status: (hyphenated list) - [ADLs: bathing, dressing, grooming, toileting, feeding] - [IADLs: cooking, cleaning, shopping, managing finances] - [Mobility: transfers, ambulation, use of mobility aids] - [Cognitive function: memory, attention, executive function] - [Communication abilities] - [Leisure activities and interests] Physical Examination: (hyphenated list) - [Vital signs with units in one line] (e.g., HR: #, BP: #, T: #, RR: #, O2 sats: #%) - [Musculoskeletal: range of motion, strength, tone, coordination] - [Neurological: sensation, balance, proprioception] - [Observation of functional tasks] Assessment: (hyphenated list) - [Summary of functional deficits and strengths] - [Barriers to independence] - [Rehabilitation potential] - [Relevant diagnoses] Plan: (hyphenated list) - [Interventions planned: therapeutic activities, adaptive equipment, environmental modifications] - [Education provided to patient/caregivers] - [Goals: short-term and long-term] - [Referrals to other services] - [Frequency and duration of therapy] - [Follow up plan] - [Return precautions or instructions]
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Sarah O’Connell
Mental Health Counselor, Ireland
How it works in Notat
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