Occupational Therapy Essentials Pack

NDIS Templates for Occupational Therapists

Delivering occupational therapy services through the NDIS involves more than supporting participant independence and daily living goals.

Occupational therapists also need clear documentation systems, professional service agreements, therapy notes, and structured goal tracking to manage participant progress and maintain organised records.

Creating these documents from scratch can take hours of administrative work and many therapists are unsure which documents are most useful when working with NDIS participants.

The Launchly Occupational Therapy Essentials Pack provides a practical set of templates designed specifically for occupational therapists delivering NDIS supports.

These templates help you assess participants, record therapy sessions, track goals, and manage participant documentation while keeping your practice organised and professional.

All templates are fully editable and easy to customise with your business branding and details.

What’s Included

This bundle includes 9 essential templates designed for occupational therapists delivering NDIS services.

Participant Documentation

Participant Intake Form (General)
Collect key participant information including NDIS plan details, background information, and support needs.

Occupational Therapy Participant Intake Form
Detailed intake form tailored specifically for occupational therapy services.

Consent Form
Obtain participant consent for therapy services and information sharing.

Occupational Therapy Consent Form
Consent form specifically designed for occupational therapy supports.

Therapy Documentation

Occupational Therapy Service Agreement
Professional agreement outlining therapy services, responsibilities, fees, and participant rights.

Occupational Therapy Session Notes Template
Structured template to record therapy sessions, progress, and participant outcomes.

Progress Tracking

Occupational Therapy Goal Tracking Template (Excel)
Track participant goals, therapy progress, and intervention outcomes over time.

Incident & Risk Documentation

Incident Report Form
Document incidents that occur during therapy sessions or service delivery.

Operational Policies

Telehealth Services Policy
Outline how occupational therapy services can be delivered via telehealth while maintaining professional standards.

Why Occupational Therapists Use Launchly Templates

✔ Designed specifically for NDIS occupational therapy services
✔ Helps maintain structured participant records
✔ Professional templates for therapy documentation and reports
✔ Fully editable Word and Excel templates
✔ Saves hours of administrative work

Perfect For

This bundle is ideal for:

• Occupational therapists delivering NDIS supports
• Independent OT providers
• Allied health clinics supporting NDIS participants
• Therapists starting their first NDIS clients
• Mobile or telehealth occupational therapy services

Instant Download

After purchase you will receive instant access to all templates.

Simply:

1. Download the files

2. Add your business details and branding

3. Start using the templates with your participants

File Format

✔ Microsoft Word (.docx)
✔ Microsoft Excel (.xlsx)
✔ Fully editable templates
✔ Easy to customise

Built for NDIS Providers

Launchly templates are designed to help allied health providers implement simple, professional documentation systems so you can focus on helping participants achieve their goals.