Practice management software for occupational therapists
Online booking, referral and occupational assessment forms, session notes, therapy programme scheduling, and HCPC-compliant records for private OT practices.
No credit card required · Full access during trial · Cancel anytime
Common challenges for occupational therapy practices
ManagePatients is built to solve the specific pain points of clinical practice — not adapted from a generic booking tool.
Gathering background before the assessment improves efficiency
A pre-assessment intake form — reason for referral, functional limitations, medical history, home and work environment, goals, and consent — gathered after booking means your initial OT assessment begins with full context.
OT programmes involve regular sessions over time
Occupational therapy intervention typically spans several weeks of regular sessions. Recurring appointment booking keeps your programme structured and your schedule organised.
HCPC standards require accurate clinical records
As an HCPC-registered OT, contemporaneous records of assessment findings, intervention goals, session activities, and outcomes are required. Session notes linked to each appointment support compliance.
Professional invoicing supports medico-legal and insurance work
Many private OTs produce reports and invoices for solicitors, insurers, and self-funding clients. Professional invoices are generated automatically at checkout.
Features built for occupational therapy clinics
Included in every plan — no add-ons, no surprises
Referral and assessment forms
Build intake forms covering reason for referral, functional limitations, ADL assessment, medical history, home/work environment, goals, risk factors, and consent.
OT programme scheduling
Book a recurring weekly or fortnightly therapy programme. Manage the series, cancellations, and progress reviews without repeated manual booking.
Session notes and outcome records
Document intervention objectives, activities, functional outcomes, and recommendations at each session. Full chronological record in the client file.
Professional invoicing
Automatic invoices at checkout for self-funding clients, insurers, and medico-legal instructions. Email directly from the system.
Why occupational therapy practitioners choose ManagePatients
How we compare to Timely and Fresha
Timely charges separately for consultation forms and SMS reminders. Fresha takes commission on new clients. ManagePatients is a flat monthly fee — everything included, no per-user charges.
Everything included in every plan
No add-ons. No hidden costs. From your first day on trial.
Common questions from occupational therapy practitioners
Can I collect an occupational history and referral background before the assessment?
Can I schedule a block of OT sessions for a client?
Is this suitable for a sole trader OT?
Is client data stored securely in the UK?
Manage your OT practice from one platform
Free 14-day trial. Intake forms, session notes, and HCPC-standard records included.
Start your free 14-day trial →No credit card. Cancel any time.