
DO use the subjective part of the note to open your story Each note should tell a story about your patient, with the subjective portion setting the stage. Try to open your note with feedback from the patient on what is and isn’t working about their therapy sessions and home exercise program.
- Observations of how the client is performing in a specific task.
- How the client is performing throughout their occupational therapy session.
- Details about specific interventions or therapeutic activities the client engaged in and their response.
How do you write a patient note for an outpatient facility?
Every patient in acute care is different and your documentation should be relevant to each patient’s condition. Outpatient notes are very different from acute care or rehab. In outpatient, your focus should be on measuring progress, so you can justify your interventions. Document initial measurements and discuss progress in each note.
What is the most common note among occupational therapists?
The most common note among occupational therapists is the SOAP note. This note is similar to the SBAR in that the structure is easy to remember and follows the headings in its name.
How do you write a good occupational therapy documentation?
Abbreviations can also be very helpful in keeping your notes short and to-the-point. Whether it’s a daily note or an evaluation report, occupational therapy documentation doesn’t have to be excessively verbose with a lot of fluff. Unlike school assignments, there is no minimum word count or a page requirement to fulfill.
How do you structure a treatment note?
For treatment notes, many therapists actually combine their assessment and plan sections, which is where you would find sentences like the ones I listed. Every setting is unique though, so definitely structure the note in away that works for your particular situation! Hi Sarah, Thanks for this information and the example that you provided.

How do you write an assessment for a SOAP note for occupational therapy?
A SOAP note consists of the following four components:S – Subjective. This is where therapists will include information about the patient's demeanor, mood, or any changes in their medical status. ... O – Objective. ... A – Assessment. ... P – Plan. ... 4 Things To Remember With SOAP Notes.
What is occupational therapy documentation?
Occupational therapy documentation reflects the nature of services provided, shows the clinical reason- ing of the occupational therapy practitioner, and provides enough information to ensure that services are delivered in a safe and effective manner.
What are OT SOAP notes?
SOAP is an acronym that stands for subjective; objective; assessment; plan. These are all important components of occupational therapy intervention and should be appropriately documented. Using a SOAP note format will help ensure that no essential element of therapy is left undocumented.
What is a contact note in occupational therapy?
1. Documents contacts between the client and the occupational therapy practitioner. Records the types of interventions used and client's response, which can include telephone contacts, interventions, and meetings with others. 2.
How do you write occupational therapy notes?
Make sure to include:Observations of how the client is performing in a specific task.How the client is performing throughout their occupational therapy session.Details about specific interventions or therapeutic activities the client engaged in and their response.
How do I write an occupational therapy progress report?
The basics of an occupational therapy progress note template must include client-specific details (on each page), a review of what goals/actions were taken during the session by the client and the practitioner, and the practitioners' assessment of the client's actions, followed by corresponding updates, and ...
What is SOAP note format?
The SOAP format – Subjective, Objective, Assessment, Plan – is a commonly used approach to. documenting clinical progress. The elements of a SOAP note are: • Subjective (S): Includes information provided by the member regarding his/her experience and. perceptions about symptoms, needs and progress toward goals.
What is skilled occupational therapy?
Occupational therapy practitioners are skilled in developing and implementing programs in SNFs that promote health and. participation, remediate deficits, and address the impact of disability. Programs in this setting are based on the collabora- tive goals of the residents and staff.
What is plan of care in Occupational Therapy?
The plan of care shall contain, at minimum: – Diagnoses, – Long term treatment goals, – Type, amount, duration and frequency of therapy services.
How do you write a contact note?
Know What to WriteWrite down information that will help jog your memory for the next session. ... Keep case notes objective. ... Leave out unnecessary details and filler.Note a client's appearance or outfit only if it is relevant to their treatment. ... Be mindful of your own perceptions and biases.More items...•
What are contact notes?
Contact Notes are non-clinical notes used to document communication between a staff member and a client or a client's contact. If you intend to charge for the communication, a Contact also creates a billing line item.
Do occupational therapists write reports?
Occupational therapy only reports will include: Analysis of the impact of injury on the lives of the claimant and their family, focussing on the difficulties experienced in daily living activities.
S – Subjective
This is where therapists will include information about the patient’s demeanor, mood, or any changes in their medical status. How did the patient seem when you approached them or they arrived for therapy? If patients report any pain, swelling, stiffness, or other symptoms, you will want to include this. This may include new or ongoing symptoms.
O – Objective
Under the objective heading, therapists will include the activities they did. Unlike the first section, this section is fact-based. It focuses on exactly what you provided to the patient. Some therapists get tripped up with too many details here.
A – Assessment
This is where all that OT schooling comes into play. For the assessment, you will use your clinical judgment and reasoning skills to make a determination on the patient’s progress.
P – Plan
As a good end to the note, the plan section helps inform your actions during the next session.
4 Things To Remember With SOAP Notes
For the purposes of learning activities, your professors may make you indicate what you put under the S, O, A, and P sections. But this isn’t necessary for notes in the clinic. The SOAP note should naturally go from one part to the next.
What is occupational therapy?
Occupational therapists have a holistic view of health. They are trained to assess and intervene in health factors (like strength, range of motion, mobility, cognition, motor planning, etc.) but ultimately are interested in how these factors are impacting your ability to perform the tasks that you need and want to be doing (known as “occupations”). 4
How long does occupational therapy last in a hospital?
Occupational Therapy and Medicare Part A. If you have a three-day hospital stay and your doctor decides that you will continue to need skilled care, you may qualify for Medicare Part A. Medicare Part A extends for the first 100 days in an SNF and has a special set of requirements.
Why do people go to SNF?
Many people arrive at an SNF because they no longer require the level of care given at a hospital but are unable to go home. You may still need daily access to skilled nursing services (such as monitoring the healing of a wound or assistance with medication), daily rehabilitation services, or some combination of both. 1
Does Medicare cover occupational therapy?
Medicare Part B covers occupational therapy in an SNF if you do not qualify for Part A or if those benefits have been exhausted. You are responsible for 20% of the Medicare-approved amount, and the part B deductible applies. 18 Therapy is then billed using a completely different system and set of codes.
Do occupational therapists graduate from OT school?
Occupational therapists graduate from OT school as entry-level generalists. But, even a new grad should be well educated and prepared on assisting you in meeting your ADL and iADL goals. Over the course of their careers, many OTs will go on to specialize in certain treatment techniques and areas of practice.
Does Medicare cover swing beds?
Medicare certifies some small rural hospitals (known as critical access hospitals) to provide SNF level care under the status of Swing Bed when geographical access to a step-down rehab facility is limited. 3 . Even though you are staying in the same location, you should notice a change in the care you are receiving.
Why you should write better OT notes
Writing better OT notes starts by asking better questions in your OT session. For most of us, we ask all the right questions and provide skilled services in our session but don’t document it.
How to write a Acute care (Hospital) SOAP Note
In acute care it’s important to focus on the daily changes in your documentation. That includes documenting dates of procedures, imaging, vitals, or lab values that may change on a daily basis.
How to write a Hand therapy Note
Outpatient notes are very different from acute care or rehab. In outpatient, your focus should be on measuring progress, so you can justify your interventions.
How to write an Ergonomics note
Ergonomics is all about pleasing the client. Your note should focus on the client’s impairments and how the workstation is contributing to these impairments.
How to write a pediatric note
I’m not a pediatric OT and won’t pretend to be one. If you want more information about pediatric OT notes visit this site.
How to write an SNF or acute rehab note
Acute rehab and SNF documentation should emphasize the ADLs that are impaired and the goals you’re trying to achieve.
How to respond when others criticize your OT documentation
If anyone has experience in this area, it’s me. I’ve always struggled to write detailed and specific documentation in my SOAP notes, because I’m not a detail oriented person.
How are therapists' skills documented?
A therapist’s skills may be documented by descriptions of skilled treatment, changes made to treatment due to an assessment of the patient’s needs on a particular treatment day or changes due to progress the therapist judged sufficient to modify treatment toward the next more complex or difficult task .
Is a therapist considered a skilled person?
Services that do not require the performance or supervision of a the rapist are not considered “skilled” even if they are performed by a therap ist.
What is a SOAP note?
A SOAP note is a standardized note format that provides a detailed description of how a client did during their session, as well as the occupational therapist’s observations and plans for the client moving forward. SOAP stands for Subjective, Objective, Assessment, and Plan and are used by occupational therapists everywhere.
Why are SOAP notes important for occupational therapists?
SOAP notes are important for occupational therapists for a number of reasons. There’s a common saying in the medical field—especially among occupational therapists—when it comes to documenting a client’s progress: “if you didn’t document it, it didn’t happen.”
How to write a SOAP note
When you write a SOAP note as an occupational therapist, you need to follow the SOAP acronym. If you’re writing SOAP notes by hand, it’s helpful to have a printed template with boxes for each section that are easy to fill in.
What information should be in an occupational therapy SOAP note?
The information that you put in a SOAP note will vary depending on many factors. The actual SOAP note format will always be the same, but the content for each section is dependent on the setting of your work, clients you see, and more.
SOAP note examples for occupational therapists
We’ve created some SOAP note examples for occupational therapists below. As mentioned before, the content for each note will depend on a few different factors, but the format of the SOAP note will always stay the same.
SOAP note example for a pediatric client at a outpatient clinic
Subjective: Client was dropped off by their parents for their occupational therapy session today. Client’s parents report that client is responding positively to their sensory diet at home. Client requested to use the sensory gym at the end of their session.
SOAP note example for an adult client in a skilled nursing facility
Subjective: Client was awake when occupational therapist entered their room at their scheduled appointment time. Client stated they didn’t sleep well and had been up for 3 hours, but was going to try their best in occupational therapy today. Client requested to work on their tooth brushing today.
What is occupational therapy in SNF?
In regard to occupational therapy servicing the rehabilitative patient within the skilled nursing facility (SNF) setting the occupational therapy practitioner can play a tremendous role in enabling short term patients and long term residents in living life to the fullest.
What does OT mean in OT?
A: With OT, we are going to focus on the tasks you do every day such as dressing, bathing, toileting, grooming/hygiene, etc. We also address things like cooking, laundry and other household tasks. Basically, anything that you normally do at home during your day, we want to make sure that we get you back to doing it safely and independently again.” #MasteredMyOTElevatorSpeech -Courtney
How long does a patient stay on LTC?
Length of stay will depend on a patient’s diagnosis, some may be on therapy for 2 weeks or up to 100 days. Some of the patient’s transition to LTC, go home to receive home health or outpatient, or transition to an assisted living facility, depending on patient/family’s decision.
Can a skilled nursing patient go home?
A: Most of the patients seen in our local skilled nursing facilities are discharged from a local hospital, and not able to go home. The patients are typically older adults and are a combination of both long-term care and short term rehab stays.
Can a subacute rehab patient go to long term care?
In the event that the subacute rehab patient does not make the necessary functional progress to safely return home, they may transition to the longterm care side of the skilled nursing facility.
What is a therapy soap note?
Therapy SOAP notes follow a distinct structure that allows medical and mental health professionals to organize their progress notes precisely. [1] As standardized documentation guidelines, they help practitioners assess, diagnose, and treat clients using information from their observations and interactions.
What is a soap note?
An effective SOAP note is a useful reference point in a patient’s health record, helping improve patient satisfaction and quality of care.
What is a soap progress note?
SOAP is an acronym for the 4 sections, or headings, that each progress note contains: Subjective: Where a client’s subjective experiences, feelings, or perspectives are recorded. This might include subjective information from a patient’s guardian or someone else involved in their care.
Why are soap notes important?
SOAP notes also play a valuable role in Applied Behavior Analysis, by allowing professionals to organize sessions better and communicate with a client’s other medical professionals. Legally, they may also accompany insurance claims to evidence the service being provided. [4]
What is the purpose of a detailed assessment?
A detailed Assessment section should integrate “subjective” and “objective” data in a professional interpretation of all the evidence thus far, and. Plan: Where future actions are outlined.

Objective
- DO go into detail about your observations and interventions
The objective section of your evaluation and/or SOAP note is often the longest. This is almost certainly the case in an evaluation. This section should contain objective measurements, observations, and test results. Here are a few examples of what you should include: 1. Manual …
Assessment
- DO show clinical reasoning and expertise
The assessment section of your OT note is what justifies your involvement in this patient’s care. What you’re doing in this section is synthesizing how the story the patient tells combines with the objective measurements you took (and overall observations you made) during today’s treatment session. The assessment answers the questions: … - DON’T skimp on the assessment section
The assessment section is your place to shine! All of your education and experience should really drive this one paragraph. And yet… We tend to just write: “Patient tolerated therapy well.” Or we copy and paste a generic sentence like this: “Patient continues to require verbal cueing and will benefit from continued therapy.” Lack of pi…
Plan
- DON’T get lazy
I once went to a CEU course on note-writing, and the course was geared toward PTs. It felt to me like most of the hour was spent talking about how important it is to make goals functional. But we OTs already know this; function is our bread and butter. So, why do many OTs insist on writing things like: “Continue plan of care as tolerated”?? … - DO show proper strategic planning of patients’ care
This section isn’t rocket science. You don’t have to write a novel. But you do need to show that you’re thinking ahead and considering how your patients’ care plans will change as they progress through treatment. Consider something like this: “Continue working with patient on toileting, while gradually decreasing verbal and tactile cue…
General Do’s and Don’ts For Documentation
- Your patient is the hero—and you are the guide. In every good story, there’s a hero and a guide. The patient is Luke Skywalker, and you are Yoda. I think as therapists, we tend to document only one part of the story. For example, we focus on the hero’s role: “Patient did such and such.” Or we focus on what we, the guide, bring with our skilled interventions: “Therapist downgraded, corrected, provided verbal cues.” But, a really good note—dare I say, a perf…
Example Outpatient Occupational Therapy Evaluation
- Name:Phillip Peppercorn MRN: 555556 DOB:05/07/1976 Evaluation date: 12/10/18 Diagnoses: G56.01, M19.041 Treatment diagnoses:M62.81, R27, M79.641 Referring physician: Dr. Balsamic Payer:Anthem Visits used this year:0 Frequency: 1x/week
More Resources For Improving Your Documentation
- I recognize that defensible documentation is an ever-evolving art and science, and have come across many useful resources that will help you keep your notes complete, yet concise. I highly recommend the following: 1. The Seniors Flourish Podcast: Simplify Your Documentation (five-part series) 2. WebPT: Defensible Documentation Toolkit(download required) 3. The Note Ninjas: See their website 4. A Witty PT: Medical Necessity in Rehab In th…
Conclusion
- Documentation can get a bad rap, but I believe that OT practitioners are uniquely poised to write notes that are meaningful to other healthcare practitioners and patients alike. It seems inevitable that our patients will gain easier access to their notes over the next decade, and when they do, I want our documentation to stand out as relevant and useful. This article is meant to evolve over time, so I’d love to know the types of notes you’d like me …
S – Subjective
O – Objective
- Under the objective heading, therapists will include the activities they did. Unlike the first section, this section is fact-based. It focuses on exactly what you provided to the patient. Some therapists get tripped up with too many details here. It’s more important to include specifics on the skill that each part of the treatment targets rather than exactly what the activity is. Instead of listing an Uno game, it may be better to say that you led the patient in playi…
A – Assessment
- This is where all that OT schooling comes into play. For the assessment, you will use your clinical judgment and reasoning skills to make a determination on the patient’s progress. You can note how the patient tolerated the activity, if they did better on it than they did last time, if they struggled when attempting it, if they completed it with no assistance and you needed to upgrade the task, etc. You don’t always need to go through each activity you di…
p – Plan
- As a good end to the note, the plan section helps inform your actions during the next session. Sometimes it’s just a general statement such as: “Continue goals outlined in the plan of care as tolerated.” But other times, it may be helpful to make a remark about what you assigned for the patient’s home exercise program, tasks you’d like to upgrade or downgrade next time, modifications that may help the patient’s tolerance or progress, and more. The…
4 Things to Remember with Soap Notes
- OT SOAP notes don’t have to be separated
For the purposes of learning activities, your professors may make you indicate what you put under the S, O, A, and P sections. But this isn’t necessary for notes in the clinic. The SOAP note should naturally go from one part to the next. Don’t stress about making it sound just right, since the flo… - Healthcare staff must be able to understand them
Notes don’t necessarily have to be understood by the general public, even though they are able to request notes for their own reference. But other medical professionals should be able to interpret them easily. This means that you must use universal abbreviations. There are a whole slew of th…