Document Skilled Interventions and Functional Progress — Not Just What Happened
Your notes need to demonstrate medical necessity and skilled care. Capture occupational performance data, intervention rationale, and functional outcomes without the documentation marathon.
7-day free trial · Secure & private
2 min
Average note time
15+
Note formats
Secure
Private by design
7-day
Free trial
Sound Familiar?
These are the documentation frustrations we hear most from Occupational Therapists.
Writing notes that clearly demonstrate skilled care — not just activity descriptions — to prevent claim denials
Documenting across wildly different settings (pediatric sensory, adult rehab, geriatric, mental health) with different payer expectations
Spending 20+ minutes per note to properly link interventions to functional outcomes and occupational engagement goals
Meeting the every-10-visits progress note requirement while tracking ADL/IADL outcomes, assist levels, and functional independence measures across a full caseload
How WellNotes Works for Occupational Therapists
Three steps. Under 2 minutes. Done before your next client.
Describe the Intervention
Dictate the occupational performance area targeted, specific interventions used (e.g., sensory integration, ADL training, fine motor activities), client response, and functional changes observed.
Get a Skilled-Care Note
WellNotes formats your input into a clinical note that documents medical necessity, links interventions to treatment plan goals, and demonstrates the skilled reasoning behind your approach.
Export for Your Setting
Whether you're in a hospital, school, or private practice — copy or export your note in the format your documentation system requires.
Note Templates Built for Occupational Therapists
Every format is structured, clinically accurate, and ready for insurance review or your EHR.
I work in pediatric OT and every note needs to show why my interventions require OT-level skill. WellNotes captures the clinical reasoning I dictate and structures it so payers can't argue it wasn't skilled care.
Rachel P.
OTR/L — Pediatric Outpatient Clinic
Everything You Need, Nothing You Don't
Notes in Under 2 Minutes
Type or dictate a quick session summary. Get a fully structured, formatted clinical note immediately.
Private & Secure
Fully secure and private. Your data is encrypted in transit and at rest. PHI never stored on external servers.
15+ Clinical Formats
SOAP, DAP, BIRP, GIRP, treatment plans, intake assessments, and more — covering every clinical setting.
Simple, Predictable Pricing
$38/mo
Unlimited clinical notes
- All 15+ note formats
- Secure & private
- PDF & CSV export
- Voice-to-note dictation
- No per-note limits
- 7-day free trial
Cancel anytime during trial
Spend Less Time Documenting. More Time on Care.
Join clinicians who document smarter with WellNotes. Your first 7 days are completely free.
7-day free trial · Cancel anytime · Secure & private
Frequently Asked Questions
Is WellNotes secure & private for Occupational Therapists?
Yes. WellNotes is fully secure and private. PHI is sanitized before processing and is never stored on external servers or used to train AI models.
What note formats does WellNotes support for Occupational Therapists?
WellNotes supports SOAP Notes, DAP Notes, Treatment Plan, Intake Assessment, Child & Family Therapy — and more. Every format is structured, clinically accurate, and formatted for EHR entry or PDF export.
How long does it take to generate a note?
Most clinicians generate a complete clinical note in under 2 minutes. Dictate or type a brief session summary, choose your note format, and get a fully structured note immediately.
Can I export notes to my EHR?
Yes. WellNotes generates notes you can copy directly into any EHR system or export as a PDF or CSV. No proprietary lock-in.