Occupational Therapy Practice Software for Referrals, Visits and Report Deadlines

With Mythex an occupational therapy practice can build a website written for case managers as well as families, a referral tracker that lists every report by due date and funder, home and school visit booking grouped by area, and a portal where referrers check status and download finished reports. Describe your services in chat, preview it, and publish.

Out all day, writing all night

A case manager refers a client for a home assessment after a hospital discharge, needs the report in ten working days and wants to know about bathroom equipment. A family asks about a sensory assessment for their seven-year-old, funded privately. A solicitor wants a care needs report with a court deadline. Each comes with a different payer, report format and invoice. The therapist spends the day driving between homes and schools, takes handwritten notes and writes reports in the evening. A practice needs referrals tracked by due date and funder, visits grouped by area with report time protected, and a safe way to deliver reports.

• Referrals with referrer, funder and report due date
• Visits grouped by area with travel time
• Report writing time blocked after assessments
• Equipment recommendations with measurements
• Secure report delivery to clients and referrers
• Invoices to families, insurers or case managers with references

What you can build for occupational therapy practices

A referral list sorted by report due date

Every referral records the client, referrer, funder, assessment type and report due date. One list sorted by due date across all therapists shows what is at risk this week. Referrers are tracked with how many referrals they sent, and follow-up reviews are booked once equipment or adaptations are installed.

Build a referral tracker for my occupational therapy practice. Each referral has client, referrer, funder, assessment type, therapist and report due date. Show all open reports sorted by due date with overdue ones highlighted, count referrals per referrer, and add a follow-up review once equipment is installed.

Visits by patch, with writing time protected

Each therapist has a home patch and clinic days. Home and school visits are grouped by area, travel time sits between them, and a report writing block follows every long assessment. Urgent discharge assessments are slotted into the nearest therapist's free time.

Make a scheduling app for an OT practice. Therapists have patches by area and clinic days. Home and school visits include travel time, a 2-hour report writing block is added after each initial assessment, and urgent discharge assessments are offered to the nearest free therapist.

Referrers check status themselves

Case managers and families log in to see the stage of each assessment and report, and download finished reports. Equipment recommendations list items, measurements and suppliers, and home programmes have instructions clients can follow.

Create a portal for an occupational therapy practice where referrers and clients log in to see assessment and report status, download finished reports, and view equipment recommendations with measurements and home exercise programmes.

A website written for referrers too

Service pages for home assessments, paediatric sensory assessments and rehab programmes, who can refer, areas covered, and a short description of your report format and typical turnaround for case managers.

Build a website for an OT practice with pages for home assessments, sensory assessments for children and rehab programmes, a page for case managers and solicitors on our reports and turnaround, areas covered, and a referral form asking who is funding.

Bill the right payer, with their reference

Time-based invoices for assessment, travel and report writing at the rates agreed for each funder, with the purchase order or claim reference they require.

Make invoicing for an OT practice billing assessment, travel and report hours at rates per funder, with PO or claim references, and invoices sent to the family, insurer or case manager on the referral.

Days from assessment to report

Referrals by referrer and funder each month, reports overdue or due soon by therapist, billable hours split into visits, travel and writing, and average report turnaround.

Build a dashboard for an occupational therapy practice showing referrals by referrer and funder, reports due or overdue by therapist, billable hours by visits, travel and writing, and average days from assessment to report.

Ask who is paying on the referral form

A private family, an insurer, a case manager and a solicitor each need a different quote, report and invoice. Put 'who is funding this?' on the enquiry form, with the reference number they need you to quote, and agree whether travel and report time are billed before you visit.

• Funder type and contact
• PO or claim reference
• Agreed rates for travel and writing

Health records and children

Assessment notes, reports and photos of homes are sensitive health data, and paediatric work adds children's records. Ask for login with roles, per-client access and private file storage, and check the health data and record-keeping rules that apply where you practise.

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