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Occupational Therapy Evaluation Form Template

An occupational therapy evaluation form is issued by occupational therapists, especially in palliative care. It helps guide their responses and interventions to improve the quality of help they provide their patients. It is used to track the progress of their patients.

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Features of Occupational Therapy Evaluation Form Template

Track patient’s progress using our Occupational Therapy Evaluation Form Template

Use Cases of Occupational Therapy Evaluation Form


Healthcare and Rehabilitation

In healthcare facilities, occupational therapists use evaluation forms to assess patients’ physical and cognitive abilities. The SurveySparrow template allows for a thorough assessment, covering various aspects of a patient’s life, from motor skills to emotional well-being. With features like conditional logic, the form can adapt based on previous answers, ensuring patients only see relevant questions. This improves the patient experience and ensures therapists gather precise information for customized treatment plans.

Corporate Wellness Programs

Corporations increasingly incorporate occupational evaluations into their wellness programs to identify and address work-related stressors or ergonomic issues. SurveySparrow’s template can be customized to match corporate branding, integrating the evaluation process into the company culture more. Its user-friendly design and mobile responsiveness ensure high completion rates, providing valuable insights into the workforce’s health and productivity needs.

Educational Settings

Schools and universities can use occupational evaluation forms to identify students needing additional support, such as those with learning disabilities or physical challenges. The data collected can inform tailored educational plans that accommodate individual needs, promoting inclusivity and academic success. SurveySparrow’s analytics feature enables educators to analyze responses efficiently, helping to identify trends and areas where interventions might be required quickly.

Research and Development

Researchers focusing on occupational health, ergonomics, or rehabilitation can leverage SurveySparrow’s occupational evaluation form for data collection. The platform’s ability to handle large volumes of responses and its analytics tools allow for detailed data analysis. Researchers can easily export data for further analysis, making it a valuable tool for studies aiming to improve occupational health practices or develop new therapeutic interventions.



How secure is patient information collected through the form?

SurveySparrow ensures top-notch security with data encryption and compliance with GDPR.

Can I integrate the form with other software I use?

SurveySparrow supports integrations with numerous platforms, including EHRs and CRM systems.

Do I need technical skills to customize the form?

No, SurveySparrow’s user-friendly interface makes customization easy and requires no technical skills.

Can I export the data collected through the form?

SurveySparrow allows easy data export in multiple formats, including PDF, for further analysis.

Can multimedia elements be added to the form?

You can enrich your form with images, videos, and GIFs to make it more engaging.

Can this template be used offline?

Yes. Install it on a tab, and carry it anywhere you want. This feature is a boon for those who conduct occupational therapy drives in remotest villages and towns. 

Benefits of using this Occupational Therapy Evaluation Form Template 


User-Friendly Interface

An intuitive and user-friendly interface ensures that therapists and patients can easily navigate the evaluation process. This includes clear instructions, logical question sequencing, and a visually appealing layout to enhance the user experience.

Mobile Responsiveness

Mobile responsiveness ensures that the evaluation form can be accessed and completed on various devices, including smartphones and tablets. This feature is crucial for flexibility, allowing patients to complete assessments conveniently, even if they don’t have immediate access to a computer.


Scalability refers to the adaptability of the evaluation form to different levels of complexity. Therapists should be able to use the template for various assessments, from basic initial screenings to more comprehensive evaluations, ensuring that it meets the diverse needs of their practice.

Real-time Data Collection

Real-time data collection allows therapists to access the most recent information during patient assessments. It ensures that the data used for decision-making is current and accurate. This feature may include real-time syncing between devices and instant storage of collected data.

Automated Reminders

Automated reminders prompt patients to complete the evaluation form within a specified timeframe. This feature helps to ensure that assessments are completed on schedule, reducing the risk of delays and ensuring that therapists receive timely feedback for analysis.

Data Security and Compliance

This feature focuses on implementing robust security measures to protect patient information. Compliance with data protection regulations such as HIPAA is crucial in healthcare settings. The evaluation form should include encryption, access controls, and other security features to safeguard sensitive patient data.

Integration with Other Systems

Integration capabilities allow the evaluation form to seamlessly connect with other systems or software used in the healthcare or therapy setting. For example, integration with electronic health record (EHR) systems streamlines the workflow by eliminating the need for manual data entry and ensuring consistency across platforms.

How to use the Occupational Therapy Evaluation Form Template


This guide outlines a simple, efficient process to customize, integrate, analyze, and share your forms, ensuring a comprehensive and insightful evaluation tailored to each patient’s needs.


Easily tailor this form with SurveySparrow to fit your practice. Adjust questions, add your branding, and create a personalized patient experience using a simple drag-and-drop interface. You can also change the font color, style, and themes according to your preference.


Seamlessly connect the form with existing systems like Electronic Health Record (EHR) Customer Relationship Management (CRM), and Zapier, third-party tools to streamline workflows. SurveySparrow’s integrations automate data flow, reducing manual entry and centralizing patient information.


Our analytics with an executive dashboard to gain insights from patient responses. Identify trends, evaluate treatment effectiveness, and make data-driven decisions to enhance patient care with real-time reporting.


Distribute your customized form across multiple channels with ease. SurveySparrow supports embedding, email, SMS, and social media sharing, complemented by mobile device compatibility and scheduled reminders to boost completion rates. Also, export the data in PDF form for quicker analysis.

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