Practice management for occupational therapists

A record shaped like OT reasoning

Occupational therapy runs on functional goals, and so does SideClick's episode structure: goals set at intake, progress tracked against them session by session, outcome measures giving the trend its numbers. The opt-in assistant can read your notes for goal-progress evidence and line it up against the plan — you confirm what actually moved.

Assessments, session notes, equipment recommendations and correspondence accumulate on one chart, which is what makes funder reports a drafting task instead of a reconstruction project.

A week with SideClick

Tuesday and Thursday are visit days. The mobile app loads the day sheet before you leave WiFi; at each home you write the note at the kitchen table and photograph the bathroom rail setup straight onto the record. No signal at the rural property after lunch — nothing breaks, the work queues.

Back in coverage, the queue syncs and the clinic desktop has the whole day merged in. Friday's funding report draws on the photos, the goal trend and the session history without a single file being emailed to yourself.

What matters most for OTs

The features an OT caseload leans on hardest:

• Goal-based care plans with progress evidence from your own notes
• Mobile notes and capture during home and school visits
• Offline-first sync for the days coverage disappears
• Referrer-ready reports drafted from the record

Field devices are the OT privacy problem

An OT's laptop and phone spend their working life in cars, homes and school bags — the exact places hardware goes missing. SideClick treats that as the design case, not the edge case: every field device holds only an encrypted database, and every device is individually revocable the moment it's unaccounted for. The visit photos of a client's home never sit unencrypted in a camera roll; they live inside the record they belong to.