- Occupational therapy software at a glance
- Ten occupational therapy software tools worth a look
- Matching a tool to your practice
- Registration and record keeping
- Practice systems, AI scribes and home programmes
- What to check before you buy
- Solo OTs and growing clinics
- A simple switching plan
- My plain advice on occupational therapy software
- Frequently asked questions
Occupational therapy software helps OTs and practice owners run their work: scheduling, documentation, billing, client portals and, increasingly, AI note writing and home exercise programmes. Some tools are built for rehab clinics with PT and speech teams, others suit a solo OT. Ten options follow, in no particular order.
Occupational therapists spend a lot of time on paperwork. Assessments, goals, progress notes and reports all have to be complete, dated and clear, often for funders as well as clients, and the hours add up fast at the end of a clinic day.
The tools below are listed alphabetically and in no particular order, and each description comes from the provider's own website or app store listing, read this week. For the business side of a growing clinic, my guide to ways to improve your occupational therapy practice is a good companion.
Occupational therapy software at a glance
I checked the free plan column on each provider's own website or app store listing, as of Oct 2026. Yes means the page names the app, an account, a plan or a version of it as free. Trial only means a time-limited trial. Not stated means the page I read named neither, even where there's a button inviting you to start or a store download button, so check the provider's own page before you sign up.
| Tool | Type | Good for | Free plan |
|---|---|---|---|
| Ambiki | Therapy practice management | Paediatric OTs who plan visually | Trial only |
| Carepatron | Healthcare practice management | Solo OTs on a tight setup | Not stated |
| ClinicSource | Therapy EMR and practice management | Mixed speech and OT clinics | Not stated |
| Ensora Health | Therapy EHR (Fusion) | Rehab therapy teams | Trial only |
| Heidi | AI medical scribe | Cutting note-writing time | Not stated |
| Medbridge | Clinical education and home programmes | Continuing education on the go | Not stated |
| OptimisPT | PT, OT and SLP platform | AI support with staffing | Not stated |
| Practice Perfect | EMR and practice management | Reporting on the business | Not stated |
| PtEverywhere | Rehab practice management | Home exercise programmes | Not stated |
| WebPT | Rehab therapy EMR | Large outpatient rehab groups | Not stated |
Ten occupational therapy software tools worth a look
Ambiki
Best for: Paediatric OTs who want visual schedules, activity ideas and session planning alongside their notes.
Carepatron
Best for: Independent OTs who want online booking, automatic reminders and notes in one simple practice system.
ClinicSource
Best for: Clinics offering OT next to speech and ABA that want one easy EMR with billing and reminders.
Ensora Health
Best for: OT, PT and SLP practices that want Fusion's streamlined practice management with billing and telehealth add-ons.
Heidi
Best for: OTs who want an AI scribe that drafts notes from the session so the evening isn't spent on paperwork.
Medbridge
Best for: OTs who want evidence-based courses on their phone and a platform for patient home programmes.
OptimisPT
Best for: Clinic owners who want AI decision support and scribing plus help with hiring therapists.
Practice Perfect
Best for: Owners who want task management and operational analysis next to scheduling, documentation and billing.
PtEverywhere
Best for: Outpatient OTs who want exercise programmes patients follow, a patient portal and an AI scribe in every plan.
WebPT
Best for: Bigger rehab groups that need documentation, billing, intake and marketing tools from one established vendor.
Matching a tool to your practice
- Solo OTs starting out: Carepatron, Ambiki.
- Paediatric clinics with speech teams: ClinicSource, Ensora Health.
- Large outpatient rehab groups: WebPT, OptimisPT.
- Less time on notes: Heidi, PtEverywhere.
- Continuing education: Medbridge.
Registration and record keeping
The Health and Care Professions Council (HCPC) lists occupational therapist as a protected title in the UK, so anyone using it must be registered with the HCPC. Registration comes with standards, including keeping full and accurate records.
Software can't meet those standards for you, but it can make good records the easy option: templates that prompt for the right details, automatic dates and signatures, and secure storage you can export if you ever change systems.
Practice systems, AI scribes and home programmes
Practice systems handle scheduling, documentation and billing in one place, and many are shared with physiotherapy and speech teams. They're the core of most clinics.
Want AI doing the heavy lifting in your marketing?
I build the systems that handle the boring 80 percent, so you get your week back. Done properly, with the human kept in.
AI scribes listen to a session and draft the note, which can save a lot of evening paperwork, though you'll still need to check every note. Home programme tools give clients exercises to follow between sessions and help you see whether they're doing them.
What to check before you buy
- OT templates. Look for assessment and goal templates built for occupational therapy.
- Data storage. Ask where records are held and how backups work.
- Billing. Check it supports the funders and insurers you work with.
- Export. Make sure you can take your records with you if you leave.
Solo OTs and growing clinics
A solo OT usually needs online booking, reminders, notes and invoicing that take minutes to set up. As a clinic grows, the priorities shift to shared calendars, team permissions, reporting and billing that can handle several funders at once.
It's worth choosing with the next two years in mind. Moving records between systems is slow, so a tool that suits a team of five is often a better buy than one you'll outgrow quickly.
A sister therapy practice has its own tools, compared in a roundup of speech therapy software.
A simple switching plan
- Map your current steps from referral to discharge.
- Trial two systems with real sessions for a few weeks.
- Build your templates before you move any records.
- Train the whole team on one routine at the same time.
Do you make occupational therapy, rehab or practice management software? Tool makers can ask to be considered for a featured place on this list.
My plain advice on occupational therapy software
Choose a practice system that fits your setting, add an AI scribe only once your templates are right, and test everything with real sessions before committing. The best tool is the one that gets your notes finished before you leave the clinic.
If clients still book by phone, my guide on how to set up appointment booking on your website is a quick win alongside new software.
Related: writing for us on iot.
Frequently asked questions
What software do occupational therapists use?
Most use a practice management system for scheduling, documentation and billing, and some add AI note tools or home programme apps.
Is there free occupational therapy software?
None of the tools here names a free plan on the page read, and several name a free trial, so check the free plan column.
Can AI write occupational therapy notes?
AI scribes can draft notes from a session, but you'll still need to check and sign every note.
Is occupational therapist a protected title in the UK?
Yes, the HCPC lists occupational therapist as a protected title, so you must be registered to use it.
Do OT and PT clinics use the same software?
Often, as many rehab systems support physiotherapy, occupational therapy and speech teams together.
What should OT software include?
Look for OT templates, scheduling, billing, secure storage and an easy way to export your records.
