Occupational Therapy Assessments for Case Managers: A Smarter Approach

Occupational Therapy assessments for case managers play a vital role in progressing rehabilitation and litigation cases. But not every case needs a lengthy, catch-all report. At Reach, we’ve rethought how these assessments can work better for both the professional managing the case and the individual receiving treatment.

We believe assessments should be functional, focused, and free from duplication.

Why Case Managers Need More Flexible OT Assessments

In conversations with case managers, solicitors and rehabilitation professionals, we often hear the same challenges:

• Reports duplicating case management content
• Overly detailed documents that delay treatment decisions
• Lack of assessment options tailored to the case complexity
• Extended turnaround times

That’s why we’ve created a new approach to Occupational Therapy assessments for case managers – clear choices that reduce delays, cost and complexity.

Our Two Assessment Options

We now offer two Occupational Therapy assessment types, each with a defined structure and purpose:

Full OT Assessment
A comprehensive assessment that reviews mobility, self-care, and domestic and community functioning. Ideal for cases requiring a full picture and goal-oriented rehabilitation planning.

Modular OT Assessment
A focused review of a single area of function, such as bathing, transfers or kitchen use – designed for cases where only specific input is needed.

Both options are delivered by clinicians who understand the demands of both rehabilitation and medico-legal contexts.

Designed to Work With Case Management

We understand that Occupational Therapy input should support – not repeat – what’s already being done. Our reports are:

• Concise and structured
• Clinically led and litigation aware
• Turned around quickly and ready to action

In addition, you can expect a format that’s easy to understand and apply, saving you time, effort, and unnecessary complexity.

Learn More or Make a Referral

If you’d like to explore our approach or refer a client, we’re here to help.

Explore our Occupational Therapy service