Referral details sit in an email, with no client registration intake before the first home visit.
Occupational Therapist
Occupational Therapist Business Documents — Premium
Digital downloadFillable PDF + DOCX + fill-online HTMLTwo secure downloads
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19 business-record templates for Occupational Therapist businesses, each supplied as a fillable PDF and an editable DOCX file. Every template is also included in one fill-online HTML bundle: add your business details and brand colour once in the sidebar and they flow through every template, then send clients a locked copy they can fill in with one click. Type into the PDF fields or use a DOCX-compatible editor to change the business name, logo and wording. The exact delivered-file list is shown on this page. These practical templates do not provide legal, clinical or regulatory advice or certification, and do not replace any official records your work requires.
19 documents, each supplied as a fillable PDF and an editable DOCX file, with every document also included in one fill-online HTML bundle, matching the exact delivered-file list shown on this page
Use a DOCX-compatible editor to change the business name, logo and body wording
Fill in online in your browser: add your business details and brand colour once in the sidebar and they flow through every template, with every field and tick box completable on screen and progress saved on your device
One click prepares a locked copy to send your clients — they can fill it in but cannot alter your business details, and it all works fully offline with nothing uploaded
These practical templates do not provide legal, clinical or regulatory advice or certification, and do not replace any official records your work requires.
Sample pages
Preview what's inside
In the pack
What's included
- Client Registration Intake
- Medical History Health Screening
- Consent Liability Waiver
- Service Agreement Terms
- Treatment Service Record
- Aftercare Instructions
- Cancellation Refund Policy
- Complaint Feedback Form
- GDPR Privacy Notice
- Marketing Consent
- Accident Incident Report
- Initial Assessment Consultation
- Gift Voucher Referral Terms
- Business Insurance Declaration
- Functional Assessment Report
- Therapy Goal Setting Outcome Measure
- Home Workplace Environment Assessment
- Equipment Adaptation Recommendation
- Splint Equipment Loan Agreement
Sample pages
Made for the work
Built around the work you do every day.
LaunchKit for Occupational Therapist brings together the customer and job-admin templates Occupational Therapist businesses actually use: intake, terms, records, privacy notes and the paperwork that sits around the work. Every template is built for UK sole traders and small firms who need one consistent paper trail without starting from a blank page.
The pack is shaped around day-to-day situations such as:
Visit scope and fees were explained on the phone, with no signed service agreement terms.
What you did in the bathroom is in a notebook, with no treatment and service record on the file.
Compare the tiers
How the tiers compare
Document contents vary by tier. Check each tier's exact count and included list, as well as its personalisation and editing options. Pick the format that fits how you want to work.
Just exploring?
Try Essentials — 5 core forms to get started
A smaller flat-PDF starter pack at a lower price, with the core forms only. Good if you want to try the pack before stepping up to the full set.
£5.99
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Premium
£19.99
19 distinct form types
Delivered as
Fillable PDF, DOCX + browser
Add your business name
Change design colours
Add your own logo
Re-word the body text
Type into every document field
Print or save as PDF
Extra software required
Only to edit the Word files
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- Instant download
- Built in the UK
- One-time purchase
- Secure checkout
- Refund policy
- Support by email
Frequently Asked Questions
How do I receive Business Documents — Premium?
After payment, a confirmation email with your secure download links is sent to your checkout email within a few minutes. You'll receive two secure downloads: the existing bundle of interactive fillable PDFs plus editable Word (.docx) files, and a separate fill-online HTML bundle containing the browser versions. Nothing is removed, and both downloads are yours to keep. Premium ships blank; Studio does not automatically pre-fill this Premium download. If you don’t see the email, check your spam folder. Your download email is your permanent access — keep it. If you ever lose it, contact hello@yourlaunchkit.co.uk and we’ll re-send your files.
Can I edit these files?
Yes. Your first download contains interactive fillable PDFs plus editable Word (.docx) files. Your second download is the fill-online HTML bundle: open it in a browser, add your business details and brand colour, complete the fields on screen, and prepare a locked copy for a client. Premium ships blank for you to personalise; it is not automatically pre-filled from a website.
Is this legal or tax advice?
No. LaunchKit templates are practical business resources. Review against your own circumstances and check suitability for your business.
Real reviews
What customers say
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Why LaunchKit
Built for the business you actually run.
Every occupational therapist pack is reviewed for accurate format and tier disclosure. Templates are practical resources, not legal or tax advice — review against your own circumstances before use.