Home visit occupation therapy software | OwnerHealth

Home visit occupation therapy software


Increasingly, occupational therapists (OTs) - like other allied health professionals (i.e. physiotherapists, podiatrists, etc.) - are modernizing their practices by going digital.  This necessarily demands robust practice management software that better organises their business to meet various healthcare demands.

Recall that OTs generally have more complicated patient files than their physio and podiatrist colleagues.  It's quite common for them to deal with multiple injuries and illnesses at a time. In addition, the nature of their work requires dealings with many stakeholders (e.g. employers, employees, insurers, government bodies, etc.) at different work sites and locations.

Unfortunately, Australia's occupational therapists are growing increasingly frustrated with current software offerings.  Most packages are unable to efficiently handle complex requirements or cater to the specificity of their profession. 

Owner Health practice management software can step in to fill the void.>span class="Apple-converted-space">  Designed for home-visit practitioners, it is very popular - particularly in the aged care and disability care sectors.

Owner Health and the Occupational Therapist: Background.

Luckily as a physiotherapy student, I made many OT friends at university with whom I have maintained close contact.  When developing our practice management software, Owner Health was able to liaise with many of these occupational therapists to learn about their needs.  OTs are important members of any healthcare team, hence we interviewed several of them during our software planning, design, and development phases.  

By learning what they liked and disliked about traditional practice management software, and how to improve our final product, we developed features that can accommodate complex occupational therapy requirements.  

The next section summarizes what we found.


In many ways, occupational therapists have similar software requirements to home visit physiotherapists and podiatrists.  Overall functionality (i.e. patient details, invoices, payments, reports, and settings) require very few modifications.  Features like online bookings and in-built payment integration with Stripe and Medipass proved extremely popular with OTs as well.  This makes sense, since these options deal with overall healthcare administration and thus are not profession-specific.

On further review, no changes were required in the aforementioned areas.

The main differences with OT requirements are centred on complex scheduling, letters and letter templates, which Owner Health is easily capable of customizing for the occupational therapist market.

Occupational Therapist Scheduling.

Occupational therapists work with a person or community to enhance their ability to engage in different activities, and are skilled at modifying the activity or the environment to better encourage engagement.  More often than not, their patients have complicated injuries, and treatment occurs at multiple sites involving many people.  Therefore, they needed a system that can better manage these situations.

In consultation with occupational therapists, Owner Health includes an additional availability type called events.  An event has a start and end time, and the user can enter any location.  Within an event, the user can invite multiple practitioners, as well as:

  • Employees within the business.
  • Interested outside parties.
  • Patients and other contacts.

Invitees can accept (or decline) the invitation, and add the event into their calendar.  

Functionally, it is similar to Google Calendar and permits the type of complex scheduling typically needed by OTs.  All the other availability types are still available.  Conversely, traditional clinic management software requires a patient’s attendance, and is restricted to one practitioner.

If you add a patient to an event, it will be also recorded inside the patient's file.  This makes invoicing, treatment notes, and other administration details easier to handle. 


We are proud of these scheduling changes and think it will be especially popular with occupational therapists and case managers handling complex files.

Letters, Templates, and Patient Letters.

What's the difference between letter templates and patient letters?

A letter template is an application feature defined as an arrangement of text, images, and variables.  When a letter template is created for a patient, it becomes a patient letter, with variables such as {{patient.full_name}} and others populated from our database.

An important part of complex case management for OTs is communication with key stakeholders.   These include other health professionals, patients, patients' family members, and various funding bodies.  For example, occupational therapists, in the case of home modifications, need to communicate complicated information involving images, tables, and quotes.

In consultation with several occupational therapists, we discovered that many preferred to use Microsoft products rather than traditional practice management letter tools, as the latter didn't meet their requirements.  Also, we found that OTs needed advanced letter templates and patient letters.  To avoid future complications, we took several steps to improve the letter template and patient letters sections of the Owner Health software.

Firstly, we chose to integrate with a premium letter tool called Froala.  This means that within our application, you have all the letter styling, image editing, and tables features expected from inside Microsoft Word.

We have also increased the available number of patients and their contact variables for input.  When viewing our letter template section, you will see the expanded variables section.

When creating templates, you will have access to all patient details, including contact information, doctor, next of kin, and referrer.  Although each patient is different, many reports and letters are repeated.  This makes complex reports easier to navigate and understand.

In short, Owner Health will find the information requested and pre-populate variables from information in our database - all within the styling you’ve come to expect.

Owner Health as an OT Business Solution.


We believe that Owner Health is the best practice management software available in Australia for occupational therapists today.  However, if you work exclusively inside a physical ('walk-in”) clinic, your needs might be better satisfied by Cliniko or Core Plus. 

Our system shines when requirements are more complex, if you provide home visits, or work in multiple locations.  In addition, if you need telehealth or other features, Owner Health is definitely worth looking into.

About Us.

Owner Health is committed to improving patient access to quality home care.  We believe that home healthcare is much better for patients, and view occupational therapists as important parts of the healthcare provider equation.

We highly value our close consultations with OTs in the development of Owner Health’s practice management software and in turn hope you like using it.

If you have any suggestions for improvements that will make your practice better, please contact us.

If you would like a demonstration, please contact me at ben@ownerhealth.com.au.  We have heaps of YouTube demonstration videos, and you are invited to start a free trial.

Look forward to talking to you soon!

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