OT Pediatric Documentation


Axxess Home Care now provides documents to accommodate occupational therapy services delivered to pediatric clients. Users can activate OT pediatric evaluation, re-evaluation and visit notes to enable caregivers to easily document occupational therapy services provided to pediatric clients.


OT pediatric notes must be activated in Company Setup before they can be scheduled and completed. To activate these notes, navigate to Company Setup under the Admin tab. On the Document Management tab, click New to activate a new document type.


Admin tab ➜ Company Setup ➜ Document Management tab ➜ New


Enter the document details and select an OT pediatric document from the Documentation drop-down menu. OT pediatric documents include: OT Pediatric Evaluation, OT Pediatric Re-Evaluation and OT Pediatric Visit.


Select OT pediatric documents to enable, mark as Billable and/or Payable as needed, and select any corresponding addenda to be added to the notes.


Click Save to activate the selected notes.



Once activated, the notes can be scheduled in the Schedule Center and completed as therapy is delivered to pediatric clients. These notes will also be available from the mobile application.


Updated on 8/31/2020