Trusted from independent practitioners to community services
The occupational profile, the goals you agreed and the outcomes you measured, Note Dr writes the full, watertight record, ready to approve.
Get Note Dr free→Trusted from independent practitioners to community services
Note Dr listens to the session as it happens. While you build the occupational profile, agree priorities, assess and reason aloud, it writes the record in the background, so your attention stays on your client and off the keyboard.
The client's voice on record
The occupational priorities your client named, in their own words, captured as they say them, the very element audits show is documented least well.
Consent and capacity captured
What you explained, the home assessment or adaptation proposed and what your client agreed to, recorded the moment you gain consent.
Reasoning behind every recommendation
Why you recommended an adaptation or piece of equipment, and the safety considerations behind it, on record rather than reconstructed later.
A reviewed Note Dr record captures more of what a record needs to stand up to scrutiny, the occupational profile, the client's priorities, your intervention rationale, consent and outcomes, where published standards and audits show conventional occupational therapy records routinely fall short.
Standards and audits referenced: the HCPC standards of proficiency and the RCOT professional standards and Keeping records guidance, with a documentation audit of 320 records (Gibson et al, British Journal of Occupational Therapy, 2004).
Ask what the client said mattered to them, the goals you set, or what they consented to, answered in seconds from their own record.
Walk into the review already knowing the story, without trawling the notes.
When a presentation calls for it, Note Dr surfaces the published standards occupational therapists work to, from the HCPC standards and the RCOT professional standards and Keeping records guidance to outcome-measure and NICE guidance, with the source shown. It never tells you how to treat your client; that judgement stays with you.
Want me to surface any guidance for this? You could ask:
Why occupational therapists trust Note Dr with a record that stands up to scrutiny.
★★★★★
The client's voice finally lands
The thing audits always pulled me on was the client's own words. Now what matters to them, in their language, is right there in the occupational profile. I edit and approve in under a minute.
★★★★★
Goals and COPM, never skipped
Client-centred goals and the COPM were the first things to slip when the caseload got heavy. Note Dr captures the priorities and the baseline measure every time, so my notes show exactly what we set out to achieve.
★★★★★
My reasoning is on the record
Why I recommended each adaptation used to live in my head. Now the rationale and the safety reasoning are written down with the recommendation. If anyone questions an equipment decision, the thinking is right there.
★★★★★
Consent, on every home visit
Recording consent for a home assessment was the box I forgot when rushing between visits. Now what I explained and what the family agreed to is in every note, which is exactly where my biggest exposure was.
★★★★★
Calmest audit we've had
Contemporaneous records across the team, with the client's views, goals, reasoning and outcomes on every episode. Our last HCPC and RCOT-standards audit was the smoothest we've run, the notes already told the whole story.
Every recording and record is protected by strong, independently assessed security and encryption.
★★★★★
Across a full caseload, assessments, interventions, home visits and discharges, every record now reads to the same standard, with the occupational profile, the client's own priorities and the outcome measures that used to vanish when I was busy. My notes finally match the work I actually do.
Imogen CGeneral occupational therapist
Yes — occupational therapists can use an AI scribe, provided the client consents and the therapist checks every note before it enters the record. Note Dr drafts the occupational profile, goals, intervention rationale and consent from the session; you review and approve each record, so accuracy stays your responsibility, in line with HCPC and RCOT record-keeping expectations.
Yes — tell your client before the session and record their consent, as you would for any other part of your practice. Explain that Note Dr listens to the conversation to draft the note, that you review and approve everything it writes, and that they can decline. A simple approach is to add it to your introduction, alongside consent for assessment and information sharing.
Yes — Note Dr runs on the phone or laptop you already carry, and transcription happens on the device during the visit. As you walk through a home assessment, talk through transfers, measure for a raised toilet seat or perching stool and explain your reasoning, the record drafts itself in the background. You review and approve the note before it goes anywhere.
Yes — Note Dr works alongside whatever system your service records into. It deliberately holds no integration with any records system: you approve the note, then copy or export it into your service's records, so nothing writes into a client record without you. That suits occupational therapists moving between clinics, community caseloads and social care systems.
Yes. As you take the occupational history, the home and social situation and the activities your client wants to return to, Note Dr builds a structured occupational profile in your note. It captures the context and roles that frame your goals, ready for you to review and approve before saving.
Yes. As your client tells you what matters to them, Note Dr records their priorities in their own words and the client-centred goals you agree together. Written up hours later, a client's own phrasing hardens into clinical shorthand — 'back to my choir' becomes 'leisure participation' — and the person fades from the profile. Kept live, their exact words keep the record truly client-centred.
Yes. As you score a validated measure such as the Canadian Occupational Performance Measure, Note Dr records the performance and satisfaction ratings in your structured note, ready to repeat at review. You review and approve every entry, so the recorded scores are always yours.