An assessment workspace for occupational therapists writing NDIS reports.An assessment workspace for OTs writing NDIS reports.

Capture sessions, function, supports and sources in one place. Who said what, what you observed and what is still missing stay visible while you work, and the Notes Pack reproduces exactly what you saved. The pilot covers Functional Capacity Assessments.Capture sessions, function, supports and sources in one place. Who said what and what is still missing stay visible while you work. The pilot covers Functional Capacity Assessments.

Invite-only pilot for Australian occupational therapists

← Participants/Peter ParkerNDIS ··· ··· 000 · DOB 10/08/1995Assessment in progress
Saved just now
IntakeEvidenceDraftCheckIntake ends in Review. Later stages are not available yet.
Function · Meal preparation
Participant accountInformation supplied

Peter prepares simple meals independently but avoids the stovetop when home alone after a burn earlier this year. He relies on the microwave and pre-prepared components on low-energy days.

Participant-reported · Session 2Source · OT session notes 14/07/2026
rev 2 · P. Nair
Accounts differ.Peter's mother describes daily supervision at mealtimes. Both accounts are kept. Resolve or record as contradictory before Review.
Unresolved
Transport and community mobility — awaiting informant account
Pending
Peter ParkerSaved
Intake · Step 4 of 8 — Function11/18
Meal preparationInformation supplied

Peter prepares simple meals independently but avoids the stovetop when home alone…

Participant-reported · Session 2
Accounts differ — informant description conflicts. Resolve before Review.

What an FCA asks of you before any writing starts

Information arrives across several sessions, from the participant, from informants, from your own observation and from records you did not write. It has to stay attributed, and the parts you could not assess have to stay visible. Ordinary forms lose both: one text box per heading, no record of who said it, and a blank that reads the same as a normal finding.Information arrives across sessions, from the participant, from informants, from your observation and from records you did not write. It has to stay attributed, and what you could not assess has to stay visible. Ordinary forms lose both.

One workspace. Sessions, Function, Domains, Supports and Sources are captured together.Sessions, Function, Domains, Supports and Sources captured together.

Accounts stay separate. Participant, informant, your observation and record-derived information are distinguishable.Participant, informant, your observation and record-derived information stay distinguishable.

Gaps stay legible. Pending, not assessed and contradictory are recorded states, not silence.

What the current pilot includes

1

Set up the FCA

Confirm the participant, assessment purpose and responsible clinician.Confirm the participant, assessment purpose and responsible clinician.

2

Capture the assessment

Record sessions, background, functional performance, domains, supports and source information.Sessions, background, functional performance, domains, supports and sources.

3

Review the complete record

See saved wording, attribution, information states and unresolved items together.Saved wording, attribution, information states and unresolved items together.

4

Prepare the Notes Pack

An Administrator or Clinical Lead can download a working document containing the saved assessment information.An Administrator or Clinical Lead can download a working document containing the saved information.

The FCA Assessment Notes Pack is not a completed FCA report and contains no AI-generated clinical conclusions or recommendations.The Notes Pack is not a completed FCA report and contains no AI-generated clinical conclusions or recommendations.

Keep each account tied to its source

Function · Domestic tasks — laundryPeter Parker · NDIS ··· ··· 000

"I do my own washing most weeks. Hanging it out is the hard part on bad pain days."

Participant-reported · Session 1Information supplied

Mother reports she completes all washing including Peter's, and has done so for the past year.

Informant · K. Parker (mother)Contradicts participant account

External OT report (2024) referenced by support coordinator — document not supplied.

External reference · Document unavailableContents not used
  • Exact clinician wording remains intact. What you record is what Review shows. Nothing is paraphrased on the way through.
  • Information states remain explicit. Information supplied, pending, not assessed, not relevant, no limitation reported and contradictory are visible states, not footnotes.
  • Sources stay attached to the contribution they support. They are not pooled into a general reference list.
  • Missing documents are not treated as evidence. A referenced-but-unsupplied report stays visibly unavailable.
  • Saved work can be resumed across a long assessment process. Intake keeps your place and your unresolved items.

Review shows exactly what was saved.

Review assembles your saved wording, attribution and information states, and lists what is still unresolved. It never fills a gap, softens a contradiction or writes a sentence on your behalf.

Intake · 8 Reviewrev 41 · P. Nair
BackgroundComplete
Function16/18 recorded · 2 not assessed — stated, not hidden
Sources4 linked · 1 unavailable, referenced only
Unresolved items2 open — carried into the Notes Pack
"Peter prepares simple meals independently but avoids the stovetop when home alone…"recorded 14/07/2026 · Participant-reported · Session 2

Who gets what out of it

A solo OT

A guided assessment flow, and far less reorganising before you write. Coming back after a fortnight, your place and your open items are where you left them.

Wording and clinical ownership stay yours. Nothing is rephrased, summarised or decided for you.

A practice

Every FCA is structured the same way, and each one has a named responsible clinician. Source attribution is there to review, not reconstruct.

Incomplete assessment information is visible before a report is due, and Notes Pack access follows the profile rules.

Where TheraNotes stops

Four limits the product holds deliberately. They are design decisions, not settings.

Sources remain distinct

Participant, informant, observation and record information are not silently merged.Participant, informant, observation and record information are not silently merged.

Missing stays missing

Unknown, pending and unassessed information remains visible rather than being guessed.Unknown, pending and unassessed information remains visible rather than guessed.

Roles remain bounded

Clinical work, organisation administration and Notes Pack access follow the applicable profile and responsibility rules.Clinical work, administration and Notes Pack access follow profile and responsibility rules.

The Notes Pack adds nothing of its own

It reproduces the saved assessment information without adding AI-generated conclusions or recommendations.It reproduces saved information without adding AI-generated conclusions or recommendations.

Planned after the FCA pilot

Not available yet

Two directions, neither of them built. Report names are indicative and may change.

Later stages of the same assessment

Capture
In the pilot now: FCA capture, Review and the Notes Pack.
Evidence
Work through source-linked statements, contradictions and gaps.
Draft
Suggested report wording, limited to accepted information, for you to edit or reject.
Check
Traceability and unresolved items surfaced before you finalise.

Report types after FCA

  • Assistive Technology Assessment
  • Home Modification Assessment, minor and complex
  • Progress Report and Plan Reassessment Report
  • Home and living support needs, and housing evidence for SDA

Other allied health disciplines come later, once their report structures are established.

Common questions

No. The current pilot focuses on structured assessment capture, a Review that shows exactly what was saved, and the FCA Assessment Notes Pack. Evidence-led drafting is planned for a later release.

Ask about pilot access

Places are limited and we work closely with each practice during setup. Tell us who you are and what you assess, and we will tell you where the pilot is up to.

Invite-only pilot · Access and permitted data use are confirmed during onboarding

Request pilot access

All fields required unless marked optional. We'll contact you about pilot availability. Please don't include participant information in this form.