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.
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
Peter prepares simple meals independently but avoids the stovetop when home alone…
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
Set up the FCA
Confirm the participant, assessment purpose and responsible clinician.Confirm the participant, assessment purpose and responsible clinician.
Capture the assessment
Record sessions, background, functional performance, domains, supports and source information.Sessions, background, functional performance, domains, supports and sources.
Review the complete record
See saved wording, attribution, information states and unresolved items together.Saved wording, attribution, information states and unresolved items together.
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
"I do my own washing most weeks. Hanging it out is the hard part on bad pain days."
Mother reports she completes all washing including Peter's, and has done so for the past year.
External OT report (2024) referenced by support coordinator — document not supplied.
- 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.
"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 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.
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 yetTwo 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.
No. Functional Capacity Assessments are the first fully structured workflow and the focus of the current invite-only pilot. TheraNotes is being designed to support additional occupational therapy report types — including SIL, SDA, Assistive Technology, Home Modification and progress reporting — before expanding into other allied health disciplines.
The current pilot supports structured FCA assessment capture, Review and the FCA Assessment Notes Pack. Other report types are planned directions and are not yet active.
A working DOCX containing the latest recorded assessment information, sources, information states, gaps and unresolved items. It is generated deterministically — it reproduces the saved record and adds nothing of its own — and it is explicitly not a completed FCA report.
No. TheraNotes provides a shared evidence, attribution and clinician-ownership foundation, while each report type gets its own clinically appropriate capture structure, evidence requirements and report format.
No. The product is designed to preserve clinician ownership and make the information behind the report easier to review.
Australian occupational therapists and practices completing NDIS Functional Capacity Assessments.
Not in the current pilot. Document-assisted capture is planned for a later release and will be separately controlled.
No. The current pilot uses synthetic or expressly approved anonymised information. Do not enter identifiable participant information unless your practice has received explicit written approval for that data flow. The permitted boundary is confirmed with you during onboarding.
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