Community, clinic & school visits
Travel-time-aware scheduling for home and school visits alongside clinic appointments, with travel claim workflows for funders that allow them and clear delineation when they do not.
Allied Health · Occupational Therapy
Occupational therapy software for community, clinic and NDIS work
Designed for Australian OT practices delivering home assessments, school visits, AT (assistive technology) recommendations, and clinic appointments — across NDIS, Medicare, DVA, and private — on encrypted clinical records hosted in Sydney.
AHPRA OT Board · NDIS-funded episodes · DVA · Medicare · home & school visits
Day to day
What occupational therapists actually need from software
Not generic SaaS feature lists — the specific operational ground that decides whether your week works.
- Coordinating community visits, school assessments, and clinic sessions on the same diary without losing travel claims
- Producing functional capacity, AT, and home modification reports that clear NDIS plan reviews on the first submission
- Tracking AHPRA OT Board registration, NDIS Worker Screening, and police check expiries across a mobile workforce
- Mixing NDIS-funded episodes with Medicare CDM/EPC and DVA items on the same Person without duplicate intake
- Keeping encrypted clinical notes inside Australia while still using AI for SOAP-style drafting safely
Capabilities
Built-in for occupational therapy
AT & home modification reports
Templates for functional capacity, AT, and home modification reports with goal alignment and AT category tracking — drafted with structural-metadata AI assistance and finalised by the clinician.
NDIS-funded episodes & plan budgets
NDIS plan-managed and self-managed episodes record on the same Person record as Medicare or DVA funded therapy, with budget visibility for plan-managed clients and goal-aligned progress notes.
AHPRA OT Board credentials
AHPRA OT Board registration tracking with status, conditions, and renewal expiry alongside NDIS Worker Screening for OT staff working with NDIS participants.
Encrypted notes, governed AI
AES-256 encrypted clinical notes hosted in Australia. Note bodies are never sent to external AI APIs; AI features draft from structural metadata only and surface clinician-review queues before finalisation.
Practice operations & billing
No-show fee handling, group session attendance, online booking preview, fee schedules, and HICAPS gap claiming on the same diary — without a separate practice product.
Funding
Funders occupational therapists bill
Australian allied health practices rarely sit on one funder. CareOS handles the most common AU funder mix on the same diary.
- Medicare bulk-billing and patient claims for MBS items applicable to the discipline (CDM/EPC, MHCP, telehealth where supported).
- DVA Gold and White card billing for service items in the discipline schedule.
- NDIS-funded episodes (plan-managed and self-managed pathways) sit on the same encrypted clinical record.
- Private health gap claiming via HICAPS Go terminal or cloud lane.
- Workers compensation and CTP/insurer claim pathways with sandbox validation before submission.
AHPRA registration tracked: Occupational Therapy Board of Australia (AHPRA)
Occupational therapy software — common questions
- Does CareOS support NDIS-funded OT episodes?
- Yes. NDIS plan-managed and self-managed episodes record alongside Medicare or DVA-funded therapy on the same Person — with goal alignment, plan-budget visibility, and funder-aware billing rules per session.
- Can OT clinicians draft SOAP-style summaries with AI?
- AI assistance drafts from structural metadata (session type, goal IDs, duration). The clinical body of the note is never sent to external AI APIs, and every AI-drafted summary is labelled and held for clinician review before it reaches the participant or PRODA.
- How are home modification reports handled?
- Home modification and AT reports use discipline-specific templates with goal alignment and AT category tracking. Reports attach to the episode and the Person record, and remain encrypted at rest.
- Is AHPRA OT Board registration tracked?
- Each OT clinician record holds AHPRA OT Board registration status and expiry, with credential expiry sweeps that flag upcoming renewals and prevent rostering past lapse where you require it.
Run occupational therapy alongside NDIS or aged care?
Practices that share clients with a disability or aged care arm see one Person record instead of three exports between systems. Bundle discounts apply automatically when more than one program is enabled.