More time for everyday wins. Put progress into words.

An AI scribe for occupational therapists. Turn task practice, assistance levels, and your observations into OT notes that show what everyday progress looks like.

No credit card required. Start with the free plan.

Real life is the goal.

  • Daily routines
  • Meaningful activity
  • Play & participation
  • Life at home
  • Personal goals

From fastening a button to documenting the difference.

See how a dressing session becomes an occupational therapy SOAP note. The task, support, client response, and your reasoning each have a place.

OT SOAP note example

Daily living · OT session

Subjective

The client’s priority

“I want to get ready for work by myself.” Shirt buttons are the hardest part of J. Morgan’s morning routine.

Objective

The activity & what happened

The OT demonstrated button-hook use and adjusted the fabric setup. J. Morgan fastened three buttons with supervision and one verbal cue for fabric positioning.

Assessment

What changed

Less physical help was needed than at the last visit. Fabric positioning remains the main step needing a cue.

Plan

The agreed next step

Revisit the morning routine next session. Note which steps feel easier and where support is still needed.

Every step has a story. Make it easy to follow.

A completed activity tells part of the story. Record how much help was needed, which cues made a difference, and how the task connects to the client’s routine.

Keep the goal in viewSession example · J. Morgan

Functional goal

A more independent morning

  1. Visit 1Hands-on helpEstablish the dressing routine
  2. Visit 2Light assistancePractice with a button hook
  3. Visit 3Supervision + 1 cueThree buttons fastened

One shared plan. Beyond the session.

Turn session details into a clear take-home plan. Keep the activity, equipment, and next steps together, with wording that makes sense to clients and caregivers.

  • Home plans
  • Caregiver summaries
  • Team updates
Explore Vero Documents

Different days. The same focus on function.

A goal in their words

“I want to get ready for the day myself.”

Daily living skills

Morning dressing

  • Button fastening
  • Assistance & cueing
  • Adaptive strategies

The meaningful goal

More independence in the morning routine

Activity → assistance → response → next step

  1. Before

    Bring the goals into view

  2. During

    Capture the session details

  3. After

    Bring notes and next steps together

OT questions, answered.

What goes into an OT SOAP note after task practice?

Subjective captures the client’s priority. Objective records the activity, assistance, cueing, and response. Assessment explains what changed. Plan connects those details to the next session. The dressing example above shows all four in one note.

Can I use my own OT note templates?

Yes. Use SOAP, evaluation, session, progress, or discharge formats, or bring your own template. Keep your preferred headings, terminology, goals, and level of detail.

How do hands-on observations get into the note?

Describe or dictate the activity, assistance, cues, and client response. Vero organizes the details you provide into your chosen note format, and you can edit the wording in your workspace.

Can my notes include assistance levels and cues?

Yes. Include the help provided and the type and number of cues in your session details. For example: “Fastened three buttons with supervision and one verbal cue for fabric positioning.” These details keep the note specific to the activity.

Can I create home plans and caregiver summaries?

Yes. Vero Documents uses session context to prepare home plans, caregiver summaries, and care-team letters. Carry the same activities, goals, and next steps into a format that fits each reader.

Make room for the everyday wins. We’ll help with the words.

Start with your next session. Finish with a note that sounds like you.

Try Vero free

No credit card required. Start with the free plan.