Vero helps occupational therapists capture the client story, organize functional observations, draft clear notes, prepare home programs, and keep goals and follow-up moving.
No credit card required. 10 free encounters every month.
M. Chen · Functional progress visit
Client priority
Structured note
Progress organized
Occupational profile
Roles and priorities captured
Performance
Cues, barriers, and response
Plan
Home practice and next visit
Vero keeps the client's priorities, daily activities, environment, observed performance, and next steps together so the note reflects the whole occupational picture.
M. Chen · Progress visit
Daily activities
Dressing independently
Task demands and current assistance
Environment
Home setup reviewed
Barriers and supports kept in context
Client priorities
Return to meal prep
Meaningful goals guide the plan
Performance map
Client priorities attached
OT documentation has to connect what happened in the session to the occupations, environments, and participation goals that matter outside it.
Adult rehabilitation
Connect the client’s priorities to observed dressing, grooming, meal preparation, transfers, and the assistance or cueing required.
Pediatric occupational therapy
Keep caregiver input, routines, observed performance, environmental demands, strategies tried, and functional goals in one record.
Community and workplace
Document environmental barriers, task demands, equipment considerations, graded activity, recommendations, and planned reassessment.
A generic transcript is not enough. Vero organizes the draft around occupation, performance, context, therapist analysis, goals, and the next step so the finished note is easier to review and use.
Occupational therapy progress note
Occupational profile
Lives alone · values cooking · wants to resume a simple breakfast routine
Performance analysis
Prepared toast and tea with setup and two verbal sequencing cues
Therapist assessment
Improved task sequencing · standing fatigue continues to limit completion
Goals and plan
Complete breakfast with setup only in three of four trials · review in two weeks
One workspace
Client context, documentation, reference answers, home programs, supporting documents, goals, and follow-up stay connected to the same functional story.
Roles, routines, priorities, and context
Evaluations, treatment notes, and progress reports
Meaningful change ready for therapist review
Focused answers with inspectable sources
Clear client and caregiver instructions
Work, school, equipment, and referral documents
Progress and next steps kept visible
Secure drafts under therapist review
Occupational therapy spans evaluation, intervention, practice, adaptation, and reassessment. Vero keeps the work around that path connected.
Before the session
Keep the referral question, prior notes, goals, precautions, and current context visible before the conversation begins.
During the session
Capture client priorities, task performance, cues, adaptations, response, and therapist reasoning without losing the interaction.
After the session
Prepare the note, home program, supporting documents, and follow-up tasks from the same session context.
Product details connected to progress documentation, active sessions, and source review.
Explore flexible note structures for documenting interventions, response, measurable progress, and the next plan.
Explore progress notesSee how ambient documentation supports hands-on, observation-rich visits while keeping the therapist in control.
Explore ambient scribingAsk focused questions while keeping relevant client and session context close to the answer.
Explore reference answersMove from evaluations to treatment, pediatric care, environmental assessments, and work-focused planning without rebuilding the client context.
“Assessment reports used to eat a whole evening. Now they take minutes and still sound like I wrote them.”
Aisha Campbell
Occupational Therapy
Occupational therapy questions
Practical details about functional assessments, OT templates, note formats, privacy, and getting started.
Yes. Vero captures the conversation and organizes the draft around occupational profile, functional performance, environmental context, assessment findings, goals, interventions, and the follow-up plan. You stay in control of the final record.
Yes. Start with an occupational therapy template, import a format you already use, or build your own. Vero learns from your edits over time so drafts better reflect your preferred sections, terminology, and level of detail.
Vero supports evaluation, progress, treatment, discharge, SOAP, and other custom note formats. You can tailor templates for different settings, populations, and documentation requirements.
Vero can support initial evaluations, treatment sessions, progress reviews, home-safety assessments, return-to-work planning, pediatric visits, and virtual follow-up.
Vero is HIPAA and PIPEDA compliant and SOC 2 Type II certified. Audio is not stored, customer data is not sold or used to train public AI models, and configurable retention controls help organizations follow their own policies.
Individual occupational therapists can create an account and start with the free plan in minutes. Organizations can contact Vero for shared templates, client records, team roles, and onboarding support.
Your next occupational therapy session becomes a clear, connected note — start free.
Explore Vero for primary care