Define functional assessment and rehabilitation duties across agreed settings, with controlled equipment recommendations and safe home visiting.
This contract includes Assess functional ability and occupational needs. Agree practical goals and intervention plans. Recommend equipment within delegated authority. Preview before payment PDF and editable DOCX files after checkoutBuilt for UK employers
Looking for a Occupational Therapist employment contract? This page takes you straight into the role-specific builder, with preview before payment and both PDF and DOCX files included after checkout.
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This page is maintained for UK employers creating occupational therapist contracts for human health. HRHeaven uses a legally validated and solicitor-approved self-service contract framework, with wording for role duties, confidentiality, notice, holiday, probation and practical workplace expectations. It does not replace individual legal advice for complex or disputed circumstances.
Last updated
19 June 2026
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HRHeaven employment documentation team
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UK employer template review, versioned clause logic and preview before payment
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What's included in your contract
Job description
Clear role overview and key responsibilities.
Probation period
Clear probation terms for the selected arrangement.
Role-specific duties
Maintained responsibilities, records and authority boundaries for the selected role.
Working hours
Standard and flexible working arrangements.
Holiday entitlement
Holiday terms explained for the selected arrangement.
Confidentiality
Client and company confidentiality.
Disciplinary process
Clear process and employee rights.
Notice periods
Notice terms explained for both parties.
You’ll receive your contract in both PDF & DOCX formats
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Before you create it
Use this Occupational Therapist contract with confidence
Practical checks to help an employer choose the right starting point and prepare the information the document needs.
When to use this contract
Deliver occupation-focused functional assessments, practical intervention and equipment plans, and reviewed goals, risks and discharge arrangements.
Workplace context: Clinic, therapy, diagnostic, community or approved patient-facing areas.
What makes this role different
Follow the Employer's documented arrangements covering registration and supervision. Follow the Employer's documented arrangements covering home and community travel. Follow the Employer's documented arrangements covering equipment and handling competence. Follow the Employer's documented arrangements covering funding and recommendation boundaries. Follow the Employer's documented arrangements covering HCPC standards where applicable.
Not a fit / obtain specialist advice
Recheck the role or obtain appropriate advice if the work would exceed these maintained authority boundaries: The therapist determines professional recommendations within competence but cannot promise funding, structural work or equipment outside the employer's approval and supply process. Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.
What to prepare before you issue it
the patient group and service pathway
the hospital, community or home settings
the equipment and adaptation authority
the caseload and appointment pattern
the lone-working and travel arrangements
the registration and supervision provisions
Day-to-day operating brief
What Occupational Therapist work looks like in practice
An occupational therapist assesses how illness, disability or environment affects everyday activity and develops practical interventions to improve participation or safety. Terms should cover professional registration, visits, equipment recommendations, manual handling, multidisciplinary work and the distinction between assessment and funding approval.
Responsibilities reflected in the contract
Assess functional ability and occupational needs.
Agree practical goals and intervention plans.
Recommend equipment within delegated authority.
Document assessments, consent and outcomes.
Coordinate discharge and multidisciplinary handovers.
Maintain registration and professional competence.
A realistic working scenario
A home assessment identifies an unsafe transfer and a major adaptation that cannot be supplied immediately. The therapist agrees interim risk controls, documents the functional evidence and routes the funding recommendation through the authorised panel.
Outputs to agree
occupation-focused functional assessments
practical intervention and equipment plans
reviewed goals, risks and discharge arrangements
Records and evidence
Functional assessment.
Goal and intervention plan.
Equipment or adaptation recommendation.
Risk, review and handover.
Clinical notes.
Assessment records.
Reporting relationship
Typically reports to Clinical Lead, Therapy Lead, Service Manager or Practice Manager. Confirm the employer's actual reporting structure in the builder.
Authority and escalation
The therapist determines professional recommendations within competence but cannot promise funding, structural work or equipment outside the employer's approval and supply process.
Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.
Tools and systems
Clinical systems.
Patient record systems.
Therapy or diagnostic equipment where authorised.
Secure clinical communication tools.
Incident reporting systems.
Workplace context
Clinic, therapy, diagnostic, community or approved patient-facing areas.
Training and certification
Complete employer-required safeguarding training.
Complete employer-required health and safety training.
Contract priorities
registration and supervision
home and community travel
equipment and handling competence
funding and recommendation boundaries
Information the employer should prepare
the patient group and service pathway
the hospital, community or home settings
the equipment and adaptation authority
the caseload and appointment pattern
the lone-working and travel arrangements
the registration and supervision provisions
Individually written and reviewed against the maintained role record.
Maintained role evidence
The facts this Occupational Therapist contract is built around
These role-pack details give an employer something concrete to check before using the contract for human health work.
Work setting
Clinic, therapy, diagnostic, community or approved patient-facing areas.
Primary duties
Assess functional ability and occupational needs.
Agree practical goals and intervention plans.
Recommend equipment within delegated authority.
Document assessments, consent and outcomes.
Tools and training to confirm
Clinical systems.
Patient record systems.
Therapy or diagnostic equipment where authorised.
Secure clinical communication tools.
Governance focus
HCPC context where applicable. Follow the Employer's documented arrangements covering registration and supervision. Follow the Employer's documented arrangements covering home and community travel. Follow the Employer's documented arrangements covering equipment and handling competence.
Contract builder output
Occupational Therapist clauses and builder inputs
HRHeaven builds the contract from the employer's answers, the selected industry, and the role-specific wording for this job.
Role wording
Occupational Therapist duties
Deliver occupation-focused functional assessments, practical intervention and equipment plans, and reviewed goals, risks and discharge arrangements.
Assess functional ability and occupational needs. Agree practical goals and intervention plans. Recommend equipment within delegated authority. Document assessments, consent and outcomes. Coordinate discharge and multidisciplinary handovers.
Builder answers
What the contract builder captures
Employer and employee details Role title and reporting line Pay, hours and working pattern Holiday, probation and notice Workplace and site rules Company branding and e-sign
Preview before purchase
Complete the builder, check the document output, then pay only when you are ready to download.
Specific clauses
What is added to the finished contract
The therapist determines professional recommendations within competence but cannot promise funding, structural work or equipment outside the employer's approval and supply process.
Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.
Follow the Employer's documented arrangements covering registration and supervision.
Follow the Employer's documented arrangements covering home and community travel.
£19.99 one-off contractPreview before payment, then download the branded PDF and send for signature.
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Yes, with a defined area, travel time, expenses, lone-working arrangements and access to the equipment needed for safe assessment.
Can the therapist authorise home adaptations?
The therapist may recommend adaptations within competence, while funding, landlord consent and building approval remain with the bodies identified by the service.
What adaptation approval may the therapist hold?
Only delegated funding and technical authority should be used; larger or structural work requires the designated assessment and approval.
How should home visits be managed?
State travel time, lone-worker checks, equipment transport, record access and the response to unsafe conditions.
Who owns assessment reports?
Reports produced for the service remain in its controlled record system, subject to professional accuracy duties.
Can group rehabilitation be included?
Yes, with participant suitability, staffing, accessibility, outcome records and individual escalation arrangements.
Who decides whether equipment is safe?
The therapist recommends within competence while approved supply, fitting, maintenance and technical checks remain allocated.
Can sensory or mental-health work be required?
Only where it falls within the service scope and the therapist's verified competence, supervision and resources.