Run your OT practice with tools built for the way you work
Use YeshBe to build the tools your practice is missing. Create a professional website and referral form, online booking that matches your availability, plan-of-care and goal tracking, SOAP note templates, outcomes dashboards and caregiver/client portals — all tailored to how you work.
Start with the basics
Build the tools your occupational therapy practice needs
Occupational therapy practices juggle referrals, evaluations, plans of care, session notes, cancellations, waitlists, equipment and constant communication with families, teachers and providers. Many teams spread this across paper, spreadsheets and generic apps that do not match their caseloads.
With YeshBe, you can build custom software around your exact workflow. Create an intake and triage process, a scheduler that reflects therapist availability and locations, goal libraries and outcomes tracking, print-ready progress summaries, a caregiver portal for home programs, and internal dashboards for caseloads, tasks and visit counts — without starting a traditional software project.
- Custom intake & schedulingBuild referral forms, triage steps, calendars and therapist availability that match your clinic.
- Goals & plan of careCreate goal libraries, set targets and timelines, and track progress across sessions.
- Documentation your wayDesign SOAP, evaluation and progress note templates with required fields and smart checklists.
- Client & caregiver portalShare home programs, session summaries and updates in a simple, permission-based portal.
Learn and apply
Guides for Occupational Therapists
Practical guides that help occupational therapists run the business better.
- 8 min readRun your OT practiceA practical guide for occupational therapists to streamline websites, intake, scheduling, notes, goals, outcomes, and how to build custom tools with AI.Read the guide
- 8 min readRun Your OT PracticeA practical guide for occupational therapists to organize services, streamline intake, scheduling and documentation, and turn workflows into custom digital tools with AI.Read the guide
- 9 min readRun your OT practiceA practical guide to structuring your occupational therapy practice—website, intake, scheduling, notes, and outcomes—and how to turn it into custom software with AI.Read the guide
Build it yourself
What occupational therapists build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Intake, referrals and scheduling
Capture referrals, triage new clients and schedule sessions with therapist-specific availability.
PromptBuild an intake, referral and scheduling system for my occupational therapy practice. Include a public referral/intake form that collects client/parent name, date of birth, contact details, reason for referral, preferred times, location (clinic, telehealth, school, home) and consent checkboxes. Add an admin dashboard to triage submissions (priority, service type, payer), create client records and place them on a waitlist. Provide a scheduling calendar with therapist-specific availability, recurring weekly sessions, room/location assignment and a simple way to mark cancellations and no-shows. Include a page to view daily schedules by therapist and print a day sheet.
Plan of care & goal tracking
Define goals, objectives and session progress, then generate progress summaries by date range.
PromptBuild a plan of care and goal tracking app for occupational therapy. For each client, let me create goals with categories (fine motor, sensory, ADLs), baselines, targets, due dates and short objectives. Add a session log where I can select goals worked on, rate progress on a 0-5 scale, add strategies used and notes. Provide a dashboard to see goal status and due dates, and a button to generate a print-friendly progress summary for a selected date range.
Client & caregiver portal with home programs
Give families secure access to home activities, session summaries and a simple progress log.
PromptBuild a client and caregiver portal for my OT practice. Therapists can assign home program activities with instructions, frequency and due dates to a specific client. Caregivers can log completions and comments. Include a read-only view of recent session summaries and upcoming appointments. Add roles and permissions so caregivers only see their own client's information, and therapists manage their own caseload.
Equipment and therapy materials tracker
Track adaptive equipment and materials, manage checkouts and monitor low stock.
PromptBuild an equipment and materials tracker for an OT clinic. Keep an inventory with categories (splints, sensory tools, adaptive utensils, handwriting aids), quantity on hand, storage location and supplier. Allow checking items out to a client or therapist with a due date and return status. Include a low-stock report with thresholds and a simple supplier order list.
Questions and answers
Common questions about Occupational Therapists
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Start by describing what you want, then refine screens, fields and workflows in plain language.
Can I create SOAP and evaluation note templates for occupational therapy?
Yes. You can design your own templates with required sections, checklists and attestations, and generate print-friendly notes and progress summaries.
Can I build a portal for caregivers to access home programs?
Yes. You can set up a secure, permissioned portal where caregivers see assigned activities, log completions and view approved updates.
Will this work for clinic, school-based and home health OT?
Yes. You can tailor forms, caseload views, locations and recurring sessions for each setting, and adapt dashboards to how your team operates.
Build the app your occupational therapists business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
Start building for free