Occupational therapy software built around NDIS and home visits

An occupational therapy practice runs on a rhythm that rarely sits in one place: a participant or their support coordinator books, you assess, often in their home, school or workplace, you set goals and a therapy plan, you deliver sessions and equipment trials, you write progress notes against those goals, and you invoice the funding source. OneBookPlus supports every stage of that rhythm, whether you're a sole practitioner doing home visits or a multi-therapist clinic, so the admin keeps up with you instead of piling up for the evening.

Booking and intake across every setting

Participants, families, support coordinators and GPs find your practice and book directly through your branded online booking page. They select from your defined appointment types, initial assessment, functional capacity assessment, home-modification assessment, equipment trial, therapy session, or telehealth review, and the right duration is reserved for clinic, home, school or online. New participants complete a digital intake and consent form capturing contact details, goals, diagnosis, plan-management type (self-managed, plan-managed or agency-managed) and referral source, so it's in their record before the first visit. That means your run sheet for a day spread across three suburbs is sorted before you leave the driveway.

Progress notes against goals

OT is goal-driven and report-heavy, so documentation matters. During each visit you record progress notes on a phone or tablet at the point of care, functional assessment findings, equipment trials, home-modification recommendations, intervention delivered, and the plan for next time, with the participant's goals kept in their record so every note lands in context. Notes are free-form today (structured note templates are on the roadmap), timestamped, and stored securely against the participant record, supporting your AHPRA documentation obligations and the 7-year health-record retention requirement. Because every visit is documented as you go, the NDIS progress reports and review documentation that usually eat an evening are drawn from notes you captured in the moment, not reconstructed from memory at 9pm.

NDIS invoicing, funding and travel

At the end of each visit, OneBookPlus generates an invoice with your ABN and provider details. You raise it against the relevant NDIS support item and price limit, and bill the self-managed participant or plan manager directly, or keep a clean record for agency-managed claiming through the provider portal. Therapy time, report-writing and provider travel are itemised as separate lines so nothing funded is left off. OT services from an AHPRA-registered occupational therapist are generally GST-free as recognised health services, while assistive technology or products you on-sell may be GST-taxable. OneBookPlus handles these mixed invoices correctly, line by line, so your BAS is right without manual sorting. The system tracks how much of each participant's plan budget and funded hours have been used, so you can see remaining capacity before booking the next block and the plan never quietly over-spends. NDIS claiming itself still runs through the PACE/myplace provider portal; OneBookPlus is the practice record that keeps bookings, notes, invoicing and accounting aligned with it.

Mobile-first, because OT is

Most occupational therapy happens away from a clinic, in homes, schools, workplaces and aged-care facilities. OneBookPlus is built for that reality: book, note, capture provider-travel time and invoice from your phone or tablet at the point of care, and let the dashboard sync when you're back on signal. A day that crosses several sites doesn't become a night of catch-up data entry, the record is complete by the time you get home.

Reputation, referrers and practice growth

Growing an OT practice comes down to relationships with referrers, GPs, support coordinators, schools and plan managers, and the reputation you build with the families you help. OneBookPlus supports both. After a visit, automatically request a Google review from satisfied participants and families, building the online reputation that wins the next person searching "occupational therapist near me." Referral source tracking shows which coordinators and GPs send participants your way, so you know which professional relationships to nurture. The dashboard ties it together, bookings, notes, funding usage, referrers and BAS-ready financials in one place, so you always know exactly where the practice stands.

Provider travel, report writing and the lines plan managers expect

A home-visit OT's invoice rarely has one line on it. The session is one line, the report writing another, and the drive between suburbs a third, and the NDIS Pricing Arrangements treat each differently. When those three get lumped into a single therapy line, plan managers query the invoice and the payment sits in limbo while you dig out the detail. OneBookPlus itemises each as its own line against the right support item, so what you send matches what the plan manager needs to approve. The same structure carries into your accounting: each line lands in the books the way it was billed, so the funding picture per participant and the practice's revenue picture agree with each other. The claiming rules themselves live in the Pricing Arrangements linked below and change with each release, so what you charge stays your call to verify. If disability work is most of your caseload, the NDIS providers page goes deeper on running an NDIS-heavy business on OneBookPlus.

One caseload, several funding streams

Few OT practices bill a single payer. The same week can hold plan-managed NDIS participants, a self-managed family who pays on the day, a Medicare CDM referral (up to five allied-health sessions per calendar year, shared across providers), and a privately paying client. Each wants a different thing from the invoice: the support item and reference for the plan manager, your provider details for the Medicare rebate, a plain tax invoice for the private client. In OneBookPlus you record the payer against each invoice, so revenue reporting breaks down by funding stream and quarter-end is a reconciliation rather than an archaeology dig. Where a mixed invoice carries a GST-taxable equipment line next to GST-free therapy, the free GST calculator is a quick way to check the split before you send it. Physiotherapists run the same multi-payer pattern, covered on the physiotherapists page, and if you are weighing up a dedicated clinical system instead, our Cliniko comparison sets out honestly where each tool is stronger.