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Services for Case Managers

Through necessity, when lockdown was first imposed, we developed our remote service offering. We have since refined our approach and techniques, as well as implementing a successful remote therapy training programme for our OTs. It is clear from the results we have seen that remote therapy provision is, for many situations, a viable alternative to face to face visits with equally successful outcomes… in some cases with additional benefits.

Assessments, treatments, a wide scope of rehabilitation programmes and MDT working are just some of the needs that we can successfully meet through supporting clients remotely. With technology being more accessible and usable for people than ever before, and the clear benefits remote intervention can often bring, our remote service will be an offering we will continue to develop and enhance beyond its necessity during lockdown.

Services we are delivering remotely

These are examples of services we are delivering remotely. Please give the team a call to discuss you client's specific needs.

Video & telephonic assessments

Most of our clinical assessments including housing, hand therapy, functional and neurological rehabilitation can be completed remotely if the client has the ability and IT skills to engage or the support around them to facilitate it. Before going ahead, the OT will establish clinical suitability for a remote assessment as part of our risk assessment process. So much that we traditionally thought could only be achieved through a face to face interaction, we have discovered is possible remotely. Giving clients an enhanced level of choice and control, whilst offering referrers a more cost effective and timely method of accessing the best therapy for their client.

Remote treatment programmes

No matter how we deliver therapy, interventions remain client centred and goal orientated. From our experience, often treatment and rehabilitation programmes can be delivered remotely to clients via online video conferencing, without compromise.

The OT Practice is now adopting a fluid model encompassing remote and face to face interventions, meaning in some circumstances we may use a hybrid of both methods to ensure the best outcome, while minimising risk of COVID-19 transmission.

Property reviews

With the easing of lock down rules, property reviews can now take place in person either with or without the client present. Our OT will liaise with the relevant agents to arrange this and complete a feasibility assessment and report for prospective properties.

Remote support for equipment provision

Where it is clinically appropriate, we can recommend and support with equipment provision through innovative methods of practice, ensuring where equipment is needed and where practically possible, it can still be provided to clients.

Hospital discharges

Many elements of a client’s occupational therapy needs for a hospital discharge can successfully be co-ordinated remotely. For those clients with more complex needs, where appropriate, we would endeavour to visit the client at home. Here you can find out more about our Face to face visits.

The step by step process

  1. Call or email the office team as normal to discuss the clinical needs of your client and request an online assessment quote.
  2. Complete your referral in the usual way.
  3. We will contact the client for an initial screening call. In this call we will complete a risk assessment to ensure the client will be able to engage with a remote assessment either telephonically or via video conference (using Zoom). If we do not feel that the client is suitable for a remote assessment either due to their emotional, physical or cognitive abilities to engage or because we consider them to be high risk we will highlight this to you. We will then discuss whether your client meets the criteria for a home visit as defined by our essential services.
  4. If during the call the OT feels it is clinically appropriate to proceed with a remote assessment, we will arrange a mutually agreed assessment time for this to take place. The OT will then provide the client details for the assessment and any preparation tasks they need to complete.
  5. The assessment will occur via the pre agreed method (telephone or video conference) and the report will be sent to you within 7 days.

Working differently

We recognise that some clients will have an existing level of technical ability themselves or through support of others. For these clients it will be relatively straightforward, however for others it will be more unfamiliar and will require time and support from us, both for set up and the acclimatisation, before we are in a position to maximise any therapeutic benefit. This is part of our role and would often contribute to part of our assessment. There are a variety of tools and techniques available to us to ensure the success of remotely delivered intervention. To find out more about how we complete remote assessments and input see our Remote Services page.


Through the remote model, the timeframe between referral and assessment can be significantly reduced, offering clients more immediate access to therapeutic support. The assessments will be broken down into the initial screening call and the online assessment as detailed above with the initial call happening as soon as possible following referral. It is important to have time between the initial call and the assessment to allow the client to prepare, this typically would be no more than 2 working days.


As the referrer you will still receive all documents that we would normally provide had the sessions been face to face. These include an assessment report, quotes to implement recommendations and in the case of on going treatment programmes, progress reports and monthly invoices.

Duty of care

During this time we recognise that your clients are likely to have a heighted sense of anxiety and possibly loneliness. As healthcare professionals, our first priority is to ensure that clients are safe and well. If we identify during our initial call that the client is need of emotional or physical support we will discuss this with you and provide advice and guidance to the client where we can.

Find out more about how remote assessments work and technology requirements

You can also visit our main page to find out more about how we work with Case Managers.