What's Actually Slowing Your Occupational Therapist Business Down
Occupational therapists support clients across a wide range of conditions and life stages, requiring consistent communication with clients, carers, and referral sources to deliver effective care. Automation streamlines these touchpoints, reducing admin time while improving programme adherence and client satisfaction.
Home programme adherence drops between OT sessions without structured reminders for clients and carers
Coordinating with referral sources like hospitals and GPs is done manually and delays care initiation
Equipment recommendations and funding application follow-up fall through the cracks under caseload pressure
Progress reports for funding bodies and referrers are time-consuming to draft and track
What We Build for Occupational Therapist Businesses
Production-grade n8n workflows built specifically for occupational therapist businesses. Every workflow handles edge cases, retries on failure, and alerts you when something needs attention.
Home Programme Adherence Reminders
Clients or carers receive structured daily or weekly SMS reminders for their home programme activities, with a simple logging prompt and escalation to the OT if adherence drops.
Time saved
3h/week
Impact
Improves home programme adherence by 40%
Referral Source Communication Automation
When a referral is received, the referral source gets an automated acknowledgement with the client's next available appointment. When care commences, an update is sent automatically.
Time saved
3h/week
Impact
Reduces referral-to-appointment coordination time by 60%
Equipment & Funding Follow-Up Tracker
Equipment recommendations and funding applications are logged in Airtable with follow-up deadlines. Automated reminders alert the OT when action is required to keep applications on track.
Time saved
2h/week
Impact
Ensures 100% of funding applications are followed up on time
Progress Report Drafting Assistant
Claude AI drafts structured progress reports for funding bodies based on session notes entered by the OT, reducing report writing time from 45 minutes to 10 minutes per client.
Time saved
4h/week
Impact
Saves 35 minutes per progress report
The Tech Stack We Use
The stack behind your occupational therapist automation is boring on purpose: battle-tested, self-hosted, and fully yours once we hand it off.
What makes PURIST different
- Every workflow is written for occupational therapist operations specifically, no repurposed generic playbook
- Error handling and monitoring are standard, not an upsell
- 7 days to live, with weekly checkpoints so nothing surprises you
- If we miss the brief, you get your money back, no negotiation
ROI in the First 30 Days
Deployment is fast, but the ROI clock starts the moment the first workflow goes live. Here's the early read for occupational therapist businesses.
Time recovered per week
12h/week
Revenue impact
$2,800/month
Days to full deployment
7 days
Frequently Asked, By Occupational Therapist Businesses
Can the system handle clients across different funding schemes with different reporting requirements?
Yes, each funding body's report template and deadline rules can be configured separately so the right format is generated for each client.
How does the referral communication work when a client is on a waiting list?
The referral source receives an acknowledgement with the estimated wait time and is automatically updated when the client is assigned an appointment.
Can carers receive reminders separately from the client?
Yes, both client and carer can be registered in the system and receive appropriately worded reminders and updates simultaneously.
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Start With a Free Occupational Therapist Audit
We map your current workflows, show you exactly what to automate first, and give you a written ROI estimate, before you spend a dollar. Delivered within 48 hours.
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