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Case Manager Report

A Case manager report would give an overview of the assessment, treatment plan, educational recommendations and any equipment needs for the case manager of an individual patient. A case manager is collates all professional reports and opinions together to evaluate the best service of care for an individual with complex needs, who are often unable to make these decisions themselves due to trauma or a degenerative condition. The case manager would use this report, alongside other reports from healthcare professionals that constitute a MDT (multi-disciplinary team) such as physiotherapists, doctors, nurses and speech and language therapists, to evaluate the best care plan approach for this patient.


The case manager report would provide a thorough description and analysis of the complex needs that the patient has and how these are impacting on function regarding daily occupations. Daily occupations are the activities we need to complete in order to participate in a meaningful life. For a child, these relate to being able to get dressed independently, run and play with peers, communicate needs to adults, write and verbally communicate in school and maintain a sustained attention span during lessons.

Educational and Equipment recommendations within school

The occupational therapist would also provide their recommendations regarding any educational requirements the child may need during school, this could include any equipment that would further enhance their learning (such as posture chair, sloped writing boards, pen grips, ear defenders). The occupational therapist would give justified clinical reasoning behind the provision of any equipment or allocated therapy sessions that are required during school hours.


The treatment plan, time, date and duration would be outlined in this report. The occupational therapist would provide a detailed breakdown of the therapy needed for this complex case and why the therapist has recommended this treatment, including clear long term and short term goals of therapy and the proposed benefits it would have.

Each of our highly experienced therapists can to tailor the report to your needs, offering you the special personalised treatment to make your life easier.

If you are interested in obtaining a case manager report, or would like to know more about it, please email or call us on 0330 223 0888

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Please contact one of our experienced occupational therapists today and we will gladly discuss how we can help and what services we can offer you.

Why choose us?

  • Caring and Professional Service
  • Variety of services available
  • First class Occupational Therapists
  • Modern clinics
  • Saturday and Sunday appointments available
  • Able to see you at home, in school or in one of our clinics
  • Registered with the Health Professions Council and the British Association of Occupational Therapy

Clinics »

Below is a list of our clinics, however, we operate nationwide.

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Groups »

We run a range of Groups for children aged 0-18 years.

What people say about us...

OT for Kids have been a great help in aiding my son Jake with coping with his dyspraxia both at home and in school. They came out to our house and completed the assessment at home.

The assessment and report proved beneficial in our discussions with Jake's school and we are very pleased with the outcome the report has helped us achieve.
Jackie, parent.
At our school, there are many children who have difficulty forming letters correctly, concentrate or perform well in P.E, which can impact greatly on their learning. With the support and OT Groups available from OT for Kids, these children have made great progress and are now at a level which is not so concerning. As a teacher and SENCO, I thoroughly enjoyed working (and learning) from the Occupational Therapist.
Emily, SENCO and Teacher.
As a case manager, I regularly deal with many private companies. I found OT for Kids to be highly professional, reliable and provide me with flexible appointments that suited both me and my clients. The OT completed a comprehensive assessment and report, which was not only clear, concise and an accurate reflection of the difficulties, but it was returned to me quickly.
John, Case Manager.
Want to find out more?

We've put together a handy brochure that will cover everything you need to know!

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Speak to an OT...

Speak to an Occupational Therapist to find out how we can help you.

We are always happy to answer any questions you might have. Fill in the form opposite and we'll get back to you as soon as possible.

Call us on 0330 223 0888

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