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Healthcare · Occupational therapy practices

HR for Occupational Therapy Practices: Therapists, Assistants and Session Schedules

An occupational therapy practice runs on long, one-to-one sessions with children, adults and older patients. Here is how to run the people side so each therapist's day holds together.

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An occupational therapy practice helps people regain or build the skills for daily life: children with developmental needs, adults after a stroke or injury, and older patients adjusting to changed abilities. Work happens in sessions of thirty to sixty minutes, mostly one to one, in therapy rooms with sensory and exercise equipment, and sometimes at homes or schools. A small team of therapists, therapy assistants and a front desk carries a long list of regular patients, many of whom attend several times a week for months. Parents and caregivers often sit in or ask for updates, so how a therapist communicates matters as much as technique. Records of goals, progress and consent must be kept session by session. See also HR for healthcare. What makes HR different here is that the therapist is the service: when one leaves, a block of families waits on a replacement, and the relationship built over many sessions does not transfer easily.

  1. Plan
  2. Hire
  3. Onboard
  4. Manage
  5. Develop
  6. Perform
  7. Engage
  8. Retain
  9. Exit
  10. Improve

When HR is weak in occupational therapy practices, you may see

  • Families follow the therapist, not the centre
  • The schedule is back to back
  • Pay mixes fixed salary and per-session work
  • Assistants learn on the job with little structure
  • Home and school visits stretch the day
  • Caseload is uneven between therapists

These are the places the people side of this kind of business tends to give way. The rest of this page works through them.

Who does the work in occupational therapy practices

HR here has to work for each of these groups, not only the office. The set-up below is written with all of them in mind.

  • Occupational therapists
  • Paediatric and sensory integration therapists
  • Therapy assistants and aides
  • Special educators working alongside therapy
  • Front desk and appointment coordinators
  • Centre manager or clinical lead
  • Visiting and part-time therapists

Where HR strains in occupational therapy practices

  • Families follow the therapist, not the centre

    When a therapist resigns, parents ask to move with them or stop coming, and the practice loses sessions it had booked for months.

  • The schedule is back to back

    Long sessions leave little time for notes, parent updates or a break, so records slip to the evening and tired therapists leave.

  • Pay mixes fixed salary and per-session work

    Part-time therapists paid per session and salaried ones sit side by side, and cancellations by families leave the per-session people unsure what they will earn.

  • Assistants learn on the job with little structure

    Aides handle children with complex needs after a short watch-and-learn start, and the line between assisting and treating is not written down.

  • Home and school visits stretch the day

    Travel time between visits is rarely counted in the schedule, and safety and reporting for a therapist working alone in a family's home are left to the individual.

  • Caseload is uneven between therapists

    Popular therapists run full while newer ones wait for patients, which breeds resentment and uneven incentives.

HR topics for occupational therapy practices

Start with the topics that matter most here: Retention and Attrition Management; Compensation, Payroll and Benefits; Organisation Design. Then work through the rest. Each topic is written for healthcare, not in general.

Retention and Attrition Management

Who leaves, when, why — and which of them mattered.

Compensation, Payroll and Benefits

Salary structure, payroll inputs and a month that closes on time.

Organisation Design

Structure, reporting lines and who is allowed to decide what.

HR Strategy and Workforce Planning

How many people, in which roles, by when — and what they will cost.

Recruitment and Talent Acquisition

Requisition to joining, the same way every time.

Onboarding and Probation

A first day that is the same for the fifth joiner as the first.

Employee Administration

Records, attendance, leave and the day-to-day HR that must simply work.

Performance Management

Goals, reviews and ratings that hold up in a conversation.

Learning and Development

Training planned from need rather than from the calendar.

Career and Succession Management

Named backups for the roles that cannot be vacant.

Employee Engagement and Experience

Communication, recognition and the conditions people actually work in.

Employee Relations

Two routes — one for complaints, one for conduct — kept separate.

Policies, Compliance and Governance

Policies a manager can apply, and obligations with owners and dates.

Health, Safety and Wellbeing

Induction, records, incident reporting and follow-through.

Exit and Alumni Management

Resignation to relieving letter, in a defined order.

HR Technology and Automation

Records that survive people, and approvals that do not queue.

HR Analytics and Management Reporting

A short monthly pack management actually reads.

HR Operations and Governance

An HR function that runs the same way every month.

What a working HR set-up looks like

The pieces a occupational therapy practices business puts in place, in an order that makes each easier. Open any card for the detail.

Define roles for therapists and assistants

A written description of what a therapist, a senior therapist and an assistant each do, including what an assistant may carry out under supervision.

What this covers

A written description of what a therapist, a senior therapist and an assistant each do, including what an assistant may carry out under supervision. The role design and job descriptions work sets this out.

Plan caseload and session load

A fair maximum of sessions per therapist per day, with time for notes and parent updates built in, and a simple way to move new patients to those with room.

What this covers

A fair maximum of sessions per therapist per day, with time for notes and parent updates built in, and a simple way to move new patients to those with room.

Make part-time pay predictable

A clear rule for what a per-session therapist earns when a family cancels late, so income does not feel like a gamble.

What this covers

A clear rule for what a per-session therapist earns when a family cancels late, so income does not feel like a gamble. The compensation and rewards strategy work covers this.

Plan handover when a therapist leaves

A standard handover note per patient, a joint session with the new therapist and a message to families that explains the change before it happens.

What this covers

A standard handover note per patient, a joint session with the new therapist and a message to families that explains the change before it happens.

Set a routine for travel and visits

Counted travel time, a check-in when a therapist reaches and leaves a home, and a rule on who accompanies a new therapist on a first visit.

What this covers

Counted travel time, a check-in when a therapist reaches and leaves a home, and a rule on who accompanies a new therapist on a first visit.

Start by checking where you stand

Before changing anything, find out what is true today. These checks take an afternoon and tell you which of the topics above to start with.

Share your requirements
  • List each therapist's weekly sessions and see how many have time for notes inside the working day.
  • Write down what a therapy assistant may and may not do on their own, and read it to your assistants.
  • Look at the last therapist who left and count the patients who stopped coming within two months.
  • Ask your part-time therapists what they earned in the last month and whether it matched what they expected.
  • Confirm with a qualified professional the registration, record-keeping and employment obligations that apply to your occupational therapy practice.

Confirm with a qualified professional. What applies to you depends on your business, your state and your arrangements, and it changes. This page describes practice. It does not state a legal position.

How GullyHR helps

The services below fit this kind of business best. Each starts by recording where you stand, and every later report compares against that. We do not promise outcomes.

Start with a free conversation, or see the paid HR Diagnostic.

Our hospital HR transformation approach

  1. 1

    Assess

    Understand the hospital, its workforce, current processes and HR challenges.

  2. 2

    Identify gaps

    Find the missing, weak, inconsistent or person-dependent processes.

  3. 3

    Design

    Create the structure, processes, policies, SOPs, dashboards and systems needed.

  4. 4

    Implement

    Help HR and department managers actually adopt the new system.

  5. 5

    Automate

    Digitise repetitive and approval-based workflows where it is worth doing.

  6. 6

    Measure

    Track hiring, attendance, employee cost, performance, training and attrition.

  7. 7

    Improve

    Strengthen the people-management system continuously, not once.

Blogs worth reading first

From the GullyHR blog: one on HR in healthcare, and one on each of the topics this page points to.

More on the GullyHR blog.

Questions owners ask

Plan the handover before it is needed: a written summary per patient, a joint session with the incoming therapist and a clear message to families. It will not remove every loss, but it keeps most relationships.

Let’s find your next step

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