
Occupational Therapy for Case Managers & Rehabilitation Professionals
Independent functional assessment, occupational therapy intervention and vocational rehabilitation to support clients with complex rehabilitation needs.
Serenity Occupational Therapy works alongside case managers, rehabilitation providers and other professionals to provide specialist Occupational Therapy assessment and intervention.
Our focus is on understanding how a person's health, mental health, neurodivergence, cognition, fatigue and wider circumstances affect their ability to manage everyday activities, roles and work.
We provide clear functional analysis, practical recommendations and goal-focused intervention that can sit within the client's wider rehabilitation programme.
Remote assessment and intervention available UK-wide. Face-to-face services are available in Aberdeen and Aberdeenshire, with wider travel considered by arrangement.
When to Consider an Occupational Therapy Referral
A referral may be appropriate where:
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Everyday functioning has changed following illness, injury or changes in mental health
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Fatigue or reduced stamina is limiting rehabilitation progress
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Cognitive or executive functioning difficulties are affecting independence
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ADHD or autism is affecting routines, sensory regulation, participation or work
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The client is struggling to establish sustainable routines and occupational balance
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There is uncertainty about the client's current functional ability
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Emotional or mental health difficulties are affecting engagement in everyday activities
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Rehabilitation progress has slowed or plateaued
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Practical strategies are required to translate clinical recommendations into everyday life
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Returning to work or sustaining employment has become a rehabilitation goal
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The wider rehabilitation team requires Occupational Therapy assessment, recommendations or intervention
What Can Our Assessments Help Clarify?
Depending on the referral questions, our assessment can help establish:
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What can the client currently manage independently?
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Which activities or roles are proving difficult?
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What is affecting their occupational performance?
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What strengths can rehabilitation build upon?
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Are fatigue, cognition, executive functioning, sensory needs or mental health creating barriers?
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How are environmental or situational factors affecting function?
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What Occupational Therapy intervention may be appropriate?
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What rehabilitation goals should be prioritised?
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Is vocational rehabilitation or workplace intervention indicated?
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What practical recommendations could improve independence, participation and occupational performance?
Occupational Therapy Services for Case Managers
Functional Occupational Therapy Assessment
For clients where current functional ability, occupational performance, strengths, barriers and rehabilitation needs require clarification.
Assessment may consider daily activities, routines, roles, cognition, executive functioning, fatigue, sensory needs, mental health, environment and participation.
From £495
Occupational Therapy Assessment & Rehabilitation
For clients who require assessment followed by structured, goal-focused Occupational Therapy intervention.
Following assessment, we can develop an individual rehabilitation plan focusing on the areas of function identified as priorities.
The number and frequency of sessions are recommended following assessment and agreed with the instructing case manager before intervention begins.
Quoted according to the level of intervention rerquired.
Where Work Is Part of the Rehabilitation Plan
Employment can form an important part of a client's recovery, identity, routine and long-term rehabilitation.
Where work is a significant component of the referral, we can provide more focused assessment through our workplace and vocational rehabilitation service.
Workplace Needs Assessment
For employees who are working but experiencing difficulties managing their role.
From £495
Return-to-Work Assessment
For employees who are absent from work and require a structured, clinically informed return-to-work plan.
From £695
Vocational Rehabilitation Assessment
For more complex situations where functional ability, occupational demands, barriers and longer-term vocational rehabilitation require detailed assessment.
From £650
Complex Employee Case Support
For employees requiring assessment followed by a period of structured occupational therapy intervention, workplace liaison and review.
From £1,650
Our Approach
Functional
We look beyond diagnosis.
Our assessment focuses on what the person needs and wants to do, what they can currently manage and what is getting in the way.
Individualised
Recommendations are specific to the client.
Assessment considers the interaction between the person, their occupations and their environment rather than applying generic strategies.
Collaborative
We work within the wider rehabilitation plan.
With appropriate consent, we liaise with case managers and other professionals to ensure occupational therapy goals complement the client's overall rehabilitation programme.
Goal-Focused
Intervention has a purpose.
Goals are agreed and progress is reviewed so that occupational therapy input remains clinically justified and relevant.
What Does the Assessment Involve?
Referral and Information Gathering
We review the referral, agreed questions and relevant clinical or rehabilitation information supplied by the case manager.
Comprehensive Occupational Therapy Assessment
A comprehensive assessment explores the client's occupational performance, functional abilities, strengths, difficulties, routines, roles and relevant environmental factors.
Assessment may include standardised occupational therapy tools were clinically appropriate.
Clinical Analysis
We bring together the assessment findings to identify the factors affecting function, rehabilitation priorities and areas were intervention may be beneficial.
Recommendations
Clear and practical recommendations are provided in relation to the agreed referral questions.
Rehabilitation Planning
Where further occupational therapy is indicated, proposed goals, intervention and anticipated review arrangements can be provided for authorisation.
Your Occupational Therapy Report
Where a written report has been commissioned, this is structured around the agreed referral questions rather than providing a generic assessment summary.
Depending on the nature of the referral, the report may include:
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Current functional abilities and limitations
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Occupational strengths
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Activities and roles affected
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Barriers to independence and participation
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Cognitive and executive functioning considerations
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Fatigue and energy management
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Sensory and environmental factors
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Mental health factors affecting occupational performance
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Rehabilitation priorities
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Proposed intervention
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Vocational considerations where relevant
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Recommendations for further professional input where appropriate
Our aim is to provide case managers with clear, clinically reasoned recommendations that can be incorporated into the wider rehabilitation plan.
Working Alongside Case Managers
Good rehabilitation depends of effective communication. We work collaboratively with the instructing case manager while maintaining clear professional boundaries and respecting the client's confidentiality and consent.
We can provide:
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Clear treatment goals following assessment
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Agreed communication with the instructing case manager
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Progress updates where commissioned
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Identification of barriers affecting rehabilitation
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Liaison with relevant professionals with appropriate consent
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Review of progress against agreed goals
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Early communication where progress is not occuring as anticipated
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Recommendations regarding continuation, review or discharge
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Further assessment recommendations where new needs emerge
What Happens When You Refer?
Step 1 - Referral & Referral Questions
Send us the referral information and the specific questions you would like the occupational therapy assessment to address.
Step 2 - Review
We review the referral and confirm whether we are appropriately placed to provide the requested assessment of intervention.
Step 3 - Consent & Information Gathering
Following acceptance, appropriate consent is obtained and relevant background information is reviewed.
Step 4 - Occupational Therapy Assessment
Assessment is completed remotely of face-to-face according to the client's needs and the agreed instruction.
Step 5 - Report and Recommendations
Where commissioned, a written report addresses the agreed referral questions and provides clear recommendations.
Step 6 - Intervention
Where further occupational therapy is indicated, proposed intervention is agreed with the case manager before treatment begins.
Step 7 - Review and Outcomes
Progress is reviewed against agreed goals and further recommendations are provided where required.
Fees
Functional Occupational Therapy Assessment
From 495
Comprehensive assessment of occupational performance, functional ability, barriers, strengths and rehabilitation needs, with practical recommendations and written reporting according to the agreed referral questions.
Vocational Rehabilitation Assessment
From £650
For clients where health or functioning is affecting return to work, work participation or sustainable employment.
Occupational Therapy Intervention
From £175 per session
Where further occupational therapy intervention is recommended following assessment.
Ongoing Occupational Therapy Rehabilitation
Individual Quotation
The scope and cost of further intervention are agreed with the instructing case manager following assessment and before treatment begins.
Fees may vary where a referral requires extended assessment, additional liaison, complex documentation, workplace assessment or travel. Any additional costs will be discussed and agreed before work is undertaken.
Travel & Additional Costs
For face-to-face appointments requiring travel:
Mileage: 45p per mile
Travel Time: £50 per hour
Any expected travel costs will be discussed and agreed with the instructing organisation before the appointment is arranged.
Invoicing & Payment
Fees and the scope of authorised work are agreed before assessment or intervention begins.
Invoices can be issued directly to the instructing case management organisation, rehabilitation provider or other agreed funder.
Any additional work outside the original instruction will be discussed before it is undertaken.
Payment by BACS
Regular Referral Partnerships
We welcome referrals from case management companies, rehabilitation providers and other organisations requiring specialist occupational therapy input.
For organisations referring regularly, we are happy to discuss agreed referral processes, communication arrangements, reporting requirements and access to our functional and vocational rehabilitation service.
Why Serenity Occupational Therapy?
Specialist Occupational Therapy expertise in:
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Mental Health
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Functional Assessment
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Vocational Rehabilitation
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Return-to-Work
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ADHD and autism
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Cognitive and Executive Functioning
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Fatigue and Energy Management
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Sensory Processing
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Occupational Performance
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Complex Rehabilitation Needs
Assessments and interventions are completed by HCPC-registered Occupational Therapists and informed by professional Occupational Therapy standards, clinical reasoning and evidence-based practice.
Discuss a Case Management Referral
If you have a client who may benefit from Occupational Therapy but are unsure whether functional assessment, occupational therapy intervention or vocational rehabilitation would be the most appropriate starting point, please get in touch.
We are happy to arrange a free 20-minute professional referral discussion to consider the referral questions and the most appropriate Occupational Therapy pathway.
We aim to respond to all professional enquiries within two working days.