Follow the client beyond the first appointment
For an occupational therapy practice, a useful software demonstration follows referral information into assessment, goals, intervention, review and reporting. Use a fictional client whose work includes a community or home visit so the test reflects more than a consulting-room calendar.
Bring this sequence to the demonstration
- Capture the referral, consent and relevant contacts.
- Prepare for the appointment using the existing client context.
- Record assessment information within the practitioner’s scope.
- Connect goals, interventions and outcome observations.
- Store relevant files with clear dates and purpose.
- Prepare a report that can be traced to its evidence.
Check the field workflow
Open the record on the device used during visits. Try a longer note, an attachment and an interrupted draft. Confirm connectivity requirements rather than assuming offline support. Check that another authorised practitioner can understand the next action.
Keep access and billing precise
Test reception and finance roles separately from the practitioner. For NDIS work, review the agreed service, funding arrangement and relevant billing conditions. Where an external provider is involved, ask whether the software submits directly or prepares information for a separate channel.
Explore CordoCare’s clinical workspace and full feature directory. Ask for a walkthrough using your occupational therapy workflow, then confirm pricing and trial terms before choosing.