Referral checklist
Participant details, suburb, funding type, goals, urgency, risks, reports and support team contacts.
Downloads
Download centre for OT referral and assessment preparation
Use these preparation checklists and referral prompts to make occupational therapy enquiries clearer, faster and more useful for participants and referrers.
Quick answer
What this Downloads page is about
Use these preparation checklists and referral prompts to make occupational therapy enquiries clearer, faster and more useful for participants and referrers.
- Provider
- Pinnacle Occupational Therapy, a Perth-based occupational therapy provider supporting Perth, Peel, South West WA and the Wheatbelt.
- Best for
- Better information leads to better intake decisions.
- Next step
- Contact intake or book an assessment with goals, location, funding context and urgency.
Key support
How Pinnacle OT can help
Assessment preparation
Current routines, equipment, home access concerns, daily challenges and plan review deadlines.
Support coordinator prompts
What outcome is needed, why now, what evidence exists and which service pathway is likely to fit.
Service attributes
How this OT pathway is assessed, delivered and documented
These details help participants, families, referrers and search systems understand the practical service fit before an enquiry is submitted.
- Funding pathways
- NDIS, private/self-funded, GP or allied health referral, hospital discharge and support coordinator referrals where suitable.
- Visit type
- Mobile, telehealth or hybrid delivery depending on clinical fit, location, risk, travel requirements and therapist availability.
- Report output
- Clear OT recommendations, functional evidence, equipment or home access rationale and next-step guidance matched to the referral goal.
- Suitable clients
- NDIS participants, private clients, families, support coordinators, plan managers, GPs, hospitals, discharge teams and referrers.
- Regions
- Perth, Peel, South West WA and the Wheatbelt, with regional enquiries reviewed for suitability.
- Turnaround
- Routine intake enquiries are reviewed promptly, with urgency, deadlines and report needs considered during triage.
Provider confidence
Why referrers and families trust Pinnacle OT
Pinnacle OT presents registration, referral, reporting and business details in a consistent format so people can verify who they are contacting and what happens next.
Registered and accountable
AHPRA, Occupational Therapy Australia and NDIS trust markers are presented clearly so participants and referrers can verify provider context.
Clear intake response
Referrals are reviewed for goals, funding, region, urgency and clinical fit before a pathway is confirmed.
Evidence-focused reporting
Reports are written to support practical decisions about daily function, equipment, home access, supports and review needs.
Public business profile
Google Business Profile details are linked for location verification, contact details and external trust signals.
AHPRAClinical services are delivered by appropriately registered occupational therapy professionals.
OTAProfessional standards, communication and evidence-informed occupational therapy practice.
NDISNDIS occupational therapy pathways for participants, families, coordinators and referrers.
Business detailsPinnacle Occupational Therapy Pty Ltd · ABN 34 665 997 811 · 0480 701 809 · admin@pinnacleot.com.au
External profileView Google Business Profile
Process
Information to prepare before contacting intake
Participant and funding details
Name, age, suburb, NDIS management type, plan dates and preferred contacts.
Reason for OT
Daily tasks affected, risks, goals, equipment needs, housing concerns or report requirements.
Supporting evidence
Recent reports, discharge summaries, behaviour plans, photos, supplier information or review deadlines.
FAQs
Common questions
Are there PDF downloads available?
The checklist content is available on this page now. Formal branded PDFs can be added once approved by the business.
Do I need every document before referring?
No. Submit the referral with what you have, and intake can request missing details if needed.
What is the most important referral detail?
The clearest referrals explain the participant goal, functional concern, urgency and funding context.
Ready to take the next step?
Share the goals, funding context and support needs. Our intake team will help confirm the most suitable pathway.