Describe the everyday task you want help with
The NHS describes occupational therapy as help with everyday tasks affected by disability, illness, recovery or other difficulties. It can relate to home, education, work or activities that matter to the person. Start with a practical description, such as difficulty using a bathroom or managing a daily routine, rather than requesting equipment before assessment.
Ask whether the provider works with adults or children and has experience relevant to the setting and concern. Occupational therapy is different from an occupational health management referral about work. A home-access assessment, a child’s school assessment and a workplace health report should not be grouped together under one unexplained “OT assessment” price.
Read the home-visit fee and report scope together
On 20 October 2026, OTESA advertised adult home assessments from £350, covering a one-to-two-hour visit and written report. Follow-up visits were from £150, for example to trial or review equipment. Its service is based in Hertfordshire and covers North London and neighbouring areas, with coverage and final pricing confirmed on enquiry.
These are starting prices for a named service, not a national range. Ask whether your location, complexity or required report changes the fee. Keep equipment purchases, building work and additional visits outside the assessment total unless the provider explicitly confirms inclusion. Obtain the final scope before arranging payment.
Make the assessment setting part of the quote
A clinic discussion, home visit, school observation and workplace assessment provide different information. Ask where the professional needs to observe the task and why. If more than one setting is involved, request a fee for each visit, including travel time, mileage and any time spent communicating with other people.
For a home visit, explain access arrangements, who lives there and whether someone else should attend with the person’s agreement. Do not make risky changes or demonstrate an unsafe transfer to prepare for the visit. Ask the therapist how the activity can be assessed safely and what information or existing care plans should be available.
Distinguish a recommendation from funded equipment
A report recommending equipment or an adaptation does not by itself arrange funding, purchase, installation or training. Ask who is responsible for each stage and whether the proposed item can be trialled. Clarify who checks that it fits the person and the environment, and how maintenance, repairs and later review will be handled.
If a council, NHS equipment service, landlord or insurer may be involved, check its process before buying privately. Ask whether it needs its own assessment or approval. A private recommendation can supply information, but it should not be presented as a guarantee that another organisation will fund the item or accept the proposed specification.
Commission the report for its intended reader
Tell the therapist whether the report is for your own planning, a care team, an education setting, an equipment service or a housing request. Ask what the fee covers: observations, measurements, recommendations, a written rationale and a feedback conversation. A general clinical summary may differ from specialist evidence prepared for a formal application.
Clarify whether later amendments, additional forms, meetings or questions from another organisation are included. Ask when the report will be ready and how factual inaccuracies can be raised. If a formal process has specific requirements, confirm them with the receiving body before commissioning the report; assessment does not guarantee a particular administrative decision.
Build the follow-up and support budget
After assessment, ask what must happen before any recommendation is put into use. The plan may involve another visit, equipment trials, training or discussion with carers. Request a separate price and purpose for each proposed step. An initial appointment should not be treated as the total pathway cost when implementation still needs professional input.
For example, an assessment-and-report quote and a quote that also includes an equipment trial may initially look different in price. Compare them only after establishing whether a trial is needed and who will arrange it. Ask about cancellation terms if equipment delivery is delayed and about costs when needs change before implementation.
Check registration and keep the person’s priorities central
“Occupational therapist” is a protected professional title. Check the named practitioner’s current status on the HCPC register, then discuss their relevant experience. Registration is a starting check; the proposed service still needs to fit the person’s goals, communication needs and environment.
Make room for the person receiving the assessment to explain what matters to them, even when relatives or carers organise the booking. Agree consent and report-sharing arrangements and request an accessible explanation of the findings. Before closing the pathway, identify who will review the plan and how to seek advice if the practical arrangements no longer work.
Before, during and afterwards.
Before
- List the daily tasks that are difficult and the person’s own priorities.
- Confirm the assessment setting, named therapist and report purpose.
- Check NHS or council access and whether funding approval is needed before purchasing equipment.
During
- Discuss how tasks can be assessed safely in the real environment.
- Ask which recommendations need trials, training or further professional input.
- Identify the person or organisation responsible for each next step.
After
- Obtain the report and clarify any factual errors or unclear recommendations.
- Confirm funding, supply, installation and maintenance before committing to equipment.
- Arrange the agreed review and keep contact details for changes in needs.
Five questions to take with you
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Your questions, answered
Is occupational therapy the same as occupational health?
No. Occupational therapy focuses on everyday activities and the person’s environment. Occupational health commonly considers health in relation to a job and workplace questions. Some needs can involve both, but the appointment, report purpose and payer should be identified before prices are compared.
Does an OT report guarantee that the council will fund equipment?
No. A private report can inform a request, but the relevant organisation applies its own assessment and funding process. Ask whether prior approval or another assessment is required before buying equipment or commissioning work. Keep professional advice separate from funding authorisation.
Are equipment and adaptations included in an assessment fee?
Do not assume they are. Ask separately about professional assessment, written report, trials, purchases, installation, training and reviews. Confirm who handles each stage and any ongoing maintenance. A starting assessment price cannot safely be treated as the cost of implementing every recommendation.
Sources & further reading
Source material checked 20 October 2026. Follow the original publication to check current arrangements. The source labels describe the publisher; they are not a quality rating.
- OTESA: adult home assessments and follow-up fees ↗Provider or specialist organisationotesa.co.uk
- NHS: occupational therapy and funded access ↗NHS or public authoritynhs.uk
- HCPC: professions and protected titles ↗Regulatorhcpc-uk.org
- HCPC: check the register ↗Regulatorhcpc-uk.org