AI Activity Planning for Therapists

Let your AI agent handle activity selection, adaptation, and documentation tailored to each client’s needs. Spend more time on direct care and less on paperwork.

You’re a therapist juggling client sessions and endless planning. Hours disappear in Excel, Google Drive, and email as you search for activities, adapt them for unique abilities, and document every step. The administrative load keeps you from focusing on your clients’ progress.

An AI agent that recommends, adapts, and documents therapy activities for clinicians, saving hours each week on manual planning and paperwork.

What this replaces

Search activity ideas in Google Drive for each client
Adapt tasks manually in Excel for physical limitations
Compile instructions and materials in Microsoft Word
Draft progress notes for every session in Epic
Align activities with IEP goals using shared spreadsheets

The hidden cost

What this is really costing you

In healthcare, occupational and physical therapists spend 2-3 hours weekly searching for suitable activities, customizing them for individual abilities, and documenting rationale in systems like Epic or Google Sheets. This repetitive workflow drains time, increases risk of errors, and leads to burnout. Without automation, rising caseloads make manual planning unsustainable.

Time wasted

2-3 hours/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$6,000/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

Ignoring this problem can result in incomplete documentation, missed therapy goals, and higher staff turnover due to chronic overload.

Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.

Return on investment

The math speaks for itself

Today — without agent

2.5 hrs/week

of manual work

$6,000/year/ year

With your AI agent

20 min/week

agent-handled

$800/year/ year

You save

$5,200/year

every year, reinvested into growing your business

Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Quickly Build a Session Plan

You ask your agent to suggest work-readiness activities for a client with mild cognitive impairment.

Adapt Activities for Limited Mobility

You ask your agent to modify a cooking task for a client with one-handed use.

Align Activities with IEP Goals

You ask your agent to find daily living tasks that support a student’s specific IEP objectives.

Generate Materials for Group Therapy

You ask your agent to compile instructions and visual supports for a group life-skills session.

How to hire your agent

1

Connect your tools

Link your client management, documentation, and educational resource tools to streamline activity planning.

2

Tell your agent what you need

Type: 'Suggest three work-related activities for an adult client with moderate physical limitations who wants to improve time management.'

3

Agent gets it done

The agent returns a list of tailored activities, adaptation notes, materials needed, and draft progress note.

You doing it vs. your agent doing it

Review client files, search resources, and cross-reference abilities.
Agent instantly matches activities to client profiles.
1 hr/week
Manually research and modify tasks for each client’s needs.
Agent suggests adaptations automatically.
30 min/week
Gather and format resources from multiple sources.
Agent assembles all materials for you.
20 min/week
Write justification for each activity by hand.
Agent drafts rationale based on selections.
10 min/week

Agent skill set

What this agent knows how to do

Personalized Activity Recommendations

Analyzes client profiles from EMR systems and generates tailored activity lists based on therapy goals.

Adaptation Guidance

Reviews physical or cognitive limitations and suggests step-by-step modifications for each activity.

Goal Tracking

Links activities to IEP or treatment objectives and logs progress in Google Sheets or Epic.

Session Material Compilation

Pulls instructions, materials lists, and visual aids from online resources for complete session packages.

Progress Note Drafting

Drafts concise session summaries and rationale for activity choices, ready for review in your documentation system.

AI Agent FAQ

Yes, the agent uses data from EMR systems like Epic and your input to tailor activity recommendations. You review all suggestions for clinical appropriateness and can adjust as needed.

You can export outputs for use in Epic, Google Sheets, or Microsoft Word. Direct integration is not available yet, but CSV and PDF exports are supported.

Absolutely. The agent assists with planning and adaptation, but you remain responsible for final decisions to ensure clinical suitability.

All information is encrypted in transit using TLS 1.3 and never stored after processing. Always follow your clinic’s privacy protocols for HIPAA compliance.

Yes, your agent can compile instructions and visual supports for group therapy sessions, including activity lists and printable materials.

The agent supports occupational, physical, and speech therapists. It adapts activity planning for diverse client needs and therapy goals.

See how much your team could save with AI

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