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Occupational Therapy November 2026 5 min read

Your First Mobile Occupational Therapy Visit: What to Expect

Having a therapist come to your home can feel unfamiliar. Knowing what happens at the first visit makes it easier to relax and get the most from it. Here is a plain-language walk-through.

Before the visit

  • You or your representative complete one short intake form, and we confirm your funding
  • We agree a time that suits you. Evening appointments can be arranged for occupational therapy
  • We send a service agreement that explains what we will do, how we bill and how to cancel
  • You do not need to tidy up or prepare anything special. We need to see your home as it really is

What to have ready

  • Your NDIS plan or Support at Home approval details, if you have them
  • Recent reports, discharge summaries or letters from your doctors and specialists
  • A list of medicines and any equipment you already use
  • A few notes about what is hard and what you want to change
  • Someone you trust to join if you would like support

What happens during the first visit

  1. A conversation. Your OT asks about your health, your routines and your goals. The aim is to understand what matters to you, not to tick boxes.
  2. A look around. With your permission, the OT looks at the spaces you use: entry, bathroom, kitchen, bedroom and living areas. They watch how you move and manage everyday tasks.
  3. Simple assessments. Depending on your goals, this might include questionnaires or a task such as making a cup of tea or getting in and out of the shower.
  4. Early ideas. You often leave with quick wins, such as a different way to do a task or a simple piece of equipment to try.

The first visit usually takes around an hour or a little longer. It does not have to answer everything. It is the starting point.

What happens next

You are in charge. You can say no to any part of an assessment, ask for a family member to be present or ask for a break. A good OT adapts to you.

Book your first visit

Exercare's occupational therapists visit you at home across Melbourne, with no waitlist. One NDIS intake form gets you started.

NDIS intake (EP or OT)Call 0413 827 232

Where we visit

Our occupational therapists visit homes across Melbourne, including Templestowe, Lower Templestowe, Doncaster and Bulleen. See occupational therapy across the City of Manningham or the pages for Templestowe and Lower Templestowe.

Funding

Under the NDIS, occupational therapy is usually funded from Capacity Building – Improved Daily Living Skills (Category 15). Equipment is funded from Capital – Assistive Technology (Category 05) and home modifications from Capital – Home Modifications (Category 06). Self-funded OT is limited to functional capacity assessments for people applying for the NDIS. For Support at Home clients, we can talk through what your approved budget covers. Our Support at Home OT guide has the details.

Evidence referenced in this article

Written by the Exercare allied health team. This article is general information only and is not a substitute for individual medical advice. Exercare provides mobile exercise physiology and NDIS occupational therapy across south-east and eastern Melbourne.

Frequently asked questions

How long is the first OT visit?

Usually around an hour, sometimes a little longer. Longer assessments are booked as separate visits.

Do I need a referral for OT?

No referral is needed for NDIS or Support at Home clients at Exercare.

Do I need to tidy my home first?

No. The OT needs to see your home as it normally is to give useful advice.

Can a family member or support worker be there?

Yes. Many people find it helpful to have someone with them, and we are happy to include them.

Can I get evening appointments?

Evening appointments can be arranged for occupational therapy. Ask us when you book.