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How to write your Occupational Therapy Services Proposal

You can create your customized editable variation of this document using Proposal Kit. Follow these steps to get started.

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  • Customize with your logo

Screenshots of 4 of 6 pages of this sample

Click the PDF View link above to see more. The complete sample is included in every Proposal Pack and the included Wizard software can build you an editable version in Word that will be in the design theme you purchased. You can purchase a different design theme than the sample is illustrated with.

Proposal Pack Healthcare #3 Title Page

Proposal Pack Healthcare #3 Body Page
Proposal Pack Healthcare #3 Body Page
Proposal Pack Healthcare #3 Back Page

1. Get a Proposal Pack such as Healthcare #3

This sample was created using the design theme Proposal Pack Healthcare #3. You can recreate this same sample using any of our Proposal Pack design themes and have it customized for your business.

We include this sample in PDF and editable Word format chapters that can be customized using the included Wizard software when purchased with a Proposal Pack or the Professional Bundle.

To create your customized proposal using your logo and colors, get Proposal Pack for Any Business. We include this sample in every Proposal Pack.

2. Download and install after ordering

Once you have ordered and downloaded your Proposal Pack you will have all the content you need to get started. If you order the sample as a template you will download the Word document after ordering and edit it in your office software.

3. Set up the included Wizard software

While the Wizard software makes the process more efficient, you can manually assemble your version of this sample using the content provided and just a Word processor. We only include the Wizard software with a Proposal Pack or the Professional Bundle.

4. Import the Quick Start layout titled 'Occupational Therapy Services Sample Proposal'

The included Proposal Pack Wizard software makes creating a customized version of this document speedy and efficient. The sample content is in Word format documents, so you can also use the sample text without using our Wizard software. Using the Wizard software, you can create custom variations of this template and automate your quotes with the line item database.

The Occupational Therapy Services Proposal is an example of a proposal using Proposal Pack to pitch the services of an extended home care occupational therapy provider.

This is a good example to follow for any business or individual offering healthcare services to clients.

Used by individuals and companies providing occupational therapy or nursing care services. Used by anyone offering services to a client.

5. Customize the template with your information

You can customize the layout with different chapters, change the order of chapters, import your content and information, change the visual design, edit the text, and more. You have complete control over customizing this sample.

Occupational Therapy Services Sample Proposal - The Narrative

Full Life Occupational Therapy

Extended Care Services for Kayla Spozata Regional Director. VP Strategic Partnerships. We can complement your business by extending our expertise in occupational therapy for clients in your facilities and for those who are on their way back to health and independence at home.

Full Life Occupational Therapy has already established partnerships with Restan Rehabilitation Center HMW Nursing Homes and Minnesota Rehabilitative Centers. We’d like to work with you too. Please review the enclosed materials and give us call.

Since Full Life Occupational Therapy has been helping clients improve their quality of life. Whether an emotionally damaged child needs help with social activities an accident victim must discover new methods for achieving mobility or wounded veteran wants to get maximum benefit from recreation activities we’re here to help. Our staff works in collaboration with physicians psychologists physical therapists social workers and other specialists that may already be working with clients.

We can create ‘dream team’ for an individual’s needs or fit into plan an existing team has already devised. Full Life Occupational Therapy has been recognized by the Midwest Alliance of Health Insurance Professionals as Preferred Provider delivering efficient and economical therapy for their policy holders. We have also received the Minnesota State Therapeutic Excellence Award for the last five years running for our work with school districts and special needs children throughout the state of Minnesota. Full Life Occupational Therapy employs occupational therapists many specializing in areas such as computer assistance visual aids home independence skills and working with children.

We also have fantastic support staff of friendly office personnel. All our therapists undergo regular background checks and are fully licensed and bonded so you can feel comfortable allowing them access to any home or care facility. Full Life Occupational Therapy is headquartered in Minneapolis and has offices throughout the state of Minnesota.

Services – We offer the following services.

  • Analysis of Individual Needs
  • Therapeutic Program Design
  • Assistance with Everyday Activities
  • Design of Specialized Equipment for Everyday Use
  • Physical Exercises to Improve Balance Strength and Dexterity
  • Learning Activities to Master Academic Intellectual or Emotional Skills
  • Use of Specialized Computer Programs to Overcome Physical or Psychological Limitations

How to Contact Full Life Occupational Therapy – Check your online or printed yellow pages for our local offices or contact our central office. Like any other company in the business of health care Full Life Occupational Therapy is limited in various ways to what we can accomplish. The limitations we experience most often are listed below. Insurance Policy Restrictions on Number of Sessions.

Many health insurance policies limit the number of occupational therapy sessions client may receive in given period of time. Limiting therapy sessions may mean that the client will not achieve the maximum benefit that would be possible if therapy were continued or that there may be time gap between sessions. If we determine that additional therapy sessions would benefit the client our insurance liaison personnel at Full Life will confer with the insurance company to determine if further sessions can be authorized. In the event that further sessions cannot be authorized by the insurance carrier we will offer the client the opportunity to personally pay for more sessions at reasonable cost.

We will also strive to teach the client techniques that they may safely practice when therapist is not present. Adherence to Organizational Policy Protocols. Some state and national organizations mandate standard protocols for certain situations. Although we strive to customize our therapy to meet client’s individual needs some organizations restrict the techniques we must use in certain situations to those techniques that are generally recognized as most effective.

If an assigned occupational therapist determines that client would benefit from an alternative therapy protocol our insurance liaison personnel at Full Life will confer with the restricting organization to determine if different therapy techniques can be authorized. In the event that different therapy cannot be authorized by the organization we will offer the client the opportunity to personally pay for alternative therapy sessions at reasonable cost. As we all know client’s attitude toward therapy has dramatic effect on the effectiveness of that therapy. At times family members and health care professionals are far more eager for occupational therapy to begin than the client is.

When client refuses to participate in therapy sessions those sessions can be waste of time and money for everyone involved. When Full Life therapist determines that client is reluctant to fully participate in therapy sessions that therapist will try to determine the cause of the reluctance and will do his her best to overcome that reluctance. We may recommend postponing or pausing therapy sessions or changing techniques.

We may also confer with the client’s health care team to determine if sessions with psychiatric specialists or medications such as antidepressants might help alleviate client’s reluctance. Full Life Occupational Therapy reserves the right to customize services and fees as needed for unusual cases. Standard Disclaimer. The numbers represented above are to be used as an estimate for the services discussed.

The above Cost Summary does in no way constitute warranty of final price. Prices are subject to change before being locked in by binding contract. Novalle Recovery Centers are well known as the experts in our region for post operative care and rehabilitation. And we at Full Life Occupational Therapy are experts in extending care after clients are well enough to go home.

Don’t you think it’s time we joined our services for everyone’s benefit. We cannot replace the invaluable medical services you offer your clientele but we can complement your business by extending our expertise in occupational therapy for clients in your facilities and for those who are on their way back to health and independence at home. Full Life Occupational Therapy has already established partnerships with Restan Rehabilitation Center HMW Nursing Homes and Minnesota Rehabilitative Centers. We’d like to work with you too.

Business proposal example What Our Clients Say

An excellent product, definitely worth the small investment. I spent over 10 years building proposals from scratch for the food service industry and although I had some success I was never entirely happy with the end result. I bought the Proposal Pack Wizard about 2 years ago I was finally able to produce great looking documents with the professional image that I needed. The response to the new format was excellent and I was able to win more business, even when competing with much larger competitors."

Greg H.

There are 200 complete sample proposals including this one in each Proposal Pack

The following related samples are also included in Proposal Pack:

These template layouts are related to this sample

The following related templates are also included in Proposal Pack with this sample:

Length of Sample

6 Pages

There are thousands of chapters to choose from in Proposal Pack. This sample uses the following set of Proposal Pack chapter templates: Cover Letter, Title Page, Services Cost Summary, Limitations, About Us, Back Page.

Occupational Therapy Services Sample Proposal Calculator Spreadheets

These Excel calculator spreadsheets are included with this template. If you purchase a Proposal Pack or the Professional Bundle, these proposal pages are generated using an automated line-item database in the included Wizard software. The calculator spreadsheets are intended for use when purchasing only the sample as a static Word template.

Services Cost Summary Calculator

This sample illustrates how to write the following types of proposals

  • General business proposal
  • Non-technical proposal
  • Service sales proposal
  • Sales letter
  • Medical, healthcare, wellness proposal
  • Personal care (daycare, senior care) proposal
  • Many other types of proposals

Samples can be created in any Proposal Pack design theme

This sample was created with Proposal Pack Healthcare #3. To change the visual look purchase any Proposal Pack and this sample will be created in that design theme.



Out of the over 501 Proposal Packs available these designs are also popular for this type of proposal and this sample proposal is also included in every Proposal Pack:

Photo Design Proposal Packs

Business Proposal TemplatesProposal Pack Healthcare #4
Business Proposal TemplatesProposal Pack Healthcare #6

Line Art Design Proposal Packs

Business Proposal TemplatesProposal Pack Healthcare #1
Business Proposal TemplatesProposal Pack Healthcare #2
Business Proposal TemplatesProposal Pack Medical #1
Business Proposal TemplatesProposal Pack Medical #4

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Key Takeaways

  • The Occupational Therapy Services Sample Proposal is a fully written sample included in every Proposal Pack and the Professional Bundle.
  • You can create custom variations of this sample using the included software and template library.
  • The Wizard software automates quotes and other financial pages with a line-item database.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
  • Proposal Kit is made for freelancers, small businesses, and non-profits.
  • Proposal Kit product content (templates, samples, software) is 100% written by humans.

How to Write a Healthcare or Medical Proposal

This video shows how to write a healthcare or medical related proposal such as for medical services, healthcare product sales, starting a clinic, funding a healthcare mission or any other healthcare type of situation. Not only proposals can be created but also business plans, RFP submissions, grants, reports, studies, plans, etc. Proposal Kit includes healthcare and medical design themes, samples, templates and layouts.

Frequently Asked Questions

How do I customize this sample to fit my specific project or business?

If you purchase this sample as a static template, it will be an editable Word format document; otherwise, if you buy a Proposal Pack or the Professional bundle, you can build a more customized editable Word document version of it using the included Wizard software. You can replace the sample information with your own, adjust the text to match your company's tone and style, and modify sections to include project-specific details.

Can I use multiple sample proposals for different types of projects?

You can purchase multiple samples as individual Word templates or all 200 samples are included in every Proposal Pack and Proposal Kit Professional, which is a much better deal. The Proposal Kit offers sample proposals for various industries and project types. You can select and customize different sample proposals to suit each unique project. This flexibility allows you to create tailored proposals for other clients or projects.

How can I integrate my branding into this sample?

While this sample is an editable Word document, depending on the level of custom branding needed, consider the Proposal Kit Professional, which includes the branding features in the Wizard software that let you create custom-branded design themes more effectively. Start by incorporating your company's logo on the cover page, as well as in the headers and footers of the document. Next, adjust the color scheme of the proposal to match your brand colors. Change the fonts in the proposal to align with your brand's standard fonts. Including branded graphics that reflect your brand's style will further enhance the proposal. Additionally, ensure that the text within the proposal maintains a tone and voice consistent with your brand's communication style. By integrating these elements, your proposal will reinforce your brand identity.

How do I ensure my proposal stands out and wins the client?

To ensure your proposal stands out:

  • Personalize the content: Address the client's needs, challenges, and goals to make the proposal unique.
  • Highlight your value proposition: Communicate what sets your business apart and how to deliver superior results.
  • Use professional design elements: Incorporate visuals, charts, and graphs to enhance the presentation and make it more engaging.
  • Proofread and edit: Ensure the proposal is error-free and well-organized. A polished, professional document reflects your attention to detail and professionalism.

What should I do if I need help understanding or modifying a section of this sample?

If you need help understanding or modifying a section of this sample, refer to the detailed instructions provided. Additionally, Proposal Kit includes customer support and resources such as tutorials and videos to assist you. Consulting with a colleague or a professional in your industry can also be beneficial if further clarification is needed. Asking an AI tool can also provide valuable insights for immediate needs.

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