Occupational Therapy Equipment and Supplies Inventory Management System

Comprehensive Template for Practice Inventory Control

Occupational Therapy

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Template Content

Last updated: Mar 24, 2025

1. Equipment Inventory Log

Critical Equipment

  • Equipment ID
  • Item name and model
  • Serial number
  • Purchase date
  • Last maintenance date
  • Next maintenance due
  • Current condition (1-5 scale)
  • Location/room assignment

Therapeutic Tools & Devices

  • Item category
  • Quantity on hand
  • Minimum stock level
  • Reorder point
  • Supplier information
  • Cost per unit

2. Assessment Materials Tracking

Standardized Assessment Tools

  • Test name
  • Version/edition
  • Number of forms remaining
  • Expiration date (if applicable)
  • Replacement cost
  • Ordering information

Documentation Materials

  • Form type
  • Current stock
  • Monthly usage rate
  • Reorder threshold

3. Treatment Supplies Inventory

Consumable Items

  • Item description
  • Current quantity
  • Unit of measure
  • Par level
  • Storage location
  • Vendor details

Specialized Materials

  • Material type
  • Age group designation
  • Safety considerations
  • Cleaning requirements
  • Stock status

4. Monthly Inventory Checklist

Physical Count

  • Date performed
  • Staff member responsible
  • Discrepancies noted
  • Action items

Quality Control

  • Equipment condition assessment
  • Calibration status
  • Cleaning verification
  • Safety compliance check

5. Procurement Process

Order Authorization

  • Department approval
  • Budget verification
  • Vendor selection
  • Purchase order number

Receipt and Integration

  • Delivery verification
  • Quality inspection
  • Inventory system update
  • Staff notification

6. Disposal/Replacement Log

Equipment Retirement

  • Item identification
  • Reason for disposal
  • Disposal method
  • Replacement status
  • Documentation requirements

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