Occupational therapy
Introducing the OT Access Registry
The TAC is launching the OT Access Registry on 13 April 2026 - a new and more rewarding way for OTs and the TAC to work together.
Developed with feedback from OTs, peak bodies and clients, the registry recognises the vital role OTs play in client recovery and introduces higher rates, clearer expectations and better matched referrals. It’s designed to make partnering with the TAC easier and more transparent , while improving access for our clients.
Join to access:
- Higher therapy and travel rates than the published fee schedule
- Better matched referrals based on your areas of practice, location and languages spoken
- Simpler billing with 77% fewer fee codes and clear service descriptions
- Improved referral and report templates to support better communication
Registration includes a short online module to help you move smoothly to the new model and start accessing the new rates straight away.
Explore what’s changing and how to get ready below.
The TAC is launching the Occupational Therapy Access Registry on 13 April 2026.
Registration on the Occupational Therapy Access Registry is open to all occupational therapists regardless of level of experience or expertise, provided they meet and maintain the TAC’s Occupational Therapy Access Registry registration requirements. The registry supports the TAC to facilitate timely and appropriate referrals by matching client needs with appropriate providers.
To register, providers must agree to specific terms and conditions of service, agree to the the general TAC health and service provider registration requirements and complete online modules provided by the TAC. Once registered, providers are afforded the benefits of being listed on a registry for TAC claims staff to refer to and providers can charge a higher hourly rate as per a fee schedule provided by the TAC.
If you are currently registered with the TAC to provide occupational therapy services, you can transition your registration to the Occupational Therapy Access Registry.
Registration will open on 13 April 2026. To help you prepare for registration, here is some helpful information about the registration process:
- Review the terms and conditions and service specific requirements on this page, to ensure you are familiar with the expectations.
- Allow a little over an hour to complete the Occupational Therapy Access registry online modules and registration form. Links will be available from 13 April 2026.
- To complete your registration, you will need to provide your:
- Evidence of Occupational Therapy Access Registry module completion
- AHPRA details
- Areas of practice and the TAC occupational therapy-specific services that you wish to accept referrals for
- Locations that you can deliver services
- Any languages other than English that you speak
- You will receive confirmation of registration and will have access to the fee schedule as soon as you register.
Check back here from 13 April 2026 onwards, for instructions on how to register.
If you wish to commence TAC service delivery under the current occupational therapy model prior to 13 April 2026, complete the health and service provider registration.
Providers that don’t elect to register on the Occupational Therapy Access Registry can still provide services but must be registered to provide occupational therapy services for the TAC and can only charge as per the occupational therapy fee schedule.
Frequently asked questions
Transitioning to the new OT Access Registry
Will the new service model apply only to client referrals received after I register?
The new service model applies to both new referrals and existing work from the moment registration opens on 13 April 2026. The updated processes and expectations outlined in the online modules, terms and conditions and service definitions set consistent standards for all OT services moving forward.
If you’re partway through a piece of work when you register (for example, completing a report), you can finish that task using the current template. Any new work started after registration, including future reports or assessments for the same client, must use the updated templates and follow the new expectations.
Once you complete registration, the new fee codes and rates apply immediately, including for existing clients. Any invoices submitted after registration can use the new rate and updated fee codes, even if the work commenced before you registered.
Can I still support current clients while I complete the registration process?
Yes. You can continue supporting your existing clients while you complete the registration process. This ensures there are no gaps in service delivery or negative impacts on clients as the new model is introduced.
Once your registration is finalised, you can begin using the new fee codes and rates for clients you are already supporting.
For organisations with OT teams, the new fee schedule can only be applied to OTs who have joined the registry. OTs who have not yet registered must continue using the existing fee codes and rates until they complete registration.
When will providers receive key information to ensure systems and processes are ready for the changes?
We recognise the importance of early notice to support planning and system readiness.
Detailed information and supporting materials will be distributed in late March 2026, including promotional and implementation resources. If you do not receive these, or you need additional support, please email: psd2_projects@tac.vic.gov.au to request the digital pack.
This webpage provides comprehensive information about registration and what’s changing.
How will the TAC respond if an OT lists expertise they don't have, or if their work doesn’t meet the required standard?
OTs are asked to nominate areas of practice (e.g. brain injury, mental health, home modifications) to help support better referral alignment. This is simply an indication of the types of clients or service areas they typically work in and are willing to accept referrals for, rather than a statement of experience.
If an OT identifies an area of practice but their work in that area does not meet the expected standard, we will manage this in the same way as any other performance concern.
Our approach is collaborative. We work with OTs to provide feedback, clarify expectations and support capability uplift in that service, where needed. The focus remains on maintaining quality and supporting continuous improvement.
Completing registration and the online modules
Can I still provide OT services to TAC clients if I decide not to register?
Yes. OTs who do not register can continue delivering services to TAC clients at the current fee rate published here: occupational therapy fee schedule
However, OTs who are not registered will not be included on our internal search tool listing providers by locations they service and area of practice. This means claims managers won’t be able to identify you or your services when supporting clients to access an OT matched to their needs.
Registration benefits include:
- Access to the new higher hourly rates
- Higher travel rates
- Greater visibility of your services to claims staff
Regardless of registration status, all OTs must continue to deliver services in line with TAC policies, service definitions, reporting requirements and the Clinical Framework.
Can experienced TAC therapists be exempt from completing the required modules?
No. The online modules are mandatory for all OTs. They establish a consistent baseline of expectations under the new service model and ensure every provider is aligned on processes, reporting and service standards.
Beyond meeting requirements, the modules also strengthen TAC knowledge and offer practical guidance on how to get the most out of working with the TAC. This shared understanding supports smoother referrals, clearer expectations and ultimately a better experience for both OTs and clients.
The modules also include new information on streamlined referral processes and updated reporting. Even long-standing TAC OTs, will learn more effective and up-to-date ways of working with us.
How long do the online modules and registration take to complete?
The online modules are designed to be concise, with the full set taking around 1 hour to complete. OTs may also choose to align their learning and time spent on the modules with their CPD goals.
We recommend allowing just over an hour to complete both the registration and the modules. Once you submit your OT Access Registry registration, you’ll receive an email containing the confidential fee codes and you can move immediately to the new rates and start working under the under the new model.
Do I need to register again if I move to a new practice or organisation?
No, re-registration is not required. However, you must:
- Submit a new health and service provider registration form, to update your general details
- Re-complete the OT Access Registry registration form if your areas of practice, services you deliver or locations have changed. Select the option to update your details at the beginning of the form.
This ensures the TAC has accurate information and can continue making appropriate referrals matched to your location and practice areas.
How do I update my details and make changes to information on the registry?
The OT Access Registry is maintained internally by the TAC and is only accessible to TAC staff. OTs cannot log in to the registry directly.
To update your details simply re-submit the OT Access Registry registration form with your updated information. At the start of the form, select the option to update your details, and we’ll apply the changes on our end.
The TAC cannot accommodate short-term pauses of registration. If you wish to be removed from the registry completely, complete the OT Access Registry form selecting the removal option at the start of the form. After this, you will be registered for standard occupational therapy registration only.
New report templates and processes
How do I know if I am using the updated report templates?
The quickest way to confirm you’re using the latest template is to check the footer. Updated templates display a 2026 reference (for example, 02/26), which shows you’re working from the current version.
All updated templates will be available on the OT assessment forms page from 13 April 2026. We recommend bookmarking this page so you can always access the most up to date versions.
All providers must follow the TAC’s provider requirements, as outlined on the working with the TAC page of our website and any regulatory requirements under law.
Occupational therapy services must also be delivered in line with the TAC OT policy and OT service expectations.
Current Australian Health Practitioner Regulation Agency (AHPRA) registration is mandatory for all providers of occupational therapy services. Providers must notify the TAC within two business days of becoming aware of any restriction, condition, undertaking, suspension, lapse, or cancellation relating to their AHPRA registration. Students are not permitted to register for or provide TAC-funded occupational therapy services.
Occupational Therapy Access Registry terms and conditions of registration
To be considered for registration on the TAC Occupational Therapy Access Registry (“OT Access Registry”), an occupational therapist (“Provider”) must acknowledge and agree that they meet and will maintain all the requirements outlined below. Failure to comply with these requirements may result in registration being refused or revoked.
Registration
- All OT Access Registry registration requirements must be met prior to registering. A Provider is considered registered on the Registry, and must adhere to the Registry requirements, from the date they receive the confirmation email from the TAC.
- The OT Access Registry online modules, which provide information about the TAC and its service- specific requirements, must be successfully completed by Providers prior to registration.
- Contact details, areas of practice, serviceable locations, languages spoken and TAC occupational therapy specific service types that can be delivered must be accurately disclosed by the Provider upon registration and the TAC must be updated of future changes as soon as practicable.
Referral acceptance
- A Provider on the OT Access Registry who receives a referral from the TAC for occupational therapy services must accept or decline the referral via email to the TAC within three business days of receipt of complete referral. If a referral is incomplete, Providers must request clarification from the TAC promptly and the referral response date will be due three business days from receipt of clarification.
- Providers must only agree to deliver services which they are capable to provide at a high quality, in line with the TAC’s service expectations and within the required timeframes.
- A TAC referral may be transferred to an alternate Provider who is employed at the same company, provided they are registered with the TAC and satisfy the requisite requirements identified on the referral form. The original Provider must inform the TAC of the newly allocated Provider who will deliver the service, and the newly allocated Provider must invoice for services as per their own TAC occupational therapy registration type and rate.
- Providers are expected to make first contact with the TAC client within five business days of accepting the referral, except where client circumstances prevent this.
- Commencement of service delivery is expected within two weeks (where practicable), noting exceptions including client availability, safety considerations, travel constraints, and workforce capacity constraints. Providers must update the TAC on expected commencement timeframe where commencement will be delayed.
- Providers are expected to proactively communicate to the TAC any changes regarding their ability to provide the agreed occupational therapy services.
Service delivery
- All services must comply with the OT policy, OT service expectations, all TAC provider requirements, and any regulatory requirements under law.
- Services must not proceed without receipt of a formal referral form or approval in writing from the TAC for further services, except within the first 90 days post-accident.
- A core function of the TAC is to promote road safety and prevent transport accidents. The Provider must always work in a way that optimises road safety and is encouraged to adopt a safe driving policy and vehicle safety policy for service provision.
- Providers must commit to build capacity, promote independence and support TAC clients to achieve the best possible outcomes in line with the Provider’s clinical judgement, evidence-informed practice and client goals. This may include:
- Making recommendations that support clients to experience improved quality of life through a focus on maximising independence, ensuring options other than formal supports are explored
- Focusing on optimising a client’s social, vocational and community participation
- Delivering services that are individualised and outcomes-focused
- Recommending restrictive practice as a last resort to protect the client and/or others from physical harm, promoting the least restrictive option possible is to be used
- Collaborating with the TAC, treating teams and relevant community services
- If requested, actively participating in the TAC client planning process, and
- Proactively identifying any material changes to a client’s circumstances, needs or behaviour and notifying the TAC if these may impact on the nature or frequency of the services recommended.
Quality and performance
- To encourage continuous improvement in the provision of services to TAC clients, the TAC may request that Providers complete further education relating to providing occupational therapy services to TAC clients, at various points in time.
- If the TAC is concerned that a Provider’s services do not align with the service expectations outlined above, the TAC will provide any concerns in writing. The Provider will have the opportunity to respond within a reasonable timeframe. The Provider must agree to work with the TAC to develop, implement and review a plan for improved performance of services to TAC clients. The Provider must provide the TAC with further information relevant to the process, as soon as practicable.
- Should material issues persist or in the circumstance of serious risk, the TAC has the right to review or revoke a Provider’s OT Access Registry registration. Any decisions made by the TAC will be provided in writing.
- Subject to the TAC's legal obligations, the TAC has the right to suspend payment for services delivered in circumstances where Providers significantly fail to comply with the requirements listed above. Any actions taken by the TAC will be proportionate to the non-compliance and communicated to the Provider in order to resolve the issue where possible.
The TAC will:
- Provide all necessary information required to deliver the services to TAC clients, including sufficient information about the client’s situation and OT services required.
- Respond to a client or a Provider in line with the TAC’s service charter.
- Only request information that is reasonable, relevant and in line with privacy and legal obligations
- Work professionally and co-operatively with other providers to ensure the best possible outcomes for its clients. In so doing, the TAC will adhere to the following principles:
- Communicating openly, demonstrating mutual trust and good will
- Promoting independence and client outcomes in our decision making and client planning, and
- Taking on feedback openly and constructively, with a view to further refine services in response, in line with our concerns and complaints process.
Providers must also acknowledge and agree that:
- Joining the OT Access Registry is optional, and Providers may choose to either participate or maintain their general TAC occupational therapy provider registration status.
- Registration on the OT Access Registry does not guarantee referrals or ongoing service approvals.
- The OT Access Registry Commercial in Confidence Fee Schedule is for exclusive use by Providers registered on the OT Access Registry and must not be disseminated further. Any other services must be provided using the published rates on the TAC website. See paying for treatments and services.
- Providers are delivering independent occupational therapy services to TAC clients and are not acting as a service provider or agent to the TAC. Providers are liable to maintain their own insurances, registration and any necessary accreditation or qualifications at their own cost. Joining the OT Access Registry does not create a partnership, joint venture, employee/employer, or representative relationship between the TAC and Providers.
- The TAC may change or amend the requirements set out here (including the requirements under a policy or provider guideline) from time to time. If a change to these requirements or a policy or provider guideline is material, the TAC will provide reasonable written notice prior to any new requirements taking effect. Changes will not apply retrospectively for services underway or already approved, unless required by law.
Your privacy
The Transport Accident Commission (TAC) collects and uses this information to provide services, conduct assessments and compliance activities, meet reporting obligations, and improve service delivery (including using de‑identified information for analysis and research). We may share this information with clients for referrals, government bodies and service providers where authorised or required by law, or with your consent. Without this information, we may not be able to provide referrals to you for services. If you have any questions about how your personal information will be handled or would like to gain access to your personal information, you can do so by contacting the TAC Privacy Officer at privacy_officer@tac.vic.gov.au or 1300 654 329 / 1800 332 556.
Specific requirements apply to each occupational therapy (OT) service type. All occupational therapists must ensure they are familiar with and meet the service-specific requirements. Please read these requirements in conjunction with the occupational therapy policy, registration requirements and other relevant TAC policies and guidelines.
The updated report templates will be available from 13 April 2026.
General expectations
Referral acceptance and timeframes
- The TAC claims manager may set specific timeframes for completing the service and submitting the report. These will be outlined in the OT referral form when required.
- If no timeframe is provided, the OT must begin the assessment within two weeks of the referral acceptance date or within a timeframe agreed upon with the TAC. Reports should be submitted as soon as possible after completing the assessment.
- By accepting the referral, the OT confirms they understand and can meet the required reporting deadlines. If the OT cannot meet the deadline, they must promptly contact the TAC to renegotiate the timeframe, reassign the referral to a suitable colleague, or decline the referral so the TAC can engage another provider.
All OT recommendations and reports must:
- Be requested in writing by the TAC, unless the service is provided within 90 days post-accident
- Use the current specific service’s report template
- Comply with the TAC occupational therapy policy, the TAC Clinical Framework, all TAC provider requirements, and evidence-based practice
- Provide a clear explanation of how the proposed services and supports relate to the client’s accident-related injuries accepted by the TAC. OTs must clearly differentiate between needs arising from the accident, needs from unrelated health conditions, and general wellness or lifestyle activities not linked to the accident
- Prioritise safe, achievable, and sustainable support arrangements that promote the client’s independence
- Clearly outline any changes in the client’s independence or support since the previous review, where relevant
- Consider and document all other options before recommending attendant care, increased care hours, or 2:1 support. These other options include informal supports, adaptive techniques, environmental modifications, assistive technology (such as ceiling hoists), further OT intervention to build skills and independence, and any other available service the client is eligible for
- Consider alternatives to attendant care such as allied health assistance, community group programs (CGP) or a supported employment service (SES), where suitable for the client
- Include only the supports required at the time of assessment. The TAC can review and adjust a client’s support needs if the client's function or circumstances change
- Be goal-focused, using measurable outcomes to support any recommendation for further OT services. OTs should promptly identify and address any new or emerging risks that may affect goal achievement
- Recommend the least restrictive practices, only when necessary and as a last resort to prevent harm to the client and/or others. Recommendations must promote the use of the least restrictive option. The TAC's restrictive practice policy outlines requirements for disability service providers in Victoria that may be relevant when OTs make recommendations for TAC clients with disability.
OT assessment and services must include:
- Direct observation of the client’s function whenever possible. If a direct assessment is not completed, the OT must document how the information was gathered (e.g., client self-report, family or carer feedback, service provider input) and whether the information is objective or subjective. Reports must clearly distinguish between observed findings and reported or subjective information
- Collaboration and communication with all relevant parties including the TAC, the treating team, carers/family, and support staff involved in the client’s care to ensure consistent delivery and the best possible outcomes for the client.
Outcome measurement
- Use outcome measures where appropriate to provide objective information about the client’s functional status and progress. These measures support clinical reasoning and assist the TAC in making informed decisions. See the TAC outcome measures.
- Follow any mandatory outcome-measurement requirements specified in the relevant service-specific report templates.
Service-specific requirements
Review of capabilities (ROC)
Scope and purpose
The review of capabilities (ROC) assessment determines the supports a TAC client needs to optimise independence, safety, and participation after their transport accident. It considers physical, cognitive, and emotional functioning, as well as environmental factors, assistive technology and other interventions that enhance participation. This is typically completed when a client needs attendant care support.
The service may include:
- A full or partial review of the client’s capabilities and recommended supports to enhance their participation in personal care, home, and community activities
- A manual handling assessment, where required (refer to manual handling assessment section), particularly when 2:1 support is being recommended.
A full ROC is required when:
- The OT is new to the client and has not previously completed an ROC or any other assessment, or
- The TAC claims manager requests a comprehensive review of all activities of daily living (ADL) and support needs.
A partial ROC may be completed instead of a full ROC when:
- The OT already has an established therapeutic relationship with the client, and
- The TAC claims manager requests a review of up to two specific ADLs or a defined support need (e.g., reviewing meal preparation support after kitchen modifications)
- A supported accommodation ROC must be completed instead of an ROC when the client lives in supported accommodation and shared attendant care support is in place or recommended. Refer to the shared supported accommodation policy.
Key TAC policies
Eligibility
This service applies to clients whose accident-related injuries impact their physical, cognitive and/or emotional function, and who may require additional support.
Report templates
- Occupational therapy review of capabilities
- Occupational therapy partial review of capabilities, or
- Occupational therapy supported accommodation review of capabilities.
Service-specific expectations
In addition to the general OT expectations:
- A full ROC report must address all ADLs
- For clients with a spinal cord injury, recommendations must consider the Spinal Cord Injury Guidelines. Any deviation from the guidelines must be justified
- The Care and Needs Scale (CANS) must be completed and documented in the report
- All available supports and interventions must be considered first. Attendant care or other funded supports should only be recommended when other appropriate options are unavailable or unsuitable
- Recommendations must reflect the client’s need and must not be adjusted to meet provider or shift requirements (e.g., minimum shift lengths). The TAC will work with providers and OTs to resolve any specific shift or staffing requirements required under employment awards, as needed.
Manual handling assessment
Scope and purpose
A manual handling assessment identifies safe ways to support a TAC client during physical tasks and determines whether additional equipment, environmental changes, or increased care or alternative supports are needed to manage manual handling risks.
- A manual handling assessment may be required:
- As part of, or after, a review of capability (ROC) assessment, when manual handling risks are identified (e.g., when 2:1 support is being considered), or
- As a standalone assessment when the TAC requests specific advice on safe manual handling practices and support needs.
The service may include:
- A structured review of the client’s functional transfers and manual handling needs such as bed mobility, sit-to-stand, repositioning, toileting, showering, and other mobility-related tasks
- Assessment of risks and requirements for both the client and their carers when completing manual handling tasks safely
- Review of relevant environments (home, community, education, workplace), focusing on tasks or settings where manual handling risks are present
- Identification of strategies, equipment, and environmental modifications to support safe and sustainable care (e.g., ceiling hoists).
Key TAC policy
Attendant care policy and provider guideline
Eligibility
The service applies to clients who, as a result of their accident-related injuries, have actual or potential risks to themselves and/or their carers during manual handling tasks such as transfers, mobility, or other daily activities.
Report template
Manual handling assessment
Service-specific provider requirements
- OTs must have current and practical experience in manual handling assessment and techniques (e.g., use of hoists, slide sheets, safe transfer methods)
- The assessment may be completed with, or by, a treating physiotherapist.
Service-specific expectations
In addition to the general OT expectations:
- Recommendations must clearly include any support needs, including whether increased care supports are required and strategies to reduce support needs over time
- Impact on support needs must be documented when any equipment is recommended
- Basic equipment recommendations can be ordered via the basic equipment request form. If specialised equipment is recommended, an assistive technology (AT) assessment must be completed.
Holiday support planning assessment
Scope and purpose
Holiday support planning helps a TAC client identify, coordinate, and document the supports they need to safely participate in a holiday, either within Australia or overseas. The service ensures the client’s functional, care, and safety needs are met during travel, and that appropriate supports are arranged before the trip.
The service may include:
- Assessing the client’s functional and support needs in the context of planned travel or future travel goals
- Providing education or guidance to the client and their support network to build their capacity to plan holidays independently in the future.
Key TAC policy
Attendant care policy and provider guideline
Eligibility
This service applies to clients who, as a result of their accident-related injuries:
- Need support and planning to safely participate in a holiday or short-term travel, and/or
- Have complex personal care, mobility, or behavioural needs that require structured holiday planning.
Report template
Holiday support plan
Service-specific timeframes
- For overseas holidays requiring 1:1 attendant care, the plan must be submitted to the TAC at least 12 weeks before the departure date
- For other holidays (domestic or without 1:1 care), the plan must be submitted to the TAC at least four weeks before the departure date
- The OT should begin planning early enough to allow time for TAC review, approvals, and any required booking or staffing arrangements.
Service-specific expectations
In addition to the general OT expectations:
- Booking travel, accommodation, and preparing itineraries is the responsibility of the client, with support from their family or other supports as needed
- The OT must contact the client’s TAC claims manager before starting the assessment to confirm relevant care entitlements
- The report must clearly identify general holiday expenses that the TAC cannot fund. This includes additional costs for the client’s travel or accommodation (e.g. flight upgrades) even if these costs are associated with the client’s accident-related injury.
Assistive technology (AT) assessment
Scope and purpose
An assistive technology (AT) assessment evaluates and recommends equipment or technology that supports a TAC client’s independence, safety, and participation in daily activities.
The service may include:
- Assessing both basic AT (e.g., simple off-the-shelf aids and devices) and specialised AT, considering lower-cost or simpler alternatives first before recommending specialised or customised solutions
- Reviewing the client’s current AT and identifying any additional AT needs.
Key TAC policy
Medical and rehabilitation equipment policy.
Eligibility
This service applies to clients who, as a result of their accident-related injuries, currently use, require, or may benefit from equipment or technology that supports independence, safety, or participation.
Report templates
- Assistive technology assessment and recommendations, or
- Basic equipment can be requested via the basic equipment request form or webform.
Service-specific expectations
In addition to the general OT expectations:
- AT should be recommended from TAC-contracted equipment providers wherever possible. If an item is not available through a contracted provider, the OT must provide a justification in the request
- For higher-cost AT, trials must be thorough and completed in all environments where the client will use or transport the equipment (e.g., home, vehicle, community, workplace). Trial outcomes must be documented in the report
- If extended trials are not possible, the OT should consider recommending a hire arrangement to allow adequate trialling before recommending purchase. The report must include the costs of both hire and purchase
- TAC approval is required before proceeding with any assessments for high-cost AT.
Home services assessment
Scope and purpose
A home services assessment evaluates a TAC client’s ability to manage household and family responsibilities after their transport accident. Home support services include cleaning, gardening, and childcare, where the provider completes the task for the client. This differs from attendant care, where the client is supported to complete the household task themselves.
The service may include:
- Reviewing the client’s capabilities and identifying supports needed to maintain their home, based on pre-accident responsibilities
- Developing a short-term plan for home support services following initial assessment
- Trialling assistive technology to increase a client’s independence with household tasks
- Providing education and training to build a client’s independence (e.g., pacing, pain management)
- Reviewing needs after a period of home support services or when circumstances change, to determine ongoing support needs.
Key TAC policy
Support at home policy and provider guidelines
Eligibility
This service applies to clients who, as a result of their accident-related injuries, are unable to perform their usual household tasks in the short or long-term.
Report templates
- Home services assessment and plan
- Home services review.
Service-specific expectations
In addition to the general OT expectations:
- Alternatives to paid support must be considered first, including task modification, adaptive equipment, OT intervention and training to increase independence, and family and informal support
- Recommendations for home support services must align with the TAC’s support at home policy, particularly for services that can only be funded when the client was responsible for the task pre-accident and no one else at home can assist
- The OT must clearly distinguish home support services (tasks done for the client) and attendant care (supporting the client to participate in the task).
Community access and transport assessment
Scope and purpose
A community access and transport assessment identifies a TAC client’s community access and transport needs after a transport accident. It determines appropriate transport solutions and whether a vehicle modification assessment is required to address a client’s barriers to safe and sustainable transport.
The service may include:
- Identifying transport options that enable safe participation in community activities (e.g., work, education, shopping, banking, rehabilitation, and social activities)
- Reviewing all transport options before considering a different vehicle or vehicle modifications.
Key TAC policy
Driving and vehicle modifications
Eligibility
This service applies to clients who, as a result of their accident-related injuries, experience impacts on community access or transport.
Report template
Community access and transport assessment and recommendations
Service-specific expectations
In addition to the general OT expectations:
- All alternative transport options must be explored first before recommending a contribution towards a vehicle or vehicle modifications, which will also need a clear justification
- Low-cost and informal supports (e.g., community transport, assistance from family and friends) must be considered first before recommending higher-cost solutions.
Driving assessment
Scope and purpose
An OT driving assessment evaluates a TAC client’s medical fitness and functional capacity to drive with their transport accident-related injuries. It determines whether the client can safely return to driving, requires rehabilitation or vehicle modifications, or should be referred to VicRoads for licensing decisions.
The service may include:
- An off-road (clinical) assessment of the client’s medical history, functional abilities, and cognitive/psychological readiness to drive
- An on-road assessment with a qualified driving instructor in a dual-controlled vehicle
- Submission of a VicRoads occupational therapy driver evaluation report to VicRoads (or state-based reporting requirements outside of Victoria) and the TAC.
Key TAC policy
Driving and vehicle modifications
Eligibility
This service applies to clients who, as a result of their accident-related injuries, have actual or potential impacts on their driving ability (physical, cognitive, visual, or psychological conditions).
Report template
As required by Vic Roads requirements (or state-based reporting requirements outside of Victoria)
Service-specific timeframes
- The OT must meet the timeframe set by VicRoads – the TAC has no influence over this date
- If this is not possible, the OT must contact VicRoads directly to request an extension or negotiate an alternative date, and keep the TAC informed.
Service-specific provider requirements
- The OT must be registered with VicRoads as an OT driving assessor and follow VicRoads’ standards. State-licensing requirements should be followed for clients outside of Victoria
- A qualified driving instructor with a dual-controlled vehicle must complete the on-road component.
Service-specific expectations
In addition to the general OT expectations:
- Any recommended driver rehabilitation must follow OT intervention service requirements
- TAC approval is required before proceeding with vehicle modification recommendations
- Reports must meet VicRoads standards and provide clear, actionable recommendations for the TAC.
Vehicle modification assessment
Scope and purpose
A vehicle modification assessment determines what vehicle modifications are reasonably required to support a TAC client’s independence, community access and participation after a transport accident, so they can safely drive independently or travel as a passenger.
The service may include:
- Assessing whether a client’s current vehicle is suitable for modification and recommending a contribution towards a suitable vehicle if not
- Recommending modifications that enable to client to drive independently (e.g., modified controls, access equipment, specialised seating)
- Recommending modifications that enable a client to access a vehicle and travel safely as a passenger such as equipment, specialised seating, or wheelchair accessible vehicles.
Key TAC policy
Driving and vehicle modifications
Eligibility
This service applies to clients who, as a result of their accident-related injuries, may require vehicle modifications and/or a suitable vehicle to drive or travel safely as a passenger.
Report templates
- Vehicle modification assessment and recommendations (modifications only)
- Vehicle modification assessment and recommendations (contribution/modifications).
Service-specific provider requirements
- Only OTs with post-graduate OT driving assessor training may recommend driver modifications
- Suitably experienced OTs may recommend passenger modifications.
Service-specific expectations
In addition to the general OT expectations:
- Existing vehicle(s) must be assessed for suitability and feasibility of modifications before alternative vehicle options are considered
- TAC approval is required before assessing for vehicle contributions or contracted wheelchair accessible vehicles if the client’s existing vehicle has been deemed unmodifiable
- Trials of modifications and vehicles must be demonstrated and documented
- Collaboration with vehicle modifiers, engineers, driving instructors, TAC vehicle modification specialists, and the client's rehabilitation team is required to inform recommendations
- Recommendations must meet legal and safety requirements or outline relevant medical exemption process in the state or territory of intended registration.
- The OT must provide training and handover to the client (or client’s representative) after modifications are completed, with confirmation provided to the TAC.
Home modifications assessment
Scope and purpose of service
A home modification assessment identifies reasonable home modifications needed to support a TAC client’s functional independence and safety at home after a transport accident.
The service may include:
- Simple modifications to the home environment to improve safety, access or independence that require basic installation or fitting by a qualified tradesperson and do not involve complex design, structural work or building permits. Once installed, these modifications become fixed or semi-permanent features of the home (e.g., grab rails, handheld showers, simple ramps, or threshold wedges)
- Complex or structural modifications that involve significant changes to the home environment, require engineering input, and become permanent features (e.g., bathroom redesigns, ramps, lifts, or structural alterations).
Key TAC policy
Eligibility
This service applies to clients who, as a result of their accident-related injuries, have functional limitations that prevent safe access, mobility, or participation in essential daily activities at home.
Report template
- Simple home modification assessment and recommendations
- Complex home modification assessment and recommendations (not available online – provided by TAC once assessment is approved).
Service-specific timeframes
- Simple modification: submit recommendations promptly after assessment
- Complex modification: submit recommendations within timeframes agreed with the TAC home modification specialist.
Service-specific OT requirements
OTs completing complex home modification assessments must have appropriate experience or work under supervision from an OT with this experience.
Service-specific expectations
In addition to the general OT expectations:
- Complex modification assessments must not begin without TAC approval
- As noted in the home modifications policy, the TAC cannot fund:
- Renovations, upgrades, or modifications that are not essential for injury-related needs
- Modifications undertaken for aesthetic reasons or general home improvement
- Non-essential features beyond what is required to meet the clients’ functional needs (e.g., luxury fittings)
- Recommendations must comply with the relevant building codes and Australian Standards
- When the OT has not met the client (e.g., when the client is still an inpatient in hospital), they should consider meeting the client before conducting a site assessment with the home modification specialist and the project manager
- The OT is expected to work collaboratively with the TAC home modification specialist and project manager allocated by the TAC for all complex/structural modification requests
- For inpatient clients, the OT is expected to work collaboratively with the inpatient OT and treating team and discuss their proposed recommendations before submitting the report to the TAC
- Reports must show that simple home modifications and assistive technology options were considered before recommending complex modifications.
Occupational therapy intervention
Scope and purpose
Occupational therapy intervention provides client-centered assessment, planning, and therapy to help TAC clients restore, develop, or maintain participation in everyday activities after a transport accident. This intervention is any OT service that is not provided as part of a specific OT assessment. It can be recommended for further time-limited OT support after an assessment is completed or requested for goal-oriented intervention.
OT intervention enables clients to:
- Work towards meaningful and functional goals that promote independence and participation, and/or
- Progress their recovery through graded, evidence-based therapeutic activities and environmental strategies.
The service may include:
- An initial assessment to identify functional impacts, goals and therapy needs
- Delivery of therapy to address functional and participation goals
- Development of an occupational therapy service plan review (OTSP) after the initial funding period to outline ongoing therapy goals, progress and outcome measurement, and justification for further intervention if required.
Report templates
- Initial occupational therapy assessment
- Occupational therapy paediatric assessment.
If further OT funding is requested:
- Occupational therapy service plan review – when further funding is requested.
Eligibility
This service applies to clients who, as a result of their accident-related injuries:
- Experience functional limitations or participation restrictions
- Require intervention to regain, maintain, or enhance participation in personal care, family, home, or community life
- Need ongoing monitoring to ensure therapy remains targeted, effective, and aligned with recovery goals.
Service-specific timeframes
- Initial assessment and funding requests must be completed after referral and before intervention begins. The initial assessment report should be submitted promptly after assessment
- An OTSP must be submitted before the end of the initial funding period, upon completing the intervention, or when proposing the next phase of therapy.
Service-specific expectations
In addition to the general OT expectations:
- Funding requests must be included in the initial assessment report for a defined intervention period, if needed
- The TAC may decline an OT intervention if an OTSP is not provided
- Intervention plans and funding requests must be clearly linked to specific, measurable goals and supported by clinical reasoning
- Baseline Goal Attainment Scale (GAS) must be included in the initial assessment report and OTSP
- Intervention must be evidence-based, goal-directed, and delivered as approved to the client’s individual needs.
Clients 16 years and under
The TAC recognises that children and young people have unique needs that are different to adults, and the TAC is committed to making sure these needs are met. OT intervention should be adapted to meet these needs.
A children, young people and families page is available on the TAC website, which provides targeted information to support children and families recovering from an accident. With this one-stop-shop resource, children and families don’t have to wade through all the adult-centric information on the TAC website.
A paediatric OT report template is available for use when a holistic review is needed.
Child-specific considerations should always be made, such as:
- Developmental milestones in relation to the child’s age
- Any pre-accident developmental delays or conditions
- Usual and reasonable parental responsibilities that are not to be replaced by funded support
- Age-appropriate recommendations
- The flow-on impacts on children and families of decisions made for adult claims.
All supports are to be delivered in a way that optimises the safety and wellbeing of children and young people, in line with our child safety expectations for providers.
Travel
The TAC can pay for reasonable travel to provide OT services to a client, but travel must be pre-approved. Travel time is calculated from the OT’s practice address to client's residence, not the OT’s home (unless this is the practice address). Travel should be a reasonable distance from the practice and be invoiced in 15-minute increments.
OTs should make every effort to minimise travel time, such as seeing multiple clients in one area. When multiple clients are seen in one travel period, total travel costs must be shared equally between clients .
WorkSafe Community Integration Program (CIP)
WorkSafe’s Community Integration Program supports Victorian workers with a spinal cord injury or a moderate/severe acquired brain injury. The program is provided by the TAC to manage the medical and rehabilitation aspects of the claim, such as OT services.
WorkSafe continues to manage some aspects of the claim. All OT services must follow WorkSafe requirements including the clinical framework, framework occupational therapy services policy, and all other related WorkSafe policies. To provide occupational therapy services to clients in the CIP, OTs must register with WorkSafe and meet minimum requirements by completing both the occupational therapy registration form and framework occupational therapy services application form. These application forms must be sent to WorkSafe at service_provider_registration@worksafe.vic.gov.au for approval.
For more information, visit WorkSafe Community Integration Program or contact the client’s TAC claims manager.
The TAC is launching the Occupational Therapy Access Registry on 13 April 2026.
Registration on the Occupational Therapy Access Registry is open to all occupational therapists regardless of level of experience or expertise, provided they meet and maintain the TAC’s Occupational Therapy Access Registry registration requirements. The registry supports the TAC to facilitate timely and appropriate referrals by matching client needs with appropriate providers.
To register, providers must agree to specific terms and conditions of service, agree to the the general TAC health and service provider registration requirements and complete online modules provided by the TAC. Once registered, providers are afforded the benefits of being listed on a registry for TAC claims staff to refer to and providers can charge a higher hourly rate as per a fee schedule provided by the TAC.
If you are currently registered with the TAC to provide occupational therapy services, you can transition your registration to the Occupational Therapy Access Registry.
Registration will open on 13 April 2026. To help you prepare for registration, here is some helpful information about the registration process:
- Review the terms and conditions and service specific requirements on this page, to ensure you are familiar with the expectations.
- Allow a little over an hour to complete the Occupational Therapy Access registry online modules and registration form. Links will be available from 13 April 2026.
- To complete your registration, you will need to provide your:
- Evidence of Occupational Therapy Access Registry module completion
- AHPRA details
- Areas of practice and the TAC occupational therapy-specific services that you wish to accept referrals for
- Locations that you can deliver services
- Any languages other than English that you speak
- You will receive confirmation of registration and will have access to the fee schedule as soon as you register.
Check back here from 13 April 2026 onwards, for instructions on how to register.
If you wish to commence TAC service delivery under the current occupational therapy model prior to 13 April 2026, complete the health and service provider registration.
Providers that don’t elect to register on the Occupational Therapy Access Registry can still provide services but must be registered to provide occupational therapy services for the TAC and can only charge as per the occupational therapy fee schedule.
Frequently asked questions
Transitioning to the new OT Access Registry
Will the new service model apply only to client referrals received after I register?
The new service model applies to both new referrals and existing work from the moment registration opens on 13 April 2026. The updated processes and expectations outlined in the online modules, terms and conditions and service definitions set consistent standards for all OT services moving forward.
If you’re partway through a piece of work when you register (for example, completing a report), you can finish that task using the current template. Any new work started after registration, including future reports or assessments for the same client, must use the updated templates and follow the new expectations.
Once you complete registration, the new fee codes and rates apply immediately, including for existing clients. Any invoices submitted after registration can use the new rate and updated fee codes, even if the work commenced before you registered.
Can I still support current clients while I complete the registration process?
Yes. You can continue supporting your existing clients while you complete the registration process. This ensures there are no gaps in service delivery or negative impacts on clients as the new model is introduced.
Once your registration is finalised, you can begin using the new fee codes and rates for clients you are already supporting.
For organisations with OT teams, the new fee schedule can only be applied to OTs who have joined the registry. OTs who have not yet registered must continue using the existing fee codes and rates until they complete registration.
When will providers receive key information to ensure systems and processes are ready for the changes?
We recognise the importance of early notice to support planning and system readiness.
Detailed information and supporting materials will be distributed in late March 2026, including promotional and implementation resources. If you do not receive these, or you need additional support, please email: psd2_projects@tac.vic.gov.au to request the digital pack.
This webpage provides comprehensive information about registration and what’s changing.
How will the TAC respond if an OT lists expertise they don't have, or if their work doesn’t meet the required standard?
OTs are asked to nominate areas of practice (e.g. brain injury, mental health, home modifications) to help support better referral alignment. This is simply an indication of the types of clients or service areas they typically work in and are willing to accept referrals for, rather than a statement of experience.
If an OT identifies an area of practice but their work in that area does not meet the expected standard, we will manage this in the same way as any other performance concern.
Our approach is collaborative. We work with OTs to provide feedback, clarify expectations and support capability uplift in that service, where needed. The focus remains on maintaining quality and supporting continuous improvement.
Completing registration and the online modules
Can I still provide OT services to TAC clients if I decide not to register?
Yes. OTs who do not register can continue delivering services to TAC clients at the current fee rate published here: occupational therapy fee schedule
However, OTs who are not registered will not be included on our internal search tool listing providers by locations they service and area of practice. This means claims managers won’t be able to identify you or your services when supporting clients to access an OT matched to their needs.
Registration benefits include:
- Access to the new higher hourly rates
- Higher travel rates
- Greater visibility of your services to claims staff
Regardless of registration status, all OTs must continue to deliver services in line with TAC policies, service definitions, reporting requirements and the Clinical Framework.
Can experienced TAC therapists be exempt from completing the required modules?
No. The online modules are mandatory for all OTs. They establish a consistent baseline of expectations under the new service model and ensure every provider is aligned on processes, reporting and service standards.
Beyond meeting requirements, the modules also strengthen TAC knowledge and offer practical guidance on how to get the most out of working with the TAC. This shared understanding supports smoother referrals, clearer expectations and ultimately a better experience for both OTs and clients.
The modules also include new information on streamlined referral processes and updated reporting. Even long-standing TAC OTs, will learn more effective and up-to-date ways of working with us.
How long do the online modules and registration take to complete?
The online modules are designed to be concise, with the full set taking around 1 hour to complete. OTs may also choose to align their learning and time spent on the modules with their CPD goals.
We recommend allowing just over an hour to complete both the registration and the modules. Once you submit your OT Access Registry registration, you’ll receive an email containing the confidential fee codes and you can move immediately to the new rates and start working under the under the new model.
Do I need to register again if I move to a new practice or organisation?
No, re-registration is not required. However, you must:
- Submit a new health and service provider registration form, to update your general details
- Re-complete the OT Access Registry registration form if your areas of practice, services you deliver or locations have changed. Select the option to update your details at the beginning of the form.
This ensures the TAC has accurate information and can continue making appropriate referrals matched to your location and practice areas.
How do I update my details and make changes to information on the registry?
The OT Access Registry is maintained internally by the TAC and is only accessible to TAC staff. OTs cannot log in to the registry directly.
To update your details simply re-submit the OT Access Registry registration form with your updated information. At the start of the form, select the option to update your details, and we’ll apply the changes on our end.
The TAC cannot accommodate short-term pauses of registration. If you wish to be removed from the registry completely, complete the OT Access Registry form selecting the removal option at the start of the form. After this, you will be registered for standard occupational therapy registration only.
New report templates and processes
How do I know if I am using the updated report templates?
The quickest way to confirm you’re using the latest template is to check the footer. Updated templates display a 2026 reference (for example, 02/26), which shows you’re working from the current version.
All updated templates will be available on the OT assessment forms page from 13 April 2026. We recommend bookmarking this page so you can always access the most up to date versions.
All providers must follow the TAC’s provider requirements, as outlined on the working with the TAC page of our website and any regulatory requirements under law.
Occupational therapy services must also be delivered in line with the TAC OT policy and OT service expectations.
Current Australian Health Practitioner Regulation Agency (AHPRA) registration is mandatory for all providers of occupational therapy services. Providers must notify the TAC within two business days of becoming aware of any restriction, condition, undertaking, suspension, lapse, or cancellation relating to their AHPRA registration. Students are not permitted to register for or provide TAC-funded occupational therapy services.
Occupational Therapy Access Registry terms and conditions of registration
To be considered for registration on the TAC Occupational Therapy Access Registry (“OT Access Registry”), an occupational therapist (“Provider”) must acknowledge and agree that they meet and will maintain all the requirements outlined below. Failure to comply with these requirements may result in registration being refused or revoked.
Registration
- All OT Access Registry registration requirements must be met prior to registering. A Provider is considered registered on the Registry, and must adhere to the Registry requirements, from the date they receive the confirmation email from the TAC.
- The OT Access Registry online modules, which provide information about the TAC and its service- specific requirements, must be successfully completed by Providers prior to registration.
- Contact details, areas of practice, serviceable locations, languages spoken and TAC occupational therapy specific service types that can be delivered must be accurately disclosed by the Provider upon registration and the TAC must be updated of future changes as soon as practicable.
Referral acceptance
- A Provider on the OT Access Registry who receives a referral from the TAC for occupational therapy services must accept or decline the referral via email to the TAC within three business days of receipt of complete referral. If a referral is incomplete, Providers must request clarification from the TAC promptly and the referral response date will be due three business days from receipt of clarification.
- Providers must only agree to deliver services which they are capable to provide at a high quality, in line with the TAC’s service expectations and within the required timeframes.
- A TAC referral may be transferred to an alternate Provider who is employed at the same company, provided they are registered with the TAC and satisfy the requisite requirements identified on the referral form. The original Provider must inform the TAC of the newly allocated Provider who will deliver the service, and the newly allocated Provider must invoice for services as per their own TAC occupational therapy registration type and rate.
- Providers are expected to make first contact with the TAC client within five business days of accepting the referral, except where client circumstances prevent this.
- Commencement of service delivery is expected within two weeks (where practicable), noting exceptions including client availability, safety considerations, travel constraints, and workforce capacity constraints. Providers must update the TAC on expected commencement timeframe where commencement will be delayed.
- Providers are expected to proactively communicate to the TAC any changes regarding their ability to provide the agreed occupational therapy services.
Service delivery
- All services must comply with the OT policy, OT service expectations, all TAC provider requirements, and any regulatory requirements under law.
- Services must not proceed without receipt of a formal referral form or approval in writing from the TAC for further services, except within the first 90 days post-accident.
- A core function of the TAC is to promote road safety and prevent transport accidents. The Provider must always work in a way that optimises road safety and is encouraged to adopt a safe driving policy and vehicle safety policy for service provision.
- Providers must commit to build capacity, promote independence and support TAC clients to achieve the best possible outcomes in line with the Provider’s clinical judgement, evidence-informed practice and client goals. This may include:
- Making recommendations that support clients to experience improved quality of life through a focus on maximising independence, ensuring options other than formal supports are explored
- Focusing on optimising a client’s social, vocational and community participation
- Delivering services that are individualised and outcomes-focused
- Recommending restrictive practice as a last resort to protect the client and/or others from physical harm, promoting the least restrictive option possible is to be used
- Collaborating with the TAC, treating teams and relevant community services
- If requested, actively participating in the TAC client planning process, and
- Proactively identifying any material changes to a client’s circumstances, needs or behaviour and notifying the TAC if these may impact on the nature or frequency of the services recommended.
Quality and performance
- To encourage continuous improvement in the provision of services to TAC clients, the TAC may request that Providers complete further education relating to providing occupational therapy services to TAC clients, at various points in time.
- If the TAC is concerned that a Provider’s services do not align with the service expectations outlined above, the TAC will provide any concerns in writing. The Provider will have the opportunity to respond within a reasonable timeframe. The Provider must agree to work with the TAC to develop, implement and review a plan for improved performance of services to TAC clients. The Provider must provide the TAC with further information relevant to the process, as soon as practicable.
- Should material issues persist or in the circumstance of serious risk, the TAC has the right to review or revoke a Provider’s OT Access Registry registration. Any decisions made by the TAC will be provided in writing.
- Subject to the TAC's legal obligations, the TAC has the right to suspend payment for services delivered in circumstances where Providers significantly fail to comply with the requirements listed above. Any actions taken by the TAC will be proportionate to the non-compliance and communicated to the Provider in order to resolve the issue where possible.
The TAC will:
- Provide all necessary information required to deliver the services to TAC clients, including sufficient information about the client’s situation and OT services required.
- Respond to a client or a Provider in line with the TAC’s service charter.
- Only request information that is reasonable, relevant and in line with privacy and legal obligations
- Work professionally and co-operatively with other providers to ensure the best possible outcomes for its clients. In so doing, the TAC will adhere to the following principles:
- Communicating openly, demonstrating mutual trust and good will
- Promoting independence and client outcomes in our decision making and client planning, and
- Taking on feedback openly and constructively, with a view to further refine services in response, in line with our concerns and complaints process.
Providers must also acknowledge and agree that:
- Joining the OT Access Registry is optional, and Providers may choose to either participate or maintain their general TAC occupational therapy provider registration status.
- Registration on the OT Access Registry does not guarantee referrals or ongoing service approvals.
- The OT Access Registry Commercial in Confidence Fee Schedule is for exclusive use by Providers registered on the OT Access Registry and must not be disseminated further. Any other services must be provided using the published rates on the TAC website. See paying for treatments and services.
- Providers are delivering independent occupational therapy services to TAC clients and are not acting as a service provider or agent to the TAC. Providers are liable to maintain their own insurances, registration and any necessary accreditation or qualifications at their own cost. Joining the OT Access Registry does not create a partnership, joint venture, employee/employer, or representative relationship between the TAC and Providers.
- The TAC may change or amend the requirements set out here (including the requirements under a policy or provider guideline) from time to time. If a change to these requirements or a policy or provider guideline is material, the TAC will provide reasonable written notice prior to any new requirements taking effect. Changes will not apply retrospectively for services underway or already approved, unless required by law.
Your privacy
The Transport Accident Commission (TAC) collects and uses this information to provide services, conduct assessments and compliance activities, meet reporting obligations, and improve service delivery (including using de‑identified information for analysis and research). We may share this information with clients for referrals, government bodies and service providers where authorised or required by law, or with your consent. Without this information, we may not be able to provide referrals to you for services. If you have any questions about how your personal information will be handled or would like to gain access to your personal information, you can do so by contacting the TAC Privacy Officer at privacy_officer@tac.vic.gov.au or 1300 654 329 / 1800 332 556.
Specific requirements apply to each occupational therapy (OT) service type. All occupational therapists must ensure they are familiar with and meet the service-specific requirements. Please read these requirements in conjunction with the occupational therapy policy, registration requirements and other relevant TAC policies and guidelines.
The updated report templates will be available from 13 April 2026.
General expectations
Referral acceptance and timeframes
- The TAC claims manager may set specific timeframes for completing the service and submitting the report. These will be outlined in the OT referral form when required.
- If no timeframe is provided, the OT must begin the assessment within two weeks of the referral acceptance date or within a timeframe agreed upon with the TAC. Reports should be submitted as soon as possible after completing the assessment.
- By accepting the referral, the OT confirms they understand and can meet the required reporting deadlines. If the OT cannot meet the deadline, they must promptly contact the TAC to renegotiate the timeframe, reassign the referral to a suitable colleague, or decline the referral so the TAC can engage another provider.
All OT recommendations and reports must:
- Be requested in writing by the TAC, unless the service is provided within 90 days post-accident
- Use the current specific service’s report template
- Comply with the TAC occupational therapy policy, the TAC Clinical Framework, all TAC provider requirements, and evidence-based practice
- Provide a clear explanation of how the proposed services and supports relate to the client’s accident-related injuries accepted by the TAC. OTs must clearly differentiate between needs arising from the accident, needs from unrelated health conditions, and general wellness or lifestyle activities not linked to the accident
- Prioritise safe, achievable, and sustainable support arrangements that promote the client’s independence
- Clearly outline any changes in the client’s independence or support since the previous review, where relevant
- Consider and document all other options before recommending attendant care, increased care hours, or 2:1 support. These other options include informal supports, adaptive techniques, environmental modifications, assistive technology (such as ceiling hoists), further OT intervention to build skills and independence, and any other available service the client is eligible for
- Consider alternatives to attendant care such as allied health assistance, community group programs (CGP) or a supported employment service (SES), where suitable for the client
- Include only the supports required at the time of assessment. The TAC can review and adjust a client’s support needs if the client's function or circumstances change
- Be goal-focused, using measurable outcomes to support any recommendation for further OT services. OTs should promptly identify and address any new or emerging risks that may affect goal achievement
- Recommend the least restrictive practices, only when necessary and as a last resort to prevent harm to the client and/or others. Recommendations must promote the use of the least restrictive option. The TAC's restrictive practice policy outlines requirements for disability service providers in Victoria that may be relevant when OTs make recommendations for TAC clients with disability.
OT assessment and services must include:
- Direct observation of the client’s function whenever possible. If a direct assessment is not completed, the OT must document how the information was gathered (e.g., client self-report, family or carer feedback, service provider input) and whether the information is objective or subjective. Reports must clearly distinguish between observed findings and reported or subjective information
- Collaboration and communication with all relevant parties including the TAC, the treating team, carers/family, and support staff involved in the client’s care to ensure consistent delivery and the best possible outcomes for the client.
Outcome measurement
- Use outcome measures where appropriate to provide objective information about the client’s functional status and progress. These measures support clinical reasoning and assist the TAC in making informed decisions. See the TAC outcome measures.
- Follow any mandatory outcome-measurement requirements specified in the relevant service-specific report templates.
Service-specific requirements
Review of capabilities (ROC)
Scope and purpose
The review of capabilities (ROC) assessment determines the supports a TAC client needs to optimise independence, safety, and participation after their transport accident. It considers physical, cognitive, and emotional functioning, as well as environmental factors, assistive technology and other interventions that enhance participation. This is typically completed when a client needs attendant care support.
The service may include:
- A full or partial review of the client’s capabilities and recommended supports to enhance their participation in personal care, home, and community activities
- A manual handling assessment, where required (refer to manual handling assessment section), particularly when 2:1 support is being recommended.
A full ROC is required when:
- The OT is new to the client and has not previously completed an ROC or any other assessment, or
- The TAC claims manager requests a comprehensive review of all activities of daily living (ADL) and support needs.
A partial ROC may be completed instead of a full ROC when:
- The OT already has an established therapeutic relationship with the client, and
- The TAC claims manager requests a review of up to two specific ADLs or a defined support need (e.g., reviewing meal preparation support after kitchen modifications)
- A supported accommodation ROC must be completed instead of an ROC when the client lives in supported accommodation and shared attendant care support is in place or recommended. Refer to the shared supported accommodation policy.
Key TAC policies
Eligibility
This service applies to clients whose accident-related injuries impact their physical, cognitive and/or emotional function, and who may require additional support.
Report templates
- Occupational therapy review of capabilities
- Occupational therapy partial review of capabilities, or
- Occupational therapy supported accommodation review of capabilities.
Service-specific expectations
In addition to the general OT expectations:
- A full ROC report must address all ADLs
- For clients with a spinal cord injury, recommendations must consider the Spinal Cord Injury Guidelines. Any deviation from the guidelines must be justified
- The Care and Needs Scale (CANS) must be completed and documented in the report
- All available supports and interventions must be considered first. Attendant care or other funded supports should only be recommended when other appropriate options are unavailable or unsuitable
- Recommendations must reflect the client’s need and must not be adjusted to meet provider or shift requirements (e.g., minimum shift lengths). The TAC will work with providers and OTs to resolve any specific shift or staffing requirements required under employment awards, as needed.
Manual handling assessment
Scope and purpose
A manual handling assessment identifies safe ways to support a TAC client during physical tasks and determines whether additional equipment, environmental changes, or increased care or alternative supports are needed to manage manual handling risks.
- A manual handling assessment may be required:
- As part of, or after, a review of capability (ROC) assessment, when manual handling risks are identified (e.g., when 2:1 support is being considered), or
- As a standalone assessment when the TAC requests specific advice on safe manual handling practices and support needs.
The service may include:
- A structured review of the client’s functional transfers and manual handling needs such as bed mobility, sit-to-stand, repositioning, toileting, showering, and other mobility-related tasks
- Assessment of risks and requirements for both the client and their carers when completing manual handling tasks safely
- Review of relevant environments (home, community, education, workplace), focusing on tasks or settings where manual handling risks are present
- Identification of strategies, equipment, and environmental modifications to support safe and sustainable care (e.g., ceiling hoists).
Key TAC policy
Attendant care policy and provider guideline
Eligibility
The service applies to clients who, as a result of their accident-related injuries, have actual or potential risks to themselves and/or their carers during manual handling tasks such as transfers, mobility, or other daily activities.
Report template
Manual handling assessment
Service-specific provider requirements
- OTs must have current and practical experience in manual handling assessment and techniques (e.g., use of hoists, slide sheets, safe transfer methods)
- The assessment may be completed with, or by, a treating physiotherapist.
Service-specific expectations
In addition to the general OT expectations:
- Recommendations must clearly include any support needs, including whether increased care supports are required and strategies to reduce support needs over time
- Impact on support needs must be documented when any equipment is recommended
- Basic equipment recommendations can be ordered via the basic equipment request form. If specialised equipment is recommended, an assistive technology (AT) assessment must be completed.
Holiday support planning assessment
Scope and purpose
Holiday support planning helps a TAC client identify, coordinate, and document the supports they need to safely participate in a holiday, either within Australia or overseas. The service ensures the client’s functional, care, and safety needs are met during travel, and that appropriate supports are arranged before the trip.
The service may include:
- Assessing the client’s functional and support needs in the context of planned travel or future travel goals
- Providing education or guidance to the client and their support network to build their capacity to plan holidays independently in the future.
Key TAC policy
Attendant care policy and provider guideline
Eligibility
This service applies to clients who, as a result of their accident-related injuries:
- Need support and planning to safely participate in a holiday or short-term travel, and/or
- Have complex personal care, mobility, or behavioural needs that require structured holiday planning.
Report template
Holiday support plan
Service-specific timeframes
- For overseas holidays requiring 1:1 attendant care, the plan must be submitted to the TAC at least 12 weeks before the departure date
- For other holidays (domestic or without 1:1 care), the plan must be submitted to the TAC at least four weeks before the departure date
- The OT should begin planning early enough to allow time for TAC review, approvals, and any required booking or staffing arrangements.
Service-specific expectations
In addition to the general OT expectations:
- Booking travel, accommodation, and preparing itineraries is the responsibility of the client, with support from their family or other supports as needed
- The OT must contact the client’s TAC claims manager before starting the assessment to confirm relevant care entitlements
- The report must clearly identify general holiday expenses that the TAC cannot fund. This includes additional costs for the client’s travel or accommodation (e.g. flight upgrades) even if these costs are associated with the client’s accident-related injury.
Assistive technology (AT) assessment
Scope and purpose
An assistive technology (AT) assessment evaluates and recommends equipment or technology that supports a TAC client’s independence, safety, and participation in daily activities.
The service may include:
- Assessing both basic AT (e.g., simple off-the-shelf aids and devices) and specialised AT, considering lower-cost or simpler alternatives first before recommending specialised or customised solutions
- Reviewing the client’s current AT and identifying any additional AT needs.
Key TAC policy
Medical and rehabilitation equipment policy.
Eligibility
This service applies to clients who, as a result of their accident-related injuries, currently use, require, or may benefit from equipment or technology that supports independence, safety, or participation.
Report templates
- Assistive technology assessment and recommendations, or
- Basic equipment can be requested via the basic equipment request form or webform.
Service-specific expectations
In addition to the general OT expectations:
- AT should be recommended from TAC-contracted equipment providers wherever possible. If an item is not available through a contracted provider, the OT must provide a justification in the request
- For higher-cost AT, trials must be thorough and completed in all environments where the client will use or transport the equipment (e.g., home, vehicle, community, workplace). Trial outcomes must be documented in the report
- If extended trials are not possible, the OT should consider recommending a hire arrangement to allow adequate trialling before recommending purchase. The report must include the costs of both hire and purchase
- TAC approval is required before proceeding with any assessments for high-cost AT.
Home services assessment
Scope and purpose
A home services assessment evaluates a TAC client’s ability to manage household and family responsibilities after their transport accident. Home support services include cleaning, gardening, and childcare, where the provider completes the task for the client. This differs from attendant care, where the client is supported to complete the household task themselves.
The service may include:
- Reviewing the client’s capabilities and identifying supports needed to maintain their home, based on pre-accident responsibilities
- Developing a short-term plan for home support services following initial assessment
- Trialling assistive technology to increase a client’s independence with household tasks
- Providing education and training to build a client’s independence (e.g., pacing, pain management)
- Reviewing needs after a period of home support services or when circumstances change, to determine ongoing support needs.
Key TAC policy
Support at home policy and provider guidelines
Eligibility
This service applies to clients who, as a result of their accident-related injuries, are unable to perform their usual household tasks in the short or long-term.
Report templates
- Home services assessment and plan
- Home services review.
Service-specific expectations
In addition to the general OT expectations:
- Alternatives to paid support must be considered first, including task modification, adaptive equipment, OT intervention and training to increase independence, and family and informal support
- Recommendations for home support services must align with the TAC’s support at home policy, particularly for services that can only be funded when the client was responsible for the task pre-accident and no one else at home can assist
- The OT must clearly distinguish home support services (tasks done for the client) and attendant care (supporting the client to participate in the task).
Community access and transport assessment
Scope and purpose
A community access and transport assessment identifies a TAC client’s community access and transport needs after a transport accident. It determines appropriate transport solutions and whether a vehicle modification assessment is required to address a client’s barriers to safe and sustainable transport.
The service may include:
- Identifying transport options that enable safe participation in community activities (e.g., work, education, shopping, banking, rehabilitation, and social activities)
- Reviewing all transport options before considering a different vehicle or vehicle modifications.
Key TAC policy
Driving and vehicle modifications
Eligibility
This service applies to clients who, as a result of their accident-related injuries, experience impacts on community access or transport.
Report template
Community access and transport assessment and recommendations
Service-specific expectations
In addition to the general OT expectations:
- All alternative transport options must be explored first before recommending a contribution towards a vehicle or vehicle modifications, which will also need a clear justification
- Low-cost and informal supports (e.g., community transport, assistance from family and friends) must be considered first before recommending higher-cost solutions.
Driving assessment
Scope and purpose
An OT driving assessment evaluates a TAC client’s medical fitness and functional capacity to drive with their transport accident-related injuries. It determines whether the client can safely return to driving, requires rehabilitation or vehicle modifications, or should be referred to VicRoads for licensing decisions.
The service may include:
- An off-road (clinical) assessment of the client’s medical history, functional abilities, and cognitive/psychological readiness to drive
- An on-road assessment with a qualified driving instructor in a dual-controlled vehicle
- Submission of a VicRoads occupational therapy driver evaluation report to VicRoads (or state-based reporting requirements outside of Victoria) and the TAC.
Key TAC policy
Driving and vehicle modifications
Eligibility
This service applies to clients who, as a result of their accident-related injuries, have actual or potential impacts on their driving ability (physical, cognitive, visual, or psychological conditions).
Report template
As required by Vic Roads requirements (or state-based reporting requirements outside of Victoria)
Service-specific timeframes
- The OT must meet the timeframe set by VicRoads – the TAC has no influence over this date
- If this is not possible, the OT must contact VicRoads directly to request an extension or negotiate an alternative date, and keep the TAC informed.
Service-specific provider requirements
- The OT must be registered with VicRoads as an OT driving assessor and follow VicRoads’ standards. State-licensing requirements should be followed for clients outside of Victoria
- A qualified driving instructor with a dual-controlled vehicle must complete the on-road component.
Service-specific expectations
In addition to the general OT expectations:
- Any recommended driver rehabilitation must follow OT intervention service requirements
- TAC approval is required before proceeding with vehicle modification recommendations
- Reports must meet VicRoads standards and provide clear, actionable recommendations for the TAC.
Vehicle modification assessment
Scope and purpose
A vehicle modification assessment determines what vehicle modifications are reasonably required to support a TAC client’s independence, community access and participation after a transport accident, so they can safely drive independently or travel as a passenger.
The service may include:
- Assessing whether a client’s current vehicle is suitable for modification and recommending a contribution towards a suitable vehicle if not
- Recommending modifications that enable to client to drive independently (e.g., modified controls, access equipment, specialised seating)
- Recommending modifications that enable a client to access a vehicle and travel safely as a passenger such as equipment, specialised seating, or wheelchair accessible vehicles.
Key TAC policy
Driving and vehicle modifications
Eligibility
This service applies to clients who, as a result of their accident-related injuries, may require vehicle modifications and/or a suitable vehicle to drive or travel safely as a passenger.
Report templates
- Vehicle modification assessment and recommendations (modifications only)
- Vehicle modification assessment and recommendations (contribution/modifications).
Service-specific provider requirements
- Only OTs with post-graduate OT driving assessor training may recommend driver modifications
- Suitably experienced OTs may recommend passenger modifications.
Service-specific expectations
In addition to the general OT expectations:
- Existing vehicle(s) must be assessed for suitability and feasibility of modifications before alternative vehicle options are considered
- TAC approval is required before assessing for vehicle contributions or contracted wheelchair accessible vehicles if the client’s existing vehicle has been deemed unmodifiable
- Trials of modifications and vehicles must be demonstrated and documented
- Collaboration with vehicle modifiers, engineers, driving instructors, TAC vehicle modification specialists, and the client's rehabilitation team is required to inform recommendations
- Recommendations must meet legal and safety requirements or outline relevant medical exemption process in the state or territory of intended registration.
- The OT must provide training and handover to the client (or client’s representative) after modifications are completed, with confirmation provided to the TAC.
Home modifications assessment
Scope and purpose of service
A home modification assessment identifies reasonable home modifications needed to support a TAC client’s functional independence and safety at home after a transport accident.
The service may include:
- Simple modifications to the home environment to improve safety, access or independence that require basic installation or fitting by a qualified tradesperson and do not involve complex design, structural work or building permits. Once installed, these modifications become fixed or semi-permanent features of the home (e.g., grab rails, handheld showers, simple ramps, or threshold wedges)
- Complex or structural modifications that involve significant changes to the home environment, require engineering input, and become permanent features (e.g., bathroom redesigns, ramps, lifts, or structural alterations).
Key TAC policy
Eligibility
This service applies to clients who, as a result of their accident-related injuries, have functional limitations that prevent safe access, mobility, or participation in essential daily activities at home.
Report template
- Simple home modification assessment and recommendations
- Complex home modification assessment and recommendations (not available online – provided by TAC once assessment is approved).
Service-specific timeframes
- Simple modification: submit recommendations promptly after assessment
- Complex modification: submit recommendations within timeframes agreed with the TAC home modification specialist.
Service-specific OT requirements
OTs completing complex home modification assessments must have appropriate experience or work under supervision from an OT with this experience.
Service-specific expectations
In addition to the general OT expectations:
- Complex modification assessments must not begin without TAC approval
- As noted in the home modifications policy, the TAC cannot fund:
- Renovations, upgrades, or modifications that are not essential for injury-related needs
- Modifications undertaken for aesthetic reasons or general home improvement
- Non-essential features beyond what is required to meet the clients’ functional needs (e.g., luxury fittings)
- Recommendations must comply with the relevant building codes and Australian Standards
- When the OT has not met the client (e.g., when the client is still an inpatient in hospital), they should consider meeting the client before conducting a site assessment with the home modification specialist and the project manager
- The OT is expected to work collaboratively with the TAC home modification specialist and project manager allocated by the TAC for all complex/structural modification requests
- For inpatient clients, the OT is expected to work collaboratively with the inpatient OT and treating team and discuss their proposed recommendations before submitting the report to the TAC
- Reports must show that simple home modifications and assistive technology options were considered before recommending complex modifications.
Occupational therapy intervention
Scope and purpose
Occupational therapy intervention provides client-centered assessment, planning, and therapy to help TAC clients restore, develop, or maintain participation in everyday activities after a transport accident. This intervention is any OT service that is not provided as part of a specific OT assessment. It can be recommended for further time-limited OT support after an assessment is completed or requested for goal-oriented intervention.
OT intervention enables clients to:
- Work towards meaningful and functional goals that promote independence and participation, and/or
- Progress their recovery through graded, evidence-based therapeutic activities and environmental strategies.
The service may include:
- An initial assessment to identify functional impacts, goals and therapy needs
- Delivery of therapy to address functional and participation goals
- Development of an occupational therapy service plan review (OTSP) after the initial funding period to outline ongoing therapy goals, progress and outcome measurement, and justification for further intervention if required.
Report templates
- Initial occupational therapy assessment
- Occupational therapy paediatric assessment.
If further OT funding is requested:
- Occupational therapy service plan review – when further funding is requested.
Eligibility
This service applies to clients who, as a result of their accident-related injuries:
- Experience functional limitations or participation restrictions
- Require intervention to regain, maintain, or enhance participation in personal care, family, home, or community life
- Need ongoing monitoring to ensure therapy remains targeted, effective, and aligned with recovery goals.
Service-specific timeframes
- Initial assessment and funding requests must be completed after referral and before intervention begins. The initial assessment report should be submitted promptly after assessment
- An OTSP must be submitted before the end of the initial funding period, upon completing the intervention, or when proposing the next phase of therapy.
Service-specific expectations
In addition to the general OT expectations:
- Funding requests must be included in the initial assessment report for a defined intervention period, if needed
- The TAC may decline an OT intervention if an OTSP is not provided
- Intervention plans and funding requests must be clearly linked to specific, measurable goals and supported by clinical reasoning
- Baseline Goal Attainment Scale (GAS) must be included in the initial assessment report and OTSP
- Intervention must be evidence-based, goal-directed, and delivered as approved to the client’s individual needs.
Clients 16 years and under
The TAC recognises that children and young people have unique needs that are different to adults, and the TAC is committed to making sure these needs are met. OT intervention should be adapted to meet these needs.
A children, young people and families page is available on the TAC website, which provides targeted information to support children and families recovering from an accident. With this one-stop-shop resource, children and families don’t have to wade through all the adult-centric information on the TAC website.
A paediatric OT report template is available for use when a holistic review is needed.
Child-specific considerations should always be made, such as:
- Developmental milestones in relation to the child’s age
- Any pre-accident developmental delays or conditions
- Usual and reasonable parental responsibilities that are not to be replaced by funded support
- Age-appropriate recommendations
- The flow-on impacts on children and families of decisions made for adult claims.
All supports are to be delivered in a way that optimises the safety and wellbeing of children and young people, in line with our child safety expectations for providers.
Travel
The TAC can pay for reasonable travel to provide OT services to a client, but travel must be pre-approved. Travel time is calculated from the OT’s practice address to client's residence, not the OT’s home (unless this is the practice address). Travel should be a reasonable distance from the practice and be invoiced in 15-minute increments.
OTs should make every effort to minimise travel time, such as seeing multiple clients in one area. When multiple clients are seen in one travel period, total travel costs must be shared equally between clients .
WorkSafe Community Integration Program (CIP)
WorkSafe’s Community Integration Program supports Victorian workers with a spinal cord injury or a moderate/severe acquired brain injury. The program is provided by the TAC to manage the medical and rehabilitation aspects of the claim, such as OT services.
WorkSafe continues to manage some aspects of the claim. All OT services must follow WorkSafe requirements including the clinical framework, framework occupational therapy services policy, and all other related WorkSafe policies. To provide occupational therapy services to clients in the CIP, OTs must register with WorkSafe and meet minimum requirements by completing both the occupational therapy registration form and framework occupational therapy services application form. These application forms must be sent to WorkSafe at service_provider_registration@worksafe.vic.gov.au for approval.
For more information, visit WorkSafe Community Integration Program or contact the client’s TAC claims manager.