TRUSTED ASSESSOR TRAINING
Our CPD accredited Occupational Therapy Trusted Assessor Training equips professionals with the knowledge, practical skills, and confidence to carry out safe, effective assessments that support independence and improve outcomes for the people they work with.
Trusted Assessors play an important role in helping individuals achieve greater independence, reducing unnecessary delays, and ensuring appropriate support is provided at the right time. Developed with an Occupational Therapy approach, our training focuses on practical assessment skills, clinical reasoning, risk management, and person-centred decision-making.
At Flex360, we understand that every organisation, service, and group of delegates has different experiences, priorities, and learning needs. Our Occupational Therapy Trusted Assessor Training is flexible and can be adapted to meet the needs of your delegates. We work with organisations to ensure course content, examples, activities, and scenarios are relevant to their working environments, making the learning practical, meaningful, and immediately transferable into practice.
Whether you are establishing a new Trusted Assessor pathway, developing existing practitioners, or progressing delegates from Level 2 to Level 3 advanced practice, our training can be tailored to support your service goals and the needs of the people you support.
Occupational Therapy Trusted Assessor Training – Level 2 & Level 3 (CPD Accredited)
Build confidence. Develop skills. Support independence.
WANT TO FIND OUT MORE ABOUT OUR TRAINING?
Contact Flex360 to discuss how our Trusted Assessor training solutions can support your workforce development objectives or schedule a free consultation today.
Occupational Therapy Trusted Assessor Training
Level 2 Occupational Therapy Trusted Assessor Training - Building confident assessment skills
Our Level 2 programme provides the essential knowledge and practical skills required to undertake the Trusted Assessor role safely and effectively.
Delegates will develop their understanding of:
The role and purpose of the Occupational Therapy Trusted Assessor within Adult Social Care
Scope, responsibilities, and professional boundaries
Care Act principles and person-centred practice
Functional assessment and observation skills
Introduction to the Person–Environment–Occupation (PEO) model
Identifying risks, environmental barriers, and opportunities to promote independence
Appropriate use of equipment and minor adaptations
Decision-making, escalation, and professional documentation
Through interactive activities, case studies, and practical demonstrations, delegates gain confidence in assessing needs, identifying solutions, and recognising when Occupational Therapy input or further specialist assessment is required.
Level 3 Occupational Therapy Trusted Assessor Training - Developing advanced assessment and clinical reasoning skills
Building on Level 2 learning, our Level 3 programme supports experienced Trusted Assessors to develop advanced skills for managing more complex situations.
Delegates explore:
Advanced Person–Environment–Occupation (PEO) assessment
Complex cases involving multiple risks, environmental challenges, and family dynamics
Balancing safety, independence, and positive risk-taking
Advanced equipment and intervention planning
Recognising when solutions are outside the Trusted Assessor role
Escalation pathways and multidisciplinary working
Collaboration with Occupational Therapists, Technical Officers, Social Workers, and wider teams
Governance, legislation, and defensible decision-making
The course supports delegates to apply professional judgement confidently while maintaining safe practice, appropriate boundaries, and person-centred outcomes.
A Practical and Tailored Learning Experience
Our Occupational Therapy Trusted Assessor Training combines specialist knowledge with interactive learning, including:
✓ Real-life case studies
✓ Scenario-based activities
✓ Equipment demonstrations
✓ Practical assessment exercises
✓ Documentation and clinical reasoning activities
✓ Competency assessment and reflection
Flex360’s Occupational Therapy Trusted Assessor Training supports professionals to develop the skills and confidence needed to make informed decisions, reduce delays, and help people live safely and independently within their own environment