Trusted Assessor Refresher Training

Refresh Knowledge, Reinforce Good Practice & Maintain Confidence
Designed for practitioners who have previously completed Level 2 or Level 3 Trusted Assessor Training and want to update their knowledge, strengthen decision-making skills and maintain confidence in practice.
This one-day refresher programme provides an opportunity to revisit core principles, explore current good practice and reflect on real-world assessment challenges. The course helps ensure skills remain current, consistent and aligned with safe, proportionate decision-making.
Delivered by experienced Occupational Therapists, the programme supports learners to refresh their knowledge while reinforcing the practical application of Trusted Assessor principles.
Who This Course Is For
This programme is suitable for:
- Existing Trusted Assessors
- Level 2 Trusted Assessor graduates
- Level 3 Trusted Assessor graduates
- Occupational Therapy Assistants
- Community equipment staff
- Reablement practitioners
- Housing and support staff
- Practitioners returning to assessment roles after a break
The programme is ideal for organisations seeking to maintain workforce competence and support ongoing professional development.
What Learners Will Cover
Participants will revisit:
- Trusted Assessor principles and responsibilities
- Safe and proportionate decision-making
- Assessment techniques and best practice
- Equipment provision and justification
- Risk awareness and risk management
- Documentation and defensible reasoning
- Escalation and referral pathways
- Common challenges and case discussions
- Current guidance and evolving practice
Learning Outcomes
By the end of the course, learners will be able to:
- Refresh their understanding of the Trusted Assessor role
- Apply current good practice principles with confidence
- Strengthen assessment and decision-making skills
- Make more consistent and defensible recommendations
- Recognise when escalation or Occupational Therapy referral is required
- Improve confidence in day-to-day practice
Participants will receive DOTS Training & Consultancy certification on completion.
Course Format
- One-day refresher programme
- Face-to-face or live online delivery
- Interactive discussion and practical examples
- Review of current guidance and best practice
- Case-based learning and reflection
- Bespoke organisational delivery available
Why Choose DOTS Training & Consultancy
- Delivered nationally since 2012
- OT-led training and consultancy
- Practical, real-world learning approach
- Experience across NHS, Local Authority and housing services
- Focus on safe, proportionate decision-making
- Designed to support workforce confidence and competence
Frequently Asked Questions
The programme is designed for practitioners who have already completed Level 2 or Level 3 Trusted Assessor Training and wish to update their knowledge and skills.
Many organisations choose refresher training every few years or when significant changes in guidance, practice or service delivery occur.
Yes. The programme includes updates on current guidance, emerging themes and practical considerations relevant to Trusted Assessor practice.
Yes. Refresher training is particularly valuable for staff who have not regularly undertaken assessments or equipment provision activities.
Yes. DOTS can adapt refresher training to reflect local pathways, policies and workforce requirements.
Yes. Participants receive a DOTS Training & Consultancy certificate on completion.

How Our Training is Delivered
DOTS Training & Consultancy works closely with organisations to ensure training is practical, relevant and aligned to local service needs.
Our programmes are designed to support workforce development, improve confidence and enable safe, proportionate decision-making in real-world environments.
Training can be delivered in a format that works best for your organisation and workforce.
Delivery Options
- Bespoke organisational programmes
- Face-to-face classroom delivery
- Live online training
- Hybrid learning options
- Open courses
- Structured competency-based pathways
- Pre-course and post-course learning materials
Every programme is delivered by experienced Occupational Therapists and combines practical learning, discussion, reflection and real-world case examples.
Enquire About Trusted Assessor Refresher Training
Speak to DOTS Training & Consultancy about refresher training for your workforce and help maintain confidence, competence and consistency in Trusted Assessor practice.


