Template for Graduating Student Summary includes independent living, vocational and postsecondary education information. Each school therapist working with the student should provide relevant information for this summary.
Creating a template for pertinent information can expedite communicating this information to the case manager. Some therapists find it helpful to develop evaluation templates organized according to a specific standardized evaluation, like the School Function Assessment, among others.
Or templates can be created for a general age, type of evaluation, identified focus areas or diagnoses. Create a folder of standardized assessments that you typically perform when conducting an evaluation. Some of them, such as the Pediatric Balance Scale and the Pediatric Reach Tests have score sheets and instructions that you need to utilize. Print some copies so you are always ready to evaluate.
You can find some of these score sheets in our lists of top balance , walking and wheelchair operation tests to find copies of score sheets. I found this as an invaluable aid for my atrocious memory. This was a simple chart where I recorded the date and time of the call or conversation, notes from the exchange, who I was speaking with, and follow up tasks including who is responsible for what.
I also printed out emails that were important and archive them with these logs. At the beginning of each school year or when I received a new student I sent a standard letter to both the parents and the teachers whom I did not know or know well. It is good to have complete student information on hand. This can be stored separately, as a part of the service tracker, or as part of a workload roster. This is how I obtained or confirmed much of the information above.
I sent this survey out with the start of school letter. I also inquired as to any changes that occurred over the summer: physical, emotional, medical, developmental or otherwise. This form communicates expectations and specific details regarding transportation needs e. Reminder Template for Delegated Tasks such as positioning, sensory experience, communication, practice of skills, etc.
Having a tangible reminder for staff in the classroom with photos, routine suggestions when is the best time for x intervention and tips can improve fidelity of practice within the school day.
This documents instruction for peers for specific work with a student as well as tasks delegated to staff, helpful suggestions and reminder for implementation and fidelity.
Make sure these are quick to read and on an appropriate language level for the peer. For example:. OR Carlo needs help to take more than 2 turns in a conversation that is not about dinosaurs. Templates for correspondence that are common in our practice: requests for information, provision of information for consideration of pending decisions.
Create a template for meetings such as IEPs, staff meetings, professional development and training sessions. This template may include meeting discussions, plan of action, and deadlines.
This is usually required by our licensure. What is your plan for intervening with this student? It should be developed after the IEP and updated throughout the year as appropriate. While the IEP contains some needed elements of a PoC, student goals and service delivery details, it does not describe the intervention approach and clinical reasoning of the therapist.
For a complete PoC, please consider these components for your plan template:. Delegated Task Training Documentation communication, transportation, skill practice, transfers, positioning, etc.
Documenting appropriate training, monitoring and supervision of task that are delegated to staff is very important. While rarely needed, when proof is required to verify training was conducted you will be very happy to have it! Include the date, who was trained, what training occurred, any questions answered, demonstrations returned, monitoring plan and signatures of all concerned.
A document that waives liability if loaned equipment is misused, damaged or any harm occurs. Monthly Planner for seasonal or monthly reminders. This can be a catch all for tasks outside of typical routine. The to do list or SAS task tracker could be combined into this planner. It can be helpful for a monthly review at the beginning or end of the month. At the time you need to input your continuing education, having this record in one place can be a delight. A template for communicating information or documenting training for protective or safety equipment or procedures e.
A photo release is great to have on hand, especially at IEP meetings. It is helpful to have permission to collect and use photographs and videos of students for instructional purposes, communicating progress, demonstrating interventions, etc.
Other ideas? IEP meetings go much more smoothly when you have spoken to the parent, discovered their specific concerns, and have addressed their specific concerns in your evaluations. So, let us know what you think about our Occupational Profile. Do you already use something like this during your evals?
We'd love your feedback. If you know someone who would love this form, please share it with them by clicking of the Social Media icon of your choosing below. Thank you everyone for spending some time with us today. Until next time,. Attendance Log Forms :.
Attendance logs are often used for billing purposes. Includes August - August You only have to type in your information once and it will transfer to each month. You can edit by typing in your name, school, and student's names. Attendance Codes are already entered for you! Progress Monitoring Forms :.
The advantages to using data monitoring forms to track progress include:. This resource includes data monitoring tables and graphs where measurements can be recorded at intervals. This resource includes:. Each form is editable, which will allows the user to type directly into the forms. Occupational Therapy Supervision Forms :. Supervision involves "guidance and oversight related to the delivery of occupational therapy services, as well as the facilitation of professional growth and competence.
It is the responsibility of the occupational therapist and the occupational therapy assistant to seek the appropriate quality and frequency of supervision to ensure safe and effective occupational therapy service delivery" AOTA, Occupational therapists and occupational therapy assistants must document a supervision plan and supervision contacts.
According to the American Occupational Therapy Association, Documentation for supervision should include the:. The Occupational Therapy Supervision Plan will allow you to document the frequency of supervision, methods and types of supervision, content areas, and how professional development will be promoted.
Tools to Grow has wonderful resources for organization to keep your therapy items and materials neat, orderly, and accessible, as well as time management tools for prioritizing, scheduling , and completing tasks. If there is a specific documentation resource that you are looking for, please comment below or email us. We hope that these documentation and data collection tools and resources help to make your job easier!
Parent and teacher questionnaires traditional and digital formats. The legally defensible evaluation template I use for my evaluations. Guides for goal writing and services determination.
An intervention plan template to help guide you in your treatment planning. And many more!
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