Best practice in occupational therapy as a related service in schools should be :
- Student-centered and occupation-based
- Integrated into the natural environment of the school such as classroom, cafeteria, playground, media center
- A collaborative partnership with teachers and other educational personnel
- Focused on functional/educational outcomes; related to NCDPI Standard Course of Study
- Evidence based
To this end, the following guidance documents are provided for occupational therapy practitioners, EC & school administrators, and families of students with disabilities. These documents are not NCDPI policy and do not necessarily reflect the views of NCDPI or UNC-CH. Theses resources are provided to help clarify the role and scope of occupational therapy in schools and meant to serve as tools for OT programs and services. Practitioners are encouraged to submit forms, tools, and resources relevant to school-based practice for posting and sharing on this site. By sending resources to lauren_holahan@med.unc.edu, you are: -agreeing to any/all edits necessary to make resources comply with federal/state policy and best practice standards -agreeing to have the resource posted on this page -waiving rights to any benefit or income asssociated with your authorship and/or provision of the document
PRE-REFERRAL CLASSROOM INTERVENTIONS Organization and Personal Care Play & Peer Interactions Following Routines Handwriting Work Behaviors Posture & Positioning WORKLOAD, CASELOAD, & DATA MANAGEMENT OTR/L Job Description COTA/L Job Description Caseload Roster template Determining Required OT FTE COTA Supervision Rules Contracting Related Service Providers EVALUATION SUPPORTS Guidance on Motor Screens Sample Referral for Occupational Therapy Evaluation Sample/Template for Occupational Therapy Evaluation Sample/Template for Occupational Therapy Preschool Evaluation Parent Notification of Evaluation Caregiver Questionnaire Caregiver Questoinnaire - Spanish version Student Questionnaire Organization Survey - Teacher Contextual Observation Considerations Determining Need for School-based Occupational Therapy IEP & INTERVENTION SUPPORTS Integrated IEPs - powerpoint training Standard Course of Study Alignment for Goals and Intervention K-2 Math 3-5 Math 6-8 Math 9-12 Math K-1 Language Arts 2-3 Language Arts 4-5 Language Arts K-2 Science 3-5 Science 6-8 Science 9-12 Science Preschool Foundations Intervention Matrix Goal Bank Exit from Service Protective Device Documentation Therapeutic Device Documentation Guidance for Use of Group Intervention Intervention Plan Template Intervention Session Documentation Template Progress Note Template PROGRAM SUPPORTS OT in Schools Brochure Sample Annual Report Medical and Educational Models of Therapy Provision NC Restraint Law Press Release - April OT Month FIELDWORK STUDENT PROGRAM SUPPORTS School-based Fieldwork Manual Fieldwork Student Orientation Checklist Orientation to Medical Precautions Major Functions of School-based Practitioner PARENT & FAMILY COMMUNICATION Determnining Need for School-based Occupational Therapy: A Guide for Families Parent Notification of Service and Contact Information Request Summer Activity Calendar Medicaid Cost Recovery: A Fact Sheet for Families Activities for Preschool Hands | 
