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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
ADMINSTRATIVE & PROGRAM SUPPORTS
Personnel Supports
Occupational Therapist Job Description
Occupational Therapy Assistant Job Description
Occupational Therapist Performance Appraisal Instrument (PAI)
Occupational Therapy Assistant Performance Appraisal Instrument
OT Professial Development Plan
Observation of Therapy Session Documentation
OT Documentation Audit Guide
Peer Input for PAI
Regular Education Input for PAI
Special Education Input for PAI
Therapist Input for PAI
Fieldwork Student Input for PAI
Documentation of Service on Committees
Documentation of Formal Mentorship Agreement
Documentation of Professional Presentation
COTA Supervision Rules
Program Administration Supports
Caseload Roster Template
Contracting Related Service Providers
Determining OT Workload and FTE Allotment
Use of OT Staff When Caseload Decreases
Preventing Misconduct Complaints
Staff Monthly Report Form
Weekly Schedule Template
In-district Student Transfer Data Sheet
School-based OT Brochure
Press Release - April OT Month
Sample Annual Report
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
Assistive Technology - Augmentative Communication Evaluation
Assistive Technology - Written Language 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
Intervention Plan (Plan of Care) Template
Integrated IEP Development - PPT
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 Guide
Guidance for Use of Group Intervention
Comparing Embedded & Pullout Therapy Models
Integrating Therapy into to the Classroom
Handwriting References in NC ELA Standard Course of Study
Medical & Educational Service Delivery Models
Goal Bank
Exit Communication Form
Protective Device Documentation
Therapeutic Device Documentation
NC Restraint Law
Intervention Plan Template
Documentation of Intervention Session Template
Progress Report Template
Movement Diet Weekly Data Sheet
Sensory Diet Weekly Data Sheet
MEALTIME SUPPORTS
TRANSITION SUPPORTS
North Carolina Vocational Rehabilitation Travel Access Guide
Introduction to NC Vocational Rehabilitation, 2010
PARENT & FAMILY COMMUNICATION
Determining Need for School-based Occupational Therapy - A Resource for Caregivers
Schools and Medicaid - A Resource for Families
Summer Activity Calendar
Activities for Preschool Hands
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