Guidance Documents, Forms, and Practice Resources

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, 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




Organization and Personal Care

Play & Peer Interactions

Following Routines


Work Behaviors

Posture & Positioning




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




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




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

Sensory Processing Strategies used in the Classroom

Sample OT Plan of Care






North Carolina Vocational Rehabilitation Travel Access Guide

Introduction to NC Vocational Rehabilitation, 2010




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




Medicaid in Schools - Information for Families

Documentation Checklist

Sample Parent Permission to Release Information

Medicaid Reimbursement for School Nursing Services - PPT

Ethical Considerations in School-based Claiming

Medicaid Documentation Guidance

Considerations in Determining Medical Necessity




Role of Related Service Providers in RtI - PPT

Comparing RtI & Student Assistance Team Models

NC Usage of Related Service Providers in RtI


Daily Note Template-Person Co.

Session Documentation RRGSD

NHCS OT Intervention Note template

Daily Documentation

Progress Note Template

Contact Note for Support Plan

POC (with common core) and Contact Notes

Sessions at a glance

Progress Notes DODEA

Craven POC and Contact Note



School Based Occupational Therapy Home

UNC-Chapel Hill Division of Occupational Therapy