Guidance Documents, Forms, and Practice Resources
The following guidance documents are provided for occupational therapy practitioners, EC & school administrators, and families of students with disabilities.
Occupational Therapy Guidelines
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 NC DPI 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 NC DPI policy and do not necessarily reflect the views of NC DPI or UNC-Chapel Hill. 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.
- **NEW** Workload Calculator for Related Service Providers (scroll down to Workload Calculator to access the following resources)
- Caseload Roster template
- Determining Required OT FTE (previous workload tool)
- Contracting Related Service Providers
- Guidance on Motor Screens
- Sample Referral for Occupational Therapy Evaluation
- Sample/Template for Occupational Therapy Evaluation
- Sample/Template for Occupational Therapy Preschool Evaluation
- Sample Parent Notification of Evaluation
- Sample Caregiver Questionnaire
- Sample Caregiver Questionnaire – Spanish version
- Sample Student Questionnaire
- Sample Organization Survey – Teacher
- Contextual Observation Considerations
- Integrated IEPs – powerpoint training
- Determining Need for School-based Occupational Therapy
- Educational and Clinical Models of Service Delivery (English) (Spanish)
- Standard Course of Study Alignment for Goals and Intervention
- Preschool Foundations Intervention Matrix
- Goal Bank
- Intervention Plan Template
- Intervention Session Documentation Template
- Occupational Therapy Systematic Evaluation of Evidence
- Thomas Jefferson University Child & Family Studies Research Programs
- Cochrane Library
- ERIC – Institute of Educational Science
- PEDro – Physiotherapy Evidence Database
- Researched Reviews
- What Works Clearinghouse
- American Occupational Therapy Association, Inc.
- The American Occupational Therapy Foundation – Research Across the Curriculum
- American Academy for Cerebral Palsy and Developmental Medicine
- CanChild – A research centre dedicated to generating knowledge & transforming lives of children and youth with developmental conditions and their families
- The Center for Evidence Based Practices
- The Centre for Evidence Based Medicine