Medical
School-Based Occupational Therapy Documentation Forms
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School-Based Occupational Therapy Documentation Forms

1
Gather relevant information about the student
2
Conduct an initial occupational therapy assessment
3
Identify the student's areas of need
4
Develop goals and objectives for the student
5
Plan intervention strategies to meet goals and objectives
6
Prepare the draft of the Occupational Therapy Documentation
7
Approval: Occupational Therapist
8
Deliver intervention strategies and record progress
9
Communicate with student's teachers and parents
10
Review and update goals as necessary
11
Monitor the student's progress and make necessary adjustments
12
Enter data into school-based documentation system
13
Prepare final Occupational Therapy Documentation
14
Approval: School Principal
15
Submit final documentation to appropriate school authorities
16
Schedule follow-up sessions if needed
17
Ensure all documentation is HIPAA compliant
18
File the documentation in student's record

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