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Caseload Management

Caseload Management

Comprehensive resources for clinic and caseload management. This includes assessment checklists, treatment documentation shortcuts, screening tools, time and task management, and clinic organization.

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2017/2018 Monthly Calendar

Time and Task Management Posted: 07.23.2017

This is a High Quality 17 Page PDF! August 2017 - August 2018 Occupational Therapy Calendar/Planner 1 Month Per Page. Also Includes a Year at a Glance Page. Each Month includes space to write To-Do's, Evaluations, and Reports due for that month.

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OT Skills Checklist : Kindergarten-1st Grade

Assessment Checklists Posted: 08.09.2016

Occupational Therapy Skills Checklist for children in Kindergarten - 1st Grade. Includes the following categories: Prehension, Manipulation, Dominance, Scissor Use, Color, Classroom Tools, Bilateral Skills, Draw, Learning Concepts, Handwriting, Self-Help, Visual Perceptual, Sensory Processing, and Posture/Gross Motor. This PDF is 9 Pages in length!

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2017/2018 Monthly Calendar

The Ultimate Therapy Planner Posted: 07.23.2017

This is a High Quality 17 Page PDF! August 2017 - August 2018 Occupational Therapy Calendar/Planner 1 Month Per Page. Also Includes a Year at a Glance Page. Each Month includes space to write To-Do's, Evaluations, and Reports due for that month.

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504 at a glance

Student Information Management Posted: 07.11.2015

A great way to Organize and Manage each child's 504 information on this one page colorful resource. Organize and highlight important information, Contact Information, Doctor/Medication, Alerts/Precautions, Services, Equipment, Service Coordinator Information, and Goals/Outcomes.

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Annual Review Checklist - Editable!

Time and Task Management Posted: 07.14.2015

Annual Review time will be a breeze with this Editable/Fillable Checklist! Use this form to organize student's name and AR information. Simply open this PDF, type in information directly into the form, and print! Includes 2 Versions!

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Annual Review Checklist - Editable! 10 Page Version

Time and Task Management Posted: 09.17.2015

This is a 10 Page Editable Annual Review Checklist Form. Great way to organize ALL of your caseload in one editable file! Simply open this PDF, type information directly into the form, and print!

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Attendance - Codes Added (Editable!)

Treatment Documentation Posted: 07.23.2017

Monthly Attendance will be a breeze with these forms! Simply open Editable/Fillable PDF and type in information! Includes August 2017 - August 2018. You only have to type in your information once and it will transfer to each month! Codes Added - TYPE in your name, school, and student's names. Attendance Codes are already entered for you! This is a High Quality 42 PAGE PDF!

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Attendance - You Type in Codes! (Editable!)

Treatment Documentation Posted: 07.23.2017

This is a fully editable/fillable Monthly Attendance Form! Attendance will be a breeze with these forms! Simply open Editable/Fillable PDF and type in information! Includes August 2017 - August 2018. You only have to type in your information once and it will transfer to each month! You TYPE in your name, school, student’s names, and Attendance Codes. This is a High Quality 42 PAGE PDF!

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Binder Organization - Back to School

Clinic Organization Posted: 07.25.2015

FREE Binder Cover & Binder Spines for all your Back to School paper resources! Organize Back to School printable resources in a binder with this High Quality Binder Cover sheet and Spine.

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Binder Organization - Handwriting Skills

Clinic Organization Posted: 07.25.2015

FREE Binder Cover & Binder Spines for organizing all your paper Handwriting Resources!

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Binder Organization - Holidays/Seasons

Clinic Organization Posted: 07.25.2015

Here is your solution to organizing paper resources! This 52 PAGE High Quality PDF includes a cover page and binder spine for 12 different Holidays/Seasons. Each Holiday/Season includes cover page and 5 different sized binder spines! Simply Print and Organize!

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Binder Organization - Performance Areas

Clinic Organization Posted: 10.03.2015

Looking to organize all those paper resources? We have the solution! This 85 PAGE High Quality PDF includes a cover page and binder spine for 30 Performance Areas (Fine Motor, Gross Motor, Visual Perceptual, Executive Functioning Skills, Self-Help Skills, and much more!). Each Performance Area includes cover page and 5 different sized binder spines! Simply Print and Organize!

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Caseload Management - Meeting Notes

Meeting Documentation Posted: 06.14.2014

Write meeting notes and information on this lined paper.

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Caseload Organizer - Editable!

Time and Task Management Posted: 07.14.2015

This is an Editable/Fillable PDF to Organize your Caseload. Simply open PDF, Save to your device, open and TYPE in your information! A great way to organize the students or clients on your caseload.

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Classroom/Teacher Information Collection & Scheudling Times Forms

Scheduling Posted: 07.10.2016

Use these simple and organized forms when meeting with teachers and staff to begin scheduling sessions. Organize classroom information, special subject area times/days, lunch times, and other information. Will save you time and make scheduling a BREEZE! 2 Different Versions Included!

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Common Core Aligned - Kindergarten Geometry Posters

Clinic Visuals Posted: 10.16.2015

Colorful full page posters stating Common Core Standards for Kindergarten Geometry. CCSS. MATH.CONTENT.K.G.A.1-K.G.B.6.

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Consultation Notes

Treatment Documentation Posted: 08.08.2016

2 Different Versions Included! Complete Consultations on this organized and high quality PDF! Includes Student Name, DOB, ID#, School, Teacher, Frequency, Therapist Name/License#, Date, Concerns, Strategies, and Follow up.

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Cut With Scissors Award

Student Achievement Awards Posted: 07.05.2015

Print these awards to hand out once child can successfully and accurately cut with scissors using proper “thumbs up” positioning. Black and White and Color versions included!

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Daily Progress and Treatment Note

Treatment Documentation Posted: 08.08.2016

This Daily Treatment Contact Note is an Editable Form! Simply type right into PDF! Includes: Student Name, School Year, DOB, Case ID, Gender, Service Level, Diagnosis/alerts, Treatment Setting, Provider, Provider License#, Referring Physician, ICD code, Additional information, Goals, Date of Service, Start/End Times, Treatment Code(s), and Progress Note.

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Daily Schedule

Scheduling Posted: 06.14.2014

Keep organized with this daily scheduled. Organized in half hour time frames/units.

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Daily Schedule - Editable (Letter Days)

Scheduling Posted: 07.14.2015

This is an Editable/Fillable PDF Schedule Template of Letter Days (A - F). Simply open PDF, Save to your device, then TYPE directly into this form! Keep organized with this daily scheduled. Organized in half hour time frames/units. 2 Versions included.

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Daily Schedule - Editable (Week Days)

Scheduling Posted: 07.14.2015

This is an Editable/Fillable PDF Schedule Template of week days (Monday - Friday). Simply open PDF, Save to your device, then TYPE directly into this form! Keep organized with this daily scheduled. Organized in half hour time frames/units. 2 Versions included.

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Daily Treatment & Goal Progress Monitoring Form

Treatment Documentation Posted: 09.06.2016

This form has it all!!! This Data Collection & Documentation Form is an EDITABLE 5 PAGE PDF. Simply type right into PDF! This form Includes: Student Name, Month, School Year, DOB, Case ID, Gender, Service Level, Diagnosis/alerts, Treatment Setting, Provider, Provider License#, Referring Physician, ICD code, Goals/Objectives, Date of Service, Start/End Times, Treatment Code(s), Progress Note, and Progress/Goal Monitoring Table.

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Don't Spread Germs Posters

Clinic Visuals Posted: 05.13.2014

Full Page high quality colored posters illustrating Proper Hygiene Skills!

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Early Childhood Self Help Skills Checklist

Assessment Checklists Posted: 08.16.2016

Quick screen for therapists to assess developmental status of self help skills. Conveniently organized into Sub-Sections, which Include: Self-Dressing Skills, Feeding Skills, Toileting Skills, and Personal Hygiene/Grooming Skills. Organized into age ranges 12-18 months, 18-24 months, 24-30 months, 30-36 months, 3-4 years, 4-5 years, and 5-7 years. This is a 9 PAGE High Quality Colored PDF. 

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Editable Schedule - OT Letter Days: Arrow Theme

Time and Task Management Posted: 07.12.2016

Type right into this PDF Schedule Form! This high quality colorful schedule is divided into half hour session times for Letter Days. So easy to use, save, and make changes right on this form! Includes 2 Versions. High Quality PDF

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Editable Schedule - OT Letter Days: Arrow Theme

Scheduling Posted: 07.12.2016

Type right into this PDF Schedule Form! This high quality colorful schedule is divided into half hour session times for Letter Days. So easy to use, save, and make changes right on this form! Includes 2 Versions. High Quality PDF

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Editable Schedule - OT Week Days

The Ultimate Therapy Planner Posted: 07.23.2017

This 3 PAGE PDF is completely editable! Simply TYPE directly into PDF. Type in Students Name, Classroom, etc. A great way to organize your schedule, and a convenient way to make changes directly into PDF.

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Editable Schedule - OT Week Days: 2017 Theme

Scheduling Posted: 07.23.2017

This 3 PAGE PDF is completely editable! Simply TYPE directly into PDF. Type in Students Name, Classroom, etc. A great way to organize your schedule, and a convenient way to make changes directly into PDF.

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Editable Schedule - OT Week Days: 2017 Theme

Time and Task Management Posted: 07.23.2017

This 3 PAGE PDF is completely editable! Simply TYPE directly into PDF. Type in Students Name, Classroom, etc. A great way to organize your schedule, and a convenient way to make changes directly into PDF.

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Editable Schedule - OT Week Days: Arrow Theme

Time and Task Management Posted: 07.10.2016

Type right into this PDF Schedule Form! This high quality colorful schedule is divided into half hour session times for Week Days. So easy to use, save, and make changes right on this form!

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Editable Schedule - OT Week Days: Arrow Theme

Scheduling Posted: 07.10.2016

Type right into this PDF Schedule Form! This high quality colorful schedule is divided into half hour session times for Week Days. So easy to use, save, and make changes right on this form!

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Editable Schedule - OT Week Days: Arrow Theme - Edit Time & Names

Time and Task Management Posted: 08.25.2016

This 3 PAGE PDF is completely editable! Simply TYPE directly into PDF. Type in Time Frames and Students Name, Classroom, etc. A great way to organize your schedule, and a convenient way to make changes directly into PDF.

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Editable Schedule -White Background Letter Days

Scheduling Posted: 09.10.2014

Simply type right into this convenient scheduling form! This high quality schedule is divided into half hour session times for letters days A through F.

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Editable Schedule -White Background Week Days

Time and Task Management Posted: 09.10.2014

Make scheduling a breeze with this convenient PDF! Simply type right into this PDF Schedule Form! This high quality schedule is divided into half hour session times for Week Days Monday through Friday. So easy to use, save, and make changes right on this form!

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Evaluation & Re-Evaluation Tracker

Time and Task Management Posted: 06.14.2014

Keep track of all the revaluations and evaluations with due dates with this organized sheet!

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FREE OT Schedule - You Edit Times and Names

Scheduling Posted: 09.09.2017

This 3 PAGE PDF is completely editable! Simply TYPE directly into PDF. Type in Times, Students Name, Classroom, etc. A great way to organize your schedule, and a convenient way to make changes directly into PDF.

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FREE OT Schedule - You Edit Times and Names

Time and Task Management Posted: 09.09.2017

This 3 PAGE PDF is completely editable! Simply TYPE directly into PDF. Type in Times, Students Name, Classroom, etc. A great way to organize your schedule, and a convenient way to make changes directly into PDF.

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Get Dressed Award

Student Achievement Awards Posted: 05.20.2014

Print these awards to hand out to child once they have independently dressed themselves.

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Goal Progress Monitoring: Data Collection Forms

Treatment Documentation Posted: 08.30.2016

This 7 Page High Quality Editable PDF resource includes data monitoring tables and graphs where measurements can be recorded at intervals. This will allow for the reader to see at a glance whether progress is being made in that particular goal/area. This resource includes: (1) Data Monitoring Table with 10 trials - 1 Goal per page, (2) Table with 5 trials - 1 Goal per page, (3) Table with 10 trials - 2 Goals per page, (4) Table with 5 trials - 2 Goals per page, and (5) Data Monitoring Graph. Each resource is editable, which will allow the user to type in Student Name, DOB, School Year, School, Therapist, and Goal(s). Simply save PDF on your device, open PDF and type right into form!!

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Graduate from Occupational Therapy

Student Achievement Awards Posted: 03.13.2016

This 5 PAGE PDF includes both color and Black/White (Printer Friendly) versions! Includes three different colored versions (Yellow, Pink, & Blue). This is a great way to ConGRADulate a student when they Graduate from Occupational Therapy!

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Handwriting Tracking Checklist

Assessment Checklists Posted: 08.20.2017

15 different criteria to record and document regarding handwriting skills.

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I can Print my Name Award

Student Achievement Awards Posted: 07.05.2015

This is a 5 PAGE High Quality PDF! Simply Print these awards and hand out once the child is able to independently print his/her name. Color and Black/White Versions included! Boy and Girl Versions included!

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I Can Tie my Shoes Award

Student Achievement Awards Posted: 05.31.2014

Print these awards to hand out once the child is able to independently tie their shoes. 6 different Color Versions and Black White Version included!

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IEP at a Glance

Student Information Management Posted: 07.11.2015

Organize and manage a student's IEP information in this high quality PDF! These forms allow for a great way to consolidate and highlight important information, contact information, alerts/precautions, medical information (doctor and medication), other therapy/services, equipment, service coordinator/case manager information, and goals/outcomes.

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IEP Meeting Notes

Meeting Documentation Posted: 06.06.2014

Keep track of IEP Meeting notes and information.

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IFSP at a Glance

Student Information Management Posted: 07.11.2015

Updated for 2015! Organize each child's IFSP information on this one page colorful resource. A great way to organize and highlight important information, Contact Information, Doctor/Medication, Alerts/Precautions, Services, Equipment, Service Coordinator Information, and Goals/Outcomes.

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IFSP Meeting Notes

Meeting Documentation Posted: 08.12.2014

Keep track of IFSP Meeting notes and information with this great 2 page PDF resource!

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In OT We Do ...

Clinic Visuals Posted: 07.09.2014

High quality color and black&white version included. Saying "In Occupational Therapy we do: 1. Try our Best, 2. Take Turns, 3. Follow the Rules, 4. Never Give Up, 5. Have Fun!"

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Letter Identification Tracking Form & Checklist

Assessment Checklists Posted: 08.08.2016

Need to track a student's progress with identifying upper and lower case letters each quarter? This is the resource you need! It will be a breeze with this great checklist! This 5 page high quality PDF includes not only a tracking checklist for: Recognize, Copy, and Print Upper & Lower Case Letters.

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Letter/Shape Progression Checklist

Assessment Checklists Posted: 08.06.2016

Track child's independence forming Upper Case Letters, Lower Case Letters, and Shapes. Includes columns for: Date imitated, Date Copied, and Date Independent.

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Meeting Notes - IEP, IFSP, 504, and General Meeting

Meeting Documentation Posted: 07.11.2015

This is a 5 PAGE High Quality PDF! Includes 4 Versions of Meeting Notes: IEP, IFSP, 504, and General Meeting. Includes Child's/Student's Name and Information (ID, DOB, Parent, Review Date, Diagnosis, Alerts, Medication, Allergies, Classroom Location (IEP), and Teacher/Classroom (IEP/504)). Also includes Individuals in Attendance - Name & Discipline, and finally lined paper for written notes.

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Missed Visit Log Tracker

Treatment Documentation Posted: 07.10.2016

Use these handouts to keep track of missed OT Visits or Sessions. Great way to organize date visit was missed, reason missed, and date made up. 2 Different High Quality Versions included!

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Missed Visit Log Tracker - Physical Therapy

Treatment Documentation Posted: 07.11.2016

Use these handouts to keep track of missed Physical Therapy Visits or Sessions. Great way to organize date visit was missed, reason missed, and date made up. 2 Different High Quality Versions included!

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Missed Visit Log Tracker - Speech Therapy

Treatment Documentation Posted: 07.11.2016

Use these handouts to keep track of missed Speech Therapy Visits or Sessions. Great way to organize date visit was missed, reason missed, and date made up. 2 Different High Quality Versions included!

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Monthly Paperwork Organizer - 2017

The Ultimate Therapy Planner Posted: 07.23.2017

Organize all your monthly paperwork with these colorful resources! This 14 PAGE PDF will help you organize IEPs, Re-Evaluations, Consultations, and Evaluations for each month in the 2017/2018 School Year. Includes August 2017 - August 2018.

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Monthly Paperwork Organizer - 2017

Time and Task Management Posted: 07.23.2017

Organize all your monthly paperwork with these colorful resources! This 14 PAGE PDF will help you organize IEPs, Re-Evaluations, Consultations, and Evaluations for each month in the 2017/2018 School Year. Includes August 2017 - August 2018.

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Motivational Poster "In OT We ..."

Clinic Visuals Posted: 08.08.2014

"In Occupational Therapy we don't do Easy. We make easy happen through hard work and learning." High quality colorful Poster with this inspirational message. Includes 2 different colored versions.

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Occupational Therapy Reward Cards - Apple/Pencil Theme

Student Achievement Awards Posted: 07.05.2015

These high quality, colorful reward cards are a GREAT tool to use! Kids LOVE these!!! Do a great job in OT. Get a hole punch. Get 10 punches and you will get a surprise! This PDF includes three different color schemes (great if more than 1 therapist is in a clinic, each will have their own colored cards!) - Blue, Yellow, and Red Versions included.

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Occupational Therapy Reward Cards - Apple/Pencil Theme

Time and Task Management Posted: 09.21.2014

These high quality, colorful reward cards are a GREAT tool to use! Kids LOVE these!!! Do a great job in OT. Get a hole punch. Get 10 punches and you will get a surprise! This PDF includes three different color schemes (great if more than 1 therapist is in a clinic, each will have their own colored cards!) - Blue, Yellow, and Red Versions included.

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Occupational Therapy Reward Cards - Pink/Blue Version

Time and Task Management Posted: 09.21.2014

These high quality, colorful reward cards are a GREAT tool to use! Kids LOVE these!!! Do a great job in OT. Get a hole punch. Get 10 punches and you will get a surprise! This PDF includes pink and blue colored versions.

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Occupational Therapy Supervision Plan and Supervision Form

Treatment Documentation Posted: 08.08.2016

The Occupational Therapy Supervision Plan will allow you to document the frequency of supervision, methods and types of supervision, content areas, and how professional development will be promoted. The Occupational Therapy Supervision Form, will allow you to document the names and credentials of the persons participating in the supervisory process, treatment plan, specify specifics regarding the treatment process, and affirm that the necessary “Under the Direction” supervision will occur between the OTR and COTA.

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Organization Checklist

Time and Task Management Posted: 08.23.2016

Organize Caseload Information on this EDITABLE Checklist- You TYPE into it! Includes 3 PAGES of Checklists. Includes Heading for Student Name, Script, Review Date, Re-Eval Date, Assistive Equipment, Quarterly Note (check box), and Mandate.

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Organizing IEPs Checklist

Student Information Management Posted: 08.25.2014

For school based therapists, the start of the school year requires a lot of organization, and this checklist will help! Printing and reading IEPs for your entire caseload can be overwhelming, but with this resource it will become easier to manage!

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OT Early Childhood Skills Checklist - Version 1

Assessment Checklists Posted: 08.09.2016

Occupational Therapy Early Childhood Skills Checklist 0 - 60 Months. Sub-sections for children ages newborn to 5 years old. Organized into 3 month age ranges. Quick screen for therapists to assess developmental status of fine motor, visual motor, and self help skills. This PDF is 8 pages in length.

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OT Early Childhood Skills Checklist - Version 2

Assessment Checklists Posted: 08.09.2016

Occupational Therapy Early Childhood Skills Checklist 0 - 60 Months. Sub-sections for children ages newborn to 5 years old. Quick screen for therapists to assess developmental status of fine motor, visual motor, and self help skills. This PDF is 14 pages! Each page is organized into 3 month age ranges.

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OT Punch Rewards Cards

Student Achievement Awards Posted: 03.27.2016

Do a great job in OT. Get a hole punch. Get 10 punches and you will get a surprise! These high quality, colorful reward cards are a GREAT tool to use! Kids LOVE these!!! This 4 PAGE PDF includes 3 Different themed cards.

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OT Schedule - You Edit Times and Names

The Ultimate Therapy Planner Posted: 09.09.2017

This PDF is completely editable! Simply TYPE directly into PDF. Type in Times, Students Name, Classroom, etc. A great way to organize your schedule, and a convenient way to make changes directly into PDF.

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OT Schedule for Classrooms/Teachers - Editable! Version 1

Scheduling Posted: 09.16.2016

These organized forms allow you to list Occupational Therapy dates and times for students by classroom/teacher. Simply fill out and give to teachers to hang up in their classroom. Teachers will LOVE this simple and organized method to know when their students have OT. This is a 7 PAGE PDF with 3 different versions included in both color and black/white!

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OT Schedule for Classrooms/Teachers - Editable! Version 2

Scheduling Posted: 09.14.2016

This PDF is editable! You can type and fill/edit right into it! These forms allow you to list Occupational Therapy dates and times for students by classroom/teacher. Simply fill out (type right into file) and give to teachers to hang up in their classroom. Teachers will LOVE this simple and organized method to know when their students have OT.

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OT Schedule for Parents/Caregivers

Scheduling Posted: 07.21.2015

List the Occupational Therapy day(s) and time(s) as a reference for parents. Great for home-based and community visits. Also includes a version with all services (OT, Speech, PT, Other), so parents/caregivers can have one comprehensive organized form!

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OT Schedule Forms for Classrooms/Teachers - Editable!

Scheduling Posted: 07.10.2016

This PDF is editable! You can type and fill/edit right into it!These great forms allow you to list Occupational Therapy dates and times for students by classroom/teacher. Simply fill out (type right into file) and give to teachers to hang up in their classroom. Teachers will LOVE this simple and organized method to know when their students have OT. 7 Page PDF packet with different layouts and color/black and white versions.

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OT Skills Checklist: 2nd-3rd Grade

Assessment Checklists Posted: 08.09.2016

Occupational Therapy Skills Checklist for children in 2nd Grade - 3rd Grade. Includes the following categories: Prehension, Manipulation, Dominance, Scissor Use, Color, Classroom Tools, Bilateral Skills, Draw, Learning Concepts, Handwriting, Self-Help, Visual Perceptual, Sensory Processing, and Posture/Gross Motor. This PDF is 8 Pages in length!

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OT Skills Checklist: 4th-6th Grade

Assessment Checklists Posted: 08.09.2016

Occupational Therapy Skills Checklist for children in 4th Grade - 6th Grade. Includes the following categories: Prehension, Manipulation, Dominance, Scissor Use, Color, Classroom Tools, Bilateral Skills, Draw, Learning Concepts, Handwriting, Self-Help, Visual Perceptual, Sensory Processing, and Posture/Gross Motor. This PDF is 8 Pages in length!

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Parent Communication Log

Student Information Management Posted: 07.11.2015

Organize and keep track of communication with a Parent/Caregiver with this organized form! Keep contact information all in one easy and convenient location! This form Includes date, time, reason for contact, method of contact, notes, and follow up.

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Physical Therapy: Daily Treatment & Goal Progress Monitoring Form

Physical Therapy Treatment Documentation Posted: 08.21.2017

This form has it all!!! This Physical Therapy Data Collection & Documentation Form is an EDITABLE 7 PAGE PDF. Simply type right into PDF! This form Includes: Student Name, Month, School Year, DOB, Case Manager, Gender, Service Provider, Diagnosis/alerts, IEP Minutes, Last IEP Date, Last Evaluation Date, ICD code, Goals/Objectives, Date of Service, Start/End Times, Treatment Code(s), Progress Note, and Progress/Goal Monitoring Table with 15 Therapeutic Activities & Exercises Listed!

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Planner Cover Pages & Binder Spines

Time and Task Management Posted: 07.23.2017

This FREE resource is the perfect solution to organize your Therapy Planner and Therapy Caseload! This is an editable PDF! You TYPE directly into cover page to personalize with your name and title. Print out cover page and binder spine and place in a binder. 2 different versions/designs included!

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Planner Cover Pages & Binder Spines

Clinic Organization Posted: 07.23.2017

This FREE resource is the perfect solution to organize your Therapy Planner and Therapy Caseload! This is an editable PDF! You TYPE directly into cover page to personalize with your name and title. Print out cover page and binder spine and place in a binder. 2 different versions/designs included!

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Professional Development & CEU Tracker

Time and Task Management Posted: 07.11.2015

Keep track of Continuing Education and Professional Development units with this organized chart! No more scrambling to calculate your units or hours!

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PT Schedule - You Edit Times and Names

Physical Therapy Treatment Documentation Posted: 08.31.2017

This 3 PAGE Physical Therapy Schedule is completely editable! Simply TYPE directly into PDF. Type in Times, Students Name, Classroom, etc. A great way to organize your schedule, and a convenient way to make changes directly into PDF.

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PT Schedule - You Edit Times and Names

The Ultimate Therapy Planner Posted: 08.31.2017

This 3 PAGE Physical Therapy Schedule is completely editable! Simply TYPE directly into PDF. Type in Times, Students Name, Classroom, etc. A great way to organize your schedule, and a convenient way to make changes directly into PDF.

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Quarterly Progress Note

Treatment Documentation Posted: 08.09.2016

This editable PDF is the perfect form to document a student's progress each quarter. Simply open and type right into the document. Includes section for Student's Name, School Year, DOB, ID#, Quarter, Diagnosis, Precautions, Therapist Name, Date of Report, Progress this Quarter, Current Level of Performance, and Needs/Plan.

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Reward Cards - Spring Theme

Student Achievement Awards Posted: 03.14.2016

Kids LOVE these Reward Cards!!! Do a great job in OT. Get a hole punch. Get 10 punches and you will get a surprise! High Quality PDF colorful rewards cards with a Spring Theme.

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Rules to Follow in OT

Clinic Visuals Posted: 07.10.2015

27 PAGE PDF high quality colored and Black&White Posters!! Use these posters to allow for visual reminders of rules to follow in Occupational Therapy! Posters include Hold Your Pencil Correctly and Hold Your Crayon Correctly (in both left and right handed - 3 different skin color versions), Scissor Rules (Proper Scissor Grasp), Glue Rules, Proper Sitting Posture, Trampoline Rules, and Scooter Board Rules. These colorful posters will be a great addition to your clinic or OT Space!

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Scheduling Request Forms - Editable!

Scheduling Posted: 08.28.2014

This PDF is editable! You can type and fill/edit right into it! We know how challenging it can be to meet with teachers and schedule OT sessions, especially at the beginning of the year. This resource will make scheduling so much more efficient! Simply print, fill in teachers name and students who are to receive OT, and hand to teachers. Teachers will complete and indicate their preferred time/dates for OT and return to you.

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Scissor Skills Checklist

Assessment Checklists Posted: 08.08.2016

This 14 item Scissor Checklist is a great way to track and document the various criteria related to the progression of scissor skills.

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Scissor Skills Lines - Tracking Each Quarter

Assessment Checklists Posted: 08.02.2015

Track child's ability to cut lines with this 7 Page PDF. Child cuts along a straight line, curved line, and edged line at the beginning and end of each quarter. Track results by measuring the amount of deviation and recording on the tracking chart. Simple and convenient method to track progress on one tracking form.

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Scissor Skills Shapes - Tracking Each Quarter

Assessment Checklists Posted: 08.02.2015

Track child's ability to cut shapes with this 11 Page PDF. Child cuts out a square, circle, and triangle at the beginning and end of each quarter. Track results by measuring the amount of deviation and recording on the tracking chart. Simple and convenient method to track progress on one tracking form. Includes sheets to tape/glue cut out shapes on for each quarter.

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SSHHH! We Are Testing!

Clinic Visuals Posted: 08.08.2014

High Quality Colorful and Black & White Posters. Use these posters during evaluations and testing! These colorful posters includes 6 different versions!!!

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Student Information Organizer

Student Information Management Posted: 07.11.2015

Organize and Manage Student Information on this convenient form! Includes Student Information (Birthday, Contact Info, Diagnosis, Medication, Allergies, Alerts/Precautions, Doctor), Services (OT, PT, Speech, Other), Strengths/Interests, Areas to Improve, OT Goals & Outcomes.

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Therapy Planner Cover Pages & Binder Spines - OT Version

The Ultimate Therapy Planner Posted: 07.23.2017

This FREE resource is the perfect solution to organize your Therapy Planner and Therapy Caseload! This is an editable PDF! You TYPE directly into cover page to personalize with your name and title. Print out cover page and binder spine and place in a binder. 2 different versions/designs included!

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Therapy Planner Cover Pages & Binder Spines - PT Version

Physical Therapy Treatment Documentation Posted: 08.31.2017

This FREE resource is the perfect solution to organize your Physical Therapy Planner and Therapy Caseload! This is an editable PDF! You TYPE directly into cover page to personalize with your name and title. Print out cover page and binder spine and place in a binder. 2 different versions/designs included!

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Therapy Planner Cover Pages & Binder Spines - PT Version

The Ultimate Therapy Planner Posted: 08.31.2017

This FREE resource is the perfect solution to organize your Physical Therapy Planner and Therapy Caseload! This is an editable PDF! You TYPE directly into cover page to personalize with your name and title. Print out cover page and binder spine and place in a binder. 2 different versions/designs included!

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Therapy Session Planner: Version 1

The Ultimate Therapy Planner Posted: 08.30.2017

Organize and Plan your Weekly Sessions! Includes days Monday - Friday with 11 Session time frames. Type in Times/Schedule, Student Names, and Session Plans. Editable! Simply TYPE directly into form!

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Therapy Session Planner: Version 1

Time and Task Management Posted: 08.30.2017

Organize and Plan your Weekly Sessions! Includes days Monday - Friday with 11 Session time frames. Type in Times/Schedule, Student Names, and Session Plans. Editable! Simply TYPE directly into form!

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Therapy Session Planner: Version 2

The Ultimate Therapy Planner Posted: 08.30.2017

Organize and Plan your Weekly Sessions! Includes 8 Session time frames. Type in Week Days OR Letter Days, Times/Schedule, Student Names, and Session Plans. Editable! Simply TYPE directly into form! Personalize this entire Session Plan template!

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Therapy Session Planner: Version 2

Time and Task Management Posted: 08.30.2017

Organize and Plan your Weekly Sessions! Includes 8 Session time frames. Type in Week Days OR Letter Days, Times/Schedule, Student Names, and Session Plans. Editable! Simply TYPE directly into form! Personalize this entire Session Plan template!

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This Week in OT ... Communication Log (Editable!)

Treatment Documentation Posted: 04.27.2017

Provide weekly updates about child's progress with their therapy goals and “Fun Work” ideas, strategies, activities, materials or resources. Editable - Type directly into this form! This 11 Page PDF includes: Binder Cover and Binder Spines (2 Versions), Welcome/Introduction Letter (2 Versions), and Communication Sheet/Log (2 Versions).

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To Do Checklist

Time and Task Management Posted: 06.14.2014

Keep track of all those to do's!

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To Do Lists

Time and Task Management Posted: 07.23.2017

Includes 5 Different Versions of To-Do Lists! Versions include Today's Priorities, Schedule, Reports, Notes, and Meetings!

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To Do Lists

The Ultimate Therapy Planner Posted: 07.23.2017

Includes 5 Different Versions of To-Do Lists! Versions include Today's Priorities, Schedule, Reports, Notes, and Meetings!

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To Do's!!

Time and Task Management Posted: 07.11.2015

This 3 PAGE High Quality PDF Includes 3 Different Versions of To-Do Lists! Versions include Today's Priorities, Schedule, Reports, Notes, and Meetings!

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Treatment Plan Templates

Treatment Documentation Posted: 09.09.2016

Improve your effectiveness by using a step by step approach to help children reach therapeutic goals. Use this simple form for recording the child's progression during therapy. Helps with planning based upon individual needs, as well as follow-up based upon the child's response. Includes 2 different Versions!

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Usernames and Passwords Organizer

Time and Task Management Posted: 07.14.2015

Tired of forgetting all the various usernames and passwords you have? Use this organizer sheet to keep track of all usernames and passwords in one place.

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Visual Perceptual Skills Checklist

Assessment Checklists Posted: 03.12.2016

A comprehensive School Based Occupational Therapy Checklist! This Visual Perceptual Skills Checklist is a 7 Page High Quality PDF that is divided into three sections: Preschool - 1st Grade, 2nd Grade - 3rd Grade, and 4th Grade - 6th Grade. This is a great resource for school based therapists. Sub-Sections Include: Visual Discrimination, Spatial Relations, Form Constancy, Figure Ground, Visual Closure, Visual Memory & Sequential Memory, and Scanning & Tracing.

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Week at a Glance

The Ultimate Therapy Planner Posted: 07.23.2017

Organize your week with this High Quality PDF! Includes To Do's (Work & Home), Schedule (Monday - Friday), Reports to Do (Evaluations, IEPs, Consultations, and Screenings).

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Week at a Glance

Time and Task Management Posted: 07.23.2017

Organize your week with this High Quality PDF! Includes To Do's (Work & Home), Schedule (Monday - Friday), Reports to Do (Evaluations, IEPs, Consultations, and Screenings).

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Week at a Glance - 2015

Time and Task Management Posted: 07.11.2015

Organize your week with this High Quality PDF! Includes To Do's (Work & Home), Schedule (Monday - Friday), Reports to Do (Evaluations, IEPs, Consultations, and Screenings).

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Welcome to Occupational Therapy! Time To ....

Clinic Visuals Posted: 07.10.2015

High Quality 3 Page PDF that includes both Color & Black/White Versions. Use these posters to Welcome students to Occupational Therapy! A great way to remind students of rules prior to entering OT room/clinic/area and/or during OT sessions. "Welcome to OT- Time To Listen, Work Hard, Have Fun!"

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Welcome to Occupational Therapy!!

Clinic Visuals Posted: 07.10.2015

High quality colorful (black and white version included) PDF posters "Welcome to Occupational Therapy!" This is a 10 PAGE PDF! Simply print and place on your door or hallway/entrance to OT to Welcome Students and Staff. Includes 6 different colored Versions and 3 Black/White Printer Friendly versions!

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Welcome to OT - Parent/Caregiver Letters: Version 1

Time and Task Management Posted: 08.10.2017

Editable PDF - Simply Type in Information & Print!! A great way to introduce yourself and OT to parents and caregivers. Send home these simple and fun letters welcoming each student (and their family) to Occupational Therapy. Includes 2 Versions: 1) Welcome Back to School Year and 2) Welcome to OT. Includes OT and OTA versions of each.

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Welcome to OT - Parent/Caregiver Letters: Version 1

Scheduling Posted: 08.10.2017

Editable PDF - Simply Type in Information & Print!! A great way to introduce yourself and OT to parents and caregivers. Send home these simple and fun letters welcoming each student (and their family) to Occupational Therapy. Includes 2 Versions: 1) Welcome Back to School Year and 2) Welcome to OT. Includes OT and OTA versions of each.

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Welcome to OT - Parent/Caregiver Letters: Version 2

Scheduling Posted: 08.11.2017

Editable PDF - Simply Type in Information & Print!! A great way to introduce yourself and OT to parents and caregivers. Send home these simple and fun letters welcoming each student (and their family) to Occupational Therapy. Includes 2 Versions: 1) Welcome Back to School Year and 2) Welcome to OT. Includes OT and OTA versions of each.

 Subscribe to Download!

Welcome to OT - Parent/Caregiver Letters: Version 2

Scheduling Posted: 08.11.2017

Editable PDF - Simply Type in Information & Print!! A great way to introduce yourself and OT to parents and caregivers. Send home these simple and fun letters welcoming each student (and their family) to Occupational Therapy. Includes 2 Versions: 1) Welcome Back to School Year and 2) Welcome to OT. Includes OT and OTA versions of each.

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Welcome to PT - Parent/Caregiver Letters

Physical Therapy Treatment Documentation Posted: 08.15.2017

Editable PDF - Simply Type in Information & Print!! A great way to introduce yourself and PT to parents and caregivers. Send home these simple and fun letters welcoming each student (and their family) to Physical Therapy. Includes 2 Versions: 1) Welcome Back to School Year and 2) Welcome to PT. Includes PT and PTA versions of each.

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Year at a Glance - 2017/2018

Time and Task Management Posted: 07.23.2017

This FREE One page Year at a glance form will allow you to quickly view all twelve months in one organized high quality page.

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Year at a Glance - 2017/2018

The Ultimate Therapy Planner Posted: 07.23.2017

This FREE One page Year at a glance form will allow you to quickly view all twelve months in one organized high quality page.

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