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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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Assessment Checklists

These informal assessment checklists provide a valuable record for documenting a child’s progress in a variety of performance areas.

These resources will help a therapist verify and compare a child’s development in functional areas. Use these over and over when standardized testing is not indicated or suitable. 

Occupational Therapy

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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Physical Therapy



GROSS MOTOR Milestone Chart: 2 - 8 Years

Assessment Checklists Posted: 12.07.2017

Use this Milestone Chart for sharing information with parents and others that will benefit from understanding the development of Gross Motor Skills

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GROSS MOTOR Milestone Chart: Birth - 24 Months

Assessment Checklists Posted: 12.07.2017

Use this Milestone Chart for sharing information with parents and others that will benefit from understanding the development of Gross Motor Skills

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Gross Motor Development Chart

Assessment Checklists Posted: 12.07.2017

Use the Gross Motor Development guide as a tool to learn what step is next and how to help your child/student move to the next stage. This chart is extremely helpful for sharing information with parents and others that will benefit from understanding the development of Gross Motor Skills.

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Gross Motor Skills Checklists

Assessment Checklists Posted: 12.07.2017

Physical Therapy Gross Motor Skills Checklists for children ages Birth - 8 Years old. This 7 PAGE PDF is organized into age ranges. A quick screen for therapists to assess gross motor development.

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Speech Therapy



Preschool Speech & Language: Monthly Skills Checklist

Assessment Checklists Posted: 08.22.2018

10 PAGES of Monthly Speech & Language Skills Checklists. Skill Areas Included: Academic Concerns, Articulation & Voice, Expressive Language, Receptive Language, and Social Development Skills.

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Multidiscipline



Letter Identification Tracking Form & Checklist

Assessment Checklists Posted: 03.08.2021

Need to track a student's progress with identifying upper and lowercase letters each quarter? This 5 page high quality PDF includes a tracking checklist for: Recognize, Copy, and Print Upper & Lower Case Letters.

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Occupational Therapy: Consultation Forms

Assessment Checklists Posted: 01.27.2020

Occupational Therapists may utilize these Consultation resources to provide classroom based strategies to students. This resource includes five performance areas of occupational performance, addressing a total of 16 concerns. These consultation forms are strategies that may be implemented, monitored, and the effectiveness/response discussed to improve student performance within the context of the students’ learning environment.

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ADL Checklist

Assessment Checklists Posted: 10.23.2018

This 5 PAGE ADL Checklist is organized into 6 Areas :(1)Hygiene, (2) General Manipulation Tasks, (3) Set up and Clean up Tasks, (4) Eating and Drinking, (5) Fasteners, and (6) Clothing Manipulation.

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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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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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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 : 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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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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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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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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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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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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