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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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Occupational Therapy Assessment Checklists, documentation forms, and performance resources.

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. 

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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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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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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Handwriting Tracking Checklist

Assessment Checklists Posted: 08.20.2017

15 different criteria to record and document regarding handwriting skills.

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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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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 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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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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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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