NEW!!! Generic Policy and Procedure Manual for SCHOOL Based OT and PT Practices

Under the Individuals with Disabilities Education Act (IDEA), Occupational and Physical therapy are considered related services “that may be required to assist a child with a disability to benefit from special education” and may be implemented in a variety of ways in different school systems to best meet students’ individual academic and functional needs. This 68 page manual was created to help define and clarify the roles, responsibilities, procedures and ‘best practice’ guidelines. Everything is editable to add your practice name, edit to suit your needs including all the forms in the Appendices. It is divided into 5 sections – Professional Responsibilities, Service Delivery, Performance Guidelines, Documentation and Procedures and Appendices.  Here is the full table of contents.

Professional Responsibility –
Job descriptions and CE Requirements for OT, PT, COTA, PTA, and supervisors.
Protocol for Staff Meetings
Liability Insurance
Parent Communication
Student Affiliation Programs for OT and PT
Service Delivery-
Workload vs. Caseload Framework
Service Delivery for 504 Students
Therapist Role in Response to Intervention
Eligibility/Triennial Meetings
Termination from Therapy Services Guidelines
Records Management
Performance Guidelines and Review
New Therapist Mentoring Program
Experienced Therapist Performance Guidelines
Supervision Guidelines for COTAs and PTA
Student Observation Screening Procedures
Therapy Evaluation Referral Procedure
Documentation and Procedures
Therapy Evaluation Referral Procedures and Content
Completed Evaluation Policy
IEP and Progress Reporting
Daily Record Documentation
Caseload Recording Procedures for COTA and PTA
Alternative Placements for Related Services
Extended School Year Services ( 12 month)
Make up Policy for Missed Sessions
Appendices/ Forms
CE Logs for PT and OT
Parent Letter – Beginning of School Year
OT/PT Student Screening Letter
OT/PT Evaluation Template
9 Week Progress Note
OT/PT Orientation Skill Rating
Goal Development Sheet
Peer Review of Therapy Evaluation
Service Delivery Survey
OT/PT Core Competencies Collaborative Assessment
COTA/PTA Core Competencies and Supervision Documentation Record





Policy and Procedure Manual for School Based OT and PT Practices
Policy and Procedure Manual for School Based OT and PT Practices
Price: $85.00

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