OccupationalTherapy.com Phone: 866-782-9924

Documentation In School-Based Occupational Therapy

Course: #6225Level: Intermediate 1 Hour 1238 Reviews

The basics of documentation in schools, stressing the purpose, types, content of documentation, and important dos and don'ts will be covered. It will teach you the frameworks for goal writing and how to write effective, measurable, and educationally relevant goals. There are also useful tips for pediatric OT assessments and documenting sensory integration interventions.

Course created on January 22, 2024

Preview Exam
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On Demand

Course Type: Video, Audio

CEUs/Hours Offered: AOTA/0.1 Intermediate, Professional Issues, 08704; CE Broker/1.0 CE Broker #20-1163818; IACET/0.1; NBCOT PDUs/1.25 Intermediate, Education And/or Research

Learning Outcomes

  • checkmarkAfter this course, participants will be able to identify the missing components in OT goals to make them structured, measurable, and educationally relevant.
  • checkmarkAfter this course, participants will be able to list the contents of the different types of documentation in occupational therapy in the school setting and recognize the elements that need to be included and do not.
  • checkmarkAfter this course, participants will be able to compare and contrast the types of documentation in the school-based setting, common mistakes, and how to correct them.


0-5 Minutes Introduction
5-15 Minutes Purpose, Types, & Content of Documentation
15-25 Minutes Dos and Don’ts of Documentation
25-40 Minutes Goal Writing
40-55 Minutes Documenting for SI and Discharge
55-60 Minutes Summary; Q&A


1238 Reviews

Presented By

Presenter Disclosure: Presenter Disclosure: Financial: Krupa Kuruvilla received an honorarium for presenting this course. Non-financial: TotalReport is a private business that provides digital tools and solutions to Pediatric OT Practitioners for documentation and treatment purposes. Krupa Kuruvilla receives direct income from the sales of her documentation manual from the TotalReport website. The manual is also available on YourTherapySource and The OT Toolbox, for which she receives commissions on sales. She also receives royalties on other third-party sites.

Sponsor Disclosure: This Course is presented by OccupationalTherapy.com, a Continued site.

Content Disclosure: This learning event does not focus exclusively on any specific product or service.

Course participation information

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Full attendance is required, and the times you log in and out will be recorded and documented. If you log in to a live webinar late or if you log out early, you may not be able to earn CEU.

Passing an online exam and completing a course evaluation will be required to earn continuing education credit.

Live Webinars allow presenter and participant interaction. The exam and course evaluation for these courses must be completed within 7 days of the event.

On-demand courses include texts, video and audio recordings of live webinars, and multimedia formats. The exam and course evaluation for on-demand courses must be completed within 30 days of course registration.

To participate in the course, complete the exam and course evaluation, and earn continuing education credit, you must be a OccupationalTherapy.com member. Participants must complete the entire course; partial credit is not allowed.

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American Occupational Therapy Association

American Occupational Therapy Association

OccupationalTherapy.com is an AOTA Approved Provider of professional development, #7659. Course approval ID# 08704. This distance learning - independent course is offered at 0.1 CEUs/contact hours (Intermediate level, Professional Issues Area). The assignment of AOTA CEUs does not imply endorsement of specific course content, products, or clinical procedures by AOTA.

CE Broker

CE Broker

OccupationalTherapy.com is an approved provider for CE Broker, provider #50-14558. This course is offered for 1.0 hours. If you are an OT/OTA in Alabama, Arizona, Florida, Georgia, Kansas, Louisiana, Michigan, Mississippi, Oklahoma, South Carolina or Tennessee, CE Broker may be of interest to you.

International Association for Continuing Education and Training

International Association for Continuing Education and Training

continued, LLC, DBA OccupationalTherapy.com, is accredited by the International Association for Continuing Education and Training (IACET). continued complies with the ANSI/IACET Standard, which is recognized internationally as a standard of excellence in instructional practices. As a result of this accreditation, continued is authorized to issue the IACET CEU. continued, LLC, is authorized by IACET to offer 0.1 CEUs for this program.

National Board for Certification in Occupational Therapy

National Board for Certification in Occupational Therapy

OccupationalTherapy.com is a NBCOT® Professional Development Provider. This course is offered for 1.25 NBCOT PDUs (Intermediate level, Education and/or Research Area). NBCOT® is a registered trademark of The National Board for Certification in Occupational Therapy, Inc.

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