Caseload Management

Caseload Management

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

Draw & Copy Shapes/ Lines: Checklist & Data Collection Worksheets

Assessment Checklists  Subscribe to Download! View Details

Occupational Therapy: Consultation Forms

Assessment Checklists  Subscribe to Download! View Details

Visual Perceptual Skills Checklist: Preschool - 1st Grade

Assessment Checklists  Subscribe to Download! View Details

Visual Perceptual Skills Checklist: 4th Grade- 6th Grade

Assessment Checklists  Subscribe to Download! View Details

Visual Perceptual Skills Checklist: 2nd Grade- 3rd Grade

Assessment Checklists  Subscribe to Download! View Details

Occupational Therapy School Screening Checklist - EDITABLE!

Assessment Checklists  Subscribe to Download! View Details

OT Screening Tool: Checklist & Data Collection Worksheets = Level 1

Assessment Checklists  Subscribe to Download! View Details

OT Screening Tool: Checklist & Data Collection Worksheets = Level 3

Assessment Checklists  Subscribe to Download! View Details

OT Screening Tool: Checklist & Data Collection Worksheets = Level 2

Assessment Checklists  Subscribe to Download!  Watch Video Here! View Details

Red Flags of Sensory Processing Disorder

Assessment Checklists  Subscribe to Download! View Details

Occupational Therapy School Screening Checklist

Assessment Checklists  Subscribe to Download! View Details

Letter Identification Tracking Form & Checklist

Assessment Checklists  Subscribe to Download! View Details

ADL Checklist

Assessment Checklists  Subscribe to Download! View Details

Handwriting Tracking Checklist

Assessment Checklists  Subscribe to Download! View Details

Early Childhood Self Help Skills Checklist

Assessment Checklists  Subscribe to Download! View Details

OT Early Childhood Skills Checklist - Version 1

Assessment Checklists  Subscribe to Download! View Details

OT Early Childhood Skills Checklist - Version 2

Assessment Checklists  Subscribe to Download! View Details

OT Skills Checklist: 2nd-3rd Grade

Assessment Checklists  Subscribe to Download! View Details

OT Skills Checklist : Kindergarten-1st Grade

Assessment Checklists  Subscribe to Download! View Details

OT Skills Checklist: 4th-6th Grade

Assessment Checklists  Subscribe to Download! View Details

Scissor Skills Checklist

Assessment Checklists  Subscribe to Download! View Details

Letter/Shape Progression Checklist

Assessment Checklists  Subscribe to Download! View Details

Scissor Skills Lines - Tracking Each Quarter

Assessment Checklists  Subscribe to Download! View Details

Scissor Skills Shapes - Tracking Each Quarter

Assessment Checklists  Subscribe to Download! View Details

Physical Therapy

PT Consultation Forms - For Therapist Use

Assessment Checklists  Subscribe to Download! View Details

Physical Therapy School Screening Checklist

Assessment Checklists  Subscribe to Download! View Details

GROSS MOTOR Milestone Chart: 2 - 8 Years

Assessment Checklists  Subscribe to Download! View Details

GROSS MOTOR Milestone Chart: Birth - 24 Months

Assessment Checklists  Subscribe to Download! View Details

Gross Motor Development Chart

Assessment Checklists  Subscribe to Download! View Details

Gross Motor Skills Checklists

Assessment Checklists  Subscribe to Download! View Details

Speech Therapy

Speech & Language Developmental Milestones Chart

Assessment Checklists  Subscribe to Download! View Details

Preschool Speech & Language: Monthly Skills Checklist

Assessment Checklists  Subscribe to Download! View Details