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

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Occupational Therapy: Consultation Forms

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Visual Perceptual Skills Checklist: Preschool - 1st Grade

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

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

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Occupational Therapy School Screening Checklist - EDITABLE!

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

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

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

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Red Flags of Sensory Processing Disorder

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Occupational Therapy School Screening Checklist

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Letter Identification Tracking Form & Checklist

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ADL Checklist

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Handwriting Tracking Checklist

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Early Childhood Self Help Skills Checklist

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OT Early Childhood Skills Checklist - Version 1

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OT Early Childhood Skills Checklist - Version 2

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OT Skills Checklist: 2nd-3rd Grade

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OT Skills Checklist : Kindergarten-1st Grade

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OT Skills Checklist: 4th-6th Grade

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Scissor Skills Checklist

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Letter/Shape Progression Checklist

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Scissor Skills Lines - Tracking Each Quarter

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Scissor Skills Shapes - Tracking Each Quarter

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