From Chaos to Clarity: How to Streamline Your OT Evaluation Workflow
If your evaluation process involves sticky notes, three different binders, and at least one “WHERE did I put that?” moment... you’re not alone.
Let’s walk through a smarter workflow that will save your time and your sanity.
Step 1: Start with the End in Mind
Ask: What decisions will this eval inform? Tailor your process to answer those questions.
Step 2: Use a Participation-First Framework
Instead of starting with impairments, start with what the child can or can’t do in their daily routines. It guides the rest of your assessment.
Step 3: Standardize What You Can
Use consistent tools and templates. This helps with data accuracy—and saves your brain space for clinical reasoning.
Step 4: Document as You Go
Stop saving it all for the end. Use digital tools to log findings in real time.
Step 5: Automate What Doesn’t Need to Be Manual
Score calculation? Report formatting? Graphs? Those should be auto-generated.
✨ Ready to make evaluations less exhausting? O.T. Wizard turns your eval chaos into a streamlined, smart system that keeps you focused on what matters—helping kids thrive.
Sources:
Coster, W., & Khetani, M. (2008). Measuring participation of children with disabilities: Issues and challenges. Disability and Rehabilitation, 30(8), 639–648. https://doi.org/10.1080/09638280701400375
American Occupational Therapy Association. (2020). Occupational therapy practice framework: Domain and process (4th ed.). https://doi.org/10.5014/ajot.2020.74S200
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