
Editable Occupational Therapy Assessment Template (27 Pages) – School & Private Practice Use
✅ Fully editable
✅ Streamlines your evaluation process
✅ Includes templates for 12 major standardized OT assessments
✅ Built for school-based & clinic-based therapists
✅ Includes goal areas, sensory checklists, and accommodations
Product Overview
This 27-page editable Occupational Therapy Assessment Template is designed to save you time, reduce overwhelm, and help you write consistent, professional evaluations — whether you’re in a school setting or private practice. Simply plug in your data, adjust to fit your case, and reuse the template for every new assessment.
Built specifically with new grads and busy OTs in mind, this template provides clear structure, built-in prompts, and organized sections so you never miss a step in the evaluation process.
What’s Included:
✅ Editable Evaluation Template Sections:
Identifying Information
Purpose of Occupational Therapy (for both school-based and private practice)
Standardized Assessments Administered
Significant Background Information & Observations
Teacher interview prompts
Classroom observation notes
Behavior during testing
Checklist for Sensory Considerations During Testing
Test Results & Interpretation
Organized by skill area with space to enter specific assessments:
Fine Motor Skills
Visual Motor / Visual Perceptual Skills
Sensory Processing
Activities of Daily Living (ADLs)
Gross Motor Skills
Occupational Therapy Summary (clear, structured template)
Extensive Accommodations & Recommendations List for parents, teachers, and teams
Assessment Templates Included:
Each with editable fields to enter results and interpretation:
BOT-2 (Bruininks-Oseretsky Test of Motor Proficiency)
PDMS-2 (Peabody Developmental Motor Scales)
Wold Sentence Copy Test
The Print Tool
ETCH (Evaluation Tool of Children’s Handwriting)
Typing Test / Keyboarding Skills
WRAVMA (Wide Range Assessment of Visual Motor Abilities)
Beery VMI
TVPS-4 (Test of Visual Perceptual Skills)
DTVP (Developmental Test of Visual Perception)
SPM (Sensory Processing Measure)
Sensory Profile 2
Why You’ll Love It:
Completely editable in Word or Google Docs — customize it to fit your style or district requirements
Makes writing assessments faster and easier
Provides a clear framework for consistent, high-quality reports
Great tool for mentoring new therapists or standardizing a team approach
Whether you’re writing your first evaluation or your hundredth, this template helps you stay organized, professional, and efficient — all while keeping the focus on the child.