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Tara's OT Toolbox

Practical tools for school-based OTs, PTs, and SLPs

Complete School-Based Therapist Starter Pack

Complete School-Based Therapist Starter Pack

$17$37

The School-Based Therapist Starter Pack was created to help school-based therapists feel less overwhelmed and more prepared. Inside, you’ll find plain-language explanations, checklists, templates, communication scripts, decision-making tools, and printable resources to help you understand the school-based model and organize your year with confidence.

Who This Is For

This resource is perfect for:

  • New school-based occupational therapists, physical therapists, and speech-language pathologists

  • Therapists transitioning from outpatient, medical, or private practice into schools

  • Assistants and related service providers who want more structure and clarity

  • Therapists who feel overwhelmed by IEPs, caseloads, documentation, and team communication

  • Supervisors, mentors, or team leads supporting school-based clinicians

What’s Included

  • Interactive PDF guide

  • Printable bonus toolkit

  • School-based therapy foundations

  • Educational vs. medical model comparison

  • IDEA, LRE, related services, and educational relevance overview

  • School-based acronym guide

  • First week and first month checklists

  • Caseload organization tools

  • Digital folder structure template

  • IEP meeting preparation checklist

  • Evaluation and report-writing guidance

  • Decision-making framework for service recommendations

  • Teacher, parent, and administrator communication scripts

  • Weekly planning template

  • Data collection sheets

  • Therapy supply checklist

  • Helpful resources and next steps

What You’ll Be Able to Do

After using this starter pack, you’ll be able to:

  • Understand the school-based therapy model more clearly

  • Explain the difference between educational and medical need

  • Organize your caseload, schedule, documentation, and files

  • Prepare for IEP meetings with more confidence

  • Use educational relevance to guide service decisions

  • Communicate more clearly with teachers, families, and administrators

  • Save time with ready-to-use templates, scripts, and checklists

Why It Helps

School-based therapy can feel like a lot, especially when you’re trying to manage services, meetings, documentation, evaluations, communication, and compliance all at the same time.

This starter pack gives you a practical place to begin. It is designed to help you stop searching for scattered answers and start using a clear, organized set of tools built specifically for school-based practice.

Bonus Toolkit

The bonus toolkit includes printable and fillable-style pages you can use throughout the school year:

  • School-Based Acronym Guide

  • First Month Checklist

  • Caseload Organization Checklist

  • Digital Folder Structure Template

  • IEP Meeting Preparation Checklist

  • Educational vs. Medical Model Comparison

  • Decision-Making Flow Chart

  • Teacher Communication Scripts

  • Parent Communication Scripts

  • Weekly Planning Template

  • Data Collection Sheets

  • Therapy Supply Checklist

Download The School-Based Therapist Starter Pack today and start the school year with a clearer plan, stronger systems, and more confidence in your role.

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