Face-to-Face & Virtual Occupational & Physical Therapy Assessments

Erin Riojas

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AOTA Course Number: 
Course Credits: 0.35 AOTA CEUs (3.5 hours)
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Please note: Your cumulative time in the course must be greater or equal to the course hours for you to receive course credit. Please make sure to view the video(s) in its entirety.

Completing assessments during a pandemic using multiple service delivery options challenges OTs & PTs in school-based services. Therapists must learn how to work with a facilitator, engage a student, administer test items, score, and interpret results and meet CDC guidelines. Webinar content will focus on evidence-based processes, assessment tools and observations to insure accurate, ethical evaluation practices.

Instructor Information

Kimberly Duetsch

Kimberly Duetsch, OTD, OTR/L, is a lead occupational therapist at EBS Healthcare where she is responsible for supporting a multidisciplinary school-based therapy team and mentoring occupational therapists in both school-based and outpatient settings. She is also involved in evaluating students, consultation/collaboration with teaching staff and school administrators, and problem-solving new ways to support our therapists. She is an AOTA Certified Fieldwork Educator and an ImPACT Trained Occupational Therapist for multidisciplinary concussion management. Kimberly has also traveled with EBS United in their cultural immersion trip to Mexico.

Financial Disclosure: Kimberly Duetsch is a paid employee of EBS Healthcare. She has no other relevant financial relationships to disclose.

Non-Financial Disclosure: Kimberly Duetsch has no other non-financial information to disclose.

Cynthia Haynes

Cynthia Haynes, MBA, OTD, OTR/L is an OT Director for EBS Healthcare and is responsible for developing post-professional trainings with emphasis on continued competence and best practice strategies for early intervention and school-based therapists. She has worked as a clinician and director in a variety of settings including schools, early intervention and community preschools, a regional pediatric hospital, a pediatric rehabilitation center, and outpatient clinics. She was an Associate Professor in the OT program at Philadelphia University, an adjunct professor for Thomas Jefferson University, and professor at Keiser University. She has co-authored peer-reviewed journal articles, book chapters, and presents regularly at the local and national level. She is a trainer for the AOTA sponsored Fieldwork Educator Certificate Program.

Financial Disclosure: Cynthia Haynes is a paid employee of EBS Healthcare. She has no other relevant financial relationships to disclose.

Non-Financial Disclosure: Cynthia Haynes has no other non-financial information to disclose.

Learner Objectives

Following instruction, participants will be able to:

  1. synthesize the evidence, AOTA/APTA guidelines, and state regulations surrounding telehealth to determine when a virtual evaluation is appropriate and warranted. ​

  2. demonstrate an understanding of the clinical decision making process required for preparing, conducting, and documenting online occupational and physical therapy assessments in a virtual environment. ​

  3. demonstrate the ability to utilize a combination of standardized and non-standardized assessments, digital tools, and strategies for conducting virtual occupational and physical therapy evaluations for school-based students.


  • 0:00-0:15 – Overview of the evaluation process; Face-to-face versus virtual benefits & challenges 

  • 0:15-0:45 – AOTA/APTA and State guidelines for a defensible school-based evaluations 

  • 0:45-1:15 – Planning and preparing for your assessment 

  • 1:15-1:45 – Strategies for maintaining student engagement during an evaluation & tech tips/tricks 

  • 1:45-2:45 – Overview of evaluation tools and how to utilize in face-to-face and/or virtual environment 

  • 2:45-3:00 –  Documentation Considerations 

  • 3:00-3:30 – Case study and application; Q&A