School-Based OT Assessment Process, IEPs, and Service Delivery

Erin Riojas

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AOTA Course Number: DLAOTA117
Course Credits: .15 (1.5 hours) AOTA CEUs – Introductory level, Professional area

OTs in the schools have the important responsibility of conducting assessments and contributing to the development and implementation of students’ IEPs. The clinical reasoning process includes multiple factors and considerations to determine eligibility and make recommendations to the educational team. Guidelines for assessment, eligibility determination, and IEP development will be discussed.

Instructor Information

Cynthia Haynes
Cynthia Haynes, MBA, OTD, OTR/L is the Director of Occupational Therapy Services for EBS Healthcare where she oversees therapist mentoring, retention, and designs trainings for continued competence and best practice strategies for school-based therapists. She is also an adjunct professor in the OTD program at Thomas Jefferson University. She has authored peer-reviewed journal articles and book chapters and presents regularly at the local and national level. She is a regional trainer for the AOTA sponsored Fieldwork Educator Certificate Program and has contributed to the development of one training module.
Financial Disclosure: Other than being paid as an employee of EBS Healthcare, Cynthia has no other relevant financial relationships to disclose.
Non-Financial Disclosure: Cynthia has no other non-financial information to disclose.

Learner Objectives

Following instruction, participants will be able to:

  1. Describe the main reasons for an OT assessment for the school-age population
  2. Understand how federal law, state, and local (district) guidelines influence OT services in the schools
  3. List the main areas that OT is responsible for assessing and providing intervention
  4. Link assessment results to the IEP and service delivery in the schools


  • 1 hour, 26 minutes – Assessment Overview
  • 10 minutes – Course Test