Comprehensive OT Assessment for School Age Population

Learning Objectives:

  • Identify and Describe 3 phases of Developmental Pathways Model of Assessment.
  • Analyze specific clinical observations pertinent to 3 phases to influence critical thinking with regard to client profile.
  • Discuss and compare different standardized tools with regard to the client profile and availability.
  • Provide time to practice and discuss ability to use different templates / forms provided by instructor to ease assessment process.
  • Provide opportunity through case studies from course participants to show practice or discuss questions with regards to the assessment tools and client profile.




Session 1: Developmental Hierarchy and Phases of Assessment:

Homework: Consider the tests/assessment tools you do have and allocate them into the 3 phases. Also consider the clinical observations you have and allocate them into the three phases. This will help you to understand what your needs are as we continue through the process. The aim is not that you have every assessment that we will be discussing, but that you will be able to choose what you would like to add as well as support you with a timeline in getting aspects of assessment in the right order.


Session 2: Sensori-Motor History:

Homework: Complete the Sensori-Motor History Form provided with one client before our next meeting.


Session 3: Standardized Assessment Measures:



Session 4: Phase 1 Clinical Observations: You will receive a template with norms on each clinical observation measure.

Homework: The video recording of our class will be forwarded to you with access over 2 weeks. This recording will include video of explanation and visual representation of each clinical observation that you could access multiple times over the two weeks. Complete phase 1 Clinical Observations with one of your current clients.


Session 5: Reflex Integration Assessment: This assessment is included in your phase 1 template.

Homework: Practice the reflex assessment patterns on one or more of your clients. The class recording will be forwarded to you for access over 2 weeks.


Session 6: Phase 2 Clinical Observations: You will receive a template with norms on each clinical observation measure.

Homework: Complete phase 2 Clinical Observations with one of your current clients


Session 7: Phase 3 Clinical Observations: You will receive a second template with norms on each clinical observation measure.

Homework: Complete phase 3 Clinical Observations with one of your current clients


Session 8: FEAS DIR Assessment: You will receive an overview of the DIR Model to assist with assessing the social-emotional implications of your client’s developmental delay.

Homework: Video a 15 minute play session with one of your clients and note the 6 developmental levels as best you can. Course participants who have not completed any training in the DIR/Floortime Model is strongly urged to at least complete a DIR101 course through online. Maude Le Roux is one of their leading trainers in the DIR Model since 2011.


Session 9: Writing the report: During this session we look at the ATA template for assessment in detail and discuss different pointers to be aware of. You will also be provided a sample case report that we will go over together, so you could see the flow of it and how to apply clinical judgment.

Homework: Over the next weeks complete one full assessment from phase 1 to phase 3 with addition of Social-Emotional Function. You are not obligated to use any or all of the standardized testing available to ATA. You will be able to add your own preferred testing in the relevant sections, though will still find the template and explanations useful so as to shorten your writing process and focus more on clinical judgment. This written evaluation should be forwarded via e-mail to This email address is being protected from spambots. You need JavaScript enabled to view it. within 2 weeks after completion of the course. Failure to comply to this requirement will result in a certificate of attendance only and not a certificate of accomplishment. Certificates will be forwarded to you via e-mail.


Sessions 10, 11, and 12: Different Cases: During these sessions each course participant will be allocated a 30 minute time frame in which to discuss a case. Since time would be limited, course participants would be asked to select one specific piece of the evaluation for their learning purposes. Video of 3 to 4 minutes will be a requirement, and short ppt of 5 slides maximum.You may be asked questions on the full evaluation, but important to be selective as to what you specifically would like to gain more knowledge about. By working through 12 cases together as a group, a lot of information will be covered to support your learning curve.



Workshop Assessment: Review of written evaluation of clinical case study