Occupational and Physical Therapy Referral Procedures

Occupational and Physical Therapy  Referral Procedures
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School-based occupational and physical therapy services focus on addressing fine motor concerns, sensory integration, self-care skills, visual motor skills, perceptual skills, bilateral coordination, gross motor concerns, and more. The provided information includes red flags for assessing fine motor skills in children of different age groups to determine if a referral for therapy is needed.

  • Therapy
  • Occupational Therapy
  • Physical Therapy
  • Fine Motor Skills

Uploaded on Feb 13, 2025 | 0 Views


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  1. Occupational and Physical Therapy Referral Procedures http://nspt4kids.com/wp-content/uploads/2013/08/child-attending.jpg

  2. *School Based Occupational and Physical Therapy *Related Services *Occupational Therapy- addresses fine motor concerns, sensory integration, self care skills, visual motor and perceptual skills, bilateral coordination *Physical Therapy- addresses gross motor concerns (negotiating the school environment, balance and coordination, etc )

  3. Fine Motor Red Flags 3 Year old Visual Motor Imitates vertical and horizontal scribbles Imitates circular scribbles Grasp Open web space when grasping manipulatives Bilateral Coordination Cut/snip with scissors (after set up assistance) Can string 2 or more beads onto a pipe cleaner Visual Perceptual Complete at least 4 piece puzzle Builds 6 block tower (If the student is NOT doing these things at this age, a referral should be considered) Sensory Processing Follow simple 1-2 step tasks

  4. Fine Motor Red Flags Self Care feed self (fingers/utensils) Visual Motor/Perceptual Copies a vertical/horizontal line Copies circle Completes 8 or more piece inset puzzle Bilateral coordination Cuts line 4 year old (If the student is NOT doing these things at this age, a referral should be considered)

  5. Fine Motor Red Flags 5 year old Self Care Grasp manage clothing for toileting (not including fasteners) (If the student is NOT doing these things at this age, a referral should be considered) Emerging dynamic tripod grasp Show hand preference Visual motor/perceptual Copies a square Identify and print letters of first name Colors between vertical lines Bilateral Coordination Cuts basic shapes with little deviation

  6. Fine Motor Red Flags 6 year Visual Motor/perceptual Writes upper and lower case letters from model Matches and sorts a variety of objects Bilateral coordination Cuts variety of simple shapes (If the student is NOT doing these things at this age, a referral should be considered)

  7. Gross Motor Red Flags 2 year old Jumps forward 24 inches Jumps down 18-24 inches, both feet Kicks ball with good force 6 feet Catches ball 5 feet away with arms and hands extended (If the student is NOT doing these things at this age, a referral should be considered) 3 year old Ascends/ Descends steps Throws ball 10 feet 3 year old Runs with good form and fair speed Stands on one foot 3-5 seconds 4-5 year old Hops on one foot Catches ball with hands /arms bent Keeps pace with peers Opens/closes doors 6 years old Jumping jacks Dribbles a ball Able to follow 3 step obstacle course Stands on one foot with eyes closed

  8. OT/PT REFERRAL PROCESS *The IEP Team conducts a Reevaluation Plan Meeting to discuss a referral for Occupational Therapy or Physical Therapy. *The parent must be invited to this meeting using Enrich notification letters. Psychologist and SLP (if applicable) must be consulted and included in this Re-evaluation process. The Re-eval date will change because the re- evaluation plan looks at all areas. *Teacher completes OT and/or PT referral form (contact therapists for form). *The teacher gets the D7 Medicaid form signed and uploads to Enrich. *Complete the reevaluation plan and indicate that an OT and/or PT evaluation(s) will be conducted by checking further testing needed for fine motor and/or sensory sections (OT) or gross motor (PT).

  9. OT/PT REFERRAL CONTINUED *Parent signs the Enrich Consent to Re-Evaluate (include signed permission to Evaluate with referral packet) *IEP team should request a prescription for OT evaluation and treatment or PT evaluation and treatment *OT: OT can complete an evaluation WITHOUT a prescription IF school/parent is unable to obtain. Please send a note with referral packet if unable to obtain the OT prescription. (Prescription from a physician is now REQUIRED for Medicaid billing, but student will not be denied an evaluation/treatment without prescription. The district will still provide services if warranted) *PT: A physical therapy prescription is required for a student to be evaluated. *Submit the referral packet to the Director of Special Services for signature.

  10. Processing Requests *The Director of Special Services will submit the referral packet to the OT/PT assigned to the district *The OT/PT will contact the school/special education teacher to schedule the evaluation. *OT/PT will complete evaluation *OT/PT will notify Case Manager when evaluation is complete. Case Manager will send home appropriate meeting notifications and schedule evaluation results meeting. http://www.specialneeds.com/sites/default/files/imagecache/300_Wide/sites/specialneeds.com/files/ot1.gif

  11. OT/PT Evaluation Follow-up *After the OT/PT evaluation, the Multidisciplinary Team (including the OT/PT) reviews the results and completes the Evaluation review meeting. *If the IEP team agrees that the student requires OT/PT as a related service to meet their IEP goals, the OT/PT information will be added to the IEP and the updated IEP will be reviewed at the meeting. *If the team does not decide that OT/PT is needed as a related services, the Multidisciplinary team reviews the areas of weakness and makes recommendations for classroom interventions/accommodations as needed.

  12. OT/PT Screen Requests * Please email or contact the OT/PT Department * For OT contact: Melissa Hendricks MWHendricks@spart7.org Laura Lilly LTLilly@spart7.org Ann Marie Moore AMMoore@spart7.org http://centrevillelayton.org/wp-content/uploads/2014/07/IMG_1862.jpg For PT contact: Mackenzie Reimer mrreimer@spart7.org * An OT/PT screen my be requested for: * 1- A student who has an IEP or a 504 that you would like to determine if he/she would benefit from OT/PT services * 2- A student that does not have services, but you would like OT/PT recommendations for the classroom teacher to incorporate * Students who do not have an IEP or 504 are not eligible for an OT/PT evaluation or direct services.

  13. Transfer Students *Case managers- look at the service section of the IEP and notify the therapists immediately and attach all relevant PT/OT information to prevent lapse in services. *Get a D7 Medicaid form signed at transfer meeting and upload to Enrich *Notify the appropriate therapists of the transfer meeting date/time. *A transfer student with PT and OT services must be seen as close to their start date as possible to comply with their IEP. *Request prescription for PT and OT from parents

  14. OT/PT Dismissal *To dismiss a student from PT /OT services, the case manager must open up a re-evaluation review (therapists are unable to do this) *If no new information is required by other disciplines, add the current data into the re- evaluation review and check no additional data needed. *PWN must include dismissal of services (case manager is responsible for completing PWN paperwork)

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