OT Workload Rating Guidelines
OT Workload Rating Guidelines
PT Workload Rating Guidelines
PT Workload Rating Guidelines
Tracking System Template
Caseload Up and Running Checklist
Overview
This resource provides a checklist regarding setting up and maintaining a caseload. Links and downloadables to a caseload template, service summary template, and workload rating guidelines are provided.
Caseload Up and Running Checklist
- Obtain your caseload list of students and schools
Find out who each student's case manager is. You can look in the district documentation system such as Synergy, ask the school secretary or discuss with the case managers that you know. Each school will have staff member responsible for students with IEPs and 504s. ILS (Independent Living Skills) - for those with greater needs and/or ERC (Educational Resource Center) - for those who get pulled out for support).
Find the IEP date and how many minutes of service you need to provide.
Confirm your list with the case manager’s list to make sure you aren’t missing anyone.
Create some sort of tracking system for yourself.
Find out who the supporting staff at the school are: principal, school psychologist, speech therapist, ESD specialists such as Assistive Technology, Autism, Vision, Deaf/Hard of Hearing, physical/occupational therapists. It helps to have regular specialist team meetings (PT/OT/SLP/AT/ASD/Vision/DHH for each school) to support each other and coordinate supporting the students. In effort to have consistent follow through with suggestions/recommendations all specialists can work together and be unified on strategies/concepts.
Prioritize students based on when the first IEPs are planned. Try to observe students prior to their IEP. Consider sharing a Service Summary (OT Services_Support) with the case manager or IEP specialist before the IEP. Consider the general amount of time (Workload Rating Guidelines) listed on IEPs as you suggest your time for the following IEP year.
Feeding protocols need to be reviewed at the beginning of each year. Connect with the team to determine how/when these feeding protocols are reviewed.
Check in with case managers on a regular basis, depending on their preferences. Would they like you to come on the same day/time each week; check in via email; come whenever fits into your schedule? Case managers will help you prioritize who you see first based on the concerns they are having at the moment
Make sure your students have access to the necessary OT/PT related accommodations and equipment listed on their IEPs.
Make the case manager feel supported in a manner that doesn’t overwhelm them.
*See attachements for a downloadable copy of the linked resources