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The 5 Keys to a Top-Down School-Based OT Evaluation

Presented by: 

Jayson Davies, MA, OTR/L

Jayson Davies, MA, OTR/L

Watch on-demand and earn AOTA-Approved CEUs

Course Description

In this 1-hour course, you will learn the five key aspects of a valuable and efficient, top-down, school-based OT evaluation. Whether you have been in the schools for five days or five years, this training will help you:

  • Identify the key parts of an OT evaluation

  • Reduce stress by putting systems in place

  • Identify assessment tools you can use

  • Complete your evaluations on time

  • And feel more confident in your high-quality evaluations

​​​​​​​I will also show and provide you with the tools I use to stay organized and guide me through each of my evaluations so you no longer have to wonder if you included all the necessary pieces to your evaluation.

Learning Objectives

1. Learners will identify the laws and timelines that regulate the evaluation process in school-based OT.

2. Learners will identify the steps and process to completing a top-down, strengths-based school-based occupational therapy evaluation.

3. Learners will identify common tools used for OT evaluations in school-based OT.

Contact Hours

This course is 1 hour in length. (0.1 AOTA CEUs)

AOTA-Approved_Provider_Program_edited.png is an AOTA Approved Provider of professional development, #0252.

National Board for Certification in Occupational Therapy

As an AOTA-Approved provider of professional development, courses are accepted by NBCOT® at a rate of 1.25 NBCOT PDUs per each hour of course content.

NBCOT® is a registered trademark of The National Board for Certification in Occupational Therapy, Inc.

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Register for this course and future courses inside the OT Schoolhouse Collaborative for as little as $120


0-5 minutes


5-15 minutes

AOTA, IDEA, and State Regulations

15-45 minutes

The 5 Steps to a School-based OT Evaluation

45-55 minutes

What is NOT an OT Evaluation

55-60 minutes

Wrap up

Your Instructor

Jayson Davies, MA, OTR/L

Jayson Davies, MA, OTR/L

Jayson has been a School-Based Occupational therapist for over 10 years in Southern California. He is also the founder and creator behind the OT Schoolhouse Website and Podcast to support other occupational therapists transitioning to, or currently working in, the school system. Jayson advises occupational therapy students at the university level and volunteers on committees for the Occupational Therapy Association of California. Jayson is the owner of Schoolhouse Education, LLC and


To access this course and others, become a member of the OT Schoolhouse Collaborative

OTS Collab is an online community dedicated to providing school-based OT practitioners with highly valuable professional development and interactive support to implement learned strategies. In OTS Collab, we learn together, support and encourage one another,  and celebrate our achievements as a collective whole.  

Click here to learn more about the OT Schoolhouse Collaborative and register in our dedicated community of school-based OT practitioners.

Instructional Methods

A combination of speaker presentation with a slide deck and both synchronous & asynchronous Q+A with the presenter.

Target Audience
& Educational Level

This is an introductory level course intended for occupational therapy practitioners working in school systems or with a goal to better understand occupational therapy in school systems

Course Completion Requirements

To receive a certificate for this course, you must watch the recorded course in its entirety. Then, you will need to take a learning assessment test and earn a score 75% or higher. If you pass, a certificate will be automatically generated and sent to your email.

Special Needs Requests

This course will include closed captioning and a transcript may be available upon request. You may also rewatch the course or sections of the course as needed. Additional accommodations may be requested by reaching out to us via email. 

Financial & Non-financial Disclosures

Speaker Disclosure

Jayson owns and earns a salary from Schoolhouse Education, LLC

Sponsor Disclosure

The OTS Collaborative Community is a product of the OT Schoolhouse.

Content Disclosure

This learning event does not focus exclusively on any specific product or service.

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Schoolhouse Education, LLC is proud to be an AOTA Approved Provider of Professional Development

AOTA-Approval for this Professional Development Opportunity is in progress.  

Stay Tuned!

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Terms and Conditions


Schoolhouse Education, LLC will keep a record of your completed CE courses. When applicable, transcript services may include reporting to professional associations and/or state licensure boards. While Schoolhouse Education, LLC will make all reasonable efforts to offer CE credit for its courses, it is not responsible for state or national, or regulatory current policies or changes in CE requirements that may make courses ineligible for CE credits.

Participant Agreement

By registering for or attending any event or activity associated with the Schoolhouse Education, LLC and OT Schoolhouse, I agree to the following:

Professional Development/Information Disclaimer

The material presented in this course is not intended to represent the only or the best methods appropriate for the occupational therapy and/or medical condition or professional development issues being discussed but rather is intended to present the opinions of the presenters, which may be helpful to other health care professionals at arriving at their own conclusions and consequent application. Attendees participating in this professional development education program do so with full knowledge that they waive any claim they may have against the A-Z School-Based OT Course, Schoolhouse Education, LLC, and OT School House and its staff or representatives for reliance on any information presented during these educational activities.

Waiver of Liability Agreement

I release Schoolhouse Education, LLC, OT Schoolhouse, and its staff, presenters, and any other individuals or entities associated with this course from any and all liability connected with my participation, as well as from any liability related to changes to the schedule, events or activities. I acknowledge and agree that I am participating on my own choice and assume all risk in connection thereof and that in the event that a need for emergency medical service arises, I authorize and consent to such services being provided at my own expense.

Cancelation & Refund Policy

In the event that Schoolhouse Education, LLC must cancel the event for any reason, participants will be offered a credit toward the rescheduled event. OT Schoolhouse Collaborative subscribers may cancel their subscription at any time. 

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