Course Description
This course equips school-based occupational therapy practitioners with a practical, ready-to-use framework to stay organized, efficient, and confident throughout the academic year. Participants will gain access to structured checklists for onboarding, daily operations, and year-end transitions, as well as clear guidelines for referrals and discharge planning.
Designed specifically for the school setting, the course empowers OTs to streamline documentation, collaborate effectively with teams, and deliver services that are occupation-based and educationally relevant. By taking this course, practitioners will feel more prepared, supported, and aligned with best practices in school-based OT.
Learning Objectives
1. Learners will determine how to structure onboarding, ongoing, and exit checklists to organize and manage a school-based OT caseload effectively.
2. Learners will identify indicators warranting an OT referral and apply discontinuation criteria aligned with IDEA to determine service needs.
3. Learners will identify the use of tools for scheduling, documentation, and team collaboration to enhance service efficiency and occupational outcomes.
Your Instructor
Krupa Kuruvilla, MA, OTR/L
Krupa Kuruvilla earned her Bachelor's degree in Occupational Therapy India in 2008, followed by a Master’s degree from the University of Southern California (USC) in 2009. Her career spans diverse settings, serving both adult and pediatric populations, with a growing focus on leadership and management. Over time, she discovered her true passion in school-based pediatrics. In 2021, she founded TotalReport, a company dedicated to supporting pediatric OT practitioners with high-quality documentation tools across schools, clinics, and early intervention programs. Her work is featured on prominent platforms nationwide, and she has been invited to speak at conferences across the U.S. and Canada. Krupa currently leads strategy and operations for Ascend, a pediatric staffing and therapy company. Outside of work, she enjoys reading, dancing, cooking, watching movies, and spending time with her husband and two children.
Contact Hours
This course is 1 hour in length. (0.1 AOTA CEUs)
OTSchoolhouse.com is an AOTA Approved Provider of professional development, #0252.
National Board for Certification in Occupational Therapy
As an AOTA-Approved provider of professional development, OTSchoolhouse.com 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.
Find The Collab Membership that’s Right for You
Whether you’re just getting started in school-based OT or looking for CEUs, mentorship, and implementation support, The Collab has a membership tier built for your needs.
Essentials
CEUs (including this one), core resources, and community for school-based OTPs
$249 / year
Perfect for OTPs looking to keep up with evidence through school-based specific CEUs and core resources
Learn
-
Access to this course & 40+ live-online and recorded AOTA-Approved CEUs ($1500+ value)
-
The A–Z School-Based OT Course ($399 value) (9.5 hours of CEUs)
-
Earn 50+ hours worth of CEUs
Support
-
Access to the "OTP Lounge" forum to ask experienced OTPs for support without judgement
Implement
-
Access resources directly tied to accessible CEU courses
Not included in Essentials:
-
Live Mentorship Collaboration Hours
-
The Back to School Conference
-
The OT Schoolhouse Goal Bank
-
The Caseload-to-Workload Course
-
Custom-trained AI tools to save you time & energy
-
Our Library of over 100 ready-to-use school-based OT resources
Impact
Full Access to ALL Resources, CEUs, Mentorship, & Back to School Conference
$499 / year
Designed for OTPs seeking for support implementing the most recent evidence and best practices
Learn
-
Access to this course & 40+ live-online and recorded AOTA-Approved CEUs ($1500+ value)
-
The A–Z School-Based OT Course ($399 value) (9.5 hours of CEUs)
-
The Back to School Conference ($419 value)
-
The Caseload-to-Workload Course ($299 value)
-
Earn Professional development by listening to the OT Schoolhouse Podcast (ultimate time saver)
Support + Mentorship
-
The "OTP Lounge" to ask experienced OTPs for support without judgement
-
Live-on-Zoom Q&A sessions (Collab Hours) with Jayson and the OTS Team
-
Non-CEU events and discussions (eg. Journal club calls, assessment reviews, etc)
-
Opportunities for 1:1 mentorship calls with Jayson and the OTS Team
Implement
-
Access ALL downloadable templates, tools, & checklists ($299+ value)
-
The OT Schoolhouse Goal & Treatment Bank ($99 value)
-
Curated evidence abstracts and links
-
Access to AI tools to save you time
most popular
Start simple. Grow when you’re ready.
Many school-based OTPs join Essentials for CEUs and core resources, then upgrade to the Impact Tier when they want mentorship, advanced tools, the Back to School Conference, and deeper support.
Members often tell us that the tools and mentorship they receive within the Impact Tier finally allow them to feel supported as school-based OTs.
Agenda
0-5 minutes
Introduction
5-15 minutes
Roles and Responsibilities of a School-Based OT
15-25 minutes
The Initial Checklist: Setting Up for Success
25-40 minutes
Ongoing Responsibilities and Caseload Management
40-50 minutes
Referral Indicators and Discontinuation Criteria
50-55 minutes
Year-End Wrap-Up and Planning Ahead
55-60 minutes
Questions and Answers
Registration
To access this course and others, become a member of the School-based OT Collaborative.
The 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 The Collab, we learn together, support and encourage one another, and celebrate our achievements as a collective whole.
Click here to learn more about the School-based OT Collaborative and watch this course inside 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
This course focuses on a few TotalReport products and services. TotalReport is a private business that provides digital tools and solutions to Pediatric OT Practitioners for documentation and treatment purposes. Krupa Kuruvilla receives direct income from the sales of her products from the TotalReport website. Some products are also available on YourTherapySource and The OT Toolbox, for which she receives commissions on sales.
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.
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!
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.
Find the Membership that’s Right for You
Whether you’re just getting started in school-based OT or looking for CEUs, mentorship, and implementation support, The Collab has a membership tier built for your needs.
Essentials
CEUs (including this one), core resources, and community for school-based OTPs
$249 / year
Learn
-
Access to this course and over 40 live-online and recorded AOTA-Approved CEUs ($1500+ value)
-
The A–Z School-Based OT Course ($399 value)
Support
-
Access to the "OTP Lounge" forum to ask experienced OTPs for support without judgement
Implement
-
Access resources directly tied to accessible CEU courses
Not included in Essentials:
-
Live Mentorship Collaboration Hours
-
The Back to School Conference
-
The OT Schoolhouse Goal Bank
-
The Caseload-to-Workload Course
-
Custom-trained AI tools to save you time & energy
-
Our Library of over 100 ready-to-use school-based OT resources
Impact
Full Access to ALL Resources, CEUs, Mentorship, & Back to School Conference
$499 / year
Learn
-
Everything in Essentials, plus:
-
The Back to School Conference ($419 value)
-
The Caseload-to-Workload Course ($299 value)
Support + Mentorship
-
Access the OTP Lounge, plus:
-
Live-on-Zoom Q&A sessions (Collab Hours) with Jayson and the OTS Team
-
Opportunities for 1:1 mentorship calls with Jayson and the OTS Team
Implement
-
Access ALL downloadable templates, tools, & checklists ($299+ value)
-
The OT Schoolhouse Goal & Treatment Bank
-
Curated evidence abstracts and links
-
Access to AI tools to save you time