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OTS 38: Creating a Referral Process & School-Based Occupational Therapy Manual

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Welcome to the show notes for Episode 38 of the OT Schoolhouse Podcast.

In this episode, Jayson interviews Danielle Delorenzo OTR/L, My Bui OTR/L, and soon-to-be OTR/Ls Michelle Vuong, Mary Nguyen, & Rivka Negin Rahmani (Students in the Stanbridge University Master's of Science in Occupational Therapy Program at the time of the recording).

This fantastic group of OTs and OT students shares how they developed an evidence-based referral process and occupational therapy manual. This group has spent over a year together working on this manual for a school district in Southern California and recently presented their manual in a presentation at the Western Regional Occupational Therapy Symposium in San Diego. With any luck, they may also be presenting at #AOTA2019 in Boston, Ma.

This podcast qualifies as a Professional Development Podcast and you can earn 1 online contact hour when you listen and take the online quiz. Learn more here!

Interested in learning more about the special guests in this episode, simply scroll down (May not be visible on a mobile device).

Objectives for this Professional Development Podcast

Listeners will:

1. Identify and understand the need for an educational occupational therapy manual within a school setting and how to develop/ modify/ implement an educational occupational therapy manual within a school district

2. Demonstrate the ability to identify how an occupational therapist can assist teachers in general education through the use of RtI (Response to Intervention) via collaboration and consultation

3. Educate and empower all teachers and district staff on how an occupational therapist can provide strategies to support all student's foundational fine motor and sensory processing skills necessary for optimal engagement in academic tasks.

Links to Show References:

  • Download the 40+ slides that go along with this Podcast presentation including the references.

Educational Occupational Therapy Manual_ A District-Wide Resource - PPT
Download PDF • 2.25MB

  • Follow along as you listen, or review at home afterward!

    • Also, Download the 3 referral processes discussed in the show here​

      • Special Education Referral​

Referral Process
Download PDF • 153KB

  • General Education Referral

Referral process_Gen ed teacher
Download PDF • 143KB

  • Parent Concerns/Referral

Referral Process _ Parent Concerns
Download PDF • 153KB

Danielle Delorenzo, OTR/L is the creator of Mornings with an OT Mom, a multimedia experience about understanding the science behind play and everyday activities and their connection to overall development, emotional regularity, and academic achievement. Danielle is also the Co-Creator of Mindfulness in Motion. Together, with her work wife/business partner My Bui - Elevated State of Play, they are shifting the mindset of the masses by spreading the knowledge about how integrating movement and mindfulness can help to increase academic performance, life-productivity, and emotional regularity across a lifespan.

Danielle is currently enrolled at the University of St. Augustine’s pursuing her post-professional doctorate degree in Occupational Therapy. She has a Master's of Science in Occupational Therapy, and postgraduate studies in Infant Mental Health. She is a full-time lead educational occupational therapist and previously was an adjunct professor/thesis advisor for the MSOT program at Stanbridge University. She has 20 years of experience in Special Education. It is her dream to empower all individuals with the tools necessary to facilitate independence, maximize educational potential, foster positive overall development, and support optimal emotional regularity necessary to navigate through life and be as successful as they can!

My Bui, OTR/L received her Masters of Science in Occupational Therapy and has been a school-based practitioner for the past four years with an extensive background in neuro-rehabilitation. In addition to co-creating Mindfulness in Motion, she has also been the project manager of designing several therapy rooms and classrooms with a focus on prevention and remediation to increase independence and overall wellness through a multi-sensory approach.

My just completed her biggest and most recent project, in a collaborative effort with her coworkers, to develop the OT policies and procedures for the district. Her professional goal is to promote a holistic approach in expanding OT in schools district-wide through advocacy, education, and empowerment.

Michelle Vuong has a Bachelor of Science in Kinesiology from California State University, Fullerton, and is currently pursuing her Master’s of Science in Occupational Therapy at Stanbridge University. She is part of a school-based occupational therapy resource manual thesis project at Stanbridge University.

She has internship experience at an outpatient pediatric clinic as well as fieldwork experiences at an adult’s outpatient hand therapy clinic, senior living center, and development center for typically and atypically developing children.

After finishing the graduate program, she wants to work in inpatient care with ages across the lifespan and gain as much knowledge and skills as possible before specializing in one practice area. She also wants to receive specialty certifications in Physical Rehabilitation and Feeding, Eating and Swallowing. She is passionate about constantly learning the best practices to help clients with meaningful occupational engagement!

Mary Nguyen has a Bachelor of Science in Human Services from California State University, Fullerton, and is currently pursuing her Master’s of Science in Occupational Therapy at Stanbridge University.

She has experience working with people of all ages in a variety of roles such as youth ministry leader, after-school program instructor, student outreach university intern, private tutor, Karate For All volunteer, and ABA therapist. Her fieldwork experiences include a special education school, senior living facilities, and memory care centers.

She is passionate about working with kids and hopes to work in pediatrics in a school or outpatient setting after finishing graduate school. She is excited to start a career in such a dynamic and diverse field that promotes independence and engagement in meaningful occupations.

Rivka Negin Rahmani has completed a Bachelor’s of Science in Kinesiology from California State University, Northridge, and is currently pursuing her Master’s of Science in Occupational Therapy at Stanbridge University.

Rivka has had extensive experience working with children of all abilities. She has completed fieldwork experiences in an outpatient pediatric clinic, an acute rehab unit, and recuperative care facility for homeless patients.

Rivka’s favorite occupations are baking, dancing, and spending quality time with her family, friends, and pet cockatiel. She is eager to continue working in pediatrics after she finishes graduate school. She is passionate about Occupational Therapy, promoting occupational justice, and advancing the knowledge and awareness of our profession.

Be sure to subscribe to the OT Schoolhouse email list & get access to our free downloads of Gray-Space paper and the Occupational Profile for school-based OTs.

Have any questions or comments about the podcast? Email Jayson at


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