Occupational therapy evaluation template example showing school-based and medical report formats.

OT Evaluation Template

Pediatric Occupational therapy evaluation templates are everywhere—but most are static forms that don’t flex across school-based, medical, and teletherapy settings. Therapists often spend hours editing, copying, and rewriting reports to meet documentation requirements. This page explains what a modern OT evaluation template should include—and how O.T. Wizard generates evaluations dynamically based on participation, performance, and clinical reasoning.

Below are samples of same student, but with reports for the Educational (IEP) setting (left) vs. the Medical/Clinic setting (right). Each have their own language based on DPI (Educational) or Insurance (Medical).

Occupational therapy evaluation template example for school and clinical settings
Occupational therapy evaluation template example for school and clinical settings