Tag: OT Wizard User Spotlight

  • O.T. Wizard Spotlight: A COTA/L on Clinic Based Team working with Preschoolers

    O.T. Wizard Spotlight: A COTA/L on Clinic Based Team working with Preschoolers

    From time to time, we invite occupational therapy practitioners whose use of OT Wizard reflects strong clinical reasoning, real-world application, and thoughtful feedback to participate in a spotlight.

    User spotlight with Angie Bowman, COTA/L

    Can you tell us a little about your background as an OTP,  and your work setting(s) and typical patient ages ?

     I have always worked in pediatrics in various settings, primarily schools and clinics but some in-home early intervention as well for the past 30 years! 

    Do you have a favorite domain or type of challenge you enjoy treating most?


    Sensory processing is probably the most interesting area that OT’s address to me.  There is so much new research coming out that is validating what we as OTP’s have known for years and I feel like it is something commonly misunderstood.

    What does a “normal” day look like for you?

     I am working with only preschool children so really busy in the mornings and less so in the afternoons. I work until the little ones nap, then go home for paperwork and planning. 

    Would you rather make your own OT supplies or buy them?

    A combination of both I think although some of my best and most used toys are the homemade ones.

    If you could only bring 5 therapy items to a session, what would they be?

     1) Theraputty or some type of resistive media because I really like starting off the session with it.  Great for hand strengthening but also for providing the proprioceptive input they need before fine motor work. 

    2) A ball!  You can do a lot with them besides catch and toss!  Rolling up and down the wall or across tracks on the wall with tape are great motor planning and bilateral hand skills activities. 

    3) Crayons and paper, broken ones preferably taped to a wall. 

    4) A pickle picker!  This is my favorite fine motor tool 

    5) Scooter board, you can use them in any setting and do so much with them. 

    When you were told that your therapy group would be using OT Wizard, how did you initially feel about adding on a new process for evaluations?

    I was intrigued.  As a COTA/L I have assisted with a lot of standardized evaluations but I loved that this one is performed online and that it encompasses so many areas.

    Was there a moment where OT Wizard really “clicked” for you?

    I liked it right away but as I began to read the reports more and more, and I saw how good they were, it really sold me.

    Has OT Wizard changed your approach to evaluations or reports now, even in small ways?

    Absolutely.  I love generating a therapist report on my children.  It is generated under the abbreviated report with therapist focused as the target audience. It gives you a clinical snapshot with strengths and weaknesses and clinical takeaways.  THEN, evidenced-based interventions with different phases for implementation.  It gets you thinking about what you have done that has or has not worked and helps you to generate new ideas and/or affirm your thought process.  Sometimes we get into ruts when working with a child for a long time or that is particularly challenging in response to therapy and this is a great tool to use. 

    What is your favorite feature in OT Wizard?

    Definitely the report as stated above.

    What upcoming feature are you most excited about?

    Daily notes and progress reports for parents via the integrated messaging.

    What would you say to another OTP who’s feeling hesitant or skeptical about trying OT Wizard?

    The time you save in report writing alone is unbelievable and in a lot of ways has made me a better therapist! 

    What’s one thing you don’t miss doing since using OT Wizard?

    Extra paperwork

    Angie is on the Leadership Team at Learning Charms, which is the company that created O.T. Wizard. Angie is always excited to try new features, and makes great suggestions for changes and upcoming features. As Angie has been practicing for 30 years, she understands which features are most meaningful to OTP’s. Angie works in preschools that cater to at risk children and loves collaboration with teachers and getting hugs from her kiddos. For these reasons, this OT Wizard hat is well deserved.

  • O.T. Wizard User Spotlight: A Sole OT/L on School-Based Team working with PreK-Elementary

    O.T. Wizard User Spotlight: A Sole OT/L on School-Based Team working with PreK-Elementary

    From time to time, we invite occupational therapy practitioners whose use of OT Wizard reflects strong clinical reasoning, real-world application, and thoughtful feedback to participate in a spotlight.

    User spotlight with Hailey, OTR/L


    Can you tell us a little about your background as an OTP,  and your work setting(s) ?

    I am currently in my 6th year as an OT and all 6 have been within the school-based setting. I have dabbled in outpatient pediatrics, as well, by my heart is absolutely within school-based delivery.


    Do you have a favorite domain or type of challenge you enjoy treating most? What do you love about it? 

    I would say that visual deficits are my favorite challenge; they’re often easily missed or overlooked, but play such a foundational role in the development of motor skills.


    What does a “normal” day look like for you?

    This year specifically, I am balancing a lot of evaluations and supervision of COTAs (I have an amazing team of COTAs)! I also spend time bouncing between pre-k classrooms and treating a handful of pre-k and elementary aged students.


    How did you hear about OT Wizard? 

    Our school-based therapy team registered for the Learning Charms Conference this past fall. As soon as the platform was presented, we knew we needed to be utilizing it. We’ve had no regrets!


    Before subscribing to OT Wizard, what made you hesitant about trying OT Wizard?

    We’re so accustomed to only reaching for standardized assessments that have been around for decades or piecing together an informal observation checklist. Also, I was a little intimidated by the AI feature.


    What made you feel OT Wizard could work in your setting(s)? 

    After learning about the time, experience, and dedication that was poured into creating this tool, I felt a lot more comfortable with the idea of it. Hearing the statistics regarding efficiency, along with the opportunities for collaboration within the profession, made me even more sure.


    Was there a moment where OT Wizard really “clicked” for you? 

    I would have to say that it clicked after I had the chance to utilize it with a few students, alongside each COTA on our school-based team. Familiarizing myself with the platform, each task I was asking the students to do, and the various forms and report generators was key. Stephanie has also made this whole platform SO user friendly; frequently sending helpful tips, new features and asking for feedback.


    How has OT Wizard changed your approach to evaluations or reports now, even in small ways? 

    I walk into an evaluation feeling much more prepared, knowing that I have a variety of evaluation tools at the click of a button. I have also enjoyed the report generator; I’m still old school and like to type my own report first, but the verbiage of the wizard has definitely improved my end result.


    What is your favorite feature in OT Wizard?

    I’ve LOVED using the (digital) forms that can be sent to teachers, specifically the sensory one. It’s so comprehensive, and the summary of results is easy to interpret and present to IEP team members.


    What would you say to another OTP who’s feeling hesitant or skeptical about trying OT Wizard?

    DO IT! Don’t think twice! There are so many incredible features that can be utilized across pediatric settings.


    What’s one thing you don’t miss doing since using OT Wizard?

    Creating the eligibility justification. OT Wizard generates a well-worded, individualized statement, based on all of the data collected on the specified student.

    In addition to what Hailey mentioned, she’s been a champion for using many, if not all of the features within OT Wizard. She reaches out when she has questions and is diligent in making sure she understands best practice use. For these reasons, this OT Wizard hat is well deserved.  

  • O.T. Wizard User Spotlight: A School-Based OT Focused on Participation-Driven Evaluations

    O.T. Wizard User Spotlight: A School-Based OT Focused on Participation-Driven Evaluations

    From time to time, we invite occupational therapists whose use of OT Wizard reflects strong clinical reasoning, real-world application, and thoughtful feedback to participate in a spotlight. These OTP’s have earned their wizard hats.

    Meet Krystal Watkins, MS, OTR/L, ADSCS


    Can you tell us a little about your background as an OTP,  and your work setting(s) ?


    I am an Occupational Therapy Practitioner with 8.5 years of experience working across a wide range of settings. My background includes skilled nursing facilities (SNF), acute care, outpatient therapy, early intervention, home health, and school-based practice, which has given me a strong clinical foundation. Over time, my passion has increasingly focused on pediatric practice, particularly working with children with autism and ADHD in educational and community-based settings. I enjoy supporting students’ sensory processing, self-regulation, attention, and functional participation to help them succeed in their daily routines at school and home. I am eager to continue growing professionally and look forward to pursuing additional certifications related to ADHD to further strengthen my ability to support this population.


    Do you have a favorite domain or type of challenge you enjoy treating most? What do you love about it? 


    My favorite domain to work in is supporting students with autism and ADHD in school-based settings. What I love most about this work is how meaningful and practical it is. I enjoy helping students build the regulation, attention, sensory processing, and executive functioning skills they need to participate successfully in their daily school routines. Every child is different, and I find it rewarding to problem-solve creatively whether that means adapting the environment, using sensory-based strategies, or breaking tasks down so a student can experience success. I’m especially passionate about empowering students to better understand their own needs and strengths while collaborating closely with teachers and families. Seeing a child gain confidence, independence, and improved participation in the classroom even through small but significant gains is what makes this work so fulfilling for me.


    What does a “normal” day look like for you?


    As a school-based occupational therapist, a “normal” day is a balance of planning, direct treatment, and collaboration. I typically start my day by treatment planning and organizing materials to prepare for the students on my caseload. Throughout the day, I provide direct OT services to students, working on goals related to sensory regulation, fine motor skills, executive functioning, and classroom participation. In addition to treatment sessions, I regularly conduct evaluations and re-evaluations, complete documentation, and adjust intervention plans as needed. Collaboration is a key part of my daily routine. I spend time communicating with teachers, support staff, and other members of the school team to problem solve strategies and ensure consistency across environments. Each day is busy and varied, but the mix of hands on work, planning, and teamwork makes the role both dynamic and rewarding.


    How did you hear about OT Wizard? 


    I heard about OT Wizard through a COTA friend who shared their experience and recommended it to Rockingham County Schools.


    Before subscribing to OT Wizard, what made you hesitant about trying OT Wizard?


    I wasn’t hesitant at all. I was actually excited to try something new and explore a tool that could support my work as an OT.


    What made you feel OT Wizard could work in your setting(s)? 


    I felt OT Wizard could work well in my school-based OT setting because it provides practical resources and tools that directly support my work with students. Having access to ready to use evaluations helps me save planning time, stay organized, and tailor therapy to each child’s needs. It integrates seamlessly into a busy school day, where balancing evaluations, direct therapy, and collaboration with teachers is essential.


    Was there a moment where OT Wizard really “clicked” for you? 


    Yes, there was a moment where OT Wizard really “clicked” for me when I realized how much time it could save on planning and documentation. I was able to quickly pull a ready to use evaluation and immediately tailor it for a student, all while feeling confident that it was thorough and appropriate.


    How has OT Wizard changed your approach to evaluations or reports now, even in small ways? 


    Yes, It allows me to focus more on interpreting results and planning meaningful interventions rather than spending excessive time formatting or creating forms. Overall, it’s made the process more efficient, thorough, and less stressful, so I can dedicate more energy to supporting my students.


    What is your favorite feature in OT Wizard?


    My favorite features in OT Wizard are the Magic W.A.N.D. and the occupational profile section in the guided evaluations. The Magic W.A.N.D helps assess and identify writing difficulties. The Magic W.A.N.D. gives clear, structured insight into a student’s writing challenges. The occupational profile offers self-reflection type of questions that engage students in their own progress and provide valuable information about their perspectives, strengths, and needs. Both features make evaluations more interactive and meaningful.


    What would you say to another OTP who’s feeling hesitant or skeptical about trying OT Wizard?


    Give it a try! OT Wizard is designed to make your work easier, more organized, and more student-centered. The ready to use evaluations, tools, and resources save planning time and help you focus on what really matters which is supporting your students’ progress. 


    What’s one thing you don’t miss doing since using OT Wizard?


    I don’t miss spending hours creating and formatting evaluation forms and reports from scratch. With ready to use templates and tools, I can focus on interpreting results and planning interventions instead of getting bogged down in paperwork. It’s been a huge time-saver and stress-reliever!

    In addition to what Krystal shared here, she has been a beta tester of both OT Wizard v1 and v2, demonstrating flexibility and patience as the platform evolved. Throughout that process, she consistently showed curiosity and a willingness to learn new technology in service of her clinical work. For these reasons, this OT Wizard hat is well deserved.