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OCCUPATIONAL THERAPY REFERRAL CHECKLISTComplete this checklist prior to making a OT referral Use this checklist to guide you when comparing this child to others of similar age Student: ___Date:Students
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How to fill out occupational formrapy pre-referral checklist

01
Obtain a copy of the occupational therapy pre-referral checklist form.
02
Begin by filling out the client's personal information, including their name, date of birth, and contact information.
03
Provide detailed information about the reason for the referral, including any specific concerns or goals for occupational therapy.
04
Document the client's medical history, including any relevant diagnoses or conditions that may impact their therapy needs.
05
Describe any previous therapy services the client has received, including the type of therapy and outcomes.
06
Indicate any assessments or evaluations that have been completed prior to the referral, and include results if available.
07
Obtain any additional documentation or reports that may be relevant to the referral and attach them to the checklist.
08
Review the completed form for accuracy and completeness before submitting it to the appropriate party.

Who needs occupational formrapy pre-referral checklist?

01
Individuals who are seeking occupational therapy services.
02
Medical professionals or educators referring a client for occupational therapy evaluation or treatment.
03
Insurance companies or other third-party payers requesting information for coverage purposes.
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The occupational therapy pre-referral checklist is a tool used to determine if a student may benefit from occupational therapy services.
Teachers, school counselors, parents, or healthcare professionals can file the occupational therapy pre-referral checklist.
The occupational therapy pre-referral checklist should be completed by providing information about the student's strengths, challenges, and previous interventions.
The purpose of the occupational therapy pre-referral checklist is to identify students who may benefit from occupational therapy services.
The checklist should include information about the student's motor skills, sensory processing, self-care abilities, and any barriers to academic success.
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