This resource provides a checklist regarding setting up and maintaining a caseload. Links and downloadables to a caseload template, service summary template, and workload rating guidelines are provided.
This resource is an outline for trainers to use when onboarding new therapy staff.EDITOR NOTES:- NO ACCESS TO "AT FORMS" DOCUMENT
The following included resources are for both OTs and PTs regarding their individual workload rating guidelines. Each of these guidelines can be downloaded directly from this resource in both .doc and .pdf formats. Higher priority: At the beginning of the year, discuss with the new therapist that IEP minutes are written for the IEP year and not the school year.Lower priority: Revisit the resources related to workload rating guidelines as well as district/program guidance related to indicating IEP minutes once the therapist has established their caseload.
The following included resources are for both OTs and PTs regarding their individual workload rating guidelines. Each of these guidelines can be downloaded directly from this resource in both .doc and .pdf formats. Higher priority: At the beginning of the year, discuss with the new therapist that IEP minutes are written for the IEP year and not the school year.Lower priority: Revisit the resources related to workload rating guidelines as well as district/program guidance related to indicating IEP minutes once the therapist has established their caseload.