Navigating OT Wizard
Navigating the OT Wizard and onboarding help videos
Set up your Therapist Profile/ Guided Walk Through
SETTINGS (PROFILE, PHOTO, EMAIL, NPI, WORK SETTING, CREDENTIALS, BILLING, RECEIPTS & EMAIL NOTIFICATIONS)
Dashboard: Overview of what you'll see and why.
Client/Students (THERAPY RECORD)
HOW TO SCROLL, COLLAPSE , EXPORT AND PRINT INSIDE THERAPY RECORD
IMPORT CLIENTS/STUDENTS IN BULK OR ONE BY ONE
Schedule
Guided Evaluations: This is where you start to create a new student evaluation.
Pre-School Aged Evaluation Guided Tour
School Aged Evaluation Guided Tour
Plan of Care: be sure to create a POC to make your session notes pull goals and track service time.
Forms: This is optional - but are questionnaires that help gather data for an evaluation or post evaluation.
Create and send a Form Guided Tour
Assessments: Have some standardized assessments ? Add and merge into any eval report.
Session Notes, Smart Codes and AI
Report Wizard: Select any number of appointments, session data, evaluations, assessments, forms/questionnaires and synthesize into one report. Create any report into English or a different language.
Progress Reports Using Session Notes (Rich RTI data)
Therapy Attendance Report
Documenting Supervision: Teams plans can track supervision
Help and Knowledge Base:
Pro Tips: Create one student (just add the required elements) for the main age group you work with and then create a new evaluation for that student (Try Demo Evaluation first). Save it and then send a form to yourself and fill it out. It takes a few times to get the hang of it and then its easy!
Related Articles
✏️Student Worksheets
Student Worksheets For Worksheets PDF's , scroll to the bottom Resources Attached (scroll to the bottom) Magic WAND Handwriting Assessment, PK-5th Grade, V2 Magic WAND Handwriting Assessment, PK-5th Grade (Student Worksheets only) OT Wizard Scissor ...Create Your First Evaluation Report
Create an Evaluation Report Overview: Get started and create your first evaluation report . If you need to catch up, learn how to create a Student and Conduct/Start an Evaluation. Step-by-Step Guide to Create a report (eval, progress, forms, etc.) ...Scissor Assessment, V6.2
The scissor assessment was just updated to the 6th version. The main difference in this version is that children may now get half credit for cutting segments. This should increase scores of cutting skills and give more credit for emerging ability. ...ENGAGE-ST: Student Self-Report Form on Participation, Functional Skills, and Motivation
Overview ENGAGE-ST is the student self-report component of the ENGAGE system. It is designed for students ages 8–18 and captures how they perceive their own participation, skill readiness, and motivation across everyday school and life routines. ...How OT Teams Benefit From OT Wizard
OT Wizard doesn’t just improve individual documentation — it elevates entire OT teams. From clinical reasoning to efficiency to inter-rater reliability, OT Wizard is built to help teams work smarter, safer, and more consistently. 1. Standardization ...