When to Incorporate O.T. Wizard Forms in an Evaluation
Purpose:
O.T. Wizard forms make it easy to collect consistent, rater-based data from caregivers, teachers, or other professionals. Each form is scored automatically on the backend, and results can be merged into your final O.T. report. Using forms throughout the evaluation process helps you gather participation-based insights, improve efficiency, and produce more meaningful recommendations.
đź’ˇ Why Use Forms?
Gather multiple perspectives on the child’s participation and skill use.
Reduce evaluation time with pre-scored questionnaires.
Support participation-based best practice (ICF-CY framework).
Merge seamlessly with the Report Wizard for automatic inclusion in reports.
🧠When to Send Forms
| Evaluation Phase | Purpose | Recommended Forms |
|---|---|---|
| Before the Evaluation | Identify concerns and priorities from caregivers or teachers to target the evaluation. | ENGAGE-S, Caregiver Check-In, Teacher Check-In, Brief Sensory Questionnaire: Caregiver or Educator Version |
| During the Evaluation | Use forms to deepen context in key areas (e.g., sensory, executive function, or play). | Executive Functioning Questionnaire (Ages 4–7), Executive Functioning Questionnaire (Ages 8–18), Full Sensory Questionnaire |
| After Direct Observation | Confirm or compare observed performance with caregiver or teacher reports. | Social Emotional Questionnaire Check-In, Play Skills & Play Participation |
| During Re-evaluations | Measure change over time with repeated or parallel forms. | Caregiver Check-In, Executive Functioning Questionnaire, ENGAGE-S |
đź“‹ Available Forms in O.T. Wizard (not inclusive)
| Form Name | Primary Rater | Focus Area | Estimated Time |
|---|---|---|---|
| ENGAGE-S ENGAGE-ST ENGAGE-MAP | Caregiver, Teacher, or Therapist Student Caregiver or Teacher | Participation across key developmental domains Participation, ability, and motivation across key domains Motivation, ability and participation (behaviors) | ~1 min ~2 min ~2 min |
| Brief Sensory Questionnaire: Caregiver Version | Caregiver | Sensory behaviors in home environment | ~5 min |
| Brief Sensory Questionnaire: Educator Version | Teacher | Sensory behaviors in classroom | ~5 min |
| Full Sensory Questionnaire | Caregiver or Teacher | Comprehensive sensory processing profile | ~10 min |
| Executive Functioning Questionnaire (Ages 4–7) | Parent or Teacher | Early attention, regulation, and routine-following | ~3 min |
| Executive Functioning Questionnaire (Ages 8–18) | Parent, Teacher, or Student | Organization, planning, self-control, and emotional regulation | ~3 min |
| Caregiver Check-In | Parent | Functional skills and daily life participation | ~2 min |
| Teacher Check-In | Teacher | Classroom participation and engagement | ~2 min |
| Early ADLs & Routines Questionnaire (6–24 months) | Caregiver | Early independence and caregiver support in self-care | ~1 min |
| Dressing Skills (4–8 years): Caregiver Version | Caregiver | Independence with dressing routines | ~1 min |
| Dressing Skills (8–11 years): Caregiver Version | Caregiver | Advanced dressing independence | ~1 min |
| Play Skills & Play Participation (48–60 months) | Caregiver | Play engagement and developmental play balance | ~1 min |
| Elementary Age: Play Skills & Play Participation | Caregiver or Teacher | Functional and technology-based play | ~1 min |
| Social Emotional Questionnaire Check-In | Caregiver or Teacher | Emotional regulation, peer interaction, and social-emotional skills | ~3 min |
⚙️ Integration with O.T. Wizard
All forms are automatically scored using standardized formulas (Percent Mastery, Likert Normalization, etc.).
Results appear as performance bands (Mastered, Developing, Emerging, etc.).
When you generate a report, simply select the forms you’d like to merge into your final narrative.
Each form’s data contributes directly to the child’s participation profile for richer, multi-rater reporting.
🪄 Example Workflow
Scenario: You are evaluating a 6-year-old with attention and sensory concerns.
Workflow:
Send the ENGAGE-S and Brief Sensory Questionnaire to both parent and teacher before the evaluation.
Review results to identify participation gaps.
Administer the Executive Functioning Questionnaire (Ages 4–7) during the session.
Merge all forms into the final report to support data-driven recommendations
If your form doesn't get to intended recipient, then it might be blocked by their email server. Use the direct link to the right of the form and then paste it in your own email or via text.
Related Article:
👉 How to Conduct a Participation-Based Evaluation Using the ICF-CY Framework
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