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Occupational TherapyanD Physical TherapyA Resource and Planning GuideWisconsin Department of Public Instruction
Occupational Therapy andPhysical Therapy: A Resource andPlanning GuideSecond EditionDeveloped byPatricia Bober, MS, OTOccupational Therapy ConsultantWisconsin Department of Public InstructionSandra Corbett, PTPhysical Therapy ConsultantWisconsin Department of Public InstructionWisconsin Department of Public InstructionTony Evers, PhD, State SuperintendentMadison, Wisconsin
This publication is available from:Wisconsin Department of Public Instruction125 South Webster StreetMadison, WI opics.htmlBulletin No. 1106 May 2011 Wisconsin Department of Public InstructionThis publication was made possible by funding from CFDA #84.027. Its content may be reprinted in whole or inpart, with credit to Wisconsin Department of Public Instruction acknowledged. However, reproduction of thispublication in whole or in part for resale must be authorized by the Wisconsin Department of Public Instruction.ISBN 978-1-57337-148-3The Wisconsin Department of Public Instruction does not discriminate on the basis of sex, race,color, religion, creed, age, national origin, ancestry, pregnancy, marital statusor parental status, sexual orientation, or disability.Printed on Recycled Paper
Forewordccupational therapists and physical therapists have provided services tochildren in Wisconsin’s schools for almost 40 years. Their role is to helpchildren develop skills and perform tasks that most people take forgranted in their own lives.The Department of Public Instruction created this book to explain howoccupational therapists (OTs) and physical therapists (PTs) collaborate witheducators, administrators, and parents to support the mission of education in theenvironment of the schools. This book answers questions about who OTs andPTs are, what their purpose is in schools, and how, working with educators andparents, they help Wisconsin’s children acquire the skills and knowledge theyneed to participate alongside other children in school and, eventually, assumepositive adult roles in the community.This publication will help school staff and parents better understand the keyroles OTs and PTs play in the lives of children who need their services to benefitfrom their education. Their work supports our shared goal that every child willgraduate with the knowledge and skills needed to be successful in the workforceand/or higher education. I believe this publication will support the work of all ofus who believe education is the most important element to ensure a successfulfuture for our children and our nation.OTony EversState SuperintendentForewordiii
AcknowledgmentsThe authors wish to thank all the occupational therapists, physical therapists, occupational therapyassistants, physical therapist assistants, and special educators in Wisconsin who asked the questions thatled to the development of this resource and planning guide. The following people provided help andsupport in many ways: by writing and reviewing drafts; by sharing materials; and by providing feedbackand encouragement.Kris Barnekow, Ph.D., OTRUniversity of IllinoisChicago, IllinoisDan Kutschera, PTNeenah School DistrictNeenah, WisconsinValerie D. Clevenger, PT, MS, PCSWaunakee School DistrictWaunakee, WisconsinMarcia Obukowicz, OTCESA 9Tomahawk, WisconsinJudy Dewane, PT, MHS, NCSUniversity of WisconsinMadison, WisconsinTracy Prill, OTAEdgerton School DistrictEdgerton, WisconsinLori Dominiczak, PT, MSDominiczak Therapy Associates, LLCBrown Deer, WisconsinLisa PughParentMadison, WisconsinMarie DorieDirector of Special Ed/Pupil ServicesCESA 2Milton, WisconsinJudy Schabert, OTRSalucare Rehabilitation ServiceLaCrosse, WisconsinMardi FreemanDirector of Special Education and Pupil ServicesHamilton School DistrictSussex, WisconsinKerry Gloss, OTRGreen Bay Public SchoolsGreen Bay, WisconsinGerry Heuer, BS, COTADeForest School DistrictDeForest, WisconsinAcknowledgementsKathy Tomczyk, PTA, MSMilwaukee Area Technical CollegeMilwaukee, WisconsinPatty Weynand, PTMadison Metropolitan School DistrictMadison, WisconsinJanesville School DistrictJanesville, WisconsinWaukesha School DistrictWaukesha, Wisconsinv
Special thanks to:Division for Learning Support: Equity and AdvocacyCarolyn Stanford Taylor, Assistant State SuperintendentStephanie Petska, Director, Special Education TeamState Superintendent's OfficeMeri Annin, Education Information ServicesKari Gensler Santistevan, Education Information ServicesMargaret T. Dwyer, EditorCopyrighted MaterialsEvery effort has been made to ascertain proper ownership on copyrighted materials and to obtainpermission for this use. Any omission is unintentional.viTable of Contents
Table of .1Chapter 1Occupational Therapy and Physical Therapy in Wisconsin Schools .3Chapter 2Federal Regulations and State Rules .Individuals with Disabilities Education Act (IDEA) .Section 504 of the Rehabilitation Act .Subchapter V, Chapter 115, Wisconsin Statutes .Chapter 448, Wisconsin Statutes .Licensure Requirements .Space and Facilities .Laws Protecting Confidentiality .557914162020Chapter 3The IEP Team Process in School .Referral .Initial Evaluation .Eligibility for Occupational Therapy and Physical Therapy .Least Restrictive Environment .Re-evaluation.252525294244Chapter 4School-Based Occupational Therapy.Conceptual Frameworks .Occupational Therapy Initial Evaluation.Other School Occupational Therapy Evaluations .Intervention.Record Keeping .Ethics .49505567698889Chapter 5School-Based Physical Therapy .Competencies for School-Based PTs .Conceptual Frameworks .Medical Referral and Medical Information .Initial Evaluation and Examination .Physical Therapy Intervention Plan.Interventions .Evidence-based Practice and Critical Inquiry .Progress Reports and Reexamination .Discontinuation.Documentation .Communication .Fitness and Health .Privacy .Ethics ional Therapy and Physical therapy: A Resource and Planning Guidevii
viiiChapter 6Supervision of Assistants and Other Personnel . 125Occupational Therapy Assistants and Physical Therapist Assistants . 125Non-licensed Personnel and Occupational Therapy . 131Non-licensed Personnel and Physical Therapy . 132Clinical Affiliations and Training Opportunities . 134Chapter 7Collaborative Service Provision. 139Collaboration in School for Children with Disabilities . 139Collaboration in School for Children without Disabilities . 154Collaboration with Providers Outside of School Environments . 159Collaboration with Parents. 160Chapter 8Administration of Occupational Therapy and Physical Therapy in School. 167Determining Service Need . 167Providing Staff . 172The Interview . 181Orientation . 182Assuring Quality . 182Evaluating Staff Performance . 184Evaluating Outcomes . 190Equipment . 191Facilities . 191Changes in Staff . 192Reimbursement . 192Records . 194Liability. 197Chapter 9Questions and Answers . 201IEP Team . 201IEP . 203Caseload . 206Documentation . 206Other Practice Issues . 207Recruitment. 209Licensing Issues . 213Chapter 10Appendix A: Organizations . 213Appendix B: Sample Treatment Plans .
therapy or physical therapy. Whether readers begin or end their reading of this guide with chapter 9, they will find succinct answers to the tougher questions that parents, teachers, school therapists, and administrators ask the authors about occupational therapy or physical therapy every day.
