Resources
School OT Documentation Guides
Practical guides for school-based occupational therapists on SOAP notes, SHARS billing, IEP progress reports, and compliance.
Billing & Compliance
SHARS Documentation: What School OTs Need to Know
A practical guide to SHARS billing documentation requirements for school-based OTs — what to include in every note to survive an audit.
May 2026DocumentationHow to Write a School OT SOAP Note (with Examples)
Step-by-step guide to writing SOAP notes for school-based occupational therapy, including real examples for fine motor, sensory, and handwriting goals.
May 2026IEP & IDEAIEP Quarterly Progress Reports for OTs: IDEA §300.320 Guide
Everything school-based OTs need to know about writing IDEA-compliant quarterly progress reports — what to include, how often, and common mistakes.
May 2026Billing & ComplianceLEA-BOP Billing: OT Documentation Checklist
A state-by-state overview of LEA-BOP Medicaid billing documentation requirements for school-based occupational therapists.
May 2026