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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 2026
Documentation

How 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 2026
IEP & IDEA

IEP 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 2026
Billing & Compliance

LEA-BOP Billing: OT Documentation Checklist

A state-by-state overview of LEA-BOP Medicaid billing documentation requirements for school-based occupational therapists.

May 2026