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Vision in OT Practice — participation guide

3 contact hours · 0.3 AOTA CEUs · All modules — follow along, take notes, and complete the reflection prompts.

Visual Minds Learning · AOTA Approved Provider #0000001618

Vision in OT Practice

Participation and Reflection Guide

3 contact hours · 0.3 AOTA CEUs

Name / credentials: ______________________________
Setting: ________________________________________
Date: ___________________________________________

Print this guide before you begin. Use it to follow the content, capture what applies to your caseload, and complete the reflection prompts.

Learning outcomes

By the end of this learning experience, you will be able to:

  • Differentiate the levels of a structured visual performance framework and explain how each level influences occupational performance across pediatric and adult practice settings.
  • Analyze the relationship between visual performance deficits and occupational challenges by applying a structured clinical reasoning framework to case scenarios.
  • Integrate occupation-based assessment findings, clinical observations, and standardized measures to identify visual performance factors affecting participation in meaningful occupations.
  • Develop occupation-centered intervention plans that incorporate evidence-informed strategies, environmental modifications, interdisciplinary collaboration, and client-centered goals based on the identified level of visual performance.
  • Apply structured clinical reasoning to support documentation and outcome measurement that promotes occupational participation, health, and functional independence.

Reflect: how will achieving these outcomes help you meet the needs of your students or clients?

Agenda

  • Module 1 — OT Scope in Vision: What We Own, What We Refer · 22 min
  • Module 2 — A Structured, Level-Based Visual Performance Framework for Clinical Reasoning · 30 min
  • Module 3 — Screening vs. Assessment: The OT's Two-Step Workflow · 26 min
  • Module 4 — IEPs, Medicaid, and Occupation-Based Documentation · 26 min
  • Module 5 — Case Walkthroughs: Three Common Occupational Performance Patterns · 30 min
  • Module 6 — Evidence Base, Levels of Evidence, and Selecting Graded Intervention · 26 min
  • Module 7 — Competency Wrap-Up and Post-Course Examination · 20 min

Module 1

OT Scope in Vision

Follow along

What this module covers

  • Vision is a client factor, not a specialty add-on
  • Say this, not that
  • Prevalence and the case for OT screening
  • Diagnoses OTs should recognize but never assign
  • Vision work already lives in your school day

Key ideas

Capture these as you listen

  • Vision is a client factor under OTPF-4. Treating how it shows up in occupation is squarely inside OT scope.
  • The scope line runs along purpose: eye health = optometry, supervised optometric care = vision therapy, occupational performance = OT.
  • Adaptation (Level 1 of the Framework) is OT intervention, not 'waiting for the doctor.'

Notes

My notes for this module

Reference figures

Keep these for practice

Documentation example — scope-safe present level

Out of scope

“Student has convergence insufficiency and a visual processing disorder, causing reading failure. Vision therapy is recommended.”

Scope-safe

“During 20-minute near copy tasks, the student completes 40% of assigned lines and loses place an average of 6 times, reporting blur after 6 minutes. Performance improves to 75% with an enlarged, line-isolated model. Referral to eye care has been made.”

Write the present level in performance language. Every clause names an observable task, a condition, and a measured result — none names a visual diagnosis.

Photo — working distance and posture at the desk

School-age student seated in neutral posture at a desk, feet flat, elbows at desk height, book on a slant board at about 40 cm

Reference posture

Feet flat, hips and knees near 90°, elbows at desk height, trunk upright and off the table.

≈40 cm at midline

A slant board holds the page at a consistent distance and angle; note any habitual 15–20 cm posture.

What to document

Head tilt, page rotation >30°, one eye closing, or distance shortening as the task lengthens.

Habitual working distance is free data. A head held at 15 cm, a persistent tilt, or a page turned 30°+ off midline all tell you something before a single probe is administered.
Two lanes, one student
Two lanes, one student. Medical eye care owns diagnosis and the optical correction; OT owns performance inside real occupations. The referral and the task modification run in parallel, on the same day.

Apply it

Case prompt

You get a teacher email: 'Kaia passed the school vision screen but still can't copy from the board. Should I even refer to you?' Draft a two-sentence reply that names your scope clearly and invites the referral.

Practice

Mini exercise

In one sentence, describe the OT scope for vision without using the words 'therapy,' 'eye doctor,' or 'refer.' Write it down before you move on. If you can defend it to a school administrator, you own the framing.

Take it to work

Action step this week

This week, audit one of your own progress notes. Circle every sentence that names a visual function tied to an occupation. If you can't circle at least one, rewrite it so you can.

Module 2

The Five-Level Visual Performance Framework

Follow along

What this module covers

  • Visual development milestones OTs should know
  • How the Five-Level Framework was built
  • Two rules for choosing where to start
  • The same four-part shape, every level

Key ideas

Capture these as you listen

  • The Framework has five levels, Access, Efficiency, Processing, Visual-Motor Integration, Functional Integration, each with its own assessment and intervention logic.
  • Never intervene above an unstable level. Stabilize the floor, then build up.
  • Every OT goal names Level 5 (occupation) as the outcome, even when the intervention targets a lower level.
  • The floors map (imperfectly but usefully) onto two neural pathways: magnocellular / dorsal stream (motion, low contrast, gaze control, Level 2 and spatial Level 3) and parvocellular / ventral stream (high-contrast form, color, memory, object Level 3 and Level 4). The tracts explain transmission only — OT does not treat or train a pathway; we address the functional components it supports and the task and environment around them.
  • Each level has its own functional signature in the school day and its own OT intervention direction: Level 1 adapt-and-refer, Level 2 remediate efficiency, Level 3 reduce visual load and teach strategy, Level 4 separate visual from motor before treating, Level 5 write the goal.
  • Run two threads at once, remediation on the unstable floor and compensation that keeps the occupation running while that floor is rebuilt.
  • Every session follows the same four-part shape: baseline probe, graded work on the unstable floor, the same skill inside real classroom material, and a written hand-off to the teacher.
  • VML resources are organized by the same five floors, screener and acuity/contrast ladders at Level 1, interactive oculomotor stimuli and anaglyph packets at Level 2, processing activities with matched worksheets at Level 3, handwriting-readiness and visual-motor packets at Level 4, and grade-banded reading/writing probes plus treatment templates at Level 5.

Notes

My notes for this module

Reference figures

Keep these for practice

Beyond 20/20 — the Visual Performance System™
Beyond 20/20 — the Visual Performance System™. Level 1 Visual Access → Level 2 Visual Efficiency → Level 3 Visual Processing → Level 4 Visual-Motor Integration → Level 5 Functional Integration.
Vision's two highways in the school day
Vision's two highways in the school day. Ventral "what" signs versus dorsal "where" signs, side by side with the classroom behaviors each one produces.

One example per level

Level 1 · Access

You seeHolds the packet 10 cm from the face; misses every item on the faded copy.You probeNear acuity and contrast trial at the desk.You doHigh-contrast original, 16 pt, glare control; eye-exam referral if undiagnosed.

Level 2 · Efficiency

You seeLoses place three times per paragraph; accurate until minute 8, then falls apart.You probeTimed passage with line-loss count, near–far transitions.You doGraded scanning in real class text; fade finger → card → typoscope.

Level 3 · Processing

You seeCannot find the item on a crowded page; b/d confusion past the developmental window.You probeSame target on a loaded vs. de-loaded page, timed.You doCut visual load, teach a narratable search pattern, preview the page.

Level 4 · Visual-motor

You seeLegible when traced, drifting and uneven when copied from the board.You probeTrace vs. copy vs. dictation on the same sentence.You doShrinking model, part-to-whole, spatial scaffolds; reduce copy volume.

Level 5 · Functional

You seeReads 4 minutes before quitting; writes far below what he can say aloud.You probeThe classroom occupation itself, timed and scored.You doGoal in minutes, accuracy, and output; intervene on the unstable floor beneath it.
One worked example per level — what you see, the probe that confirms it, and the OT move that follows.

Apply it

Case prompt

A first grader cannot finish copying the morning message before the class moves on; the teacher reports he looks up, looks down, and has lost his place. On follow-up he has 20/20 acuity, PASSes saccades and convergence, but scores 2 of 5 on a visual-memory copy task. Which contributing level is limiting the occupation, and which is intact?

Practice

Mini exercise

Sketch the continuum from memory, left to right: five stations running from access to occupation. Label each with one word and one skill. Compare against the diagram above. Anything you missed is a note-to-self, not a failure.

Take it to work

Action step this week

Pull three current caseload students. On a sticky note for each, write which single Framework level is their primary limiter. Post them where you plan next week.

Module 3

Screening vs. Assessment

Follow along

What this module covers

  • The two-step in practice
  • What VML gives you at the screening step
  • What turns a flag into a Full VPA™

Key ideas

Capture these as you listen

  • Screening asks 'is there a concern', 15 minutes, PASS/FLAG, no plan of care. Assessment asks 'what and what next', 30–60 minutes, VPL per level, generates the plan.
  • Every referral runs through the same pipeline: history → screen → decision → assessment (if warranted) → plan.
  • You can screen without instrumentation. Standardized rubrics help, they do not replace clinical observation.

Notes

My notes for this module

Reference figures

Keep these for practice

Fast Screener mid-administration
Fast Screener mid-administration. Evaluator script, PASS/FLAG rubric, referral triggers, and the on-screen worksheet in a single view.

Screenshot — Mini VPA™ probe in progress

Probe · Saccades (near, 40 cm)

Say

“Look at the star, then the circle, and keep going back and forth until I say stop. Move only your eyes.”

Do

Hold targets 20 cm apart at 40 cm, eye level. Time 30 s. Watch for head movement, undershoot, loss of place, and reported blur.

Score the level reached

L1Cannot localize both targets
L2Localizes with head movement / frequent loss
L3Accurate but effortful; slows within 30 s
L4Accurate and steady for the full trial
L5Accurate and steady while reading aloud (dual task)
Every probe is scripted: what you say, what you do, and the exact behavior that separates one level from the next. Scripting is what makes a re-probe eight weeks later comparable.

Photo — screening setup at 40 cm

Child holding a near-point card at midline while an occupational therapist observes and records, with a ruler on the desk to verify the working distance

Near probes · 40 cm

Card at midline and at eye level; measure from the spectacle plane, not the forehead.

Table/screen · 60 cm

Use the same distance at screening and re-probe — a distance change invalidates the comparison.

Base of support

Feet supported and hips at 90° before any oculomotor scoring; postural drift reads as an efficiency deficit.

Measure, don’t estimate. Near probes are administered at 40 cm and intermediate/table probes at 60 cm, with the page at midline, feet supported, and light from behind the shoulder rather than facing the student.

Apply it

Case prompt

A student is rereading lines and losing place during silent reading, and independent seatwork is not getting finished. She PASSed acuity and processing on the Fast Screener but FLAGged saccades. Do you refer to optometry, schedule the Mini VPA, or both, and why?

Practice

Mini exercise

Write out your current vision workflow in five arrows. Circle every step where a decision is made. If you cannot find a clear PASS/FLAG decision node, that is your first workflow fix.

Take it to work

Action step this week

Time yourself running the Fast Screener on a colleague. If you exceeded 20 minutes, note where the drag happened. Efficiency at the screen protects your caseload capacity.

Module 4

IEPs, Medicaid, and Functional Documentation

Follow along

What this module covers

  • What a reviewer needs to see
  • Occupation-based goals, not skill-drill goals
  • What has to be in the note
  • Write accommodations from measured conditions

Key ideas

Capture these as you listen

  • Goals live at Level 5 (occupation). The intervention plan describes work at whichever floor is unstable.
  • Every note must connect today's intervention to a specific IEP goal, with a number.
  • Avoid 'vision therapy,' 'orthoptics,' and 'eye exercises', those are supervised optometric terms and pull your work out of OT scope on the page.

Notes

My notes for this module

Reference figures

Keep these for practice

Screenshot — IEP present level and goal

Present level

Completes 40% of assigned copy lines in 20 minutes with 6 losses of place; 75% with an enlarged, line-isolated model.

Annual goal

By 05/2027, during 20-minute near copy tasks with standard classroom materials, the student will complete 80% of assigned lines with no more than 2 losses of place, across 3 consecutive data collection sessions.

How it is measured

Same 20-minute copy probe, same distance and lighting, collected every 4 weeks.

The goal has to be traceable to the present level and measurable with the same probe you already administered. If you cannot state the re-probe, the goal is not measurable.

Screenshot — progress-monitoring data table

ProbeLines completeLosses of placeStudent report
Baseline40%6Blur reported at 6 min
Week 452%5Blur at 9 min
Week 866%3No blur reported
Week 1281%2Goal criterion met (1 of 3)
Baseline and re-probe under identical conditions. Trend lines are only interpretable when distance, lighting, materials, and duration were held constant.

Apply it

Case prompt

Rewrite this goal as OT-defensible: 'Student will improve convergence and saccadic accuracy to grade-level norms with 80% accuracy.' Keep the visual function; move the goal to Level 5.

Practice

Mini exercise

Write one OT vision goal using the five-part anatomy, condition, learner, behavior, criterion, support, for a student you are actually seeing. Read it out loud. If it does not sound like a real occupation, rewrite the condition clause.

Take it to work

Action step this week

Open one active IEP. Check that (a) the OT vision goal is at Level 5, (b) your last session note has a number, (c) you have not used any of the three forbidden phrases. Fix whatever is broken today.

Module 5

Case Walkthroughs

Follow along

What this module covers

  • How to read any profile in four steps

Key ideas

Capture these as you listen

  • Every case runs through six moves: concern → screen → assess → interpret → plan → re-measure.
  • The framework applies across ages and settings, school, preschool, adult home health, with the same sequence and different task samples.
  • Interpretation matters more than scores. Two students with identical VPLs can have different plans if Level 5 occupations differ.

Notes

My notes for this module

Reference figures

Keep these for practice

Screenshot — domain profile graph

VPA™ · Scored profile
L1Acuity & sensory foundationincl. field & scanning
strong
L2Visual efficiency
limiting
L3Visual processing
emerging
L4Visual-motor integration
limiting
L5Functional integration
breaking down
Profile shape: foundation intact / output limitedIntervention enters at Level 2 (efficiency), not at Level 4 handwriting drill.
Rows are the five framework levels in order (L1 → L5) — the L number is the level, never the score. Performance is the bar and the word beside it. Read the shape before any composite: a flat-but-low profile, a single notch, and a “foundation intact / output collapsed” staircase call for three different plans.

Work sample — student writing or copy task

Line 1 → Line 5: letters grow, spacing widens, baseline drifts upward.
A rendered copy sample showing what performance breakdown looks like on the page: baseline drift, widening spacing, and letter size growth across five lines of sustained near work.

Apply it

Case prompt

Pick the case above that looks most like a student on your current caseload. Where in the six-move sequence did you stop last time? What is the next move you owe them?

Practice

Mini exercise

For each of the three cases above, write the primary Framework level of intervention and the primary occupation named in the IEP-level goal. Check yourself against the walkthrough. Any mismatch is a signal about where your framework fluency needs another rep.

Take it to work

Action step this week

Book 45 minutes this week to run the six-move sequence on one referral start-to-finish. Do not skip any move. Then note where you got stuck, that is your next skill target.

Module 6

Who Does What — Supports, Roles, and Collaboration

Follow along

What this module covers

  • Vision is already inside the OT domain
  • Four tiers, four owners
  • Design first, accommodate second, treat third
  • One question you ask, one thing you hand back
  • Teaching the team is part of the treatment

Key ideas

Capture these as you listen

  • UDL is the delivery system for your plan: write prevention, accommodation, and intervention for every flagged level — adaptation is intervention, not a delay.
  • Levels 1 through 5 are all usable. Misrepresenting the level is the error, not using lower-level evidence.
  • Convergence insufficiency carries Level 1 support for vergence therapy managed by optometry; the OT contribution is occupational endurance, grading, and environmental modification.
  • Perceptual drills show weak transfer to academics. Embed the visual demand inside the occupation instead.
  • A level-based visual performance framework is an organizing structure (Level 5) resting on independently supported components. Never report VPA results as standard scores or percentiles.
  • FITT-P plus occupation-level outcome data is what makes a Level 4/5 technique defensible in documentation.

Notes

My notes for this module

Reference figures

Keep these for practice

Screenshot — Treatment Template with dosage

VML Treatment Template · Level 2 entry
LTG · Complete 80% of assigned copy lines in 20 minutes with ≤2 losses of place.
STO · Sustain accurate line-to-line tracking for 3 × 60 s trials with a line guide.

Frequency

3× / week

Intensity

Line-isolated → full page

Time

15 min embedded

Type

Copy task within academics

Progression

Fade guide at 80% × 3

A treatment template forces dosage to be explicit. FITT-P (frequency, intensity, time, type, progression) turns “work on visual skills” into something a colleague could replicate and a district could fund.

Apply it

Case prompt

Pick one student. Write three short lines: one prevention change the teacher owns, one accommodation the team writes, and one OT-only target with how you will measure it in classwork.

Practice

Mini exercise

Take a strategy you use weekly. Say out loud, in one sentence, how strong the evidence for it is and what you will measure. If you cannot name the measure, change the strategy or change the measure.

Take it to work

Action step this week

This week, hand one teacher a single page with two changes to try tomorrow. Two weeks later, check whether it is still happening when you are not in the room.

Module 7

Competency Wrap-Up

Follow along

What this module covers

  • Self-check before the exam
  • Four mistakes to stop making

Key ideas

Capture these as you listen

  • Ten questions, pass at 8 of 10, unlimited retakes. First pass is what appears on the certificate.
  • The certificate is verifiable, anyone can look up your code at visualmindslearning.com/ceu/verify to confirm completion.
  • Lifetime access. Come back to the modules whenever a real case forces you to sharpen a specific move.

Notes

My notes for this module

Reference figures

Keep these for practice

Screenshot — completed clinical report

VPA™ clinical report (de-identified)
Reason for referralDifficulty copying from the board; incomplete written work.
Occupational demandSustained near copy work, 20–30 min blocks, 4× daily.
FindingsEfficiency L2, visual-motor integration L2, foundation L5.
InterpretationPerformance breaks down at efficiency under sustained near demand, not at acuity.
PlanLevel-2 entry, 3× weekly × 15 min, embedded in copy tasks; re-probe at 8 weeks.
DispositionRefer to eye care for binocular evaluation; OT services continue.
The generated report keeps one chain visible end to end: occupation → level of breakdown → dose → probe. Anything that does not serve that chain is trimmed.

Image — course completion / certificate sample

Certificate of Completion

Visual Minds Learning

This certifies that

Learner name

has completed

Why Visual Performance Matters: Foundations for Occupational Therapy Practice

Contact hours: 3.0AOTA Approved Provider #0000001618Date of completion
On completion, learners receive a certificate carrying the AOTA Approved Provider number, contact hours, and completion date — the record a licensing board will ask for.

Apply it

Case prompt

Before you take the quiz, describe (in your head) the one concept from this course you are most likely to change in your practice on Monday.

Practice

Mini exercise

Do the three-question self-check in the module body out loud. If you get through all three cleanly, take the quiz. If any answer wobbles, revisit the source module before you start.

Take it to work

Action step this week

After you pass, share your certificate code with one colleague and walk them through the Framework in five minutes. Teaching it is how you own it.

Video and demonstration reflections

Use this page for any video, demonstration, or case walkthrough in the course.

What did you notice about the clinician and the student?

How could you use this with a student on your caseload?

Would you do anything differently?

What questions do you still have?

Wrap-up reflections

Use this space to note:

  • Strategies to try with your students next week
  • Resources or materials to explore
  • Information to share with your team
  • Anything you want to remember

Notes