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The VPA™: Assessment & Clinical Reasoning — participation guide

4 contact hours · 0.4 AOTA CEUs · All modules — follow along, take notes, and complete the reflection prompts.

Visual Minds Learning · AOTA Approved Provider #0000001618

The VPA™: Assessment & Clinical Reasoning

Participation and Reflection Guide

4 contact hours · 0.4 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:

  • Administer a criterion-referenced, performance-based visual assessment protocol following standardized procedure — setup, working distance, stimulus presentation, prompting limits, and observation recording — achieving at least 90% procedural fidelity, so that findings can be used to describe a client's occupational performance.
  • Select developmentally and contextually appropriate assessment conditions (age band, stimulus set, environment) for a given client and state, in writing, the two client or contextual factors that drove the selection, so that assessment conditions match the client's actual occupational context (classroom, home, clinic, work).
  • Apply basal and ceiling rules and a hierarchical progression of visual performance demands during performance-based assessment, correctly identifying the stopping point and the client's achieved performance level to produce a profile that guides occupation-based intervention planning.
  • Score a completed performance-based visual assessment protocol and interpret the results in terms of the occupational performance breakdown they produce, naming the visual performance factor most likely accounting for the breakdown with a written rationale for each of three case vignettes.
  • Translate visual assessment findings into a written occupational performance statement that names the occupation (e.g., copying from the board, sustained silent reading, legible written output), the visual performance factor limiting it, and the observed impact on participation, meeting all three elements of the provided rubric.
  • Document visual assessment results in occupational therapy scope language suitable for an IEP present-levels statement or plan of care, including at least one occupation-based measurable statement of current performance, without using terminology reserved for medical eye care or optometric vision therapy.
  • Apply scope-of-practice and referral decision rules, consistent with the AOTA scope of practice and the 2025 AOTA Occupational Therapy Code of Ethics, to determine for each of five completed protocols whether the client proceeds to further occupational therapy assessment, to occupation-based intervention, or to referral for medical eye care, and justify each disposition as the next occupation-based step.
  • Identify validity threats to any performance-based visual assessment — incomplete basal or ceiling, environmental deviation, fatigue, attention, and unfamiliar stimulus content — and describe in writing how each is recorded and how it constrains interpretation, so that a client's participation in reading, written work, and other daily occupations is not misjudged and occupational therapy services are not misallocated.

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

Agenda

  • Module 1 — Why performance-based visual assessment: what norm-referenced batteries miss · 20 min
  • Module 2 — VPA™ architecture: the Classroom Screen and the Full VPA™, 12 skills across 5 domains · 30 min
  • Module 3 — Age bands, stimulus selection, and setup: working distance, lighting, materials, positioning · 30 min
  • Module 4 — The Classroom Screen and the print-card skills: scripts, prompting limits, and observation cues · 35 min
  • Module 5 — Administering the Full VPA™: age-band entry, basal and ceiling rules, validity flags · 40 min
  • Module 6 — Scoring and interpretation: achieved level, domain profile, composites, and flag logic · 35 min
  • Module 7 — Clinical reasoning walkthroughs: three student profiles from referral to interpretation · 30 min
  • Module 8 — Documentation, disposition, referral decisions, and post-course examination · 20 min

Module 1

Why Performance-Based Visual Assessment

Follow along

What this module covers

  • What a standard score misses
  • What an OT measures — and what we do not
  • Why performance-based measurement holds up

Key ideas

Capture these as you listen

  • Norm-referenced perceptual batteries answer a psychometric question; the referral usually asks a performance question. Both are legitimate. They are not interchangeable.
  • Standardized perceptual batteries systematically under-sample the oculomotor and near-point efficiency floor, which is why "visual perception WNL" so often coexists with a real Level 2 limiter.
  • The VPA™ trades the normative standard score for level-and-domain specificity that maps directly to intervention. Name that trade in your report before anyone else does.
  • Criterion-referenced results cannot establish an eligibility category. When a normative comparison is required, administer a norm-referenced instrument or refer.

Notes

My notes for this module

Reference figures

Keep these for practice

Screenshot — a standard score report vs. a VPA™ profile

Standard score report
Visual perception (total)92 · 30th %ile
Visual-motor integration88 · 21st %ile
Motor-reduced perception95 · 37th %ile

“Within normal limits.” No statement about copying from the board, near endurance, or output rate.

VPA™ domain profile
L1Acuity & sensory foundationincl. field & scanning
strong
L2Visual efficiency
limiting
L3Visual processing
emerging
L4Visual-motor integration
limiting
L5Functional integration
breaking down

Shape, not a single number: efficiency and output fall away while foundation holds.

A norm-referenced score answers “how does this student compare?”. A VPA™ profile answers “where in the visual performance chain does the school day break down?” Both are evidence; only one tells you what to change on Monday.

Photo — the referral in context

Copy from the boardRepeated far↔near shifts, place-holding, sustained saccades
Worksheet completionNear endurance, figure-ground on a dense page, line tracking
Silent reading blockFixation stability, convergence comfort over 20+ minutes
Chromebook workContrast/glare tolerance, scrolling scan, screen-to-paper shifts
Hallway & lunch transitionsPeripheral awareness, depth on stairs, moving-crowd scanning
Referrals arrive as behavior (“loses place”, “refuses writing”). Name the occupational demand first — the demand is what you assess and what you later document as educational relevance.

Apply it

Case prompt

A school psychologist tells you, "The perceptual testing came back average, so we can rule vision out." Write a two-sentence reply that names what the battery sampled, what it did not sample, and what you propose to do about it, without disparaging the instrument or the colleague.

Practice

Mini exercise

Write, in one sentence, the difference between "this student is at the 16th percentile for visual perception" and "this student loses the line during sustained silent reading after four minutes." Which sentence writes an accommodation?

Take it to work

Action step this week

Pull the last visual-perceptual report you wrote. Highlight every sentence that describes a score and every sentence that describes performance during an occupation. If the score sentences outnumber the performance sentences, you have found your revision target.

Module 2

VPA™ Architecture

Follow along

What this module covers

  • Why 12 skills across 5 domains
  • When to reach for a standardized tool

Key ideas

Capture these as you listen

  • Two tools, two jobs: the Classroom Screen decides whether to look; the Full VPA™ measures. Nothing sits between them.
  • Classroom Screen: 30 observed behaviors, six per level, 3–5 minutes. Green 0–4, yellow 5–10, red 11+; automatic-trigger items escalate regardless of total; 3+ visual-motor items raise a handwriting flag.
  • A screen result is referral history, never an assessment finding, and it produces no levels.
  • Full VPA™: 12 skills across 5 domains, about 30 minutes, age-band entry with about three items per skill; acuity, contrast, saccades, and pursuits run from printed calibrated cards.
  • The domain says what is measured, the level says how hard the item is. The output is a profile, not a global score.

Notes

My notes for this module

Reference figures

Keep these for practice

Full VPA™ administration view
Full VPA™ administration view. Say/Do script, level ladder, and the scoring worksheet in one clinician view.

Diagram — 12 skills mapped to 5 domains

L1 · Access
Near acuity
Contrast sensitivity
L2 · Efficiency
Fixation & pursuits
Saccades
Convergence & near focus
L3 · Processing
Discrimination & form constancy
Figure-ground
Visual closure
Spatial relations
Visual memory
L4 · Visual-motor integration
Copying & visual-spatial planning
L5 · Functional integration
Reading & writing endurance

Task rubric 0–3 → reported as VPL 1–5

0

Unable

1

Emerging, max support

2

Functional but inefficient

3

Accurate & efficient

Five domains, twelve skills, about 30 minutes — one domain per framework level. Every task is rubric-scored 0–3; the highest task level scored 2 or better is the skill’s achieved level, reported as VPL 1–5 against the age-band expectation.

Screenshot — Full VPA™ skill menu

Visual Performance Assessment™ · Select skills

Visual access

  • Near acuity
  • Contrast sensitivity

Visual efficiency

  • Fixation & pursuits
  • Saccades
  • Convergence & near focus

Visual processing

  • Discrimination & form constancy
  • Figure-ground
  • Visual closure
  • Spatial relations
  • Visual memory

Visual-motor integration

  • Copying & visual-spatial planning

Functional integration

  • Reading & writing endurance
The Full VPA™ skill menu. Clinicians select the skills the referral question actually requires; the ladder and scoring rules stay identical across every skill selected.

Apply it

Case prompt

Two teachers complete the Classroom Screen for the same 10-year-old. One scores him at 6 (yellow), the other at 12 (red), and only the second checked "complains that words move on the page." What do you do next, and how would you describe the two screens in your report?

Practice

Mini exercise

In one sentence each, state the job of the Classroom Screen and the job of the Full VPA™. Then write the one sentence about a screen result that is allowed to appear in an evaluation report.

Take it to work

Action step this week

Without looking, list the twelve Full VPA™ skills under their five domains. Then check yourself against the skill menu. The skills you forgot are the ones you are least likely to observe carefully.

Module 3

Age Bands, Stimuli, and Setup

Follow along

What this module covers

  • Non-negotiables before the first item
  • Why stimuli change with the band
  • Eye dominance: Porta and Miles tests
  • Below the floor of the VPA™

Key ideas

Capture these as you listen

  • Setup is the measurement condition. Age band, distance, lighting, and positioning are part of the instrument, not preliminaries.
  • Chronological age selects the band by default; language or reading access can justify selecting down, advanced material can justify selecting up, record the substitution and the reason either way.
  • The acuity, contrast, and saccade cards are calibrated for a measured 40 cm and must be printed at 100 percent scale. The VPA™ does not measure distance acuity; board-copy complaints are observed in class and referred when no current eye exam is on record.
  • Band-adaptation is real and partial: language- and print-loaded tasks (saccade columns, reading passages, writing prompts, discrimination sets, fixation load, all Functional Integration scripts) swap by band; geometric tasks (form constancy, closure, spatial, memory, VMI figures) are held constant by design.
  • Postural instability recruits head movement into oculomotor tasks and produces false efficiency deficits. Stabilize the base or flag it.
  • Complete the intake before the first stimulus, lens status and date of last eye exam change Domain 1 interpretation before you measure anything.

Notes

My notes for this module

Reference figures

Keep these for practice

Photo — measured 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.

Screenshot — age band selection screen

VPA™ · Age band

5–7 years

Shorter probes, picture-based stimuli, heavier modeling

8–11 years

Full ladder, standard stimuli, timed output introduced

12–16 years

Academic-load stimuli, endurance probes, self-report added

17+ years

Transition/vocational tasks, driving-adjacent scanning demands

Band selection sets stimulus size, pacing, and expected ceiling. Choose by chronological age unless a documented developmental profile makes a lower band the fairer test of performance — and record that decision.

Apply it

Case prompt

A 12-year-old with a documented reading level of mid-first grade is referred for copy difficulty. Which age band do you administer, what do you record about the choice, and which single domain is most at risk of being misinterpreted if you get this wrong?

Practice

Mini exercise

Name the VPA™ working distance and the two print settings that keep the cards calibrated. Then name what happens to interpretability if you hold the near card at arm's length.

Take it to work

Action step this week

Measure your usual testing setup with a tape: chair-to-table height, the distance at which you actually hold a near card, and the illumination at the task surface. Write the numbers down and correct anything more than 5 cm off.

Module 4

The Classroom Screen and the Print-Card Skills

Follow along

What this module covers

  • Script discipline
  • What sends a student to the Full VPA™
  • Near point of convergence — the penlight trials
  • What to watch while they work

Key ideas

Capture these as you listen

  • Ask screen raters to check only behaviors seen in the past few weeks during ordinary work; record who completed it, when, and where. Disagreement between raters is information.
  • Run the materials checklist before the student arrives. Print cards at 100 percent scale, matte, toner saving off, and check the calibration mark.
  • Acuity, contrast, saccades, and pursuits run from printed cards at a measured 40 cm with habitual correction on.
  • Occlude with a card, never a palm. Measure convergence over three trials and record break and recovery separately.
  • Say the script, then stop talking. One standard re-instruction at most, and record it.

Notes

My notes for this module

Reference figures

Keep these for practice

Screenshot — Say/Do script card

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 — clinician observing eye movements

Occupational therapist seated across from a child at eye level, holding a near target while observing the child’s eyes

Eye level, off midline

Sit level with the student’s eyes and roughly 30° off midline so both eyes stay visible.

Target at eye level

Held at eye level, not above — an elevated target forces chin-up posture and false head substitution.

Score sheet within reach

Record each trial as it happens; retrospective scoring loses the qualitative signal.

You cannot score what you cannot see. Sit slightly off-midline and level with the student’s eyes so pursuits, undershoot, and head substitution are visible — not behind or above the shoulder.

Apply it

Case prompt

During the convergence trials, the student never reports doubling, but you see the left eye drift outward at 12 cm and return at 18 cm, and the break moves to 15 cm by the third trial. What do you record, what do you write in the report, and what do you deliberately not write?

Practice

Mini exercise

Name the four skills that run from printed cards and the one setup error that most often invalidates each.

Take it to work

Action step this week

Print one set of VPA™ cards this week, check the calibration mark, and run the print-card skills with a colleague while a second colleague scores you on the 20-item fidelity checklist.

Module 5

Administering the Full VPA™

Follow along

What this module covers

  • Progression, basal, ceiling
  • The five validity threats
  • The 12 skills sit on the five levels
  • Keeping a full battery clean

Key ideas

Capture these as you listen

  • Entry by age band: Level 1 at 5–7, Level 2 at 8–11, Level 3 at 12–16, Level 4 at 17+. Acuity, contrast, and convergence are fixed two-item checks instead — no ladder, no basal or ceiling.
  • Items are scored 0–3; 2 or 3 passes. Pass, move up one level; fail, move down one level.
  • Ceiling = fails at two consecutive levels; basal = passes at two consecutive levels. Achieved level = highest level passed. Never score an unreached ceiling as Level 5.
  • A Level 1 Visual Access failure triggers referral immediately. A strained pass at entry deserves a step down to confirm the floor.
  • Five validity threats: incomplete basal/ceiling, setup deviation, fatigue, attention/behavioral state, unfamiliar content. Suspect fatigue first in Functional Integration.

Notes

My notes for this module

Reference figures

Keep these for practice

Screenshot — Full VPA™ runner in progress

Full VPA™ · in progress · Skill 6 of 9
Oculomotor efficiency → Pursuits02:14 elapsed
Level 1Pass
Level 2Pass
Level 3Pass (effortful)
Level 4Not attempted
Level 5Not attempted

Running record

Basal established: L2

Ceiling rule: 2 consecutive fails

Observed: head substitution, 3 losses of place

Student report: “letters go blurry”

Achieved level: 3

The runner keeps three things on screen at once: which probe you are in, the level ladder you are scoring against, and the running record. Basal and ceiling are computed as you go so you stop at the right place.

Photo — materials laid out for a full session

1Near cards (40 cm set)
2Distance chart
3Pursuit / saccade targets
4Copy worksheet + pencil
5Timer or phone stopwatch
6Tape measure
7Scoring sheet or tablet
8Occluder / patch
Lay materials out before the student arrives, in administration order. Hunting for a target mid-probe changes pacing, and pacing changes the score.

Apply it

Case prompt

A 9-year-old (8–11 band) is referred because she cannot find the problem she is working on in a dense math worksheet. In figure-ground she scores 2 at Level 2, 2 at Level 3, then 1 at Level 4 just after a hallway interruption, and 1 when you return to Level 3 to recheck. What is the achieved level, what do you flag, and is the ceiling established?

Practice

Mini exercise

Write the ceiling rule and the basal rule in one sentence each, then write the sentence you would put in a report when the ceiling was never reached.

Take it to work

Action step this week

Take one skill and run the ladder on paper for three imaginary students in different bands, writing down each item given, its score, and why the skill stopped. Check each against the rules above.

Module 6

Scoring and Interpretation

Follow along

What this module covers

  • Read the shape before the numbers
  • What the report may and may not say
  • When a standardized chart adds value
  • Turning the profile into a plan of care

Key ideas

Capture these as you listen

  • Interpret bottom-up: an unstable lower domain makes every higher-domain finding provisional. Say that explicitly in the report.
  • Read profile shape, not single-skill depth. Flat low = suspect a global factor or invalid administration; bottom-heavy = the efficiency pattern; top-heavy = processing vs. visual-motor, and the distinction drives the plan.
  • A flag earns a disposition, further assessment, intervention, or referral, not a conclusion.
  • Every finding ends in an occupational performance statement: occupation + limiting visual factor + observable impact.
  • Use criterion language ("below the Level 3 criterion for the 8–11 band"), never normative language ("below average"), for VPA™ results.

Notes

My notes for this module

Reference figures

Keep these for practice

Screenshot — domain profile and composite

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.

Screenshot — scoring worksheet with achieved levels

SkillRubric 0–3Achieved levelObservationStudent report
Fixation3L4Steady 30 s—
Pursuits2L3Head substitutionReported blur
Saccades / NPC1L23 losses of placeNPC 12 cm, receding
Figure-ground2L3Dense page slows to 2× time—
Copy accuracy1L2Spacing collapses after 4 linesFatigue at 6 min
Each task is rubric-scored 0–3; the highest task level scored 2 or better is that skill’s achieved level (L1–L5). The observation column is what makes the report defensible and the re-probe interpretable.

Apply it

Case prompt

A 9-year-old is failing to complete written assignments and stops reading after roughly five minutes. His profile shows Domain 1 intact, Domain 2 achieved Level 2, Domain 3 achieved Level 4, Domain 4 achieved Level 4, Domain 5 achieved Level 2. Name the profile shape, the most likely limiter, and the one sentence you would put in the present-levels section.

Practice

Mini exercise

Rewrite this sentence so it is criterion-referenced and occupation-linked: "Student demonstrates below-average visual motor integration skills."

Take it to work

Action step this week

Take one completed protocol and write three occupational performance statements from it, each containing all three rubric elements. Then delete every sentence in your draft report that has none of them.

Module 7

Clinical Reasoning Walkthroughs

Follow along

What this module covers

  • The same four questions in every case

Key ideas

Capture these as you listen

  • The referral word is a hypothesis, not a finding. In all three cases it pointed away from the actual limiter.
  • Time course discriminates efficiency from processing: efficiency degrades over minutes, processing is impaired from the first item.
  • Intact discrimination and form constancy argue against a perceptual explanation for reversals; look lower or elsewhere.
  • Repeated model-rechecking with intact Domain 3 is the behavioral signature of a Domain 4 production limiter.
  • Referral and OT intervention proceed in parallel, neither waits for the other.

Notes

My notes for this module

Reference figures

Keep these for practice

Case artifact — student work sample

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.

Screenshot — case profile chart

VPA™ · Case profile
L1Acuity & sensory foundationincl. field & scanning
strong
L2Visual efficiency
strong
L3Visual processing
limiting
L4Visual-motor integration
emerging
L5Functional integration
breaking down
The same instrument on a different student. Efficiency is intact and processing is the notch — so the plan targets discrimination and figure-ground within real page layouts, not oculomotor drills.

Apply it

Case prompt

Re-read Case B. Write the two-sentence explanation you would give the classroom teacher for why "he can do it when he tries" is consistent with the finding rather than evidence against it.

Practice

Mini exercise

For each of the three cases, name the domain that carried the finding and the domain the referral word pointed to. Note how often they differed.

Take it to work

Action step this week

Pick one student on your caseload whose referral concern you have accepted at face value. Re-read their data and ask which domain the evidence actually implicates.

Module 8

Documentation, Disposition, and Referral

Follow along

What this module covers

  • A defensible VPA™ report
  • Referral decision rules
  • How the profile actually defines the intervention
  • From achieved level to an IEP-ready goal
  • Three rules that keep the activity honest

Key ideas

Capture these as you listen

  • Three dispositions: refer for medical eye care, proceed to deeper assessment (Full VPA™ or a norm-referenced instrument), or proceed to occupation-based intervention. Referral and intervention routinely run in parallel.
  • Refer on: Domain 1 below criterion, two-line interocular difference, pain/diplopia/headache with near work, observed strabismus or nystagmus, receding NPC, or no eye exam on record.
  • Documentation needs four elements: named occupation, observable current performance, criterion-referenced visual factor, and participation impact.
  • Never write "vision therapy," a lens/prism/filter recommendation, or a binocular diagnosis as your own finding. The practice does not shrink; the vocabulary changes.
  • Retain the protocol, observations, validity flags, mode, band, and any deviations, a report nobody can reconstruct is a file defect.
  • Read the profile as a cascade, then use P-OSIS™ to turn a treat disposition into service time; both support, and never replace, team decisions.
  • The entry point names the activity: L1 access/contrast changes, L2 pursuit-saccade-convergence work under the endurance ceiling, L3 perceptual work carried onto a real page, L4 graded visual-motor plus output accommodation, L5 treated inside the occupation. All named activities live in the Vision Library.
  • Grading rules: treat at the lowest unstable level but measure at Level 5, change one variable at a time, and embed before you drill.
  • Building the full plan of care from the profile is Course 3, Intervention Planning Using the Five-Level Framework.

Notes

My notes for this module

Reference figures

Keep these for practice

Screenshot — generated VPA™ 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.

Screenshot — referral letter template

Re: Referral for eye care evaluation

I am the occupational therapist working with this student on written productivity and reading stamina in the school setting.

During structured performance testing, the student demonstrated reduced accuracy and endurance on sustained near tasks, with reported blur after approximately six minutes, loss of place during line-to-line tracking, and a near point of convergence receded to 12 cm.

These observations describe performance only and are not a diagnosis. I am requesting your evaluation to determine whether an underlying visual condition is contributing, and any recommendations you would like reflected in the educational plan.

Thank you — I am glad to share the full performance summary on request.

Scope-safe referral wording: describe performance and the pattern observed, state why eye care input is needed, and ask a question — never name a diagnosis or recommend a specific treatment.

Apply it

Case prompt

Write a complete IEP present-levels statement from Case B in Module 7. Include all four documentation elements and no out-of-scope language. Then read it back and delete any word an OT licensure board would question.

Practice

Mini exercise

List the referral triggers from memory. Then check the list. Any trigger you forgot is a student you would have kept instead of referred.

Take it to work

Action step this week

Draft your standing referral letter template for eye care, the one you will reuse, with a blank slot for the specific functional observations. Having it written before you need it is the difference between referring and meaning to refer.

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