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Presenter study handout

Vision in OT Practice

3 contact hours · 0.3 AOTA CEUs · Module 2 · 36 slides

Presenter-side material. Each block shows the slide as the audience sees it, the talk track, and space for your own notes. Model answers appear here — do not hand this version to learners.

Module 2

2.1 — A Structured, Level-Based Visual Performance Framework for Clinical Reasoning

Transition

Module 2

A Structured, Level-Based Visual Performance Framework for Clinical Reasoning

0:22 – 0:52

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  • 0:22 – 0:52

Say this

Transition: "A Structured, Level-Based Visual Performance Framework for Clinical Reasoning."

My notes

2.2 — The Five-Level Visual Performance Framework

Title

Module 2

The Five-Level Visual Performance Framework

A developmental hierarchy that organizes observation, assessment, and intervention.

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  • A developmental hierarchy that organizes observation, assessment, and intervention.

Say this

Open here. "The Five-Level Visual Performance Framework." A developmental hierarchy that organizes observation, assessment, and intervention.

Say why this section matters for their caseload, then advance.

My notes

2.3 — Where does your caseload live?

Poll

Poll

Where does your caseload live?

Which framework levels do your current goals most often target?

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  • Which framework levels do your current goals most often target?
  • – Level 1 — acuity and sensory access
  • – Level 2 — visual efficiency
  • – Level 3 — visual processing
  • – Level 4 — visual-motor integration
  • – Level 5 — functional integration

Say this

Ask the poll: "Which framework levels do your current goals most often target?"

Options:

• Level 1 — acuity and sensory access

• Level 2 — visual efficiency

• Level 3 — visual processing

• Level 4 — visual-motor integration

• Level 5 — functional integration

Take a show of hands or the on-screen tally, then name the pattern you see before advancing.

My notes

2.4 — Beyond 20/20 — the Visual Performance System™

Visual

Framework

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.

Level 1 Visual Access → Level 2 Visual Efficiency → Level 3 Visual Processing → Level 4 Visual-Motor Integration → Level 5 Functional Integration.

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  • Level 1 Visual Access → Level 2 Visual Efficiency → Level 3 Visual Processing → Level 4 Visual-Motor Integration → Level 5 Functional Integration.

Say this

Talk over the visual: "Beyond 20/20 — the Visual Performance System™."

Say the caption in your own words: Level 1 Visual Access → Level 2 Visual Efficiency → Level 3 Visual Processing → Level 4 Visual-Motor Integration → Level 5 Functional Integration.

My notes

2.5 — Visual development milestones OTs should know

Teaching slide

Development

Visual development milestones OTs should know

  • Basic eye movement control (fixation, following) is commonly described as established by 2–3 months of age.
  • Coordinated eye movement control is commonly described as expected by about 2 years.
  • Complex visual-motor and visual-perceptual control is commonly described as continuing to mature until roughly 9 years — the age by which most school-readiness visual skills are expected to be reliable.
  • Visual acuity is commonly described as progressing rapidly in infancy and approaching adult levels well before school entry, while efficiency and processing skills mature much later.
  • Eye dominance (sighting preference) is commonly described as emerging and stabilizing in stages — around ages 4, 7, and 12 — with instability past those windows worth noting, not diagnosing.
BirthLight response,brief fixation2–3 moSmooth pursuit,social fixation4–6 moBinocularity,reach-to-graspunder vision1–2 yrVisually guidedmobility, formmatching3–5 yrForm constancy,copying, sustainednear work6–9 yrReading endurance,fluent saccades
Visual function matures in an ordered sequence. Knowing the expected sequence is what lets you call a finding delayed rather than merely low.
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  • Basic eye movement control (fixation, following) is commonly described as established by 2–3 months of age.
  • Coordinated eye movement control is commonly described as expected by about 2 years.
  • Complex visual-motor and visual-perceptual control is commonly described as continuing to mature until roughly 9 years — the age by which most school-readiness visual skills are expected to be reliable.
  • Visual acuity is commonly described as progressing rapidly in infancy and approaching adult levels well before school entry, while efficiency and processing skills mature much later.
  • Eye dominance (sighting preference) is commonly described as emerging and stabilizing in stages — around ages 4, 7, and 12 — with instability past those windows worth noting, not diagnosing.

Say this

Frame the slide: "Visual development milestones OTs should know."

Walk each point, one sentence each:

• Basic eye movement control (fixation, following) is commonly described as established by 2–3 months of age.

• Coordinated eye movement control is commonly described as expected by about 2 years.

• Complex visual-motor and visual-perceptual control is commonly described as continuing to mature until roughly 9 years — the age by which most school-readiness visual skills are expected to be reliable.

• Visual acuity is commonly described as progressing rapidly in infancy and approaching adult levels well before school entry, while efficiency and processing skills mature much later.

• Eye dominance (sighting preference) is commonly described as emerging and stabilizing in stages — around ages 4, 7, and 12 — with instability past those windows worth noting, not diagnosing.

Point at the figure while you talk — name the parts before the labels.

Close with: "If you only take one of these back, take the first one."

My notes

2.6 — Two visual pathways, two kinds of classroom breakdown

Comparison

Neuroanatomy

Two visual pathways, two kinds of classroom breakdown

Ventral / parvocellular ("what" pathway)

  • Carries fine detail, color, and form for object and letter identification
  • Classroom sign: confuses similar letters/numbers (b/d, 6/9)
  • Classroom sign: struggles to identify an object embedded in a busy picture
  • Classroom sign: slow, effortful sight-word recognition despite adequate acuity

Dorsal / magnocellular ("where" pathway)

  • Carries motion, spatial location, and visual guidance of movement
  • Classroom sign: misjudges distance when reaching, stepping, or catching
  • Classroom sign: loses place moving between lines or from board to desk
  • Classroom sign: difficulty with maps, block designs, or spatial math layout
RetinaMagnocellularHighwayParvocellularHighwayLGNtraffic controlcenterV1striate cortexVPA link: Field & attention + Oculomotor efficiencyMagno/dorsal dominance supports scanning, tracking, and spatial action.VPA link: Visual-perceptual processingParvo/ventral dominance supports discrimination, closure, memory, and form.
The retina sends two parallel “highways” to the LGN: the magnocellular tract handles motion, contrast, and spatial-action cues; the parvocellular tract handles detail, color, and object recognition. Both pass through the LGN, then split into the dorsal (where/how) and ventral (what) streams.
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  • Ventral / parvocellular ("what" pathway): Carries fine detail, color, and form for object and letter identification · Classroom sign: confuses similar letters/numbers (b/d, 6/9) · Classroom sign: struggles to identify an object embedded in a busy picture · Classroom sign: slow, effortful sight-word recognition despite adequate acuity
  • Dorsal / magnocellular ("where" pathway): Carries motion, spatial location, and visual guidance of movement · Classroom sign: misjudges distance when reaching, stepping, or catching · Classroom sign: loses place moving between lines or from board to desk · Classroom sign: difficulty with maps, block designs, or spatial math layout

Say this

Contrast the two columns: Ventral / parvocellular ("what" pathway) versus Dorsal / magnocellular ("where" pathway).

Ventral / parvocellular ("what" pathway):

• Carries fine detail, color, and form for object and letter identification

• Classroom sign: confuses similar letters/numbers (b/d, 6/9)

• Classroom sign: struggles to identify an object embedded in a busy picture

• Classroom sign: slow, effortful sight-word recognition despite adequate acuity

Dorsal / magnocellular ("where" pathway):

• Carries motion, spatial location, and visual guidance of movement

• Classroom sign: misjudges distance when reaching, stepping, or catching

• Classroom sign: loses place moving between lines or from board to desk

• Classroom sign: difficulty with maps, block designs, or spatial math layout

Ask: "Which column is your student living in right now?"

My notes

2.7 — Vision's two highways in the school day

Visual

Classroom translation

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.

Ventral "what" signs versus dorsal "where" signs, side by side with the classroom behaviors each one produces.

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  • Ventral "what" signs versus dorsal "where" signs, side by side with the classroom behaviors each one produces.

Say this

Talk over the visual: "Vision's two highways in the school day."

Say the caption in your own words: Ventral "what" signs versus dorsal "where" signs, side by side with the classroom behaviors each one produces.

My notes

2.8 — How the Five-Level Framework was built

Teaching slide

Where the framework comes from

How the Five-Level Framework was built

  • OTPF-4 names visual functions as client factors — the framework simply organizes them by the order they have to be stable in.
  • The developmental sequence of visual skill sets the floor order: sensory access, then efficiency, then processing, then visual-motor control, then occupation.
  • Dual-stream neuroscience explains why two students fail the same worksheet for opposite reasons, so each level carries its own probe.
  • School caseload data shaped the level definitions around what can actually be measured in a 30-minute session and written into an IEP.
  • The clinical rule holds at every floor: an unstable higher level is never trusted until the levels beneath it are confirmed stable.

OTPF-4 client factors

Visual functions named as body functions that shape occupational performance.

Visual development sequence

Fixation and following, then efficiency, then perception, then visual-motor control.

Dual-stream neuroscience

Ventral "what" and dorsal "where" pathways predict two different classroom breakdowns.

School-based caseload data

Referral patterns, work samples, and re-probe data from school OT practice.

The five levels exist to make one decision repeatable: identify the lowest unstable floor, stabilize it, and keep the outcome measured in the occupation.

The Five-Level Visual Performance Framework is organized from OTPF-4 client-factor language, the developmental sequence of visual skill, dual-stream visual neuroscience, and school-based caseload data.
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  • OTPF-4 names visual functions as client factors — the framework simply organizes them by the order they have to be stable in.
  • The developmental sequence of visual skill sets the floor order: sensory access, then efficiency, then processing, then visual-motor control, then occupation.
  • Dual-stream neuroscience explains why two students fail the same worksheet for opposite reasons, so each level carries its own probe.
  • School caseload data shaped the level definitions around what can actually be measured in a 30-minute session and written into an IEP.
  • The clinical rule holds at every floor: an unstable higher level is never trusted until the levels beneath it are confirmed stable.

Say this

Frame the slide: "How the Five-Level Framework was built."

Walk each point, one sentence each:

• OTPF-4 names visual functions as client factors — the framework simply organizes them by the order they have to be stable in.

• The developmental sequence of visual skill sets the floor order: sensory access, then efficiency, then processing, then visual-motor control, then occupation.

• Dual-stream neuroscience explains why two students fail the same worksheet for opposite reasons, so each level carries its own probe.

• School caseload data shaped the level definitions around what can actually be measured in a 30-minute session and written into an IEP.

• The clinical rule holds at every floor: an unstable higher level is never trusted until the levels beneath it are confirmed stable.

Point at the figure while you talk — name the parts before the labels.

Close with: "If you only take one of these back, take the first one."

My notes

2.9 — One example per level

Visual

Worked examples

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.

What you see, the probe that confirms it, and the OT move that follows — for all five levels.

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  • What you see, the probe that confirms it, and the OT move that follows — for all five levels.
  • Diagram: level-examples-grid

Say this

Talk over the visual: "One example per level."

Say the caption in your own words: What you see, the probe that confirms it, and the OT move that follows — for all five levels.

My notes

2.10 — Five levels, bottom to top

Five-Level Framework

The ladder

Five levels, bottom to top

1

Visual Acuity & Sensory Foundation

Can the visual signal get in clearly enough to use?

2

Visual Efficiency

Fixation, pursuits, saccades, binocular comfort, near endurance.

3

Visual Processing

Discrimination, memory, closure, figure-ground, form constancy, spatial relations.

4

Visual-Motor Integration

Translating what is seen into graded, accurate motor output.

5

Functional Integration

Reading, writing, and task performance under real classroom demand.

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  • Level 1 — Visual Acuity & Sensory Foundation: Can the visual signal get in clearly enough to use?
  • Level 2 — Visual Efficiency: Fixation, pursuits, saccades, binocular comfort, near endurance.
  • Level 3 — Visual Processing: Discrimination, memory, closure, figure-ground, form constancy, spatial relations.
  • Level 4 — Visual-Motor Integration: Translating what is seen into graded, accurate motor output.
  • Level 5 — Functional Integration: Reading, writing, and task performance under real classroom demand.

Say this

Run the five levels bottom-up.

Name each level, then say which one you assess first and why.

My notes

2.11 — What it looks like — and what OT does

Comparison

Level 1 · Visual Access

What it looks like — and what OT does

Functional signs

  • Print held very close or pushed away; head tilt
  • Fails photocopied/low-contrast packets, fine on crisp ones
  • Performance drops in window glare or late in the day
  • Misses curb edges, thresholds, food on the plate

OT direction — adapt and refer

  • Raise contrast; enlarge by task, not globally
  • Kill glare; control clutter and spacing
  • Set working distance where performance is best
  • Write the eye-exam referral in parallel, not after
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  • Functional signs: Print held very close or pushed away; head tilt · Fails photocopied/low-contrast packets, fine on crisp ones · Performance drops in window glare or late in the day · Misses curb edges, thresholds, food on the plate
  • OT direction — adapt and refer: Raise contrast; enlarge by task, not globally · Kill glare; control clutter and spacing · Set working distance where performance is best · Write the eye-exam referral in parallel, not after

Say this

Contrast the two columns: Functional signs versus OT direction — adapt and refer.

Functional signs:

• Print held very close or pushed away; head tilt

• Fails photocopied/low-contrast packets, fine on crisp ones

• Performance drops in window glare or late in the day

• Misses curb edges, thresholds, food on the plate

OT direction — adapt and refer:

• Raise contrast; enlarge by task, not globally

• Kill glare; control clutter and spacing

• Set working distance where performance is best

• Write the eye-exam referral in parallel, not after

Ask: "Which column is your student living in right now?"

My notes

2.12 — Access, before and after

Visual

Level 1 in the real work

Access, before and after

What the student was handed

3rd-generation photocopy, 11 pt, glossy paper near a window. Reads 4 of 12 items in 5 minutes.

Same content, access fixed

Clean black-on-cream original, 16 pt, matte paper, glare controlled. Reads 11 of 12 items in the same 5 minutes.

Nothing about the student changed between these two panels. If a level-1 change produces the gain, the finding is access — not processing, and not motivation.

Level 1 · Access — the same worksheet at faded photocopy contrast and at full contrast with larger print. Trial the condition, record the one that works, and write it into accommodations.

The same worksheet at photocopy contrast and at full contrast with larger print — the gain came from the page, not the student.

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  • The same worksheet at photocopy contrast and at full contrast with larger print — the gain came from the page, not the student.
  • Diagram: level-1-example

Say this

Talk over the visual: "Access, before and after."

Say the caption in your own words: The same worksheet at photocopy contrast and at full contrast with larger print — the gain came from the page, not the student.

My notes

2.13 — What it looks like — and what OT does

Comparison

Level 2 · Visual efficiency

What it looks like — and what OT does

Functional signs

  • Loses place, re-reads, finger-tracks past expected age
  • Accurate early, degrades by minute 8–10
  • Blur, doubling, headache, "words move" after near work
  • Reads as inattention in the last block of the day

OT direction — remediate + support

  • Graded scanning and cancellation on real class text
  • Near–far transitions tied to board-to-desk copying
  • Fade support: finger → card → typoscope → none
  • Keep a compensatory tool while stamina is built
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  • Functional signs: Loses place, re-reads, finger-tracks past expected age · Accurate early, degrades by minute 8–10 · Blur, doubling, headache, "words move" after near work · Reads as inattention in the last block of the day
  • OT direction — remediate + support: Graded scanning and cancellation on real class text · Near–far transitions tied to board-to-desk copying · Fade support: finger → card → typoscope → none · Keep a compensatory tool while stamina is built

Say this

Contrast the two columns: Functional signs versus OT direction — remediate + support.

Functional signs:

• Loses place, re-reads, finger-tracks past expected age

• Accurate early, degrades by minute 8–10

• Blur, doubling, headache, "words move" after near work

• Reads as inattention in the last block of the day

OT direction — remediate + support:

• Graded scanning and cancellation on real class text

• Near–far transitions tied to board-to-desk copying

• Fade support: finger → card → typoscope → none

• Keep a compensatory tool while stamina is built

Ask: "Which column is your student living in right now?"

My notes

2.14 — Line loss and the stamina curve

Visual

Level 2 in the real work

Line loss and the stamina curve

Observed scan path

Red points mark a re-read, a skipped line, and a lost return sweep in a 2-minute passage.

Accuracy over time on task

0 min12 min

Accurate at the start, degrading past minute 8 — a stamina signature, not a skill the student never had.

Level 2 · Visual efficiency — line loss on a timed passage and the accuracy decay curve that separates an efficiency problem from an attention problem.

Place-keeping errors across a 2-minute passage, and accuracy decaying past minute 8 — an efficiency signature, not inattention.

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  • Place-keeping errors across a 2-minute passage, and accuracy decaying past minute 8 — an efficiency signature, not inattention.
  • Diagram: level-2-example

Say this

Talk over the visual: "Line loss and the stamina curve."

Say the caption in your own words: Place-keeping errors across a 2-minute passage, and accuracy decaying past minute 8 — an efficiency signature, not inattention.

My notes

2.15 — Oculomotor control — the movement systems

Visual

Level 2 · Visual efficiency

Oculomotor control — the movement systems

Fixation, smooth pursuits, and saccades carry reading and copying. When they fatigue, accuracy decays on a predictable curve — the classroom signs and the OT directions, side by side.

Fixation, smooth pursuits, and saccades carry reading and copying. When they fatigue, accuracy decays on a predictable curve — the classroom signs and the OT directions, side by side.

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  • Fixation, smooth pursuits, and saccades carry reading and copying. When they fatigue, accuracy decays on a predictable curve — the classroom signs and the OT directions, side by side.

Say this

Talk over the visual: "Oculomotor control — the movement systems."

Say the caption in your own words: Fixation, smooth pursuits, and saccades carry reading and copying. When they fatigue, accuracy decays on a predictable curve — the classroom signs and the OT directions, side by side.

My notes

2.16 — What it looks like — and what OT does

Comparison

Level 3 · Visual processing

What it looks like — and what OT does

Functional signs

  • Cannot find the item on a busy page or crowded hook rack
  • b/d/p/q confusion past the developmental window
  • Many glances per copied word; model does not hold
  • Reverses place value; struggles with maps and diagrams

OT direction — load, then strategy

  • Cut visual load: fewer items, boxed work, stable layout
  • Teach a narratable search pattern and self-cue
  • Chunk the model; preview the page for landmarks
  • Outcome = independent strategy, not worksheet score
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  • Functional signs: Cannot find the item on a busy page or crowded hook rack · b/d/p/q confusion past the developmental window · Many glances per copied word; model does not hold · Reverses place value; struggles with maps and diagrams
  • OT direction — load, then strategy: Cut visual load: fewer items, boxed work, stable layout · Teach a narratable search pattern and self-cue · Chunk the model; preview the page for landmarks · Outcome = independent strategy, not worksheet score

Say this

Contrast the two columns: Functional signs versus OT direction — load, then strategy.

Functional signs:

• Cannot find the item on a busy page or crowded hook rack

• b/d/p/q confusion past the developmental window

• Many glances per copied word; model does not hold

• Reverses place value; struggles with maps and diagrams

OT direction — load, then strategy:

• Cut visual load: fewer items, boxed work, stable layout

• Teach a narratable search pattern and self-cue

• Chunk the model; preview the page for landmarks

• Outcome = independent strategy, not worksheet score

Ask: "Which column is your student living in right now?"

My notes

2.17 — Visual load on the page

Visual

Level 3 in the real work

Visual load on the page

High visual load

Target square is present. Median search time 41 s, two prompts required.

Load reduced, strategy taught

Boxed layout plus a narrated left-to-right sweep: 7 s, no prompts, strategy stated aloud.

Level 3 · Visual processing — the same target item on a crowded page and on a de-loaded page. Level 3 work is about search strategy and visual load, not worksheet score.

Same target item on a crowded page and a de-loaded page with a taught search pattern: 41 seconds with prompts vs. 7 seconds without.

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  • Same target item on a crowded page and a de-loaded page with a taught search pattern: 41 seconds with prompts vs. 7 seconds without.
  • Diagram: level-3-example

Say this

Talk over the visual: "Visual load on the page."

Say the caption in your own words: Same target item on a crowded page and a de-loaded page with a taught search pattern: 41 seconds with prompts vs. 7 seconds without.

My notes

2.18 — Perception — and what it looks like in handwriting

Visual

Level 3 · Visual processing

Perception — and what it looks like in handwriting

Discrimination, visual memory, spatial relations, and figure-ground — and how each one surfaces on the page as placement, orientation, sizing, and spacing errors.

Discrimination, visual memory, spatial relations, and figure-ground — and how each one surfaces on the page as placement, orientation, sizing, and spacing errors.

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  • Discrimination, visual memory, spatial relations, and figure-ground — and how each one surfaces on the page as placement, orientation, sizing, and spacing errors.

Say this

Talk over the visual: "Perception — and what it looks like in handwriting."

Say the caption in your own words: Discrimination, visual memory, spatial relations, and figure-ground — and how each one surfaces on the page as placement, orientation, sizing, and spacing errors.

My notes

2.19 — What it looks like — and what OT does

Comparison

Level 4 · Visual-motor integration

What it looks like — and what OT does

Functional signs

  • Legible in isolation, degrades under speed or volume
  • Drifting baselines, sizing, spacing, margin overruns
  • Copying, diagrams, and cutting on a line are hard
  • Keyboarding accuracy and fastener tasks lag

OT direction — isolate, then treat

  • Compare trace vs. copy vs. dictation before planning
  • Clean dictation + poor copy = treat upstream levels
  • Shrinking model, part-to-whole, spatial scaffolds
  • Pair with access: reduced copy volume, notes, tech
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  • Functional signs: Legible in isolation, degrades under speed or volume · Drifting baselines, sizing, spacing, margin overruns · Copying, diagrams, and cutting on a line are hard · Keyboarding accuracy and fastener tasks lag
  • OT direction — isolate, then treat: Compare trace vs. copy vs. dictation before planning · Clean dictation + poor copy = treat upstream levels · Shrinking model, part-to-whole, spatial scaffolds · Pair with access: reduced copy volume, notes, tech

Say this

Contrast the two columns: Functional signs versus OT direction — isolate, then treat.

Functional signs:

• Legible in isolation, degrades under speed or volume

• Drifting baselines, sizing, spacing, margin overruns

• Copying, diagrams, and cutting on a line are hard

• Keyboarding accuracy and fastener tasks lag

OT direction — isolate, then treat:

• Compare trace vs. copy vs. dictation before planning

• Clean dictation + poor copy = treat upstream levels

• Shrinking model, part-to-whole, spatial scaffolds

• Pair with access: reduced copy volume, notes, tech

Ask: "Which column is your student living in right now?"

My notes

2.20 — Trace vs. copy vs. dictation

Visual

Level 4 in the real work

Trace vs. copy vs. dictation

Traced

Legible, even sizing, on the line.

Copied from a model

Baseline drifts, spacing collapses, letters resize — the copy demand is what broke it.

From dictation

Clean dictation with a poor copy points upstream — treat Levels 1–3 before drilling the hand.

Level 4 · Visual-motor integration — the same sentence traced, copied from a model, and written from dictation. Comparing the three tells you whether the breakdown is motor output or an upstream level.

Three writing samples of the same sentence. Clean dictation with a poor copy points upstream — treat Levels 1–3 before drilling the hand.

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  • Three writing samples of the same sentence. Clean dictation with a poor copy points upstream — treat Levels 1–3 before drilling the hand.
  • Diagram: level-4-example

Say this

Talk over the visual: "Trace vs. copy vs. dictation."

Say the caption in your own words: Three writing samples of the same sentence. Clean dictation with a poor copy points upstream — treat Levels 1–3 before drilling the hand.

My notes

2.21 — When the eyes and hand stop agreeing

Visual

Level 4 · Visual-motor integration

When the eyes and hand stop agreeing

The trace–copy–dictation comparison at a glance, with the functional signs and the clinical rule that keeps you from drilling the hand for an eye problem.

The trace–copy–dictation comparison at a glance, with the functional signs and the clinical rule that keeps you from drilling the hand for an eye problem.

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  • The trace–copy–dictation comparison at a glance, with the functional signs and the clinical rule that keeps you from drilling the hand for an eye problem.

Say this

Talk over the visual: "When the eyes and hand stop agreeing."

Say the caption in your own words: The trace–copy–dictation comparison at a glance, with the functional signs and the clinical rule that keeps you from drilling the hand for an eye problem.

My notes

2.22 — Where the goal lives

Comparison

Level 5 · Functional integration

Where the goal lives

Functional signs

  • Reading rate and endurance below expectation
  • Written output far below spoken capability
  • Incomplete work, avoidance, late-period fatigue
  • Multi-step visual tasks fail in class and community

OT direction — measure the occupation

  • Goal = sustained minutes, accuracy, output, independence
  • Intervention sits on whichever floor is unstable
  • Document the chain: occupation → level → dose → probe
  • Re-probe with the identical baseline task
Condition

During grade-level copy tasks from the board

→ Occupation-based context

Learner

the student will

Behavior

accurately copy 5 sentences with correct spacing and letter placement

→ Level 4 — Visual-Motor Integration

Criterion

in 4 of 5 opportunities across 3 consecutive sessions

→ Measurable, defensible

Support

with slant board and visually-simplified target as needed

→ Adapt & Refer language (Level 1)

Anatomy of an OT-authored IEP goal that survives Medicaid audit and speaks to the Five-Level Framework.
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  • Functional signs: Reading rate and endurance below expectation · Written output far below spoken capability · Incomplete work, avoidance, late-period fatigue · Multi-step visual tasks fail in class and community
  • OT direction — measure the occupation: Goal = sustained minutes, accuracy, output, independence · Intervention sits on whichever floor is unstable · Document the chain: occupation → level → dose → probe · Re-probe with the identical baseline task

Say this

Contrast the two columns: Functional signs versus OT direction — measure the occupation.

Functional signs:

• Reading rate and endurance below expectation

• Written output far below spoken capability

• Incomplete work, avoidance, late-period fatigue

• Multi-step visual tasks fail in class and community

OT direction — measure the occupation:

• Goal = sustained minutes, accuracy, output, independence

• Intervention sits on whichever floor is unstable

• Document the chain: occupation → level → dose → probe

• Re-probe with the identical baseline task

Ask: "Which column is your student living in right now?"

My notes

2.23 — Where the goal line sits

Visual

Level 5 in the real work

Where the goal line sits

Sustained silent reading
baseline 4 min
9 wks 14 min
Sentences copied from board
baseline 2 of 5
9 wks 5 of 5
Written words in 10 min
baseline 21 words
9 wks 58 words
Worksheets finished in class
baseline 30 %
9 wks 85 %

Re-probe with the identical baseline task. Change the task and the gain is no longer measurable.

Level 5 · Functional integration — the goal line always sits in the occupation. Intervention may target Level 2 or 4, but the probe that decides progress is the classroom task itself.

Baseline and 9-week re-probe on the occupations themselves: sustained reading minutes, sentences copied, written output, and work completion.

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  • Baseline and 9-week re-probe on the occupations themselves: sustained reading minutes, sentences copied, written output, and work completion.
  • Diagram: level-5-example

Say this

Talk over the visual: "Where the goal line sits."

Say the caption in your own words: Baseline and 9-week re-probe on the occupations themselves: sustained reading minutes, sentences copied, written output, and work completion.

My notes

2.24 — Two rules for choosing where to start

Teaching slide

Direction of travel

Two rules for choosing where to start

  • Bottom-up to stabilize: adapt or fix the lowest unstable floor first.
  • Top-down for meaning: pick the occupation, then find the floor holding it up.
  • Run both threads at once — remediation on the floor, compensation on the occupation.
  • If you cannot tie the session to the student's day, you picked the wrong level.
5

Efficient & durable

Performs accurately, at pace, and sustains across the school day.

4

Functional

Accurate under typical demand; fatigues only at the end of long tasks.

3

Inconsistent

Accuracy varies with load, time pressure, or visual clutter.

2

Emerging with support

Succeeds only with cueing, magnification, spacing, or reduced load.

1

Not observed

Skill not yet available under any tested condition.

The same ladder is used for every skill, so goals move a named skill up a named level. Write the level in present levels and the target level in the goal.
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  • Bottom-up to stabilize: adapt or fix the lowest unstable floor first.
  • Top-down for meaning: pick the occupation, then find the floor holding it up.
  • Run both threads at once — remediation on the floor, compensation on the occupation.
  • If you cannot tie the session to the student's day, you picked the wrong level.

Say this

Frame the slide: "Two rules for choosing where to start."

Walk each point, one sentence each:

• Bottom-up to stabilize: adapt or fix the lowest unstable floor first.

• Top-down for meaning: pick the occupation, then find the floor holding it up.

• Run both threads at once — remediation on the floor, compensation on the occupation.

• If you cannot tie the session to the student's day, you picked the wrong level.

Point at the figure while you talk — name the parts before the labels.

Close with: "If you only take one of these back, take the first one."

My notes

2.25 — The Active OT Remediation Pathway

Visual

The pathway

The Active OT Remediation Pathway

Medical clearance is the floor; the five levels climb from Visual Access through Functional Integration. Remediate the unstable floor on one side, compensate on the occupation on the other.

Medical clearance is the floor; the five levels climb from Visual Access through Functional Integration. Remediate the unstable floor on one side, compensate on the occupation on the other.

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  • Medical clearance is the floor; the five levels climb from Visual Access through Functional Integration. Remediate the unstable floor on one side, compensate on the occupation on the other.

Say this

Talk over the visual: "The Active OT Remediation Pathway."

Say the caption in your own words: Medical clearance is the floor; the five levels climb from Visual Access through Functional Integration. Remediate the unstable floor on one side, compensate on the occupation on the other.

My notes

2.26 — The same four-part shape, every level

Teaching slide

Session design

The same four-part shape, every level

  • 1 — Baseline probe: re-measure the same task before you treat.
  • 2 — 6–10 min graded work on the unstable floor.
  • 3 — 3–5 min of that skill inside the student's real classroom material.
  • 4 — One-sentence hand-off to the teacher naming the support to keep.
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  • 1 — Baseline probe: re-measure the same task before you treat.
  • 2 — 6–10 min graded work on the unstable floor.
  • 3 — 3–5 min of that skill inside the student's real classroom material.
  • 4 — One-sentence hand-off to the teacher naming the support to keep.

Say this

Frame the slide: "The same four-part shape, every level."

Walk each point, one sentence each:

• 1 — Baseline probe: re-measure the same task before you treat.

• 2 — 6–10 min graded work on the unstable floor.

• 3 — 3–5 min of that skill inside the student's real classroom material.

• 4 — One-sentence hand-off to the teacher naming the support to keep.

Close with: "If you only take one of these back, take the first one."

My notes

2.27 — Levels 1–2 on Monday morning

Comparison

Intervention direction

Levels 1–2 on Monday morning

Level 1 — Access

  • Contrast and print-size trials, not drills
  • Record the best condition; paste it into accommodations
  • Glare control and setup taught as self-advocacy
  • Eye-exam referral sent the same day

Level 2 — Efficiency

  • Fixation hold → saccadic accuracy → pursuit path
  • Near–far transitions tied to board-to-desk copying
  • Timed re-probe of the passage you opened with
  • Fade support in writing: finger → card → typoscope → none
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  • Level 1 — Access: Contrast and print-size trials, not drills · Record the best condition; paste it into accommodations · Glare control and setup taught as self-advocacy · Eye-exam referral sent the same day
  • Level 2 — Efficiency: Fixation hold → saccadic accuracy → pursuit path · Near–far transitions tied to board-to-desk copying · Timed re-probe of the passage you opened with · Fade support in writing: finger → card → typoscope → none

Say this

Contrast the two columns: Level 1 — Access versus Level 2 — Efficiency.

Level 1 — Access:

• Contrast and print-size trials, not drills

• Record the best condition; paste it into accommodations

• Glare control and setup taught as self-advocacy

• Eye-exam referral sent the same day

Level 2 — Efficiency:

• Fixation hold → saccadic accuracy → pursuit path

• Near–far transitions tied to board-to-desk copying

• Timed re-probe of the passage you opened with

• Fade support in writing: finger → card → typoscope → none

Ask: "Which column is your student living in right now?"

My notes

2.28 — Levels 3–5 on Monday morning

Comparison

Intervention direction

Levels 3–5 on Monday morning

Levels 3–4

  • Stress one processing skill inside a real page
  • Outcome = the strategy the student narrates unprompted
  • L4: trace vs. copy vs. dictate before you plan
  • Pair every remedial block with an access change

Level 5

  • End every session inside the occupation itself
  • Sustained reading minutes, full copy task, timed writing
  • This probe is the goal line — nothing else belongs there
  • Document occupation → level → dose → probe
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  • Levels 3–4: Stress one processing skill inside a real page · Outcome = the strategy the student narrates unprompted · L4: trace vs. copy vs. dictate before you plan · Pair every remedial block with an access change
  • Level 5: End every session inside the occupation itself · Sustained reading minutes, full copy task, timed writing · This probe is the goal line — nothing else belongs there · Document occupation → level → dose → probe

Say this

Contrast the two columns: Levels 3–4 versus Level 5.

Levels 3–4:

• Stress one processing skill inside a real page

• Outcome = the strategy the student narrates unprompted

• L4: trace vs. copy vs. dictate before you plan

• Pair every remedial block with an access change

Level 5:

• End every session inside the occupation itself

• Sustained reading minutes, full copy task, timed writing

• This probe is the goal line — nothing else belongs there

• Document occupation → level → dose → probe

Ask: "Which column is your student living in right now?"

My notes

2.29 — What you already have, by level

Comparison

VML resources

What you already have, by level

Levels 1–2

  • L1: Fast Screener acuity/contrast; VPA ladders at 60 cm and 40 cm; printable cards in the Worksheet Print Hub
  • L2: Follow the Ball, Dynamic Pursuit, Tracking Patterns, Arrow Zigzag, Saccade Sweep, Letter Hunt, Jumping Words, Convergence Zoom, Z-Pattern Scan Grid
  • L2: Red/Green anaglyph screening + intervention packets

Levels 3–5

  • L3: Hidden Treasure Hunt, Figure Ground, Form Constancy Contrast Challenge, Memory Grid, Visual Closure — each with a matched worksheet
  • L4: Visual Motor Skills, grid/spatial-planning sheets, curriculum-neutral handwriting-readiness packets
  • L5: grade-banded reading and writing probes, Treatment Templates (9-week LTG/STO), generated clinical report
Activity library · filtered by level
L1Contrast-enhanced single-symbol cardCan the signal get in?
L2Line-isolated tracking strip, 30 s trialsEfficiency under time
L3Figure-ground search on a dense pageProcessing under clutter
L4Copy-from-model grid with spacing cuesPerception → motor output
L5Timed board-to-paper copy in the classroomReal occupational demand
Every activity in the library is tagged to the level it actually loads. Tagging is what keeps intervention entering at the level where performance broke down instead of defaulting to worksheets.
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  • Levels 1–2: L1: Fast Screener acuity/contrast; VPA ladders at 60 cm and 40 cm; printable cards in the Worksheet Print Hub · L2: Follow the Ball, Dynamic Pursuit, Tracking Patterns, Arrow Zigzag, Saccade Sweep, Letter Hunt, Jumping Words, Convergence Zoom, Z-Pattern Scan Grid · L2: Red/Green anaglyph screening + intervention packets
  • Levels 3–5: L3: Hidden Treasure Hunt, Figure Ground, Form Constancy Contrast Challenge, Memory Grid, Visual Closure — each with a matched worksheet · L4: Visual Motor Skills, grid/spatial-planning sheets, curriculum-neutral handwriting-readiness packets · L5: grade-banded reading and writing probes, Treatment Templates (9-week LTG/STO), generated clinical report

Say this

Contrast the two columns: Levels 1–2 versus Levels 3–5.

Levels 1–2:

• L1: Fast Screener acuity/contrast; VPA ladders at 60 cm and 40 cm; printable cards in the Worksheet Print Hub

• L2: Follow the Ball, Dynamic Pursuit, Tracking Patterns, Arrow Zigzag, Saccade Sweep, Letter Hunt, Jumping Words, Convergence Zoom, Z-Pattern Scan Grid

• L2: Red/Green anaglyph screening + intervention packets

Levels 3–5:

• L3: Hidden Treasure Hunt, Figure Ground, Form Constancy Contrast Challenge, Memory Grid, Visual Closure — each with a matched worksheet

• L4: Visual Motor Skills, grid/spatial-planning sheets, curriculum-neutral handwriting-readiness packets

• L5: grade-banded reading and writing probes, Treatment Templates (9-week LTG/STO), generated clinical report

Ask: "Which column is your student living in right now?"

My notes

2.30 — Module 2 video — the five-level visual performance structure

Video

Lecture

Module 2 video — the five-level visual performance structure

VIDEO SLOT

Level-by-level narration with functional examples.

Slides tab → set “url” to your YouTube/Vimeo/Loom embed link

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  • Level-by-level narration with functional examples.

Say this

Set up the clip in one sentence, play it, then debrief with "what did you notice?"

My notes

2.31 — Diagram — the five-level ladder

Visual

Import

Diagram — the five-level ladder

5

Efficient & durable

Performs accurately, at pace, and sustains across the school day.

4

Functional

Accurate under typical demand; fatigues only at the end of long tasks.

3

Inconsistent

Accuracy varies with load, time pressure, or visual clutter.

2

Emerging with support

Succeeds only with cueing, magnification, spacing, or reduced load.

1

Not observed

Skill not yet available under any tested condition.

The same ladder is used for every skill, so goals move a named skill up a named level. Write the level in present levels and the target level in the goal.
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  • Your own framework graphic, if you want it in place of the built-in ladder slide.

Say this

Describe what belongs here: Your own framework graphic, if you want it in place of the built-in ladder slide..

My notes

2.32 — Screenshot — level-tagged activity from the library

Visual

Import

Screenshot — level-tagged activity from the library

Activity library · filtered by level
L1Contrast-enhanced single-symbol cardCan the signal get in?
L2Line-isolated tracking strip, 30 s trialsEfficiency under time
L3Figure-ground search on a dense pageProcessing under clutter
L4Copy-from-model grid with spacing cuesPerception → motor output
L5Timed board-to-paper copy in the classroomReal occupational demand
Every activity in the library is tagged to the level it actually loads. Tagging is what keeps intervention entering at the level where performance broke down instead of defaulting to worksheets.
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  • Interactive activity or worksheet that demonstrates work at one specific level.

Say this

Describe what belongs here: Interactive activity or worksheet that demonstrates work at one specific level..

My notes

2.33 — So what? Levels stop you from treating the wrong thing

So what?

So what?

So what? Levels stop you from treating the wrong thing

Most "visual processing" referrals resolve one or two levels lower — the signal was not getting in, or the eyes were not staying on the work long enough to process anything.

The five levels are ordered by dependency: acuity and sensory input, efficiency, processing, visual-motor integration, functional integration.

What you do with it

  • Before you buy a processing program, confirm Level 1 and Level 2 are accounted for.
  • State the level you are targeting in the goal so the team can see the reasoning.
  • Re-check the lower level when progress stalls instead of adding more of the same activity.

Watch for

Fast gains once the lower level is addressed — that is confirmation you had the level wrong, not luck.

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  • Most "visual processing" referrals resolve one or two levels lower — the signal was not getting in, or the eyes were not staying on the work long enough to process anything.
  • Because: The five levels are ordered by dependency: acuity and sensory input, efficiency, processing, visual-motor integration, functional integration.
  • Move: Before you buy a processing program, confirm Level 1 and Level 2 are accounted for.
  • Move: State the level you are targeting in the goal so the team can see the reasoning.
  • Move: Re-check the lower level when progress stalls instead of adding more of the same activity.
  • Watch for: Fast gains once the lower level is addressed — that is confirmation you had the level wrong, not luck.

Say this

Land the "so what": Most "visual processing" referrals resolve one or two levels lower — the signal was not getting in, or the eyes were not staying on the work long enough to process anything.

Explain the mechanism plainly: The five levels are ordered by dependency: acuity and sensory input, efficiency, processing, visual-motor integration, functional integration.

Then give them the moves — say each one as something they can do Monday:

• Before you buy a processing program, confirm Level 1 and Level 2 are accounted for.

• State the level you are targeting in the goal so the team can see the reasoning.

• Re-check the lower level when progress stalls instead of adding more of the same activity.

Tell them what success looks like: Fast gains once the lower level is addressed — that is confirmation you had the level wrong, not luck.

Ask: "Who has a student this describes right now?" Take one answer, then move.

My notes

2.34 — Two-minute case: which level are you actually looking at?

Mini case

Two-minute case

Two-minute case: which level are you actually looking at?

A Grade 3 student reverses letters, loses his place, and rubs his eyes after five minutes of reading. The teacher asks for "visual perceptual therapy."

Which level do you investigate first, and what does that change on Monday?

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  • A Grade 3 student reverses letters, loses his place, and rubs his eyes after five minutes of reading. The teacher asks for "visual perceptual therapy."
  • Question: Which level do you investigate first, and what does that change on Monday?
  • Model answer: Level 2 (visual efficiency) comes first: place-losing plus eye rubbing after a short latency points to fixation and near endurance, not discrimination. Check habitual correction is worn (Level 1), then trial a spaced page and a line marker before any processing program.
  • Teaching point: Symptoms that appear with time on task are efficiency findings until proven otherwise.

Say this

Two-minute case. Read it aloud:

A Grade 3 student reverses letters, loses his place, and rubs his eyes after five minutes of reading. The teacher asks for "visual perceptual therapy."

Put the question to them: "Which level do you investigate first, and what does that change on Monday?" Give 60 seconds, no talking.

Model answer (reveal after they commit): Level 2 (visual efficiency) comes first: place-losing plus eye rubbing after a short latency points to fixation and near endurance, not discrimination. Check habitual correction is worn (Level 1), then trial a spaced page and a line marker before any processing program.

Close with the rule: Symptoms that appear with time on task are efficiency findings until proven otherwise.

My notes

2.35 — Reflect and share

Reflection

Reflect and share

Reflect and share

Take one student. Which level is the lowest one showing a breakdown, and what observable behavior tells you that?

THINKPROCESSSHARE
  • · Start at the bottom of the ladder, not at the complaint.
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  • Take one student. Which level is the lowest one showing a breakdown, and what observable behavior tells you that?
  • Start at the bottom of the ladder, not at the complaint.
  • Starter: The lowest level showing a breakdown is... The behavior that tells me is...

Say this

Reflection prompt: "Take one student. Which level is the lowest one showing a breakdown, and what observable behavior tells you that?"

Cues:

• Start at the bottom of the ladder, not at the complaint.

Offer the sentence starter: "The lowest level showing a breakdown is... The behavior that tells me is..."

Think for one minute, write, then take two shares.

My notes

2.36 — Knowledge check — the ladder

Self-check

Knowledge check

Knowledge check — the ladder

A student copies inaccurately from the board and loses his place mid-line. Where should intervention planning begin?

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  • A student copies inaccurately from the board and loses his place mid-line. Where should intervention planning begin?
  • – Level 4, because the written output is inaccurate
  • – Level 5, because the classroom task is the problem
  • ✓ The lowest level showing a breakdown, verified before working upward
  • – Whichever level the teacher reports first
  • Rationale: The framework is a hierarchy. Treating an upper level while a lower one is unstable produces gains that do not carry into occupation.

Say this

Knowledge check: "A student copies inaccurately from the board and loses his place mid-line. Where should intervention planning begin?"

Options:

• Level 4, because the written output is inaccurate

• Level 5, because the classroom task is the problem

• The lowest level showing a breakdown, verified before working upward

• Whichever level the teacher reports first

Correct answer: option 3. Rationale: The framework is a hierarchy. Treating an upper level while a lower one is unstable produces gains that do not carry into occupation.

My notes