Product tour: every step of a pediatric OT case

A considered view of your day.

See your caseload and the documentation that needs attention, from evaluations to progress report drafts.

YOUR WORKSPACEA clear start to your day.

+ Assessment

Active cases12

Awaiting answers3

Reports to review2

Up next

ARAlex RiveraInitial EvaluationDraft

SLSam LeeCaregiver questionnaireReceived

Recent activity

Questionnaire receivedReady to bring into the assessment

Care at a glance

EvaluationIn therapy

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Begin with everyday life.

Gather the occupational profile, family priorities, and caregiver answers in the context of an assessment episode.

ASSESSMENT · ALEX RIVERACaregiver questionnaire

Received

Send PDF Import answers

OTeva · Demo clinicEVERYDAY LIFE & PRIORITIESFictional caregiver responses

OCCUPATIONAL PROFILE

What matters most to your family?Getting ready for school with less help.

Which routines are difficult?Fastening buttons and packing a school bag.

What does your child enjoy?Building, drawing and playing with friends.

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Keep the source in sight.

Write an Initial Evaluation with caregiver answers alongside the report. Add observations and review optional AI drafts.

ALEX RIVERA DraftInitial Evaluation

Finalize

Source assessmentFAMILY PRIORITIES

What would you like your child to do more independently?

“Get ready for school with less help.”

DAILY ROUTINES

Dressing and morning preparation.

OTeva · Demo clinicINITIAL EVALUATIONAlex Rivera · Fictional example

SUBJECTIVE

Caregiver priorities

Alex’s caregiver would like getting dressed and preparing for school to feel easier.

OBJECTIVE

Occupational performance

Practised fastening buttons during a dressing activity.

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Follow meaningful goals.

Connect goals to occupations, record session responses, and track the level of progress toward each goal.

ALEX RIVERA ActiveIntervention plan

+ Session

Occupation-based goals

G1

Fasten shirt buttons with less helpSelf-care · Dressing

Baseline: physical assistance needed.

G2

Follow the morning routineEducation · School participation

Use a visual schedule with fewer prompts.

Session note

G1 · Progressing

Activity: Dress-up play with shirt fasteners
Response: Two buttons with verbal cues
Next: Continue with school clothing

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Put change into words.

Prepare a Progress Report with a reporting period, observed performance, goal progress, and your recommendation.

ALEX RIVERA · REPORTING PERIODProgress Report

Draft

Goal progress

1

2

3

4

5

Illustrative session ratings · Sessions 1–5

ASSESSMENT & RECOMMENDATION

Everyday participation

Less help was needed during dressing practice. Continue working toward the agreed goals.

Therapist review before finalizing

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Recognize the close of a chapter.

Choose a Certificate of Completion template, personalize the details, and review the document before issuing it.

COMPLETING AN EPISODECertificate preview

Export

OTeva · Demo clinicCertificate
of CompletionPresented toAlex Rivera

Recognizing participation
and the steps made along the way.

Therapist signature

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See how the work connects.

A considered view of your day.

Begin with everyday life.

Keep the source in sight.

Follow meaningful goals.

Put change into words.

Recognize the close of a chapter.