Organize pediatric occupational therapy documentation from intake through evaluation, treatment planning, and session notes with four coordinated Google Sheets templates for occupational therapists, school-based OT professionals, pediatric therapy practices, clinics, interns, and related support providers.
| Designed by | WiseSpreadsheetsShop |
|---|---|
| Type | Digital download |
| Product include | 2 PDF Files with Google Sheets Links and Instructions |
19.50 $
This digital OT toolkit includes 4 spreadsheet files with 8 sheets total. Each template contains structured sections, customizable dropdown menus, printable layouts, and editable fields to help reduce repetitive typing and keep client documentation organized.
✨ 4 GOOGLE SHEETS TEMPLATES INCLUDED
✓ OCCUPATIONAL THERAPY CHILD INTAKE — 2 SHEETS
Collect child and guardian details, emergency contacts, birth and medical history, developmental milestones, current concerns, self-care abilities, motor skills, sensory needs, classroom supports, reasons for referral, and therapy goals.
The customization sheet includes pre-filled dropdown values that can be edited, replaced, or expanded with up to 100 options per category.
✓ OCCUPATIONAL THERAPY EVALUATION SUMMARY — 2 SHEETS
Prepare a clear pediatric OT evaluation snapshot with fields for setting, evaluation type, referral source, grade, primary language, caregiver concerns, strengths, need areas, assessments used, results, functional impact, participation level, regulation, recommendations, frequency, duration, service delivery, home program, and next steps.
Dropdown databases can be customized with up to 300 values per column.
✓ OCCUPATIONAL THERAPY TREATMENT PLAN — 2 SHEETS
Organize medical and therapy history, occupational roles, meaningful activities, daily routines, support systems, assessment findings, motor skills, sensory processing, cognitive and perceptual findings, treatment goals, interventions, targeted skills, session frequency, adaptive equipment, caregiver education, discharge planning, and follow-up recommendations.
✓ OCCUPATIONAL THERAPY SOAP NOTE — 2 SHEETS
Document Subjective, Objective, Assessment, and Plan sections using organized dropdown menus.
Includes pre-filled libraries with:
• 100 therapist observations
• 100 assessment tools
• 100 completed activities
• 100 clinical impressions
• 100 progress statements
• 100 risk assessment options
• 100 next steps in treatment
• 50 referral options
• 150 homework assignments
🌿 KEY FEATURES
✓ Customizable dropdown menus
✓ Printable and reusable layouts
✓ Editable fonts, colors, and wording
✓ Duplicate sheets for new clients or sessions
✓ Create separate copies in Google Drive
✓ Copy completed information into reports or EHR systems
✓ Protected formula cells where applicable
💻 FORMAT & ACCESS
This is a digital Google Sheets product. After purchase, you will receive PDF files containing links to create your own spreadsheet copies in Google Drive. A free Google account and internet access are required.
📌 IMPORTANT
No physical item will be shipped. These templates are documentation-support tools and do not replace professional judgment, clinical training, supervision, legal guidance, or workplace requirements.
Review and adapt all information before adding it to a client record. Files may not be resold, redistributed, shared as standalone templates, or uploaded for public access.
No. All products are digital. Nothing will be shipped by mail.
After payment, Lemon Squeezy will send a receipt and product-access information to the email address entered during checkout.
Depending on the product, you may receive downloadable files, a ZIP folder, an instruction PDF, or a Google Sheets access link.
Please check your spam, junk, promotions, and other filtered folders.
Make sure you are checking the same email address used during checkout.
If the email is still missing, contact wisespreadsheetsshop@gmail.com and include your purchase email, order number, and product name.
A Google account is required for products designed for Google Sheets.
The provided access link allows you to create an editable copy in your own Google Drive.
Yes. Google Sheets can be used as part of a HIPAA-compliant workflow when your organization uses an eligible Google Workspace account, has an appropriate Business Associate Agreement with Google, and applies suitable security and access controls.
Compliance also depends on how the spreadsheet is stored, shared, and used.
Access should be limited to authorized users, accounts should be protected, sharing permissions should be reviewed, and your organization’s privacy and security procedures should be followed.
Requirements vary by profession, employer, insurer, licensing authority, and location.
The products support organization, planning, and documentation, but they do not guarantee legal, clinical, insurance, or regulatory compliance.
Customers are responsible for reviewing and adapting each resource to their own professional and workplace requirements.
Lemon Squeezy securely processes checkout, payments, receipts, applicable sales tax or VAT, and approved refunds.
Wise Spreadsheets Shop remains responsible for product files, access links, descriptions, instructions, and product-related support.
Email: wisespreadsheetsshop@gmail.com
For purchase-related support, please include your purchase email, order number, and product name.
We require your email to ensure real people (not bots) access our free resources. This helps us maintain security and continue providing valuable content. Your email stays private—we won’t spam or share it. The PDF opens immediately after submission. Enjoy your download!
We require your email to ensure real people (not bots) access our free resources. This helps us maintain security and continue providing valuable content. Your email stays private—we won’t spam or share it. The PDF opens immediately after submission. Enjoy your download!
We require your email to ensure real people (not bots) access our free resources. This helps us maintain security and continue providing valuable content. Your email stays private—we won’t spam or share it. The PDF opens immediately after submission. Enjoy your download!
