OT/PT Evaluations

In the past 8 years, OT/PT evaluations have been completed using a 4-tier system. First, for schools with 2 or more days of staff DOE OTs and PTs, evaluations are completed by the staff. Second, schools with no DOE OT/PT staff or with less than 2 days of OT/PT staff utilize the following:

  1. DOE OT/PT Evaluators
  2. Contract Agency Evaluations
  3. Independent (RSA) Evaluators

Last school year, with the expansion of the DOE OT/PT Evaluation Program, all evaluation requests from general education (i.e. non-District 75) public schools were completed by DOE staff and evaluators. We believe that this is a positive step towards ensuring appropriate school-based OT/PT recommendations. In order to continue this trend, please refer to the protocol outlined below regarding requesting OT/PT evaluations in schools with no DOE OT/PT staff or with less than 2 days of OT/PT staff.

Protocol for Requesting OT/PT Evaluations

  1. A request for OT/PT Evaluation is sent to the CFN designated person.
  • CFN Designated Person may either be any of the following: Special Education Manager, Special Services Manager, Student Services Manager, OT/PT Supervisor or others as designated by the specific CFN
  • When requesting an evaluation, it is recommended that a CA-1 form is utilized as it contains required information for an Evaluator to complete an evaluation in a timely manner. If a CA-1 form is not utilized, please see below for the minimum required information when requesting an evaluation.
  1. CFN designated person will forward OT/PT Evaluation request to OT/PT Evaluation Coordinator.
  • OT Evaluation Coordinator is Huey Ying Lin:
  • PT Evaluation Coordinator is Goldie Weingarten:
  1. OT/PT Evaluation Coordinator will assign OT/PT Evaluation request to an Evaluator via email. CFN designated person and OT/PT Supervisor will be copied in this email.
  1. Evaluator schedules and conducts the evaluation. The Evaluator sends the OT/PT Evaluation report via email to the school, CFN designated person, OT/PT Supervisor, and to or .

OT/PT EVALUATION REQUEST

Student’s Name:

OSIS ID Number:

Case Number:

Date of Birth:

Service District:

Borough:

School Number:

School Address:

School Contact Person:

School Contact Person’s Phone Number:

CFN Number:

Date of Request:

Date of Compliance:

Assessment Requested:

Reason for Referral/Assessment:

Pre-referral Strategies Implemented: