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Pediatric Occupational Therapy Evaluation Form

A developmental, sensory, and participation evaluation built for kids — milestones, standardized assessments, play and school participation, and family-centred goals. Free PDF.

  • Developmental milestone and history sections
  • Sensory processing observation checklist
  • Standardized assessment scores with interpretation
How Terapiq helps
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Pediatric Evaluation
Pediatric Occupational Therapy — Evaluation
Child
Date of birth
Parent / guardian
Date of evaluation
MilestoneAchievedTypicalNotesSign
Milestones reviewed 
Free template provided by Terapiq · terapiqcrm.com
What’s inside

Everything a pediatric evaluation needs

Family-centred and developmentally organized — built for pediatric caseloads.

  • Birth, medical, and developmental history
  • Parent concerns and priorities
  • Milestone table with typical ranges
  • Sensory processing observation checklist
  • Standardized assessments plus goals

Who it’s for

Pediatric OTsEarly interventionSchool-based OTsSensory clinicsClinic owners

Whether you work in a clinic, a school, or early intervention, this keeps pediatric evaluations thorough and family-friendly.

From paper to effortless

Love the form? You’ll love not needing it.

The template is great on paper. Terapiq does the same job digitally — no lost sheets, no manual tallies, no chasing signatures.

Capture it in seconds

Fill it in from any device — Terapiq handles the totals, dates, and formatting automatically.

Signatures & audit trail

Sign-offs, dates, and details are captured and time-stamped — ready whenever someone asks.

One place for your clinic

Forms live alongside scheduling, notes, and billing — not in a folder of loose PDFs.

The software in action

One platform, the whole clinic

This form is just the start. Here’s what else stops being paperwork.

Book in one drag

Click-and-drag appointments, online self-scheduling, and automatic reminders that cut no-shows — across every therapist, room, and location.

Explore scheduling →
Wednesday · Room 2
9:00OT eval
10:30Group
1:00Peds OT

Notes that draft themselves

Document during the session and let the note assemble itself — goals, minutes, and CPT codes included. Review, sign, done.

See OT documentation →
Session note · Olivia S.
Goal: bilateral coordinationOn track
Auto-drafted from sessionReady to sign

The note becomes the bill

CPT-coded superbills straight from your documentation, live authorization tracking, and self-pay or insurance set per service.

Explore OT billing →
Superbill · ready to send
97165 · Evaluation$120
97530 · Ther. activities$80
Total$200
Questions

Form FAQ

What age range is this designed for?

Early intervention through school age. The milestone table and sensory sections work across that span — skip whatever doesn’t apply to the child in front of you.

Can I record standardized assessment scores?

Yes. There’s a dedicated table for assessment name, date, score, and your interpretation, so scores sit alongside your clinical reasoning.

Does it include sensory processing?

Yes — a twelve-item observation checklist covering seeking, avoiding, regulation, and motor planning.

Is there room for developmental and birth history?

Yes. There’s a narrative section for birth, medical, and developmental history, plus a separate space for parent concerns and priorities.

How do I share results with the family or school?

Paper means printing and copying. Terapiq keeps scores on the chart, tracks them over time, and shares progress with families through the portal.

Grab the form — it’s on us

Free, fillable, and ready to brand. Download it now and see how much easier this can be.