Ready to learn the ins and outs of being a school-based occupational therapist?

This 8-hour self-paced, online course with live office hours will walk you through the school-based OT process from pre-referral strategies to student graduation. One price, lifelong learning.

You're an OT, I'm an OT

We can all be great school-based OTs!

Are you a school-based OT or aspiring to be one soon? 

As an OT practitioner looking to improve yourself as a therapist, you may be hoping to become a more thorough evaluator. Or perhaps you are curious about learning how to incorporate a Response to Intervention (RTI) program as a way to slow down your growing evaluation list & caseload.


You may even just want to learn how to graduate students from your caseload, rather than leaving them on consult until they finish high school or the adult transition program.

Unfortunately, OT programs do not yet put enough focus on school-based OT despite estimates that 20-25% of OTs and OTAs work in the educational realm. 

Likewise, continuing education courses tend to focus on individual treatment models as opposed to the systems and educational aspects of school-based OT.

My name is Jayson Davies, and over the past decade I have worked closely with all kinds of professionals in the educational realm to better understand occupational therapy in the educational world.  

I even started a podcast so I could speak to more school-based OTs and help OTs around the world better understand SBOT. All of these experiences has led me to helping more therapists through the creation of this very course!

The A-Z School-Based OT course is designed to teach you how to support students through effective RTI strategies, thorough and efficient evaluations, efficient SMART-E goals, treatment planning for success, and providing services in the least restrictive environment.

A-Z SBOT Course Curriculum

8 packed modules walking you through the Process as a School-Based OT

  • 1


    • Welcome and Introduction to the A-Z School-Based OT Course

    • How to Use the Course Platform

  • 2

    Module 1 :The Scope of OT in Schools

    • OT Scope of Practice in Education

    • Functions of Education: 504, SST & IEPs

  • 3

    Module 2: OT in General Education

    • Module 2 Handouts, Links, and References

    • Response to Instruction & Intervention (RTI2)

    • Occupational Therapy Screens in Education

    • Getting started with RTI

  • 4

    Module 3: The Referral and Evaluation Process

    • Module 3 Handouts, Links, and References

    • OT Referral Process in Schools

    • OT Evaluation Process in Schools

    • Evaluation Tips and Common Questions

  • 5

    Module 4: Preparing for the IEP - PLOPs, Goals, & Accommodations

    • Module 4 Handouts, Links, and References

    • Anatomy of an IEP

    • Present Levels of Performance (PLOP)

    • SMART-E Goals & Accommodations

  • 6

    Module 5: Preparing for the IEP - OT Services in the Schools

    • Module 5 Handouts, Links, and References

    • Responsibility for Services

    • Combining Services for Individualized Programs

  • 7

    Module 6: Presenting at the IEP Team Meeting

    • Module 6 Handouts, Links, and References

    • Getting through the IEP meeting

    • Parent Perceptions & Difficult Meetings

  • 8

    Module 7: After the IEP

    • Module 7 Handouts, Links, and References

    • Developing your Intervention Plan

    • Implementing Your Plan

    • Documentation

    • Using Google Forms & Autocrat (Supplemental Technology Video)

  • 9

    Module 8: Graduating Students From Occupational Therapy Services

    • Module 8 References

    • How to Ethically Graduate Your Students From Services

    • Comprehensive Case Study

  • 10

    Comprehension Assessment

    • Final Quiz

  • 11

    Bonus Module: Getting Organized!

    • Getting Ready For The New School Year

    • Course Survey

Get Signed Up Now!

Lock in your spot now for the A-Z School-Based OT Course!

What's Included?

The recorded modules are just the beginning!

What's a course without all the supplemental materials? Well, here is what you will receive when you sign up for A-Z School-Based OT.

  • Access to all 8 training modules broken up into 20-60 minute easily digestible videos and totaling 8 hours of material.

  • Access to the Private Facebook Student Center that will allow you to seek advice from Jayson and your peers in the A-Z School-Based OT Course

  • Access to monthly LIVE Q&A sessions with Jayson via the Private Facebook Community

  • Access to digital PDF reference handouts that will make your job easier and keep you organized.

  • Access to customizable word and digital templates including Jayson's evaluation template and annual report template

  • A certificate of completion for 8 contact hours good for your certification and licensure renewal where applicable (Pease refer to your state guidelines to determine if your state accepts live and/or recorded online course for renewal)


  • BONUS ORGANIZATIONAL VIDEO for those of you who are just transitioning into the school-based setting or who are starting at a new school site. This video will help teach you how to get organized at your new site and provide tips for your first few weeks on campus.

More Than Just A Course

Continue Learning With Bonus Materials & Virtual Interactions

  • Live Office Hours With Jayson

    Even with 8 hours of video content, I know you are going to have questions. So, I have set time aside every month to answer your questions live in the private Facebook Group. During the office hours I will be available to answer your questions directly along with others who have taken the same course.

  • Editable Templates

    In addition to the course video and slides, You will also receive valuable handouts and templates that will guide you through the RTI, referral, evaluation, goals and services recommendations, intervention, and documentation processes. Many of these templates are editable and customizable to your need!

  • Private A-Z Facebook Community

    Upon purchase, not only will you have full access to the content of the course, but you will also be welcomed into the Private A-Z SBOT Facebook Student Center where Jayson and other likeminded professionals are available to answer case specific questions.

One Time Cost

Lifelong Career Knowledge

Course Objectives

Here you will see just a few of the objectives that will be covered during this online self-paced professional development course

  • Participants will understand the importance of a pre-referral and referral process and how to implement an RTI processHere are f ew of the objectives that will be covered throughout this self-paced course

  • Participants will understand how to complete a functional school-based evaluation utilizing the PEO Model.

  • Participants will understand the process of preparing for an IEP meeting- including those which may be “High Profile.” This includes the preparation of goals and determining the frequency of services.

  • Participants will demonstrate knowledge of how to present their results to an IEP team in a meaningful way.

  • Participants will understand the importance of developing a treatment plan and how to turn IEP data into a dynamic treatment plan.

  • Participants will understand when and how to legally and ethically graduate a student from occupational therapy services.


  • How is the A-Z School-based OT course presented?

    The A-Z School-based OT course is a recorded, learn at your own pace course with recorded video modules on a secured platform. Unlike other recorded seminars, this is not a "previously recorded session." This compilation of videos were recorded directly for the purpose of this online course. You will have lifetime access to this course, the Facebook Group, and Q&A sessions.

  • Will I earn Continuing Education for participation?

    At the completion of the course, you will have the option to demonstrate your learned knowledge through an online quiz. Upon completion of this quiz, you will receive your certificate of completion for 8 hours worth of continuing education. The National Board for Certification of Occupational Therapy (NBCOT) does not require that a course be approved by any state or national organization. Please check your state’s requirements for continuing education needs as they vary from state to state. ​ This course is approved by the following State Occupational Therapy Licensing Boards: Alabama, Arizona, Florida, Georgia, Mississippi. & Tennessee

  • Is the A-Z School-Based OT Course for me?

    The A-Z School-Based OT Course is designed for occupational therapy providers who are relatively new to the school setting or who are ready to take the leap to school-based OT. Both novice therapists and therapists with a few years of experience will appreciate the handouts, templates and everyday tips that will help create an organized occupational therapy system at your school. More experienced therapists may appreciate hearing how Jayson provides RTI services in general and special education classes as a means to help more students in an effective manner.

  • What is the cost to me?

    The total cost of the A-Z School-Based OT Course is $299. This price includes all recorded sessions, slide handouts, customizable templates that you can use the next day, and lifetime access to the Facebook community and Q&A office hour sessions.

  • Will I be taking the course alone?

    No, you will be joined by a number of other therapists who have taken the course both before and after you. As a student of the course, you will have access to all videos as well as a private Facebook group with myself and the other participants.

  • Aside from the live videos, what else will I receive?

    Let’s be honest, the best part of a presentation are the slides, right? Well, you are going to get all of my slides and more! ​ Along with the slides to my presentation, you will also receive several handouts and templates designed for you to customize and use in your practice! This includes my very own evaluation template that I use and the treatment plan template to help you guide your student outcomes. I'll even show you how to easily digitize your records. ​ You will also be invited to join the private Facebook page where your questions and ideas can be shared and responded to by myself and fellow members of the course. This is a great opportunity to keep the learning going with other therapists dedicated to school-based OT. ​ Monthly, Jayson will also host a live Q&A office hour session where you will have the opportunity to ask questions and receive answers in real time.

  • What if I don't like the course?

    ​ Oh no, that wouldn't be good for either of us. We offer a 30-day money back guarantee. If you are unhappy with the A-Z School-Based OT course for any reason, let us know and we will refund your payment within 30 days. We would appreciate notification within the first 30 days of the course. I may ask a question or two, but it would only be find out how I could make the course better for future participants. No hard feelings, I promise!


Join 150+ other OT practitioners

"I highly recommend this course!"

Rebecca Olsen, First Year School-Based OT

"Jayson does a great job of organizing all parts of a school therapist's job and making it seem not as overwhelming. The resources he provided were great! Also, for new therapists this is a great course to take to feel more confident in what your role is as a school-based OT. I highly recommend this course!"


Suzanne Ironfield, COTA

"I have been a COTA in the schools for many years and still found this course informative. The resources are fantastic and I am looking forward to sharing with my team. Thank you Jayson!"

"Wonderful Presenter"

Hillary Davis, Occupational Therapist

"The A-Z school based course covered all the bases. I have been an OT for 13 years and learned something new through each module! Jayson is a wonderful presenter and it is very clear that he strives to be a resource to everyone!"

"Expands you Ability"

Holli Meissner, Occupational Therapist

"This course is well thought out, follows a logical sequential course, provides loads of resources, and expands your ability to look at and serve the whole child."

Course Instructor

OT School House

Jayson Davies

Hi, my name is Jayson Davies and I have been a School-Based Occupational therapist for over 8 years in Southern California. In addition to my "day job" as a school-based OT, I created the OT School House Website and Podcast to support other occupational therapists transitioning to, or currently working in, the school system. In addition to working as a full time therapist and providing support to other therapists, I also advise occupational therapy students at a local university and volunteer on committees for the Occupational Therapy Association of California.

Satisfaction Guaranteed

We offer a 30-day money back guarantee. If you are unhappy with the A-Z School-Based OT course for any reason, let us know and we will refund your payment within 30 days. We would appreciate notification within the first 30 days of the course.

Get Signed Up Now!

Lock in your spot now for the A-Z School-Based OT Course!

Need a Registration Form for your District?

Been there, done that. I know how it works!

Districts tend to be careful with their money. It's not a bad thing, but it just means you have to do a little extra work to help them support you. 

Below, you will find 2 PDF downloads. 

The first is a flier for the A-Z School-Based OT Course. Print this out along with the second document, the A-Z Registration Form.

Complete the registration form to the best of your ability before submitting both the flier and the registration form to whoever handles your site's purchase orders. A venti coffee may also help your chances 😉

A-Z School-Based OT Flier

A-Z Registration Form