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. 1
    • Welcome and Introduction to the A-Z School-Based OT Course

    • How to Use the Course Platform

  2. 2
    • OT Scope of Practice in Education

    • Functions of Education: 504, SST & IEPs

  3. 3
    • Module 2 Handouts, Links, and References

    • Response to Instruction & Intervention (RTI2)

    • Occupational Therapy Screens in Education

    • Getting started with RTI

  4. 4
    • Module 3 Handouts, Links, and References

    • OT Referral Process in Schools

    • OT Evaluation Process in Schools

    • Evaluation Tips and Common Questions

  5. 5
    • Module 4 Handouts, Links, and References

    • Anatomy of an IEP

    • Present Levels of Performance (PLOP)

    • SMART-E Goals & Accommodations

  6. 6
    • Module 5 Handouts, Links, and References

    • Responsibility for Services

    • Combining Services for Individualized Programs

  7. 7
    • Module 6 Handouts, Links, and References

    • Getting through the IEP meeting

    • Parent Perceptions & Difficult Meetings

  8. 8
    • Module 7 Handouts, Links, and References

    • Developing your Intervention Plan

    • Implementing Your Plan

    • Documentation

    • Using Google Forms & Autocrat (Supplemental Technology Video)

  9. 9
    • Module 8 References

    • How to Ethically Graduate Your Students From Services

    • Comprehensive Case Study

  10. 10
    • Getting Ready For The New School Year

  11. 11
    • Final Quiz

    • 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 private Zoom sessions!

  • 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

Yeah, We are going to cover a lot in this course. But dont worry! By breaking it down into modules, we'll get though it in a logical way that all comes together.

Participants will: 

  • Identify the role of school based OTs as outlined by governing bodies and laws
  • Recognize the key factors within the  Educational Framework for Child Success
  • Select an appropriate screening process under the Response To Intervention model
  • Differentiate between the uses and procedures of a screening and an evaluation
  • Identify the steps of moving through an IEP from present levels to recommending services
  • Identify appropriate language and content to include in an IEP
  • Identify how the frequency and type of service can impact a student engaging in the least restrictive environment.
  • Recognize and acknowledge that participants of the IEP team have different views and perceptions of the IEP process
  • Identify strategies to streamline the process of getting organized as a therapist
  • Recognize ethical and logical methods to graduate a student from OT services when the time is right.

Module Objectives:

Scope of OT in Schools

  • Identify the focus of occupational therapy in the schools 
  • identify the difference between 504 programs, Student Support Programs, and IEPs
  • Recognize the history of occupational therapy in schools
  • Identify national laws and state entities that govern the practices of therapist in schools

OT in General Education

  • identify the importance of a pre-referral and referral process 
  • Identify the 3 tiers of RTI and how occupational therapy can support children and staff in all 3 tiers
  • Identify the difference between a screening and an evaluations
  • List the steps to complete a occupational therapy screening

The Referral Process

  • Identify the importance of a strong referral process
  • Select the steps to a referral process
  • Develop a referral form for your OT practice

The Evaluation Process

  • Identify the laws and timelines in completing an evaluation process
  • identify the steps to completing a school-based occupational therapy evaluation
  • Identify common tools used for OT evaluations in the schools
  • Identify the components to evaluation report
  • Identify how frequently to assess a student

Present Levels, Goals, and Accommodations

  • Recall what information to write in the present levels of an IEP
  • Explain the process of moving from present levels to goals and services
  • Describe the process of moving from present levels to services
  • Demonstrate the ability to write SMART-E IEP goals
  • List 5 common accommodations used in education

OT Services

  • Identify 4 types of services provided by OTs in schools
  • Identify  the difference between the 4 types of services
  • Define the term LRE
  • Use resources to identify the least restrictive service for a student

Presenting at the IEP meeting

  • List the steps to preparing for an IEP.
  • Identify social communication skills to use in an IEP
  • Identify the roles of each participant in an IEP
  • List the pieces of information an IEP will need to report on in an IEP

Intervention plan and documentation

  • Recognize the difference between an intervention plan, an IEP, and a treatment plan
  • Recognize the importance for using an intervention plan
  • Identify how to save time by using digital documentation
  • Identify how to document a daily treatment note

Graduating students

  • Identify how to start an evaluation to make increase the likelihood of ethically exiting a student for service
  • Recognize the variable to consider when looking into exiting a student
  • Identify the common procedures for graduating a student from OT 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. Educational content is rated as introductory with some intermediate concepts in the area of Response to Intervention (RTI). AOTA uses the following definitions to grade educational levels: "Introductory—Information is geared to practitioners with little or no knowledge of the subject matter. Focus is on providing general introductory information. Intermediate—Information is geared to practitioners with a general working knowledge of current practice trends and literature related to the subject matter. Focus is on increasing understanding and competent application of the subject matter."

  • 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!

  • What if I need accommodations in accessing the course material?

    The A-Z school based OT course uses an audiovisual platform That allows for making the video presentation full-screen on your device (use of a computer recommended) and allows for you to adjust the volume to your desired volume. Likewise, you will have the opportunity to play, pause, and re-listen to the content for clarity if needed. Handouts of the slides are provided to all participants Currently, there are no subtitles for the video content. If you feel that you might require additional accommodations to access the course, please reach out to [email protected] prior to registering for the course.


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

Occupational Therapist

Jayson Davies

Jayson Davies has been a School-Based Occupational therapist for over 9 years in Southern California. He created the OT School House Website and Podcast in 2017 as a way to support occupational therapists transitioning to, or currently working in, education systems. Jayson believes that OT practitioners have so much to offer the students and staff in the schools we serve. He would like to see every School-Based OT practitioner supporting all students using a workload model and tiered interventions. In addition to providing support to other therapists, Jayson also advises occupational therapy students on their thesis projects at the university level. Jayson is the owner of Schoolhouse Education, LLC and

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, please email us at [email protected] 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 Flyer

A-Z Registration Form

Disclosures, Policies, and Participation Information


  • Presenter Disclosure: The speaker, Jayson Davies is the owner of Schoolhouse Education, LLC
  • Sponsor Disclosure: This Course is presented by Schoolhouse Education, LLC
  • Content Disclosure: This learning event does not focus exclusively on any specific product or services.

Course Completion Requirements

  • Date and Times or each completed lesson will be recorded and documented.
  • Passing an online exam and completing a course evaluation will be required to earn continuing education credit.
  • To participate in the course, complete the exam and course evaluation, and earn continuing education credit, you must be the original purchaser of the course. Participants must complete the entire course; partial credit is not allowed.
  • Schoolhouse Education, LLC is committed to ensuring accessibility to the widest possible audience. We are continually improving the user experience for everyone. If you have questions, requests, or would like to report an accessibility-related issue, please email [email protected]. We will review your request and respond in a timely manner.

Terms and Conditions

  • Schoolhouse Education, LLC will keep a record of your CE courses. This includes all complete, incomplete and pending coursework. When applicable, transcript services may include reporting to professional associations and/or state licensure boards. While the Schoolhouse Education, LLC will make all reasonable efforts to offer CE credit for its courses, it is not responsible for state or national or regulatory current policies or changes in CE requirements that may make courses ineligible for CE credits.