Occupational Therapy Evaluation Request Form

Streamline Occupational Therapy Evaluations with Paperform

When a student is struggling with sensory processing, fine motor skills, or needs adaptive equipment, getting them the right support starts with a thorough evaluation request. This Occupational Therapy Evaluation Request Form is designed specifically for schools, special education coordinators, parents, and school-based therapists who need to efficiently gather critical information before an OT assessment.

Why this form template works for special education programs

Traditional paper-based evaluation requests can be slow, incomplete, and difficult to track. This template replaces messy PDFs and email chains with a clear, conditional intake form that collects everything your OT team needs to prioritize and prepare for assessments—from developmental history and current concerns to specific examples of classroom challenges.

Built with Paperform's doc-style editor, the form feels approachable for parents and educators while maintaining the professional structure required for special education documentation. Conditional logic shows relevant follow-up questions based on the child's specific needs, so you're not overwhelming families with unnecessary fields.

Automate your evaluation workflow with Stepper

Once a request is submitted, you can use Stepper to automatically route the evaluation request to the appropriate OT staff, add the child to your assessment waitlist, send confirmation emails to parents, update your student information system, and trigger the next steps in your special education process—all without manual data entry.

Whether you're a school psychologist, special education director, or occupational therapist, this form template helps you move from referral to evaluation faster, with better documentation and less administrative burden. Paperform's SOC 2 Type II compliance and secure data handling make it a trusted choice for educational institutions managing sensitive student information.