Pediatric Quick Tip Guide for Documentation

Use These Tips to Document Skilled Care In Your Treatments!

 Your Go-to Reference for Documenting Your Skill

Feeling overwhelmed writing your occupational therapy notes?  We help make documentation easy for you!  Use this quick tip sheet to create a documentation statement to help support your amazing services.

Level of Assistance 

  • Independent
  • Supervision
  • Set-Up
  • Min 
  • Mod
  • Max
  • HOH (hand over hand)

Type of Assistance/Cues

  • Tactile
  • Verbal
  • Visual
  • Physical 
  • Auditory

Frequency of Assistance

  • Trials
    • Ex. 1/4, 3/4 
  • Percentages
    • ex. 80%, 90%
  • Numerical
    • Ex. 2 verbal prompts, 3 visual cues

Level of Engagement/Participation

  • Full engagement: Child participated in the entire activity without losing focus.
  • Partial engagement: Child participated in parts of the task but required redirection.
  • Resistant: Child refused or showed behaviors indicating disengagement from the task.

Additional Thoughts to Consider 

  • Fading
    • Is the amount of assistance or prompting decreasing as the session progresses and the child becomes more independent with the skill? 
  • Generalization
    • Is the child able to transfer learned skills to other settings or tasks (e.g., applying skills learned in therapy to home or school)?
  • Consistency
    • Is the child demonstrating consistent performance across different trials or sessions, or are there fluctuations in skill level or engagement?
  • Carryover
    • Are the skills learned in therapy being carried over to home or school environments? Is the child able to apply these skills independently or with minimal assistance?
  • Attention Span
    • How well did the child maintain focus throughout the session? Did their attention improve or decrease during certain tasks?
  • Behavioral Challenges
    • Were there any behavioral difficulties that affected the session? What strategies were used to address these behaviors (e.g., redirection, sensory breaks)?
  • Task Complexity
    • Did the complexity of the task increase or decrease based on the child’s performance? Were tasks broken down into simpler steps or combined into more complex activities as skills progressed
  • Motivation
    • How motivated was the child during the session? Were specific reinforcements or rewards needed to increase engagement?
  • Physical and Emotional Fatigue
    • Did the child demonstrate signs of fatigue (physical or emotional) during the session? How did this impact their participation or performance?
  • Environmental Factors
    • Were environmental modifications (e.g., adjusting lighting, noise levels, seating arrangements) necessary to improve focus and participation?
  • Peer Interaction
    • Did the child demonstrate improved social interactions or engage with peers during group activities or play?
  • Frustration Tolerance
    • How did the child manage frustration or challenges? Were specific strategies used to help them cope with difficult tasks?

Words and Phrases to Show Skilled Care

  • Facilitated ....
  • Guided child for correct ...
  • Corrected position of ...
  • Educated parents on ....
  • Modified treatment secondary to ...
  • Adapted environment due to ...
  • Assessed home safety ...
  • Promoted independence in ...
  • Analyzed child's movement ...
  • Adjusted intervention ...
  • Engaged parent in ...
  • Stabilized ...
  • Reinforced ...
  • Progressed activity to ...
  • Directed parent in correct technique for ...
  • Established home activities with parent to ...
  • Compensatory Strategies used today secondary to ...
  • Child is at risk for ...
  • Redirected child with ...
  • Collaborated with ...

Examples Incorporating Skilled Words/Phrases 

  • Assessed child’s movement patterns or cognitive responses during tasks.
  • Modified the task difficulty based on the child’s responses.
  • Increased task complexity to challenge the child’s skill level.
  • Integrated sensory, motor, or cognitive strategies to address multiple areas of need.
  • Strengthened emerging skills through repetition and positive reinforcement.
  • Worked closely with caregivers/teachers to ensure continuity of care across environments.

What to Avoid in Your Documentation

  • Tolerated well
  • Repetitive language
  • Observing
  • Encouraged 
  • Supervising
  • Continue with POC

How to Edit Non-Skilled Phrases

  • Tolerated well: Rephrase as “Child demonstrated…”
  • Observed: Replace with an active description of what you did.
  • Participated: Be specific about the child’s level of engagement.
  • Performed well: Replace with objective performance measures (i.e., “Demonstrated improved fine motor skills by…")
  • Encouraged: Instead, specify the cue or method used to promote participation.
  • Good progress: Use objective metrics like percentages, trials, or qualitative descriptions.

Phrases to Structure Skilled Treatment

  • Utilized play-based activities to promote ...
  • Utilized a multisensory approach to improve ...
  • Developed fine motor skills through activities that targeted ...
  • Conducted feeding and oral motor assessments and developed individualized treatment plans to improve ...
  • Implemented handwriting programs to address ...
  • Used cognitive rehabilitation techniques to improve ...
  • Conducted environmental assessments and made recommendations for modifications to improve ...
  • Trained parents and caregivers in techniques to support ...
  • Provided education and training to school staff to support the carryover of ...
  • Implemented behavioral modification techniques to address ...
  • Used a strengths-based approach to identify areas of ...
  • Monitored progress through objective measurements, such as ...
  • Adapted interventions to meet the unique needs of each child by ...
  • Used therapeutic play to engage the child in tasks requiring bilateral coordination.
  • Implemented visual supports (i.e., visual schedules) to assist with task completion.
  • Assessed the child’s ability to engage in self-care tasks such as brushing teeth or putting on shoes.
  • Used social scripts to support turn-taking and reciprocal conversation during play.
  • Modified sensory inputs (i.e., dimming lights, adjusting noise levels) to support attention during activities.
  • Applied task analysis to break down complex activities into manageable steps for the child.

Additional Documentation Tips

 

  • Be specific: Focus on what specific therapeutic techniques or interventions were used and why they were necessary.
  • Highlight progression: Document any changes in skill acquisition, including how and why tasks were made harder or easier.
  • Focus on goals: Always connect the intervention back to a functional goal (i.e., what the child is working toward achieving in daily life).
  • Use objective data: Include measurable outcomes like percentages, number of trials, or qualitative descriptions (i.e., “improved grasp from 50% to 75% of trials”).

 

Documentation Examples for Specific Strategies

Sensory Integration Strategies

  • Desensitization techniques for tactile defensiveness
  • Sensory-based interventions to improve self-regulation and attention
  • Sensory diets created to meet the child’s unique sensory needs
  • Used vestibular input (i.e., swinging, spinning) to improve balance and coordination
  • Applied proprioceptive input (i.e., deep pressure, joint compressions) to promote body awareness

Play-Based Interventions

  • Pretend play: Used imaginary scenarios to improve social skills, turn-taking, and language development.
  • Gross motor play: Engaged in climbing, running, or jumping to improve coordination and muscle strength.
  • Fine motor play: Used activities like stringing beads or manipulating small objects to build hand strength and coordination.

Social Skills and Behavior Management

  • Modeled appropriate social interactions during peer play.
  • Reinforced positive behaviors using a token system or other behavior management tools.
  • Utilized social stories to help the child navigate social situations.
  • Used emotional regulation strategies to help the child manage frustration or anxiety.
 

Remember - focus on what SKILL you are providing that this child requires services for and the FUNCTIONAL goal you are working towards.

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