Teaching · Related Services

How much help, in each part of the school day.

Rate the usual level of help in ten routines, from arrival to dismissal, on one six-level scale. The summary names the next step for each priority and drafts the results paragraph from your own ratings.

$12one-time · every device you sign in on

Included with Caveat Classroom and Whole-school licenses. Or get it in the Related Services toolkit, $99 for 159 items.

The results record

One record per student and assessment date. The example is made up.

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What you get

Teaching · Related Services$12 · included with Classroom and Whole-school licenses

What you finish with
Routine-by-routine levels of help, the next step for each priority, barriers with what helped, and a draft results paragraph.
Who it is for
School occupational and physical therapists, special education teachers and evaluation team members.
Format
Browser organizer. One saved record per student and date; printed with its summary or as a blank form; CSV; export and import a file.
Access
$12 one-time, yours on every device you sign in on; the tool opens once you are signed in with it. Included with Caveat Classroom and Whole-school licenses. Also in the Related Services toolkit ($99) and the Teaching Suite pass ($199), and 1 more bundle. Everything you type stays in this browser; nothing is sent to Caveat.
Where it lives
The Related Services space in Caveat Teaching.
Support
Questions about an order, access or a correction: team@caveatacademic.com.
123456one step at a time, routine by routine
Drawn for this page. The scale runs from 1, an adult does it all, to 6, the student does it alone. The useful goal is usually the next step, not the top.

How to use it

  1. Observe the priority routines on at least two days if you can.
  2. Rate the usual performance, not the best or the worst day.
  3. Count helper effort as lifting, moving or doing the task for the student; cues and watching are level 4.
  4. Write down what got in the way and what helped.
  5. Edit the draft paragraph into your own report; it is a starting point.

Start a results record

What the organizer covers

The scale

The six levels follow the assistance scale used in the CMS Section GG self-care and mobility items: 6 independent, 5 setup or clean-up help, 4 supervision or touching help, 3 partial or moderate help (a helper does less than half the effort), 2 substantial or maximal help (a helper does more than half), 1 dependent. Here it is applied to school routines.

Why the next step

A goal of full independence can be years away. One level up is a change the team can see within a term, and the summary names it for each priority.

What it is not

The record is not a standardized assessment and gives no norms or scores. It describes the help a student needs in school routines, for a team to use alongside other evaluation data.

Sources

  1. Centers for Medicare & Medicaid Services. Section GG: Functional Abilities and Goals, coding guidance for the six-level assistance scale (Minimum Data Set and post-acute care assessment manuals).
  2. American Occupational Therapy Association. Occupational therapy practice framework: Domain and process (4th ed.). American Journal of Occupational Therapy, 74(Suppl. 2), 2020.
  3. Individuals with Disabilities Education Act, 34 CFR 300.304(b) and 300.320(a)(1): functional information in evaluations and the present levels statement.
  4. Coster, W. (1998). Occupation-centered assessment of children. American Journal of Occupational Therapy, 52(5), 337 to 344.

The example student and ratings are made up. Support: team@caveatacademic.com.