Report phrase bank for school-based OT

Ready-to-adapt phrases for writing objective, IEP-ready OT reports: strengths-based reframes, observation verbs, deficit-to-impact sentences, honest progress language — plus present-levels write-up stems for the standardized assessments you actually use (Beery VMI, BOT-2, Sensory Profile 2, ETCH, M-FUN). Copy any line, or download the whole set.

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Strengths-based reframes

Deficit-focused phrasing invites pushback and reads as judgmental. These 12 reframes describe the same observation in objective, defensible language.

AvoidWrite instead
can't write legiblyrequires adapted paper and repeated cues to produce legible written work
refusesdoes not yet consistently engage in [task] without adult support
is behind peersperforms below the level expected for their grade in [skill area]
is lazydemonstrates reduced initiation on non-preferred tasks
won't sit stillhas difficulty maintaining a seated position for the duration of [activity]
can't use scissorsis developing the bilateral coordination needed to cut along a line
has terrible handwritingproduces letters that are frequently reversed or inconsistently sized, which affects legibility
hates writing tasksshows decreased tolerance for handwriting tasks lasting longer than [X] minutes
is clumsydemonstrates reduced motor coordination during gross motor tasks such as climbing or jumping
never finishes assignmentscompletes [X]% of assigned written tasks within the allotted class time
has meltdownsexhibits difficulty regulating behavior when task demands exceed current tolerance
is a baby about texturesdemonstrates a strong aversive response to [texture], consistent with tactile sensitivity

Observation verbs that carry weight

Pair a precise verb with a consistency qualifier and a support level to turn a single observation into a defensible data point.

What you saw

Consistency qualifiers

Support-level ladder (least to most support)

Connecting a deficit to educational impact

Every finding needs to answer “so what?” for the IEP team. Use the frame: skill observed + evidence + impact on educational participation.

Describing progress

Progress notes should be honest about the direction of change and, where relevant, name the context — without resorting to “failed to.”

CategoryPhrasing
Progressedhas progressed from requiring hand-over-hand assistance to completing the task with verbal cues only
Progressednow initiates [task] independently in 4 of 5 observed opportunities, an increase from 1 of 5 at the start of the school year
Progresseddemonstrates increased tolerance for [task], sustaining engagement for up to 8 minutes compared to 3 minutes previously
Maintainedcontinues to perform [skill] at a consistent level with previously established supports; no change in support level was observed this reporting period
Maintainedmaintains progress made toward this goal and continues to require [support level] to complete [task]
Regressed, with contextrequired an increased level of support this reporting period, coinciding with an extended absence from OT services
Regressed, with contextdemonstrated increased difficulty with [skill] following a change in classroom placement; continued monitoring is recommended
Regressed, with contexthas not yet met the level of independence previously demonstrated; performance was inconsistent across sessions, possibly related to [contextual factor]

Words to keep out of reports

These read as judgment rather than observation, or step outside an OT's scope. Replace with what was directly observed.

Present-levels write-up stems by standardized assessment

Templates for turning standardized results into present-levels language. Drop in your student's own scores and observations — the bracketed slots are placeholders, not real values. Describe what the tool measures and its educational impact; never assert a diagnosis. Report standard scores with the mean of 100 and SD of 15 (85–115 is the average range).

Beery VMI (Beery-Buktenica Test of Visual-Motor Integration)

Result + impactOn the Beery-Buktenica Developmental Test of Visual-Motor Integration (Beery VMI), [Student] earned a standard score of [SS] ([percentile]th percentile), placing visual-motor integration in the [below-average / average / above-average] range. On the supplemental subtests, Visual Perception was [SS] and Motor Coordination was [SS]. This pattern suggests [difficulty integrating visual information with hand movement], reflected in classroom tasks such as letter formation, copying from the board, and aligning written work.

BOT-2 (Bruininks-Oseretsky Test of Motor Proficiency, 2nd Ed.)

Result + impactOn the Bruininks-Oseretsky Test of Motor Proficiency, Second Edition (BOT-2), [Student]'s Fine Manual Control was [scale score / descriptive category] and Manual Coordination was [scale score / category]. A relative [strength / area of need] was noted in [subtest, e.g., Fine Motor Precision], consistent with classroom performance on handwriting, cutting, and manipulating small tools.

Sensory Profile 2 (Child / School Companion)

Result + impactThe Sensory Profile 2 ([Child / School Companion] form) was completed by [teacher / caregiver]. Scores fell in the [Much More Than Others / More Than Others] classification for the [Seeking / Avoiding / Sensitivity / Registration] pattern, indicating [Student] [seeks / avoids] sensory input more than same-age peers. In the classroom this is observed as [movement seeking, covering ears, tactile avoidance], which affects [self-regulation during instruction and transitions].

Handwriting — ETCH / The Print Tool

Result + impactHandwriting was evaluated using [the Evaluation Tool of Children's Handwriting (ETCH) / The Print Tool]. [Student] produced approximately [X]% legible letters and [X]% legible words on a [dictation / near-point copy] task. Letter formation was [inconsistent in size, spacing, and line placement], and writing speed was [reduced / adequate] relative to grade-level classroom demands.

M-FUN (Miller Function & Participation Scales)

Result + impactOn the Miller Function and Participation Scales (M-FUN), [Student]'s visual-motor, fine-motor, and gross-motor performance fell within the [range / percentile], and teacher participation ratings indicated [difficulty] with classroom fine-motor participation. Results were consistent with observed [handwriting and tool-use] challenges.

Clinical / structured observations (no standardized score)

Pencil graspClinical observation of [Student]'s pencil grasp revealed a [grasp pattern, e.g., static tripod], with [adequate / reduced] distal control and [typical / increased] pressure. The grasp was [maintained / broke down] over a [X]-minute writing sample.
Scissor / bilateral useDuring cutting tasks, [Student] cut with [dominant hand] and [consistently / inconsistently] stabilized the paper with the helper hand, cutting [snips / across the paper / on a straight line / simple shapes] with [X] accuracy.
Near-point copying speedOn a timed near-point copying task, [Student] copied approximately [X] letters per minute — below the expected rate for [pos] grade — and required [X] place-keeping cues, which limits efficiency with board-copying and note-taking.
Standard-score framingStandard scores are reported with a mean of 100 and a standard deviation of 15; scores from 85 to 115 fall within the average range. [Student]'s score of [SS] corresponds to approximately the [percentile]th percentile.

Assessment names are the property of their respective publishers and are referenced here only to help you write up results you administered. These stems are drafting templates — individualize every value and match your district's report format.

Use these patterns automatically

The report builder assembles reframes, verbs, and support levels like these into full report language as you check off skills, so you don't need to keep this page open while you write. For the reporting workflow end to end, see the guide to writing an OT annual report.