Functional Life Skills & Vocational Transition Guided Evaluation

⏱ Estimated reading time: 2 minutes

Overview

This guided evaluation is intended for individuals ages 11–21 with intellectual, developmental, or related disabilities who require transition-focused evaluation beyond standard developmental formats. It measures performance across five scored domains (Personal ADLs, Instrumental ADLs, Fine Motor & Functional Tool Use, Vocational & Work Readiness, and Community Participation & Safety) using a 0–4 ability rubric that recognizes AT-supported and strategy-supported independence as valid outcomes at every level. Rater flexibility allows scoring from direct observation, caregiver, teacher, or student report, and results are designed to directly inform transition IEP goals and skilled OT service justification under IDEA transition mandates and insurance medical necessity criteria.

How it works

Open the Guided Evaluation called "Life Skills and Transition".   You'll need to complete at least 10-20% of questions in each domain in order to produce accurate results.  You may skip around questions so that you can answer many that the student is Independent in, as well as other skill areas that would be classified as "dependent" , or other levels of assistance. 

Demo Video

Step-by-Step guide

1. Guided Evaluations

2. Select a client that is at least 11 years old

3. Answer at least 10-20% of questions in each domain

4. Add a few clinical observations at the end

5. Finish

6. Create your report: Go to Report Wizard <Choose Client<Choose Full Evaluation <Educational or Medical (Audience)< Generate

7.  Create your Plan of Care (with goals): Go to Plan of Care <Choose Client <Choose the completed report < Choose Educational or Medical (has to match the report type) <Generate

8.  After reviewing and editing your POC, be sure to "activate" it so that the new goals show up in your session notes. 

Save the goals that you like to your goal bank and easily reuse them later.

Your Evaluation Audience (Educational vs. Medical ) has to match your POC Audience.  If you changed your mind about the audience you want, recreate the report (using the other audience type) and then you can create your new POC for that audience. 

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Clinical protocols built in

MyTherapyWizard is an EMR with clinical protocols built in. Every Guided Evaluation, questionnaire and standardized template follows a structured scoring protocol:

• The quantitative areas (the items you rate) are scored on the back end with the same defined criteria, rules and performance bands for every client.
• The qualitative areas (your comments, observations and narratives) go into the report as you wrote them.
• Once the plan of care is active, its goals populate into your session notes. Each goal gets a Goal Performance Index (GPI) that combines accuracy with the support needed, so 70% independent and 70% with maximum assistance score differently. Each session gets a Session Performance Index (SPI), the average of its GPIs.
• AI never assigns or changes a score. It only helps put finished results into words, and you approve every line.

Learn more: Understanding Performance Bands · Myth vs. Fact: structured scoring and AI