Using AI to Elevate Your School-based Assessment and Interventions
Fall 2026
Best Practices and Other Applications for OT and SLP Practice
- November 6, 2026, 8:30 am - 3:30 pm Eastern Time
- Online via Zoom
- Early Bird Savings end October 16, 2026
you ever feel like you are spending more time revising reports or creating intervention materials than delivering services? As demands on school-based OT & SLP practitioners grow, many are seeking efficient, ethical ways to enhance their practice while maintaining clinical reasoning and professional oversight. Artificial Intelligence (AI) is emerging as a powerful tool when used thoughtfully and responsibly.
Michelle and Dawn will begin by sharing best practices for the responsible use of AI. You will learn ethical guidelines and practical frameworks—such as the ABC–123 and Who–What–How methods—to write effective prompts, evaluate AI-generated content, and ensure compliance with data privacy requirements (e.g., FERPA) and professional codes of ethics.
Through video demonstrations and real-world examples, Michelle and Dawn will show how AI can support assessment and documentation by organizing observational data, creating RIOT/ICEL matrices, facilitating dynamic assessment, and transforming narratives into evaluation reports, IEP sections, progress-monitoring tools, & compliant therapy notes.
In the afternoon, separate OT and SLP tracks will explore AI applications for interventions. Using multiple case studies, the presenters will demonstrate a 4-step process—Case, Evidence, Prompt, Refine—to ensure AI-generated materials remain child-centered, evidence-informed, and clinically relevant.
Have a digital device ready (phone, tablet, or computer) for opportunities to practice AI use. Leave this course with practical tools, ethical safeguards, and time-saving strategies for your assessment, documentation, and interventions while preserving your professional voice and clinical judgment.
See the tools that you will receive for attending this course in the Toolkit tab below.
Dawn Merth-Johnson, M.A., CCC-SLP is an Education Consultant for the Wisconsin Department of Public Instruction with a focus on speech-language and assistive technology. In this role, she provides leadership, consultation and technical assistance for local education agencies, providers and families. She has 30 years of clinical and supervisory experience in the schools, long-term rehabilitation, and at the university level. Merth-Johnson presents at the state and national level on topics related to leadership, advocacy, and clinical practice. She serves on the Wisconsin Speech-Language Pathology and Audiology Association (WSHA) Board as the State Education Advocacy Co-Leader (Co-SEAL) for Wisconsin and is the American Speech-Language-Hearing Association (ASHA) SEAL Champion of the Midwest region of the country.
Michelle Silverman, OTD, OTR, ATP is an Education Consultant for the Wisconsin Department of Public Instruction with a focus on occupational therapy, physical therapy and assistive technology. She has 30 years of clinical and supervisory experience in schools, pediatric clinics, and at the university level. Michelle led students and programming as the director of the Assistive Technology and Accessible Design Certificate program at the University of Wisconsin-Milwaukee. Michelle presents at the state and national level on topics related to interdisciplinary practice, advocacy, clinical practice and guiding districts and therapists towards implementing best practice as it relates to occupational therapy, physical therapy and assistive technology in schools.
Disclosures:
Dawn receives a speaking fee from Apply EBP, LLC. She has no relevant nonfinancial relationships to disclose.
Michelle receives a speaking fee from Apply EBP, LLC. She has no relevant nonfinancial relationships to disclose.
At the completion of this course, attendees will be able to:
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- Identify 3 guidelines for ethical use of Artificial Intelligence (AI) for OT or SLP school-based practice
- Determine 3 ways to use AI as an efficient and ethical time-saving tool for department systems and documentation.
- Apply 3 strategies for using AI to support assessments on a given case study of a student with disabilities.
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Additional Objectives for OT practitioners:
4. Determine 3 areas of OT practice that would benefit from use of AI.
5. Apply 3 strategies for using AI to support OT interventions for enhancing participation in meaningful occupations of a given case study of a child or youth with disabilities
Additional Objectives for SLP practitioners:
4. Determine 3 areas of school-based SLP practice that would benefit from use of AI.
5. Apply 3 strategies for using AI to support SLP interventions on a given case study of a student with disabilities.
The following is in Eastern Time. Note you may be in a different time zone.
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- 8:30 am Overview of Artificial Intelligence (lecture)
- 9:00 am Guidelines for Best Practices when Using AI (lecture)
- 9:30 am AI for MTSS and Professional Development (lecture, discussion, practice)
- 10:00 am Break
- 10:15 am AI for Assessment and documentation (lecture, discussion, practice)
- 11:45 pm Lunch (on your own)
- 12:15 pm AI for Multiple Areas of OT and SLP Practices (lecture, discussion, practice)
- OT: Mental health, Written expression, Learning readiness (self-regulation), Access to school environments, Transition, and Social participation and engagement
- SLP: Speech sound production, Language and literacy, Fluency, Feeding, Executive function, Social communication, Voice, and AAC
- 1:45 pm Break
- 2:00 pm AI for Communication (lecture, discussions)
- 2:45 pm AI for Seeking and Understanding Research Studies (lecture, discussion, practice)
- 3:15 pm Action Plan for Using AI (activity, discussions)
- 3:30 pm Adjourned
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To help you apply what you learned the very next day you return to work, you will leave the course with your Practical Toolkit:
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- AI Guidelines Checklist
- Worksheet: AI Prompting
- AI Use Examples
- Resources
Attendees who complete this course will receive a certificate for 6 hours of continuing education training
For OTs and OTAs
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- Apply EBP, LLC is an AOTA-approved provider of CEUs. You will receive 0.3 AOTA CEUs for the morning session and 0.3 AITA CEUs for the afternoon session, for a total of 0.6 CEUs for this workshop
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ASHA CEUs
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- 0.6 ASHA CEUs | Intermediate Level
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- ASHA CE Provider approval and use of the Brand Block does not imply endorsement of course content, specific products or clinical procedures
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For Teachers
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- Apply EBP is an approved sponsor of CTLE for educators in New York State (#23827)
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If you would like to obtain CEUs for another state, please email carlo@applyebp.com
Ticket Prices and Discounts
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- Early Bird – Group: $199/person – save $80/person if 3 or more from the same organization, community group/network or study group register by October 16, 2026. Register together or separately, indicating at least 2 of your co-therapists who are also registering.
- Early Bird – Individual: $239/person – save $40/person by registering by October 16, 2026.
- Full Price – Group: $239/person – save $40/person if 3 or more from the same organization, community group/network or study group register starting October 17, 2026. Register together or separately, indicating at least 2 of your co-therapists who are also registering.
- Full Price: $279/person – available starting October 17, 2026.
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Purchasing Tickets
Select on the ticket type below. Enter required information. Select to pay via Credit Card or by PO.
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- Pay via Credit Card: You are registered instantly!
- Pay via Purchase Order: Register and select “Purchase Order” as form of payment. At the end of your registration, click on “View/Print Invoice” to download a copy of the invoice that you can share with your employer. Send your Purchase Order and/or request for Apply EBP’s W9 to vicki@applyebp.com.
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Cancellation Policy
Registrants may cancel up to 14 days prior to the course for a refund minus a $75 administration fee. There is no cancellation less than 14 days prior to the course; you can find a substitute or use your registration to attend a future Apply EBP course. There is no cancellation or substitution after you have received any course material; you can use your registration to attend a future presentation of the same course. Email applyebp@gmail.com to request to cancel. Apply EBP reserves the right to cancel a course up to 14 days prior to the course due to insufficient registration, with a full refund to registrants. Please do not arrange non-refundable travel arrangements until 13 days prior to the course, as Apply EBP is not responsible for such expenses.
Accommodations Request
Email or call 2 weeks prior to the course with requests for accommodations.
Complaints Resolution
We welcome all feedback. Please email or call us if you have any complaints so that we may work with you towards a resolution.
Contact Info:
Carlo Vialu
646-269-9039
Online via Zoom
You will receive an email ~2 days prior to the course date with Zoom invitation and course materials. Please check your spam folder if you do not see an email 2 days prior to the course. Contact carlo@applyebp.com if the email is not in your spam folder.
Choose a Pricing Option
Price indicated is per person. Select the quantity or number of persons registering for the course.*
*Part of a group of 3 or more, but paying separately? Select Group ticket, Quantity of 1, and complete your registration.
Testimonial
“I have attended a couple of seminars on AI and therapy and this was the best one by far.” – OT with 20 years experience, on Dawn and Michelle’s 1.5-hour presenting of Using AI for Assessment and Documentation
“I understand and agree with a lot of the concerns of using AI personally and professionally. I appreciate the instruction on how to use the AI tools and how important the role of actual humans are in ethically using AI. The handouts were very helpful.” – SLP with 22 years experience, on Dawn and Michelle’s 1.5-hour presenting of Using AI for Assessment and Documentation
“I have felt that AI was the enemy and I now see so many ways I can use this to help make my job easier and coming fresh off a stressful week, it was very timely! You made getting started using AI so easy, thank you!” – OT with 5 years experience
, on Dawn and Michelle’s 1.5-hour presenting of Using AI for Assessment and Documentation
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