Using AI to Elevate Your School-based Assessment and Documentation

Plus, Best Practices and Other Applications for OT, PT, and SLP Practice

Do you ever find yourself spending more time revising your reports than writing them—rewording sentences, checking grammar, and trying to strike the perfect professional tone? School-based documentation can be one of the most time-consuming parts of our practice, and Artificial Intelligence (AI) tools are emerging as supportive aids to make the process more efficient, organized, and consistent—when used ethically and responsibly.

 

In this course, Michelle and Dawn will share best practices for the responsible use of AI in school-based practice. You will learn how to apply ethical guidelines and practical frameworks—such as the ABC–123 and Who–What–How methods—to write effective prompts, evaluate AI-generated output, and ensure compliance with data privacy and security regulations (e.g., FERPA) and professional codes of ethics.

 

Through video demonstrations and real-world examples, Michelle and Dawn will show how AI can elevate your assessment and documentation by organizing observational data, creating RIOT/ICEL matrices for comprehensive assessments, utilizing dynamic assessments to explore students’ learning potential, and transforming your narratives into cohesive evaluation reports, IEP sections, and progress monitoring rubrics—as well as SOAP and Medicaid-compliant therapy notes—all while keeping human judgment and clinical reasoning at the center of your work. You will also learn how AI can support your participation in school activities, such as MTSS and professional development.

 

Leave this course with practical tools, ethical safeguards, and time-saving strategies to enhance your assessments and documentation, while preserving your professional voice. Closed Captioned in English.

 

BONUS: PRACTICAL TOOLKIT – AI Guidelines Checklist; Worksheet: AI Prompting; AI Examples; Resources

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 the course, learners will be able to:

      1. Identify 3 guidelines for ethical use of Artificial Intelligence (AI) for OT, PT, or SLP school-based practice
      2. Determine 3 ways to use AI as an efficient and ethical time-saving tool for department systems and documentation.
      3. Apply 3 strategies for using AI to support assessments on a given case study of a student with disabilities.

1.5 hours of lecture and case study

      • Overview of Artificial Intelligence (AI) (10 minutes)
      • Guidelines for Best Practice When Using AI (20 minutes)
      • AI in School-based Practice
        • Department Systems: MTSS, Professional Development (10 minutes)
        • Workload: Assessment and Documentation (51 minutes)

1.5 CE hours of training are awarded after:

      • watching the video, passing the post-test (with a score of 70% or higher), and completing a course evaluation which includes a self-reflection on achievement of learning objectives

For OTs and OTAs

      • Apply EBP, LLC is an AOTA-approved provider of CEUs. OTPs will receive 0.15 AOTA CEUs for completion of this course (see imprimatur below for details).

AOTA Imprimatur- Webinar Using AI for Assessment
Using AI to Elevate Your Assessment & Documentation

For PTs and PTAs

      • Apply EBP, LLC is an approved provider of CEUs for PTs and PTAs in IL, NM, NY, OK (#BAP202310011), and TX (APS #: 2703055TX)
      • This webinar is approved for PTs and PTAs in CA.
      • These PT state boards accept approval by other states boards, other state associations, or AOTA: AK, AZ, DE, FL, HI, IN, KY, KS, MA, MI, MT, NC, ND, OR, PA, RI, SC, SD, UT, VT, VA, WI, WY and DC.
      • These states do not require pre-approval of courses or have no CE requirements for PTs and PTAs: AL, CO, CT, GA, IA, ME, MO, NE, NH and WA.
      • For MD, this webinar is approved as part of the ASD Bundle (see Deals tab).

For ASHA CEUs

      • 0.15 ASHA CEUs | Intermediate Level

      • ASHA CE Provider approval and use of the Brand Block does not imply endorsement of course content, specific products or clinical procedures

For Teachers

    • Apply EBP is an approved sponsor of CTLE for educators in New York State (#23827)

If you would like to obtain CEUs for another state, please email carlo@applyebp.com.

 

Learners must watch the video and complete course requirements, including scoring 70% or higher in the post-test to receive a certificate. Three (3) post-test retakes are allowed; if you exceed this limit, please email carlo@applyebp.com.

Webinar Price: $65 for 1-year access to watch and re-watch

 

Payment Options

    • Pay via Credit Card or PayPal: You are registered instantly!
    • Pay via Purchase Order: Email vicki@applyebp.com

Cancellation Policy

There is no cancellation once webinar is purchased. You will have access to this course for at least 1 year. If the webinar becomes unavailable before the learner has had access, Apply EBP, LLC will refund the full amount to the learner. Please email or call us if you have any questions.

 

Accommodations Request

Please email or call us before registering for the course with any questions or requests for accommodations. We will make every effort to provide reasonable 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

carlo@applyebp.com

646-269-90391 year

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