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OT Wizard

Who is it for ?

Pediatric occupational therapy practitioners working in any of these settings: public school, charter school, private school, outpatient clinic, home health, and preschool. Language is customized depending on if the evaluation is for an IEP or not.

Everything you need to work efficiently

Use your laptop, chromebook, or touchscreen device to administer and generate evaluation reports
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Easy to Use and Secure

No software to download. Works from any device. HIPAA and FERPA compliant. Information is backed up daily.
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Responsive Support

Our support team is here for you. We want you to learn how to use the OT Wizard so that you will be a happy and rested OTP. And hey, pick up those hobbies that you haven't had time for until now.
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Access from Everywhere

Web-based service.

Access your secure account from any device, anytime.


OT Wizard Toolkit

Yes, it is both Hipaa and FERPA compliant.  All information is stored on our secure platform and backed up daily. 

The O.T. Wizard is an online standardized evaluation tool.  Each subscriber has their own unique log in.  There are several evaluation templates available and the subscriber chooses the one that is most relevant.  After adding in the client’s information, he/she is stored on your caseload.  At any time you can create a new evaluation or re-evaluation and the information previously entered will populate.  You can edit as needed. The subscriber will select the evaluation template and will enter results right into the on line tool.  Don’t need a section?  No worries, just uncheck it and it won’t populate.  Need additional areas?  We have added lots of additional skill and performance areas that can be selected. The tool will take your data and automatically score it and create a formatted document where your data is offered in a organized manner and will write measurable current/present level of performance paragraphs.   Once done, you will simply press “create my document” and an editable word document will download.  You may fine tune it as needed and add it to your chosen logo, if desired. No more mistakes !   

The O.T. Wizard also uses the data you have entered for that client and is available for comparison to other students on the subscriber’s caseload.  If that client is re-evaluated in the future, the tool will give measurable progress data.

The O.T. Wizard reduces user errors while creating a streamlined evaluation process for your therapy practice or therapy team.   Although each report is individualized, they share common attributes so that each evaluation contains measurable and normative data for each client. This is also super helpful to show evidence based intervention data of one child or between all of a subscriber’s caseload. 

When used in the 2022-2023 school year, our practice had it’s lowest amount of denials by prior approval than in our therapy group’s history but with the most children on caseload as a group.  One prior authorization representative from United Healthcare (who was a past OT/L) stated ” the evaluations from your group are so easy to read and consistent with the information that I am looking for. “. 

The O.T. Wizard will give the OTP an overall “score” of each child’s ability which will help the organization or individual OTP develop a “cut off score” (only viewable to the therapist on the reporting tools).  This can be helpful to prioritize children based on those scores and to also have to way to measure functional data and clinical observations. 

When a large group of pediatric OTP’s were surveyed regarding the time that it takes to administer and write up evaluations, the majority responded that it takes 1 hour to several hours for the write up itself.  This tool has been tested in 2022-2023 with our therapy group and with around 2000 clients.   We found that the O.T. Wizard allows a therapist to administer a comprehensive OT evaluation in about 25 minutes.  When a therapist is entering in the response as he/she is actively evaluating a client, then the write up time is less than 10 minutes.   Administration and write up time may increase depending on standardized assessments you use.  And guess what, there are almost no mistakes or rewriting data into a sentence form.

Although a subscriber must purchase other standardized assessments separately there are included tables that you may enter standardized scores, percentiles, etc from assessments such as:

  • Beery-Buktenica Developmental Test of Visual-Motor Integration | Sixth Edition
  • Peabody
  • BOT2
  • PEDI
  • MVPT-3
  • DTVP-2
  • FAST
  • Sensory Profile 2
  • Sensory Processing Measure
  • Miller FUN

*this list may change as needed during development

Subscriptions will be on an annual basis.  A subscriber may be a solo practitioner, a therapy practice, or a LEA/Public/Charter OT Team.  Subscriptions and prices per year will vary depending on what kind of user.  Each user may have as many students/patients as needed and may create as many reports as needed for your caseload. 

Organizational subscriptions (LEAs, School System OT teams and private practice therapy groups)  will have an administrator that will determine new users added to the group.  Organizational subscriptions will assign a super administrator which will have unique access to view all OTP’s reports, caseload data, and evaluation data.

The O.T. Wizard is in development and expected to be beta tested in early 2024  with a roll out date of Spring 2024. Be sure to click to be notified when it is ready for you. 


single license
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per user
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Annual memberships for individuals or groups of 2 or more OTPs.


People are talking about OT Wizard.

Writing up evals today and remembering how long it used to take BEFORE you created the OT Wizard! 

Thank YOU!

Thank YOU!

Thank YOU! 


David R


I am always happy when I am reviewing one of your company’s evaluations for prior approval because I know that the information will be organized and comprehensive.  I like that all of the evaluations use the same format as it makes it easy to find the information


United Healthcare and OT/L
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