Are you looking for more guidance in creating recommendations for School-based OT or PT services? Do you need more tools and evidence to support your recommendations for services under IDEA?

Apply EBP’s Experts Series is here to help. Hear 3 school-based practice experts discuss what are perhaps, 2 of the most critical aspects of your school-based practice: deciding the student’s need for, and the amount of OT and PT services under IDEA. Carlo will start the day with an evidence-informed decision-making tool for determining the student’s need for OT or PT services under IDEA. In the next session, Sue will provide you with important considerations for deciding the amount of services. Sue will then lead you through an exploration of 3 dosing tools, so you can compare and contrast their strengths and limitations, and how you may apply lessons from these tools in your own practice. Finally, Peggy will share with you a Clinical Reasoning Model to help you support with evidence your recommendations for direct or indirect services. You will also learn the 5-Step Clinical Reasoning Conversation that you can utilize to get buy-in from the family and educators when presenting your recommendation to the team Multiple case studies throughout the day will demonstrate application of these tools.

You will leave the course with evidence-informed tools and strategies from Carlo, Sue and Peggy that will help you make school-based OT and PT recommendations with confidence! See Bonus Tools tab below. For details about each seminar, see Brochure.

Unable to attend all sessions? Don’t worry! All registrants will also have 60-day access to the on-demand versions of each session.*

*You will receive access instructions for the on-demand versions on the day of the course. These on-demand versions are pre-recorded to ensure superior quality for a smooth learning experience. Pre-recordings deliver clear content free from distractions or technical issues common in live sessions. Please note that as a result, the pre-recorded and live versions may differ slightly. For those attending the live course, your privacy is a priority. Feel confident in participating, knowing that no recordings will be made.

Carlo Vialu, PT, MBA served as Director of Physical Therapy for the NYC Department of Education, where he oversaw a program with over 700 PTs working in more than 1,500 schools. He is the Founder and Director of Continuing Education of Apply EBP, LLC and a co-founder of SeekFreaks, and evidence-informed online resource. Carlo has presented nationally and internationally on various pediatric topics, including motor learning, assessment, decision-making, and school-based practice.

Peggy Morris, OTD, OTR/L, BCP has 30+ years of experience in pediatric practice. She worked in early intervention, private practice and out-patient rehab services, but most of her experience and passion is in school-based practice. She is a Lecturer and OTD Program Coordinator for Tufts University. She is Board Certified in Pediatrics through the AOTA, and a regular SeekFreaks contributor.

Sue Cecere, PT, MPH is the owner of Sequoia School Based Therapy Solutions, LLC, a consulting company that supports districts, agencies and therapists in the practice of school-based therapy services. Her career spans 25 years in the school based and early intervention practice settings as a service provider and program administrator. She co-authored several APTA fact sheets on school practice issues.

Disclosures: Peggy and Sue receive speaking fees from Apply EBP, LLC. They have no relevant nonfinancial relationships to disclose. Carlo is the owner of Apply EBP, LLC, and receives a speaking fee from Apply EBP, LLC. He has no relevant nonfinancial relationships to disclose.

At the completion of this course, the learner will be able to:

1. 1. 1. Identify 2 procedural requirements for determining a student’s need for related services under IDEA
      2. Determine 3 questions that the IEP team should discuss when deciding a student’s need for related services under IDEA
      3. Identify 2 school-based dosing challenges
      4. Determine 2 ways frames of reference can support dosing decisions
      5. Identify 3 dosing concepts that support decision-making on the amount of therapy support needed by a student to meaningfully participate in their education
      6. Identify 3 concepts for making school-based dosing decisions
      7. Determine 2 uses of a dosing tool to support decision-making on the amount of therapy support needed by a student to meaningfully participate in their education
      8. Identify a strength and a limitation for 2 school-based dosing tools
      9. Select a service delivery model that supports an occupation-/participation-based area of interest for a client, given a case scenario
      10. Determine the service delivery models that support indirect interventions
      11. Identify the plan of treatment sequence that closely adheres to least restrictive environment continuum, given a case scenario

The times below are in Eastern Time (Note that you may be in a different time zone. Contact Carlo at carlo@applyebp.com if you have any questions or need assistance). For details about each seminar, see Brochure.

• • • 8:30 am – 10:00 am: Seminar 1: Determining a Student’s Needs for OT/PT Services under IDEA | Carlo Vialu, PT, MBA
    • 10:00 am – 10:15 am: Break
    • 10:15 am – 11:45 am: Seminar 2: Dosing Concepts in School-based Practice | Sue Cecere, PT, MHS
    • 11:45 am – 12:15 pm: Lunch (on your own)
    • 12:15 pm – 1:45 pm: Seminar 3: Dosing Tools in School-based Practice | Sue Cecere, PT, MHS
    • 1:45 pm – 2:00 pm: Break
    • 2:00 pm – 3:30 pm: Evidence-based Practices for Indirect and Direct Services | Peggy Morris, OTD, OTR/L, BCP

To help you apply what you learned the very next day you return to work, you will leave the course with your Practical Toolkit from each of the 4 seminars, which includes:

• • • Determining Need for OT/PT Tools: Checklist: Determining Need for OT-PT under IDEA; Must Read Resources
    • Dosing Tools: Guide: Dosing Considerations – Starting Point for Thinking and Discussing Dosing; Links to 3 Tools and Must-Reads
    • EBP for Indirect and Direct Services Tools: Peggy’s Clinical Reasoning Model – 3 Versions; Flexible Service Delivery Grid Decision-Making Chart; Clinical Reasoning Conversations Worksheet

Attendees who complete this course will receive a certificate for 6 hours of continuing education training

For OTs and OTAs

• • • Apply EBP, LLC is an AOTA-approved provider of CEUs. You will receive a total of 0.15 AOTA CEUs for each of the seminar, for a total of 0.6 AOTA CEUs.

For PTs and PTAs

• • • Apply EBP, LLC is an approved provider of CEUs in IL, NM, NY, OK and TX (APS #2703055TX)
    • The seminars included in this course are approved in AR, CA, and MD (#2020-1026 thru 1/14/2025).
    • The live version is approved in NJ (#2204-120 thru 1/31/26). Please make sure to attend the live version to receive NJ PT CEUs.
    • These PT state boards accept approval by other states boards or state associations: AK, AZ, DC, DE, FL, HI, IN, KS, KY, MA, MI, MT, NC, ND, OR, PA, RI, SD, TN, UT, VT, VA, WI and WY.
    • These states do not require pre-approval of courses or have no CE requirements: AL, CO, CT, GA, IA, ME, MO, NE, NH and WA.

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

Ticket Prices and Discounts

• • • Early Bird – Group: $199/person – save $60/person if 3 or more from the same organization, community group/network or study group register by February 14, 2025. Register together or separately, indicating at least 2 of your co-therapists who are also registering.
    • Early Bird – Individual: $219/person – save $60/person by registering by February 14, 2025.
    • Full Price – Group: $219/person – save $30/person if 3 or more from the same organization, community group/network or study group register starting February 15, 2025. Register together or separately, indicating at least 2 of your co-therapists who are also registering.
    • Full Price: $249/person – available starting February 15, 2025.

Purchasing Tickets

Select on the ticket type below. Enter required information. Select to pay via Credit Card, PayPal or by Check.

• • • Pay via Credit Card or PayPal: 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.

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. Apply EBP, LLC will make every effort to provide reasonable accommodations.

Email carlo@applyebp.com if you have any questions.

Live 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 vicki@applyebp.com if the email is not in your spam folder.

*You will receive access instructions for the on-demand versions on the day of the course. These on-demand versions are pre-recorded to ensure superior quality for a smooth learning experience. Pre-recordings deliver clear content free from distractions or technical issues common in live sessions. Please note that as a result, the pre-recorded and live versions may differ slightly. For those attending the live course, your privacy is a priority. Feel confident in participating, knowing that no recordings will be made.