$0 United Kingdom Evaluation Request Letter Template

Occupational Therapy Assessment for School in the UK: What It Covers and How to Get One

Many parents assume Occupational Therapy is about physical rehabilitation. In a school context, OT is much broader than that. An Occupational Therapist assessing a school-age child is looking at everything that affects their ability to "do school" — writing, organising materials, regulating their sensory environment, managing transitions, and developing the independence skills expected of their age group.

If your child has illegible handwriting that doesn't improve with practice, sensory difficulties that make certain school environments intolerable, or gross and fine motor delays that affect participation in PE and practical activities, an OT assessment may produce the evidence base you need to get meaningful support.

What OT Assessments Measure

School-based Occupational Therapy assessments typically evaluate several domains:

Fine motor skills and handwriting:

  • The Detailed Assessment of Speed of Handwriting (DASH): measures handwriting speed and legibility under timed conditions, comparing the child's output against same-age norms
  • The Evaluation Tool of Children's Handwriting (ETCH): examines letter formation and legibility in different handwriting tasks
  • The Beery-Buktenica Developmental Test of Visual-Motor Integration (Beery VMI): measures the child's ability to integrate visual perception with motor control

Gross motor skills:

  • The Bruininks-Oseretsky Test of Motor Proficiency (BOT-2): a comprehensive standardised assessment of gross and fine motor skills including balance, bilateral coordination, running speed, and upper limb coordination

Sensory processing:

  • The Sensory Profile 2: a questionnaire-based tool completed by parents and teachers measuring how the child responds to sensory information across auditory, visual, tactile, vestibular, and proprioceptive domains. It identifies whether a child is over-responsive, under-responsive, or sensory-seeking in each area — and maps this onto how it affects daily activities

Activities of Daily Living (ADL):

  • Self-care skills including dressing, using cutlery, and managing school equipment (scissors, rulers, zips)
  • Organisational skills
  • Emotional regulation as it affects task completion

Results are reported using Standard Scores and Percentile Ranks against age norms. A child in the 5th percentile for handwriting speed is falling significantly behind same-age peers — and that data, in a school context, is the foundation for requesting specialist OT provision.

How Schools Access OT

Like SALT, there are two main routes to school-based OT input.

NHS community OT: The SENCO or GP can refer to the local NHS community paediatric occupational therapy service. NHS OT services for children are under enormous pressure — waiting lists of 12–18 months are common, and the depth of intervention available on the NHS is often limited once the child is assessed.

Statutory EHCP assessment route: When a child undergoes an EHC Needs Assessment, the LA must gather OT advice if motor or sensory needs are part of the picture. This OT advice then forms the basis for specifying OT provision in the EHCP. Provision specified in the EHCP is legally binding — the LA must fund it regardless of NHS capacity.

Many parents discover that schools have been informally managing their child's handwriting or sensory difficulties for years without ever commissioning a formal OT assessment. If the school cannot show documented, targeted OT-informed intervention over multiple review cycles with measurable progress, they have not met their SEN Support duties.

Getting OT Into the EHCP

OT provision in Section F of an EHCP must be specific. "Occupational Therapy support as required" is not an enforceable specification. Adequate specification includes:

  • The frequency of direct OT intervention (e.g., weekly 45-minute sessions)
  • Whether the therapist delivers sessions directly or whether a programme is delivered by school staff under regular OT supervision and with what supervision frequency
  • The specific areas to be addressed (e.g., handwriting speed, sensory regulation strategies, gross motor development)
  • The qualifications of the person delivering the programme

If your current EHCP contains vague OT commitments, you can request an EHCP review and ask for Section F to be amended to include these specifics. The LA's failure to provide specific provision is grounds for a Tribunal appeal.


Understanding OT assessment scores and knowing how to translate them into enforceable EHCP provision is a skill that most parents have to learn under pressure. The UK Assessment & Evaluation Guide covers OT assessment metrics alongside EP and SALT report decoding, giving you a comprehensive toolkit for every professional report your child's assessment generates.


Free Download

Get the United Kingdom Evaluation Request Letter Template

Everything in this article as a printable checklist — plus action plans and reference guides you can start using today.

Private OT Assessment

Private OT assessments from HCPC-registered therapists typically cost between £200 and £450 for an assessment and report. Private reports carry equal legal weight to state-commissioned reports at SEND Tribunal. Ensure the report includes specific, quantified recommendations — "requires weekly direct OT intervention targeting handwriting speed and sensory integration, with fortnightly written progress reports shared with school staff."

When selecting a private OT, confirm they are registered with the Health and Care Professions Council (HCPC) and ideally have specialist paediatric school experience. Some specialist OTs also have training in specific approaches such as Sensory Integration Therapy (SI Therapy), which may be relevant for children with significant sensory processing difficulties.

The Sensory-OT Link

For children with autism or sensory processing differences, OT and sensory provision are closely linked. An OT assessment may identify that a child requires:

  • A sensory diet (a structured programme of sensory activities throughout the school day to help regulate arousal levels)
  • Environmental modifications (reduced fluorescent lighting, ear defenders available, access to a quiet space)
  • Movement breaks integrated into the timetable

These are not trivial requests. Sensory dysregulation profoundly affects a child's ability to engage, learn, and behave predictably. An OT report quantifying sensory processing difficulties provides the evidence base for requesting these provisions in an EHCP or, at school level, under the school's reasonable adjustments obligations under the Equality Act 2010.

Wales, Scotland, and Northern Ireland

In Wales, OT provision should be specified in the health section of an IDP where health input is required. The DECLO coordinates this. If OT is absent from or vague in an IDP, an appeal to the Education Tribunal for Wales is available.

In Scotland, OT is a key component of multi-agency support for children with CSPs. The broad ASN definition means many children receive OT consultation through non-statutory planning, but those with complex motor or sensory needs affecting learning should have this reflected in their formal support plan.

In Northern Ireland, OT provision in a Statement of SEN is legally binding. The Education Authority must specify provision based on the OT advice gathered during the statutory assessment.

Get Your Free United Kingdom Evaluation Request Letter Template

Download the United Kingdom Evaluation Request Letter Template — a printable guide with checklists, scripts, and action plans you can start using today.

Learn More →