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Client Info
Profile
Caseload
Date of Birth
Primary Diagnosis
Summary
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General
First Name
Last Name
ID Number
Type of ID
Date of Birth
Gender
Client's Primary Language
Phone Number
Address
Services
Type(s) of Therapy
Assigned Clinician(s)
Assigned Supervisor(s)
Date Therapy Started
Date of Last Evaluation
Agency/Clinic Name
Agency/Clinic Phone
Agency/Clinic Address
Agency/Clinic Fax
Payment/Billing Party
Support Coordinator/Case Manager
Support Coordinator/Case Manager Email
Support Coordinator/Case Manager Phone
Father's Details
Father's Name
Father's Primary Language
Father's Preferred Contact Method
Father's Email
Father's Phone
Mother's Details
Mother's Name
Mother's Primary Language
Mother's Preferred Contact Method
Mother's Email
Mother's Phone
School
School
Grade
Type of Classroom
Special Education Services in School
Medical
Last IEP Date
Physician's Name
Primary Diagnosis
Date of Primary Diagnosis
Primary Diagnosis Made By
Secondary Diagnosis
Date of Secondary Diagnosis
Secondary Diagnosis Made By
Other Specialists
Clinical Notes
Date of Interview
Completed By
Physical
Medication
Nutrition
Likes
Dislikes
Presenting Symptoms
Communication
Behavioral
Academic
Therapeutic
Recommendations
Recommendation Criteria
Age Range
any
0-5 months
6-11 months
1-2 years
3-4 years
5-11 years
12+ years
Diagnoses/Conditions
any
any
autism
cerebral palsy
Down syndrome
intellectual disability
seizure disorder
developmental delay
hearing difference
visual impairment
apraxia of speech
Verbal Skills
any
any
non verbal
gestures/pointing
babbling
single words
short phrases
sentences
basic conversation
advanced conversation
Language Comprehension Skills
any
any
reacts to sound
attends to name
identifies objects or people
follows basic directions
follows complex directions
understands basic conversation
understands complex conversation
Academic/School Grade Level
any
any
preschool
kindergarten
1st grade
2nd grade
3rd grade
4th grade
5th grade
6th grade
7th grade
8th grade
9th grade
10th grade
11th grade
12th grade
any elementary
any middle school
any high school
professional/college
Reading Skills
any
any
recognizes letters
recognizes letter sounds
reads printed words
reads phrases
reads sentences
reads paragraphs
reads short stories
reads books
Writing Skills
any
any
scribbles
draws basic shapes
draws shape designs
draws creatively
writes letters
writes words
writes phrases
writes sentences
writes paragraphs
writes short stories
writes creatively
Gross Motor Skills
any
any
spontaneous imitation
consistent imitation
gross motor play actions
climbs and explores independently
age appropriate
Fine Motor Skills
any
any
manipulates small objects
stacks small objects
points
imitates gestures
imitates signs
colors unassisted
holds pencil correctly assisted
holds pencil correctly independently
cuts across paper
cuts in a straight line
turns while cutting
uses buttons assisted
uses buttons independently
dresses assisted
dresses independently
feeds with utensils with assistance
feeds with utensils independently
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