What to check
Read the plan for these specific details
Which report recommendations are school-related and tied to which OT recommendations are educationally relevant during writing, transitions, self-care, seating, organization, or classroom participation.
Confirm the IEP sections that should respond are updated: OT related services, accommodations, supplementary aids, writing goals, sensory supports, assistive technology, and classroom implementation notes.
Look for records showing the team connected the key school-related recommendation with school data, the written IEP record, or a documented refusal when a specific change was requested.
Sample outside-report finding
Private Occupational Therapy Evaluation recommendations need an IEP crosswalk
What the record shows
The private OT evaluation recommends keyboarding and sensory breaks, but the IEP does not list either support or explain why they were declined.
What to ask for
Ask the IEP team to identify which one or two school-related recommendations it considered, what school data it is relying on, and if any requested change was accepted, trialed, refused, or needs more data.
A written request you can use
Send one specific question
“Please review the private OT recommendations and document which supports will be used, trialed, or not adopted with the data relied on.”
Document based IEP review
Check the pages you already have
The review reads the pages you upload, points to the wording behind each concern, and helps you prepare questions. It does not send anything to your school or decide a legal claim.
Common questions
Does the school have to follow a private occupational therapy evaluation?
If a parent shares a private evaluation, ask the team to document how the results were considered when making IEP decisions. That does not mean the team will adopt every recommendation. Ask what school data and reasoning supports any recommendation the team is not adopting.
What should I compare first?
Start with fine motor, handwriting, sensory processing, self-regulation, classroom routines, assistive tools, and OT recommendations, then compare those findings with OT related services, accommodations, supplementary aids, writing goals, sensory supports, assistive technology, and classroom implementation notes.
What if the school says it considered the report but changed nothing?
Ask where that response is documented. If you requested an IEP, evaluation, or service change and the team refused it, ask if Prior Written Notice (PWN) will be provided.