Helpful tips OT Process OT Referral Diagram Key Referral Decisions Consult/no change Action needed Screening Highlight important information by creating conditional formatting rules that format your document for you. OT concerns Helpful resources (Hold Shift + ? or Ctrl, then click) YES NO Lucidchart basic tutorials OT Evaluation Pick up for therapy Yes Services no longer needed OR met goals OT evaluation No concerns Discharge Concerns Modify goals and continue sessions Consultative services/do not pick up OT Concerns No Provide modifications/do not pick up