Glossary

Treatment or Therapy Notes

Documentation from outside providers (e.g., speech or occupational therapists) that track goals, progress, and recommendations.Key Forms: Therapy Progress Notes, Plan of Care

Transition Services

Supports and planning that begin by age 16 (or earlier) to prepare students for life after high school — college, work, or independent living.Key Forms: Transition Plan (part of IEP), Student Interest Survey, Post-Secondary Goals Page

Therapy-Based Diagnostic Assessments

These evaluations are conducted by licensed therapists or clinical specialists to determine a child’s treatment needs, therapy goals, and baseline skills. They help identify how a child’s physical, sensory, communication, or behavioral differences affect daily functioning — both at home and in school.

State Complaint

A written complaint filed with your State Education Agency (SEA) when a school violates IDEA regulations.Key Forms: State Complaint Form, SEA Resolution Letter

Speech and Language Evaluation

An assessment by a speech-language pathologist (SLP) that measures how a child understands, uses, and processes language and speech sounds.

Specialized or Secondary Diagnostic Reports

These evaluations provide a deeper look into specific medical, emotional, or developmental concerns when initial testing doesn’t explain the full picture. They help clarify complex or co-occurring conditions (for example, autism with anxiety, or ADHD with sleep problems) and can connect school findings with medical causes that affect learning and behavior.

Special Education

Tailored instruction and support for a student whose disability affects their ability to learn in a typical classroom. It can include academic, behavioral, or functional skill instruction, delivered in a variety of settings. Key Forms: Individualized Education Program (IEP), Evaluation Reports, Progress Reports

Sleep Study Report (Polysomnography)

A test performed overnight in a sleep lab or with an at-home monitor to measure brain waves, breathing, oxygen, heart rate, and movement during sleep.

Sleep Disorder Evaluation

A specialized assessment conducted by a sleep medicine specialist to identify sleep disturbances that may affect mood, behavior, or learning.

Service Delivery Model

Describes where and how often a student receives special education or related services (e.g., inclusion class, pull-out sessions, therapy blocks).Key Forms: Service Schedule, Provider Logs

Sensory Integration Assessment

An in-depth evaluation that measures how a child’s brain processes and responds to sensory input — like sound, touch, movement, or light.

Release of Information (ROI)

A form allowing schools and medical providers to share information about your child, with your written permission.Key Forms: ROI Authorization Form

Related Services

Extra supports a child may need to benefit from their education — including speech therapy, occupational therapy (OT), physical therapy (PT), counseling, transportation, or nursing services. Key Forms: Related Service Logs, Therapy Progress Notes, Service Delivery Schedules

Reevaluation/Triennial Review

Conducted at least every three years (or sooner if needed) to review progress and determine continued eligibility. Key Forms: Reevaluation Planning Form, Parent Input Questionnaire, Updated Assessments

Progress Monitoring

Regular data collection on how well your child is meeting IEP goals or responding to supports.Key Forms: Goal Progress Reports, Progress Monitoring Graphs, Quarterly Updates

Procedural Safeguards Notice

A document schools must give parents explaining their rights under IDEA, including how to file complaints or request mediation.Key Forms: Procedural Safeguards Notice, Acknowledgment of Receipt

Prior Written Notice (PWN)

A required notice schools must give before making or refusing any change to a child’s identification, placement, or services. It explains what the school is proposing, why, and what data they used. Key Forms: PWN Letter, Parent Response Section

Parental Consent

Schools must get written permission from parents before evaluating or providing services. Consent can be given or withdrawn at any time. Key Forms: Consent for Evaluation, Consent for Services, Revocation of Consent Letter

Occupational Therapy Evaluation

An assessment conducted by an occupational therapist to understand how a child performs daily activities and uses their hands, coordination, and sensory systems.

Neurological Evaluation

An assessment by a neurologist to check how the brain, spinal cord, and nerves are functioning.

Modification

A change in what the student is expected to learn — adjusting the standard or content.🔹 Example: Simplified assignments or alternative grading.Key Forms: Modified Curriculum Plan, Teacher Documentation

Medical Action Plan/Health Plan

Plans developed for students with medical needs (e.g., asthma, diabetes, seizures) outlining emergency care steps.Key Forms: Individual Health Plan (IHP), Emergency Action Plan (EAP)

Medical & Developmental Evaluations Defined

Medical and developmental evaluations are formal assessments conducted by healthcare or developmental specialists to understand how a child grows, learns, communicates, and functions in daily life.

Mediation

A voluntary process to resolve disagreements with the help of a neutral third party.Key Forms: Mediation Request Form, Mediation Agreement

Least Restrictive Environment

The setting in which a student with disabilities can learn and participate with peers to the greatest extent appropriate, with supports or accommodations in place. Key Forms: Placement Decision Form, IEP Placement Page

Intellectual Disability Evaluation

Determines whether a child has significant limitations in intellectual functioning (reasoning, problem-solving) and adaptive behavior (daily living and social skills).

Initial Evaluation

The process of testing and collecting data to determine if a student qualifies for special education or 504 services. Must be completed within 60 calendar days (or less, depending on state rules) after written parental consent. Key Forms: Evaluation Consent Form, Psychoeducational Assessment, Eligibility Report

Individualized Education Program (IEP)

A legally binding document developed under IDEA that describes a student’s present levels of performance, annual goals, accommodations, and services. The IEP must be reviewed and updated yearly. Key Forms: IEP Document, Meeting Invitation, Parent Consent for Initial Services, Progress Report

Independent Educational Evaluation (IEE)

If you disagree with a school’s evaluation, you can request an independent evaluation at the school district’s expense. Key Forms: IEE Request Letter, District Response Letter, Outside Evaluation Report

Genetic Testing Report

Genetic testing looks at a child’s DNA to find chromosomal or gene-level differences that may explain developmental or medical conditions.

Gastrointestinal (GI) Evaluation

An assessment by a pediatric gastroenterologist to evaluate digestive and feeding concerns, which are common in children with developmental differences.

Functional Behavior Assessment (FBA)

A school-based process to understand why a student’s challenging behaviors occur and what environmental or emotional triggers may cause them.

Free Appropriate Public Education (FAPE)

The right of every child with a disability to receive a free, individualized education that meets their needs and prepares them for further education, employment, and independent living. Key Forms: IEP or 504 Plan; Prior Written Notice (PWN) explaining any proposed or denied actions

For Legal/Documentation Requests

Purpose These forms and letters are used to verify a child’s disability, confirm eligibility for services, or meet documentation requirements from schools, healthcare agencies, insurance providers, or government programs. They serve as official proof that a child has a diagnosed condition or receives specific supports — often required for programs like Social Security (SSI), Medicaid waivers, state disability services, or special education eligibility under IDEA or Section 504.

Endocrine Evaluation

A medical assessment of the hormone systems that control growth, thyroid function, metabolism, and puberty.

Due Process Complaint/Hearing

A formal legal procedure for resolving disputes between families and schools over special education services.Key Forms: Due Process Request Form, Mediation Agreement, Hearing Decision

Disability Verification or Eligibility Letter

A formal letter written by a licensed professional (doctor, psychologist, or specialist) confirming that a child has a disability or medical condition that impacts daily functioning.

Disability

A physical, emotional, developmental, or learning condition that significantly limits one or more major life activities (like walking, reading, concentrating, or communicating). Under IDEA, students must meet one of 13 disability categories. Under Section 504 and the ADA, the definition is broader — any condition that substantially limits a major life activity qualifies. Key Forms: Eligibility Determination Form, Medical Documentation, Diagnostic Reports

Diagnostic Reports

Diagnostic reports are formal written evaluations created by qualified professionals—such as developmental pediatricians, psychologists, neuropsychologists, or psychiatrists—to document a child’s specific medical or developmental condition. These reports often follow standardized testing and clinical observations such as: These reports serve as the foundation for accessing supports—schools use them to determine IEP or 504 eligibilities, therapists use them to guide treatment goals, and insurers require them to verify medical necessity for coverage. They provide a complete, evidence-based snapshot of a child’s functioning and needs.

Diagnostic Reports

Medical or psychological evaluations (e.g., autism, ADHD, anxiety, learning disorder) that help the school determine eligibility.Key Forms: Doctor’s Report, Neuropsychological Evaluation, DSM-5 Diagnosis Summary

Developmental Pediatric Evaluation

A thorough medical evaluation performed by a developmental-behavioral pediatrician, focusing on how a child learns, communicates, moves, and interacts.

Behavioral or ABA Intake Assessment

An initial evaluation by a Board-Certified Behavior Analyst (BCBA) or behavior therapist to understand behavior patterns and identify underlying causes.

Assistive Technology (AT)

Tools or equipment that help a child learn, communicate, or move through their environment (e.g., text-to-speech software, adapted keyboards, or mobility devices).Key Forms: AT Consideration Checklist, Device Loan Agreement, Training Log

ADHD Diagnostic Report

An evaluation focused on identifying Attention-Deficit/Hyperactivity Disorder, which affects attention, focus, organization, and impulse control.

Adaptive Behavior Assessment

Measures a child’s ability to perform everyday life skills, including communication, self-care, safety, and social understanding.

Accommodation

A change in how learning happens — without changing what is being taught.🔹 Example: Extended time on tests, preferential seating, breaks during class.Key Forms: Accommodation List, 504/IEP Implementation Checklist

504 Plan

A plan under Section 504 that ensures students with disabilities have equal access to learning and school activities through reasonable accommodations (e.g., extra time, quiet space, or assistive technology). Key Forms: 504 Plan Template, Medical Verification, Accommodation Summary Sheet

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