OTAP Tutorial
OVERVIEW
Getting your license key
- Log in to the CIOTS website
- Click Get your OTAP Software license & transfer keys
- Select the assessment tool
- A new unique license key will be displayed along with the expiration date for your license key
- Click Copy to copy the license key
Registering and creating an OTAP login
- Open OTAP
- Click File > Register
- Click Continue
- Paste your OTAP license key into the License key field
- Enter your name and create an OTAP password
- Optional. Enter your professional credentials (e.g., MSOT) and/or title





Updating your OTAP license
- Log in to OTAP
- Click File > Update License
- Paste your new license key into the License key field and click Enter
Updating your OTAP software
If OTAP does not update itself, use the following instructions to update OTAP manually:
- Download the OTAP Update (otap.jar)
- Save the downloaded otap.jar file to the directory where your OTAP sotware is installed
- Open your OTAP software
- Click Help > About
- Note the OTAP Installed in location
- When prompted, Replace your existing otap.jar file with the new one.
- Open OTAP the way you normally do it
- When prompted, restart your OTAP software to apply the update
Need assistance? Contact CIOTS!
Logging in to OTAP
- Open OTAP
- Click File > Log in

- Select your login name and enter your OTAP password; if you have forgotten your OTAP password, see Resetting your OTAP Password

- Click Log In

Resetting a forgotten OTAP password
If you have forgotten your OTAP password, you may reset it using a new license key. You may get a new, free license key from the CIOTS website as long as your OTAP license has not expired.
- Get a new license key (See Topic #1 Getting your license key)
- Open OTAP
- Click File > Reset Password
- Click Continue
- Select your login name and create a new password
Note. If your login name does not appear in the list, see Topic #2 Registering and creating an OTAP login; you must be registered in each installation of OTAP you use
A password must be at least 8 characters long and contain a lower-case letter, an upper-case letter, a number, and a special character such as the following:
! @ # $ % ^ & * ( ) [ ] { } \ / , . – _ + = |
- Paste your new license key in the License key field and click Enter
- A confirmation message will appear if your password was successfully changed
Changing your OTAP password
If you have not forgotten your OTAP password, you can change (reset) it following these instructions:- Log in to OTAP
- Click File > Reset Password

- Enter your current password and create a new password
- Click Enter

Renewing your OTAP license
- Go to the CIOTS Online Store.
- Add an OTAP License Renewal to your shopping cart for your assessment tool (e.g., AMPS).
- Complete your online purchase.
What happens next?
- The CIOTS staff will verify your OTAP license renewal and ensure that you receive a valid and calibrated license key.
- You will receive a new OTAP license key within 5 business days.
- You will enter your new OTAP license key into your OTAP sofware (see instructions above for Updating your OTAP license.
Preferences
Changing the OTAP software database location
- Log in to OTAP
- Click Edit > Preferences

- Click Browse

- Browse to and select the new location of the OTAP database

- Click Save
Changing your report language preference
- Log in to OTAP
- Click Edit > Preferences
- Click the Report language menu to select your preferred language for reports
- Click Save
Data Entry
Adding a new person
- Log in to OTAP
- Click Edit > Add New Person
- Enter the person’s Gender, Birth Date, and Discharge Date
- Check the box, Informed consent has been obtained
- Click Save
Note. The option to enter the person’s name is not available when using the program in pseudonymous mode. When using OTAP in pseudonymous mode, be sure to retain the person’s OTAP ID number and keep it in a secure location according to the established procedures within your work setting (e.g., the security of such procedures which also apply to hard copies of test score forms).
Checking the box, Informed consent has been obtained, indicates that you have obtained verbal or written permission from the person to share his or her pseudonymous evaluation data with the Center for Innovative OT Solutions (CIOTS). When you send your data to CIOTS for analysis, the person you evaluated cannot be identified in any way. The box, Informed consent has been obtained, must be checked before any evaluation data for the person can be exported.
Entering AMPS course data (In-Person courses only)
- Gather the Evaluation Worksheets from your in-person training course

- Log in to OTAP
- Click Course > AMPS

- Select each person/task from the list, matching the name of the person and task to your evaluation worksheet

- Enter course scores exactly as you marked them during the course; if faculty changed a score use the changed score

- Click Enter
- Click Save
- In-Person (Live) Course: The rater calibration requirements section of your course handouts are located in the AMPS, School AMPS, or ESI Course Materials
- Online Course: Rater calibration requirements handout is found in your Online Course Files > Rater Calibration Requirements & Guidelines
Entering School AMPS course data
- Gather the Evaluation Worksheets from your in-person training course

- Click Course > School AMPS

- Select each person/task from the list, matching the name of the person and task to your evaluation worksheet

- Enter course scores exactly as you marked them during the course; if faculty changed a score use the changed score

- Click Enter
- Click Save
Entering ESI course data
- Gather the Evaluation Worksheets from your in-person training course

- Log in to OTAP
- Click Course > ESI

- Select each person/observation from the list, matching the name of the person/observation to your evaluation worksheet

- Enter course scores exactly as you marked them during the course; if faculty changed a score use the changed score

- Click Enter
- Click Save
Entering AMPS evaluation data
- Log in to OTAP
- Add the person to OTAP (if needed, see Adding a new person)
- Select the person from the main OTAP window

- Click Edit > Add New Evaluation > AMPS Evaluation

- Click the Evaluation Date field

- Enter the date of your AMPS observation
- Click Enter

- Click a Diagnosis field

- Select a diagnostic category

- Select a specific diagnosis

- Select a diagnosis subtype if prompted
- Click Enter
- If there is more than one diagnosis, you may follow the above steps to enter a second and/or third diagnosis
- Click the AMPS tab

- Click an AMPS Tasks field

- Select a task group

- Select a specific task

- Click the Quality tab (or click Next Tab)
- Select the overall quality of performance (QoP) ratings

- Click the Scores tab (or click Next Tab)
- Enter scores

- Click Enter
- Select the person’s AMPS functional level rating

- Click the Global Baseline Statement field to enter your global baseline statement and a related goal
Entering School AMPS evaluation data
- Log in to OTAP
- Add the person to OTAP (if needed, see Adding a new person)
- Select the person from the main OTAP window

- Click Edit > Add New Evaluation > School AMPS Evaluation

- Click Evaluation Date

- Enter the date of your School AMPS observation
- Click Enter

- Click a Diagnosis field

- Select a diagnostic category

- Select a specific diagnosis within the selected diagnostic category

- Select a diagnosis subtype if prompted
- Click Enter
- If there is more than one diagnosis, you may follow the above steps to enter a second and/or third diagnosis.
- Click the School AMPS tab

- Click a School AMPS Tasks field

- Select a task group

- Select a specific task
- Click the Quality tab (or click on Next Tab)
- Select the overall quality of performance (QoP) ratings

- Click the Scores tab (or click Next Tab) to enter School AMPS scores
- Enter scores

- Click Enter
- Select the classroom environment rating

- Click the Global Baseline Statement field to enter your global baseline statement a related goal

Entering ESI evaluation data
- Log in to OTAP
- Add the person to OTAP (if needed, see Adding a new person)
- Select the person from the main OTAP window

- Click Edit > Add New Evaluation > ESI Evaluation

- Click the Evaluation Date field

- Enter the date of your ESI observation
- Click Enter

- Click a Diagnosis field

- Select a diagnostic category

- Select a specific diagnosis

- Select a diagnosis subtype if prompted
- Click Enter
- If there is more than one diagnosis, you may follow the above steps to enter a second and/or third diagnosis
- Click the ESI tab

- Click an Intended Purposes of Social Interaction field

- Select an intended purpose of social interaction

- Select a specific code

- Click the Context/Quality tab (or click Next Tab)
- Select or enter the context ratings and the overall quality of social interaction (QoSI) rating for the social partner and the person being evaluated

- Click the Scores tab (or click Next Tab)
- Enter scores

- Click Enter

- Click the Global Baseline Statement field to enter your global baseline statement and a related goal

Entering ACQ-OP evaluation data
- Click the ACQ-OP tab

- Click one of the previously-entered AMPS Task names

- Enter ACQ-OP scores
- Select the Person’s self-rating and the Overall level of discrepancy
- Click Enter
- Repeat for each AMPS task

- Click the ACQ-OP Global Basement Statement field to enter a baseline statement (optional)

- Select the person’s Level of Awareness

- Click Save
Entering ACQ-SI evaluation data
- To enter ACQ-SI scores, click the ACQ-SI tab

- Click one of the previously entered Intended Purposes of Social Interaction

- Enter ACQ-SI scores
- Select the Person’s self-rating and the Overall level of discrepancy
- Click Enter
- Repeat for each Intended Purpose of Social Interaction

- Click the ACQ-SI Global Basement Statement field to enter a baseline statement (optional)

- Select the person’s Level of Awareness

- Click Save
Reports
OTAP report types
Report Supplement | Results Report | Progress Report | Raw Scores Report | ACQ Results Report |
Overview of and interpretation guidelines | Summarizes the results which allow the occupational therapist to interpret results of the selected assessment for one evaluation date | Summarizes the results which allow the occupational therapist to interpret results of the selected assessment for two evaluation dates | Displays the ordinal raw item scores for one evaluation date ordered by item difficulty | Summarizes the results which allow the occupational therapist to interpret results of the selected ACQ assessment for one evaluation date |
- See report samples
- For all reports (except the Report Supplement)
- All evaluation data must be entered to generate the report
- You must have successfully completed the rater calibration process and updated your license key to generate this report
Pseudonymous Mode. If OTAP was installed in pseudonymous mode, you will be given the option to display the person’s name on the report; the person’s name will not be saved in OTAP
Limitations and exclusions. The information in the reports generated by the OTAP software is limited as it is based solely on the data provided by the user. CIOTS makes no claim as to the validity of the information provided in the reports by occupational therapists, and therefore assumes no responsibility for the information in any report created by an occupational therapist using the OTAP software. The OTAP software displays the data entered by the occupational therapist without change or analysis. Any information contained in the OTAP software or any resulting report, is provided on an “as is” basis only, and it is not intended, or to be construed as, medical, health advice, diagnosis, or treatment advice. The CIOTS products are not a replacement for medical and therapeutic diagnosis, treatment, or advice from a qualified and licensed occupational therapist.
Generating a progress report when a different occupational therapist administered an evaluation
- Select a person’s evaluation date
- Click Reports
- Click Progress Report
- Click Continue
- Enter the following information about the evaluation administered by the other occupational therapist:
- Evaluation date
- Measure(s)
- Tasks (at least two calibrated tasks are required)
- For raters using OTAP in pseudonymous mode only: You will be given the option to enter the person’s name. The person’s name will appear on the report, but it will not be saved in the OTAP software.
- Use the Save report as… window to browse to the location on your computer where you wish to save the report
Export Data
Exporting all data to a CSV file
You may export all of your AMPS, School AMPS, or ESI data to a comma separated value (CSV) file for import into a statistical software package (e.g., Excel, SPSS)
- Log in to OTAP
- Click File > Export > All Data to CSV File and select one of the following:
- AMPS or AMPS & ACQ-OP if you have an ACQ-OP license
- School AMPS
- ESI or ESI & ACQ-SI if you have an ACQ-SI license
- Select a location to save your exported data file
- Click Export
- Click Close
Exporting data for one person
You may export one person’s assessment data to a comma separated value (CSV) file for import into an electronic health record
- Log in to OTAP
- Select a person
- Click File > Export > Selected Person’s Data and select
- AMPS or AMPS & ACQ-OP if you have an ACQ-OP license
- School AMPS
- ESI or ESI & ACQ-SI if you have an ACQ-SI license
- You will be prompted to enter the person’s identification number (Person ID) to link this person’s data with his or her record in your electronic health record (optional)
- If you select Yes, enter the Person ID and click Enter
- You will be asked if you would like to export specific evaluations for the selected person. Click Yes to select specific evaluation dates. Click No to select all evaluation dates for the selected person.
- If you selected Yes for specific evaluations, check the evaluations you would like to export
- Select a location to save your exported data file
- Click Export
- Click Close
Exporting research data
For researchers who have requested CIOTS analyze their research data- Log in to OTAP
- Click File > Export > Research Data and select one of the following:
- AMPS or AMPS & ACQ-OP if you have an ACQ-OP license
- School AMPS
- ESI or ESI & ACQ-SI if you have an ACQ-SI license

- If you have not met all requirements for exporting research data, you will receive a message regarding research data requirements that must be met before you are able to export research data

- If you have met all requirements for exporting research data, you will be directed to select a location to save your exported data file

- Click Export
- Click Close
Import Data
Importing legacy software (AMPS 9, School AMPS 2005, ESI 2009) backup data
- Create a backup of your data using the Backup function in your legacy software (i.e., you old software such as AMPS 9, School AMPS 2005, ESI 2009)
- Log in to the CIOTS website
- Click Get your OTAP Software license & transfer keys
- Select the assessment tool
- Copy your OTAP Transfer Key

- Log in to OTAP
- Click File > Import > Old Software Backup

- A message will appear regarding importing legacy software data

- Paste your transfer key in the Transfer key field

- Click Enter
- Click Continue

- Browse to the directory containing your legacy software backup files

- Click Import
- Click Finish
- Click Print to create a paper copy of imported data for your records