Caseload & Services

The Caseload & Services screen allows teachers and service providers to document the services, accommodations, and modifications they provide to students.

Adding a Service to an Individual Student

1. In the SSS menu, click Caseload & Services.

Portal

The Caseload tab is automatically displayed.

2. Select the student in the pull-down and click Add Service.

3. In the pop-up window, select This student was absent on this day if the student did not receive their scheduled service due to an absence.

4. Update the Service Date, if needed. It defaults to today's date.

The Service Provider is auto-populated with your name.

5. Enter the Time In and Time Out for the service.

The Duration will auto-calculate. The Units will also auto-calculate based on the duration.

  • 8-22 min: 1 Unit
  • 23-37 min: 2 Units
  • 38-52 min: 3 Units
  • 53-67 min : 4 Units
  • 68-82 min: 5 Units
  • 83-97 min: 6 Units
  • 98-112 min: 7 Units
  • 113-127 min: 8 Units, etc.

Hover over the ? icon to view a tool-tip on shortcuts for entering the time.

Caseload & Services

6. Select the Provider Role.

7. Select the Service. One or multiple services can be selected.

The services available in the pull-down are driven by the provider role selected.

8. If the student has an active IEP, select the IEP Goal from the student's goals, if applicable.

The goals from the student's current locked IEP,  addendum IEP,  EP,  or SP are available for selection.

9. If the service is not for one of the student's IEP goals, you can optionally indicate the goal of the service in the Additional Goals text box.

Caseload & Services

10. Optionally enter any Notes, if needed.

11. To upload any supporting documentation, click and drag a file from your computer into the Additional Documentation section of the screen, or click Choose a file and select the file from your computer.

Caseload & Services

12. To save the service record as a draft, click Save as Draft. The record will then be placed in the Drafts tab for submission at a later time.

13. To submit the service record, click Submit.

Caseload & Services

After saving the service record as a draft, a pop-up will display indicating the service was saved.

After submitting the service record, a pop-up will display indicating the service was successfully submitted.

14. Click the X to close the pop-up.

Adding a Student to Your Caseload

You can add a student to your caseload to more quickly and easily add services to the student. Once a student is in your caseload, you can also add the student to a group, access a saved draft service record, and create a template for a recurring service.

Deleting a student from your caseload also deletes the students from any of your groups.

1. In the Caseload tab, select the student in the pull-down and click Add Student to My Caseload.

The student is added to the Caseload section at the bottom of the screen. If the student has received services previously, the last serviced date, time, and user who gave the service will display in the Last Serviced column. From your caseload, you can add the student to a group, add a service to that student, access a saved draft service record, and create a template for a recurring service.

2. Click the student's name to open the Manage Student screen for that student.

If you have the "View All Users" profile permission for Caseload & Services, you can view the Caseload for all users at your school.

Creating a Group and Setting Group Template Defaults

Creating a caseload group allows you to preselect a service code that is regularly provided to the same group of students. The service can then be mass added to the group of students.

1. Click the Groups tab.

2. In the blank row, enter a Title for the group.

3. Select the Service Code to be applied to the group.

4. If desired, enter a brief Description of the group or the service.

5. Press Enter to add the row to the table.

6. Click Set Group Defaults next to the new group.

A pop-up window with a service record template is displayed. The Service Date will auto-populate with the current date whenever the template is used.

Caseload & Services

7. Enter the Time In and Time Out for the service.

The Duration will auto-calculate. The Units will also auto-calculate based on the duration.

  • 8-22 min: 1 Unit
  • 23-37 min: 2 Units
  • 38-52 min: 3 Units
  • 53-67 min : 4 Units
  • 68-82 min: 5 Units
  • 83-97 min: 6 Units
  • 98-112 min: 7 Units
  • 113-127 min: 8 Units, etc.

Hover over the ? icon to view a tool-tip on shortcuts for entering the time.

Caseload & Services

8. Select the Provider Role.

9. Select the Service. One or multiple can be selected.

The services available in the pull-down are driven by the provider role selected.

Caseload & Services

10. Optionally, enter a description of the group goal in the Additional Goals field.

Caseload & Services

11. Optionally, enter any Notes relevant to the service or the group.

Caseload & Services

12. Click Save as Template.

Caseload & Services

After submitting the template, a pop-up will display indicating the template was successfully saved.

13. Click the X to close the pop-up.

Adding a Student to a Group

1. Click the Caseload tab.

2. In the Caseload section next to the student, select the Group(s) to assign to the student. One or multiple can be selected.

The groups are auto-saved.

Mass Adding a Service to a Group of Students

1. Click the Groups tab.

2. Click Add Group Service next to the group.

In the pop-up window, the students in the group are listed along the left side. The Service Date is populated with the current date. The Time In, Time Out, Provider Role, and Service are auto-populated based on the template.

Caseload & Services

3. For the first student in the list, select This student was absent from group on this day if the student did not receive their scheduled service due to an absence.

Caseload & Services

4. Adjust the Service Date and Time In and Time Out, if needed.

After adjusting the Service Date and Time In and Time Out on the first student, click Mass Update Date & Times at the bottom of the screen to apply these changes to the other students in the group. This button does not display if there is only one student in the group.

Caseload & Services

5. Adjust the Service, if needed. One or multiple services can be selected.

The services available in the pull-down are driven by the provider role selected.

6. If the student has an active IEP, select the IEP Goal from the student's goals, if applicable.

The goals from the student's current locked IEP,  addendum IEP,  EP,  or SP are available for selection.

Caseload & Services

7. Enter Additional Goals and Notes for the individual student, if the field was not populated for the template.

Caseload & Services

8. To upload any supporting documentation, click and drag a file from your computer into the Additional Documentation section of the screen, or click Choose a file and select the file from your computer.

Caseload & Services

9. Click the next student in the list and complete each field as applicable.

10. When finished, click Save as Draft or Submit Group.

Caseload & Services

After saving the group service as a draft, a pop-up will display indicating the draft was successfully saved.

After submitting the group service, a pop-up will display indicating the service was successfully saved.

11. Click the X to close the pop-up.

Setting Defaults on an Individual Student

When a service is regularly provided to an individual student, it may be useful to create template defaults for that student so that adding a service record is quicker.

1. Click the Caseload tab.

2. In the Caseload section of the screen, click Set Defaults next to the student.

A pop-up window with a service record template is displayed. The Service Date will auto-populate with the current date whenever the template is used.

3. Fill out the fields as needed.

Caseload & Services

4. Click Save as Template.

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After submitting the template, a pop-up will display indicating the template was successfully saved.

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5. Click the X to close the pop-up.

6. To use the template, click Add Service next to the student in your caseload.

The service record pop-up window is pre-populated with the settings you saved in the template.

7. Complete the fields as needed and click Submit.

Caseload & Services

After submitting the service, a pop-up will display indicating the service was successfully submitted.

8. Click the X to close the pop-up.

Submitting a Draft for an Individual Student

1. Click the Drafts tab.

All of the drafts you have saved are listed. Each field on the service record is listed as a column.

2. Click the Edit to open the draft.

3. Complete the service fields as needed and click Submit.

Caseload & Services

After submitting the service record, a pop-up will display indicating the service was successfully submitted.

4. Click the X to close the pop-up.

You can also access a saved draft for an individual student in your caseload by clicking Open Draft next to the student in the Caseload section of the screen in the Caseload tab.

Submitting a Group Draft

1. Click the Groups tab.

2. Click Open Group Draft next to the appropriate group.

3. Complete service fields for each student and click Submit Group.

Caseload & Services

After submitting the group service, a pop-up will display indicating the service was successfully submitted.

4. Click the X to close the pop-up.

Viewing Service History

The Service History tab displays the service records you have submitted. If you have the "View All Users" profile permission for Caseload & Services, you can view service records all users at your school have submitted.

1. Click the Service History tab.

2. Adjust the Start Date and End Date as needed.

3. To include inactive students, select Include Inactive.

4. To include inactive students from previous years, select Include Previous Years Inactive Students.

5. Click Submit.

The service records you have submitted between the dates are listed, including each of the service fields.

6. Click View All Users to view service records from all users at your school.

7. Click the student's name to open the Manage Student screen for that student.

8. To edit a service record, scroll to the right and click Unlock.

9. Click Edit.

10. After making your changes, click Re-submit.

Caseload & Services

After re-submitting the service, a pop-up will display indicating the service was successfully submitted.

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11. Click the X to close the pop-up.