Create or update your Caseload

After you log into the Service Portal choose Manage Caseload in the upper right corner. You can check a box to "only show students on my caseload." Remove students from your caseload that you no longer serve. Uncheck this box to search for students to add to your caseload.  

If your caseload includes a student that is no longer active in the system, make sure to uncheck the box "only show active students." This will allow you to remove inactive students from your caseload. If you cannot find a student in our system to add to your caseload, please fill out a Student Information Sheet and send using the ShareFile.

Adding Goals to a Student Account

 It is helpful to add goals for each student on your caseload to make logging services easy. Detailed instructions can be found here. Goals should be added when an IEP is new or is updated. Make sure to add the IEP start and end dates so you can refer to them when you enter service logs.

Evaluations

Evaluations can be billed for a student only once each year per service type. A student must qualify for the corresponding service in order to bill for the evaluation. This can be tricky since most evaluations occur over several days and sessions. Before adding an evaluation to the service portal, wait until the evaluation is complete, a primary disability has been determined, and the IEP finalized. The total time for an evaluation should be logged for the final evaluation day. Specific dates and session times can be included in the comment section of the log.  Non billable logs can also be used to document evaluation dates and activities up until the IEP has been finalized.

Please be patient

Student grade and school information will be updated soon

Updates to student grades and schools happen during September and October. If you notice that a student's grade or school is still incorrect after October 20th, please email Lisa Waterman for direction on how to get student records updated. As long as a student has a valid IEP, you can log services in the Service Portal.

If you need to have a student added to the Service Portal, please fill out a Student Information Sheet. You can find this form and other forms on our website. Forms can be sent securely through Sharefile.   Please do not email student names or send email attachments with student information. You can use student initials and a date of birth in an email for questions.