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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If your caseload includes a student that is no longer active in the system, make sure to uncheck the box "only show active students."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 save time when logging your services. Detailed instructions can be found here. Goals should be added when an IEP is new or is updated.
Creating Groups in the Service Portal
Providers can save time logging services for groups by creating student groups in the service portal. Detailed instructions can be found here. We recommend that you make yourself familiar with logging services for individual students before creating and using the group function.
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