Once the Student Services event has been initiated, the event will open.
1. Click on the desired step to open the associated form.
2. Click on the arrow to collapse or expand the steps list.
Navigation tools display at the top to facilitate movement from one step (form) to another, to save and validate the current form, to print the form, and to return to the student’s event screen.
3. Click Previous Step to go back to the previous form.
4. Click Next Step to move forward to the next step displayed in the navigation menu.
5. Click Notes to type notes that are important to the event that is open.
The Notes icon turns blue when there are notes present on the selected event instance. Notes cannot be printed.
6. Click Save & Validate to save the entered data and to validate that all required fields on the step (form) have been completed.
Clicking Save & Validate before completing all required fields saves the entered data as a draft. A pop-up message will display. Click Yes to save a draft.
7. When the "Override Mark as Complete" system permission is enabled for the profile in User Profile Permissions, the Mark as Complete button is available. When clicked, it marks the step as complete and saves the step, even when all the step requirements have not been completed.
8. Click Print to print the current step (form) or any step in the process. Forms print with a DRAFT watermark until ready to be finalized, unless the watermark is deselected on the print screen. See Printing an Event for more information.
9. Click History to see the history of changes made to a form. See Viewing Form History for more information.
10. Click Return to Manage Student to return to the Manage Student event screen.
As required steps are saved and validated, the progress bar will update to show the percentage completed.
Completed steps will display a green check mark as they are saved and validated.
The Behavior Referral event is used to collect student data and observations to document the need for behavior support. The event will collect any previous interventions implemented and documented in Focus SSS as well as provide for the development of an intervention/support plan.
The Behavior Cover Sheet step is used to document who referred the student, student demographic data, vision screenings, hearing screenings, retentions, attendance summary, report card grades, gradebook grades, standardized test summary, medical alerts, and diagnostic screeners.
1. Select the Referral Start Date.
2. Enter who the student was Referred By and enter their Job Title.
3. Select the Referral Coordinator from the pull-down.
Some of the remaining fields on the form may populate from the student's SIS record. Manual entries may be made, if needed.
4. Click Save & Validate when finished.
The Behavior Social Medical Developmental History Form step is used to document a variety of social, medical, and developmental information for the student. The documentation of school problems is required.
1. Enter the name of the Person Providing Information.
2. Enter their Relation to Student.
3. Select the Date.
4. Complete the remaining fields on the form as needed. The Describe school problems field is required.
5. Click Save & Validate when finished.
The Behavior Area of Concern step is used to document the domain(s) that are most closely related to the presenting problem and the area of concern.
1. Select one or multiple domains that are most closely associated with the presenting problem.
2. Enter the Area of Concern Description.
3. Optionally, enter the Duration of Concern, Comments, and Strengths/Assets.
4. Click Save & Validate when finished.
The Behavior Parent Conferences step is used to document parent/guardian conferences, phone calls, and other types of contact.
1. Select the Contact Type. When "Other" is selected, the Other Contact field becomes enabled and required, where you will enter the type of contact.
2. Select the Contact Date.
3. Enter any Contact Notes.
4. Enter the Attendees of the conference, phone call, or other method of contact.
5. Click Save & Validate when finished.
The Behavior Observations step is used to document the observer, setting, and narrative of a behavior observation.
1. Select the Reason for Observation.
2. Today's Date will populate. Modify the date if needed.
3. Select the name of the Observer. If the name is not available in the list, select Other. Selecting "Other" will enable and require the Other - First Last text field to document the name of the observer.
4. Select the Observer Job Title. If the appropriate job title is not available in the list, select Other. Selecting "Other" will enable and require the Job Title text field to document the job title of the observer.
5. Enter the Setting and the Narrative of the observation.
6. Click Save & Validate when finished.
The Behavior Interventions step pulls in the student's intervention data. It also provides space to manually enter intervention data, if needed.
1. Complete the intervention fields as needed.
2. Click Save & Validate when finished.
The Behavior Committee Page step is used to document whether the student is being recommended for a formal evaluation, and the members of the committee for the referral.
1. Select Refer for Formal Evaluation or Do NOT refer for Formal Evaluation.
2. Enter the Name and Title of each committee member. At least three are required.
3. Click Save & Validate when finished.
Uploads can be used to add documentation to an event. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parenthesis on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.
The Consent for Evaluation event is used to obtain general consent to evaluate a student when existing records are insufficient for determining the educational/behavioral needs of the student. This event includes a form on which the type of evaluation and the evaluators can be assigned, and when saved will trigger a notification alert to the assigned evaluator. An optional form can be utilized to determine the student's eligibility for Gifted and/or ESE and push data to populate/update the ESE/Gifted Florida state reportable logging fields.
The Consent to Evaluate step is used to document the evaluations that will be conducted and the parent's/guardian's consent.
1. Select Today's Date.
2. If applicable, select the educational options that have been considered or used with the student.
3. Select one or multiple evaluations. When an evaluation is selected, the accompanying pull-down becomes enabled and required in order to select what specifically will be assessed.
4. Select whether Procedural Safeguards are Applicable or Not Applicable. If applicable, enter the Person to Contact.
5. The form can be printed for the parent to complete their response manually, or the parent can select a response option, sign, and date the form in Focus.
6. Click Save & Validate when finished.
The Evaluators step is used to select the referral event type that will be generated for the student (General Referral, Speech Referral, Gifted Referral, Behavior Referral, D/HH Referral, or Visual Impairment Referral), and the assigned evaluator(s).
1. Select the Event Type to generate for the student.
2. Select the Consent date signed by Parent.
3. Select the Date school received signed consent form.
4. Select the ESE liason.
5. In the table, select the Type of Evaluator and Evaluator Name in the first row.
When the form is saved, the selected evaluator will receive a notification alert regarding the evaluation, and a task will be added to their Task List.
6. As the evaluation process proceeds, you can return to this step to document the dates for Packet to Evaluator, Eval Rec'd Date, Eval Complete Date, and Eval Report Sent Date.
7. Complete additional rows of the table for additional evaluations, if needed.
8. Click Save & Validate when finished.
The ESE Determination of Eligibility is an optional step that is used to determine the student's eligibility for Gifted and/or ESE and push data to populate/update the ESE/Gifted Florida state reportable logging fields.
1. Select the Purpose of Request.
Uploads can be used to add documentation to an event. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parenthesis on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.
The D/HH Referral event is used to collect student data to document the need for Deaf/Hard of Hearing support services. The event will collect any previous interventions implemented and documented in Focus SSS as well as provide for the development of an intervention/support plan.
The D/HH Cover Sheet step is used to document who referred the student, student demographic data, vision screenings, hearing screenings, retentions, attendance summary, report card grades, gradebook grades, standardized test summary, medical alerts, and diagnostic screeners.
1. Select the Referral Start Date.
2. Enter who the student was Referred By and enter their Job Title.
3. Select the Referral Coordinator from the pull-down.
Some of the remaining fields on the form may populate from the student's SIS record. Manual entries may be made, if needed.
4. Click Save & Validate when finished.
The D/HH Social Medical Developmental History Form step is used to document a variety of social, medical, and developmental information for the student. The documentation of school problems is required.
1. Enter the name of the Person Providing Information.
2. Enter their Relation to Student.
3. Select the Date.
4. Complete the remaining fields on the form as needed. The Describe school problems field is required.
5. Click Save & Validate when finished.
The D/HH Area of Concern step is used to document the domain(s) that are most closely related to the presenting problem and the area of concern.
1. Select one or multiple domains that are most closely associated with the presenting problem.
2. Enter the Area of Concern Description.
3. Optionally, enter the Duration of Concern, Comments, and Strengths/Assets.
4. Click Save & Validate when finished.
The D/HH Potential Need step is used to review student standardized test scores, core subject grades, and discipline referrals, and document the student's social/emotional concerns and SLP informational evaluation for articulation errors.
1. Enter the Social/Emotional Concerns for the student.
2. Enter the information regarding the SLP Informational Evaluation for Articulation Errors.
3. Click Save & Validate when finished.
The D/HH Parent Conference step is used to document parent/guardian conferences, phone calls, and other types of contact.
1. Select the Contact Type. When "Other" is selected, the Other Contact field becomes enabled and required, where you will enter the type of contact.
2. Select the Contact Date.
3. Enter any Contact Notes.
4. Enter the Attendees of the conference, phone call, or other method of contact.
5. Click Save & Validate when finished.
The D/HH Committee Page step is used to document whether the student is being recommended for a formal evaluation, and the members of the committee for the referral.
1. Select Refer for Formal Evaluation or Do NOT refer for Formal Evaluation.
2. Enter the Name and Title of each committee member. At least three are required.
3. Click Save & Validate when finished.
The D/HH Interventions step pulls in the student's intervention data. It also provides space to manually enter intervention data, if needed.
1. Complete the intervention fields as needed.
2. Click Save & Validate when finished.
Uploads can be used to add documentation to an event. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parenthesis on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.
The Diagnostic Screener Referral event is used to refer a student and obtain parent consent for diagnostic screening (it is NOT intended for placement in ESE). This event includes a form to assign the type of evaluation and responsible evaluator, which when saved will trigger a notification alert to the designated evaluator(s).
The Diagnostic Reason fo Referral step is used to enter the reason for the diagnostic assessment.
1. Enter the Reason for Diagnostic Assessment.
2. Click Save & Validate when finished.
The Diagnostic Evaluators step is used to select the referral event type that will be generated for the student (General Referral, Speech Referral, Gifted Referral, Behavior Referral, D/HH Referral, or Visual Impairment Referral), and the assigned evaluator(s).
1. Select the Event Type to generate for the student.
2. Select the Consent date signed by Parent.
3. Select the Date school received signed consent form.
4. Select the ESE liason.
5. In the table, select the Type of Evaluator and Evaluator Name in the first row.
When the form is saved, the selected evaluator will receive a notification alert regarding the evaluation, and a task will be added to their Task List.
6. As the evaluation process proceeds, you can return to this step to document the dates for Packet to Evaluator, Eval Rec'd Date, Eval Complete Date, and Eval Report Sent Date.
7. Complete additional rows of the table for additional evaluations, if needed.
8. Click Save & Validate when finished.
The Permission for Diagnostic Screening event is used to obtain parent/guardian permission for diagnostic screening.
1. Select the Form Date.
2. Select the diagnostic screening(s).
3. The form can be printed for the parent/guardian to sign, or the parent/guardian can electronically sign the form.
4. Click Save & Validate when finished.
Uploads can be used to add documentation to an event. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parenthesis on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.
The General Referral event is used to collect student data to document a general need for support. The event will collect any previous interventions implemented and documented in Focus SSS as well as provide for the development of an intervention/support plan.
The GR Cover Sheet step is used to document who referred the student, student demographic data, vision screenings, hearing screenings, retentions, attendance summary, report card grades, gradebook grades, standardized test summary, medical alerts, and diagnostic screeners.
1. Select the Referral Start Date.
2. Enter who the student was Referred By and enter their Job Title.
3. Select the Referral Coordinator from the pull-down.
Some of the remaining fields on the form may populate from the student's SIS record. Manual entries may be made, if needed.
4. Click Save & Validate when finished.
The GR Social Medical Developmental History Form step is used to document a variety of social, medical, and developmental information for the student. The documentation of school problems is required.
1. Enter the name of the Person Providing Information.
2. Enter their Relation to Student.
3. Select the Date.
4. Complete the remaining fields on the form as needed. The Describe school problems field is required.
5. Click Save & Validate when finished.
The GR Area of Concern step is used to document the domain(s) that are most closely related to the presenting problem and the area of concern.
1. Select one or multiple domains that are most closely associated with the presenting problem.
2. Enter the Area of Concern Description.
3. Optionally, enter the Duration of Concern, Comments, and Strengths/Assets.
4. Click Save & Validate when finished.
The GR Parent Conference step is used to document parent/guardian conferences, phone calls, and other types of contact.
1. Select the Contact Type. When "Other" is selected, the Other Contact field becomes enabled and required, where you will enter the type of contact.
2. Select the Contact Date.
3. Enter any Contact Notes.
4. Enter the Attendees of the conference, phone call, or other method of contact.
5. Click Save & Validate when finished.
The GR Observations step is used to document the observer, setting, and narrative of an observation.
1. Select the Reason for Observation.
2. Today's Date will populate. Modify the date if needed.
3. Select the name of the Observer. If the name is not available in the list, select Other. Selecting "Other" will enable and require the Other - First Last text field to document the name of the observer.
4. Select the Observer Job Title. If the appropriate job title is not available in the list, select Other. Selecting "Other" will enable and require the Job Title text field to document the job title of the observer.
5. Enter the Setting and the Narrative of the observation.
6. Click Save & Validate when finished.
The GR Committee Page step is used to document whether the student is being recommended for a formal evaluation, and the members of the committee for the referral.
1. Select Refer for Formal Evaluation or Do NOT refer for Formal Evaluation.
2. Enter the Name and Title of each committee member. At least three are required.
3. Click Save & Validate when finished.
Uploads can be used to add documentation to an event. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parenthesis on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.
The Gifted Referral event is used to collect student data to document the possible need for Gifted support services. The event includes a self-scoring Gifted Characteristics Checklist.
The Gifted Cover Sheet step is used to document who referred the student, student demographic data, vision screenings, hearing screenings, retentions, attendance summary, report card grades, gradebook grades, standardized test summary, medical alerts, and diagnostic screeners.
1. Select the Referral Start Date.
2. Enter who the student was Referred By and enter their Job Title.
3. Select the Referral Coordinator from the pull-down.
Some of the remaining fields on the form may populate from the student's SIS record. Manual entries may be made, if needed.
4. Click Save & Validate when finished.
The Gifted Need for Program is used to document the reason for the Gifted referral.
1. Enter the Gifted Referral Reason.
2. Click Save & Validate when finished.
The Gifted Parent Conference step may be used to document parent/guardian conferences, phone calls, and other types of contact.
1. Select the Contact Type. When "Other" is selected, the Other Contact field becomes enabled and required, where you will enter the type of contact.
2. Select the Contact Date.
3. Enter any Contact Notes.
4. Enter the Attendees of the conference, phone call, or other method of contact.
5. Click Save & Validate when finished.
The Gifted Observations step may be used to document the observer, setting, and narrative of an observation.
1. Select the Reason for Observation.
2. Today's Date will populate. Modify the date if needed.
3. Select the name of the Observer. If the name is not available in the list, select Other. Selecting "Other" will enable and require the Other - First Last text field to document the name of the observer.
4. Select the Observer Job Title. If the appropriate job title is not available in the list, select Other. Selecting "Other" will enable and require the Job Title text field to document the job title of the observer.
5. Enter the Setting and the Narrative of the observation.
6. Click Save & Validate when finished.
The Gifted Checklist step is used to document the frequency of specific learning, motivational, creative, and leader characteristics in the student, as well as the student's ability and needs.
1. For each characteristic, select an option, 1 - 4.
2. At the bottom of the form in the Stated Need section, select Yes or No for each of the questions.
3. Enter who the form was Completed By and the Date.
4. Click Save & Validate when finished.
The Gifted Committee Page step is used to document whether the student is being recommended for a formal evaluation, and the members of the committee for the referral.
1. Select Refer for Formal Evaluation or Do NOT refer for Formal Evaluation.
2. Enter the Name and Title of each committee member. At least three are required.
3. Click Save & Validate when finished.
Uploads can be used to add documentation to an event. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parenthesis on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.
The Referral for Evaluation is a generic event with a cover sheet that automatically populates student data from the SIS record and provides access to a host of ancillary forms.
The Referral for Evaluation Cover Sheet step is used to document who referred the student, student demographic data, vision screenings, hearing screenings, retentions, attendance summary, report card grades, gradebook grades, standardized test summary, medical alerts, and diagnostic screeners.
1. Select the Referral Start Date.
2. Enter who the student was Referred By and enter their Job Title.
3. Select the Referral Coordinator from the pull-down.
Some of the remaining fields on the form may populate from the student's SIS record. Manual entries may be made, if needed.
4. Click Save & Validate when finished.
The Evaluation Supplemental Forms step provides a variety of forms that can be completed as needed, such as Area of Concern, Evaluations, Observations, Parent Conferences & Contacts, and more.
1. Select the desired form from the pull-down and click Add this form.
The selected form displays in the table.
2. Click Edit to open the form.
3. Complete the form as needed. When finished, click Save & Validate.
4. Click Return to Focus when finished.
The table is updated with the date and time Last Saved. The Complete column will display a check mark if all the required fields (if any) have been completed.
5. To delete the form, click Delete.
The Speech Referral event is used to collect student data and observations to document the possible need for Speech services.
The Speech Cover Sheet step is used to document who referred the student, student demographic data, vision screenings, hearing screenings, retentions, attendance summary, report card grades, gradebook grades, standardized test summary, medical alerts, and diagnostic screeners.
1. Select the Referral Start Date.
2. Enter who the student was Referred By and enter their Job Title.
3. Select the Referral Coordinator from the pull-down.
Some of the remaining fields on the form may populate from the student's SIS record. Manual entries may be made, if needed.
4. Click Save & Validate when finished.
The Speech Social Medical Development step is used to document a variety of social, medical, and developmental information for the student. The documentation of school problems is required.
1. Enter the name of the Person Providing Information.
2. Enter their Relation to Student.
3. Select the Date.
4. Complete the remaining fields on the form as needed. The Describe school problems field is required.
5. Click Save & Validate when finished.
The Speech Area of Concern step is used to document the domain(s) that are most closely related to the presenting problem and the area of concern.
1. Select one or multiple domains that are most closely associated with the presenting problem.
2. Enter the Area of Concern Description.
3. Optionally, enter the Duration of Concern, Comments, and Strengths/Assets.
4. Click Save & Validate when finished.
The Speech Parent Conference step is used to document parent/guardian conferences, phone calls, and other types of contact.
1. Select the Contact Type. When "Other" is selected, the Other Contact field becomes enabled and required, where you will enter the type of contact.
2. Select the Contact Date.
3. Enter any Contact Notes.
4. Enter the Attendees of the conference, phone call, or other method of contact.
5. Click Save & Validate when finished.
The Speech Observations step may be used to document the observer, setting, and narrative of an observation.
1. Select the Reason for Observation.
2. Today's Date will populate. Modify the date if needed.
3. Select the name of the Observer. If the name is not available in the list, select Other. Selecting "Other" will enable and require the Other - First Last text field to document the name of the observer.
4. Select the Observer Job Title. If the appropriate job title is not available in the list, select Other. Selecting "Other" will enable and require the Job Title text field to document the job title of the observer.
5. Enter the Setting and the Narrative of the observation.
6. Click Save & Validate when finished.
The Speech Committee Page step is used to document whether the student is being recommended for a formal evaluation, and the members of the committee for the referral.
1. Select Refer for Formal Evaluation or Do NOT refer for Formal Evaluation.
2. Enter the Name and Title of each committee member. At least three are required.
3. Click Save & Validate when finished.
Uploads can be used to add documentation to an event. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parenthesis on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.
The Visual Impairment Referral event is used to collect student data and observations to document the possible need for Vision Impairment support services.
The VI Cover Sheet step is used to document who referred the student, student demographic data, vision screenings, hearing screenings, retentions, attendance summary, report card grades, gradebook grades, standardized test summary, medical alerts, and diagnostic screeners.
1. Select the Referral Start Date.
2. Enter who the student was Referred By and enter their Job Title.
3. Select the Referral Coordinator from the pull-down.
Some of the remaining fields on the form may populate from the student's SIS record. Manual entries may be made, if needed.
4. Click Save & Validate when finished.
The VI Social Medical Developmental step is used to document a variety of social, medical, and developmental information for the student. The documentation of school problems is required.
1. Enter the name of the Person Providing Information.
2. Enter their Relation to Student.
3. Select the Date.
4. Complete the remaining fields on the form as needed. The Describe school problems field is required.
5. Click Save & Validate when finished.
The VI Area of Concern step is used to document the domain(s) that are most closely related to the presenting problem and the area of concern.
1. Select one or multiple domains that are most closely associated with the presenting problem.
2. Enter the Area of Concern Description.
3. Optionally, enter the Duration of Concern, Comments, and Strengths/Assets.
4. Click Save & Validate when finished.
The VI Observations step may be used to document the observer, setting, and narrative of an observation.
1. Select the Reason for Observation.
2. Today's Date will populate. Modify the date if needed.
3. Select the name of the Observer. If the name is not available in the list, select Other. Selecting "Other" will enable and require the Other - First Last text field to document the name of the observer.
4. Select the Observer Job Title. If the appropriate job title is not available in the list, select Other. Selecting "Other" will enable and require the Job Title text field to document the job title of the observer.
5. Enter the Setting and the Narrative of the observation.
6. Click Save & Validate when finished.
The VI Parent Conference step is used to document parent/guardian conferences, phone calls, and other types of contact.
1. Select the Contact Type. When "Other" is selected, the Other Contact field becomes enabled and required, where you will enter the type of contact.
2. Select the Contact Date.
3. Enter any Contact Notes.
4. Enter the Attendees of the conference, phone call, or other method of contact.
5. Click Save & Validate when finished.
The VI Committee Page step is used to document whether the student is being recommended for a formal evaluation, and the members of the committee for the referral.
1. Select Refer for Formal Evaluation or Do NOT refer for Formal Evaluation.
2. Enter the Name and Title of each committee member. At least three are required.
3. Click Save & Validate when finished.
Uploads can be used to add documentation to an event. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parenthesis on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.
Social Worker Referral
The Social Worker Referral event is used to refer students for services to be provided by the school social worker. The student enrollment history and current year attendance records are pulled. The social worker can be assigned, and the social worker can summarize the outcomes of any contacts.
SW Reason for Referral
The SW Reason for Referral step is used to document referral information, including the reason for the referral.
1. Select the Referral Date.
2. Enter the School Contact.
3. Enter the Assigned Social Worker.
4. Enter who the student was Referred By.
5. Select What Prompted Referral? One or multiple options can be selected.
6. Enter the Reason for Social Worker Referral.
7. Click Save & Validate when finished.
The student's enrollment history, current year attendance summary, and contact information is displayed at end of the form.
Social Worker
The Social Worker step is used to assign one or multiple social workers to the student.
1. Select the social worker from the pull-down.
2. As the paperwork is sent, received, and completed, return to this form to select the Date Sent, Receive Date, and Complete Date.
3. Click Save & Validate when finished.
SW Outcome
The SW Outcome step is used to document the outcome of the social worker referral. Three spaces for statements are provided.
1. Select the Date of the statement.
2. Enter the Statement.
3. Click Save & Validate when finished.
Uploads
Uploads can be used to add documentation to an event. In order to print with the event, uploads must be in the PDF format.
1. Drag a file into the box, click Select and select a file from your computer, or click the scan icon and follow prompts to scan the document.
2. Once documentation is scanned or uploaded it will populate in the upload field with edit/delete options.
3. The number of uploads will display in parenthesis on the side menu.
4. Click the pencil icon to edit the title of the file.
After making a title change, click the green check mark to save the change, or the red X to discard the change and keep the original file name.
5. Click the red minus sign to delete the upload.
6. Click OK to confirm deletion.