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Option 1: Add students to your caseload using any button in the hub. The button will open a pop-up window to type information for one student at a time. Option 2: Add your students through copying and pasting from any spreadsheet or Google Sheet into the table below. Make sure you have at least Student ID, First Name, Last Name. Click the + button to add the first row and then paste the information.Option 3: Type directly into the table below as you would a spreadsheet. Click the + button to add the first row.
Setup Instructions
1. Set some defaults. (Click arrow to expand for instructions)
Toggle boxes below for default types. The defaults will be used in other parts of the hub.
Default Goal Type
Goal Type
Discipline
Default Goal Type
ST
Speech Therapy
OT
Occupational Therapy
PT
Physical Therapy
VT
Vision Therapy
BT
Behavioral Therapy
DT
Dyslexia Therapy
RES
Resource
There are no rows in this table
Default School
School
School Long Name
School Default
Happy Days
Happy Days Elementary
Spring
Spring Elementary
New Town
New Town Elementary
There are no rows in this table
2. Add students and details (Click arrow to expand for instructions)
Three options to add students.
Add student
If you want to see previously entered students, go to . Otherwise, this page shows only recent entries within the last three hours.
Get Started - Add students
Student ID
First Name
Last Name
Birth Date
Last School Eval Date
Last Private Eval Date
Deficit Areas
Annual Review Due Date
Required Session Count
Default Session Length
No results from filter
3. Add
4. Add for each student.
5. Go to to add sessions to your Schedule Planner.
6. Add your school’s master schedule to .
For advanced users, you might want to view
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.