Services

The Services is part of the Student Profile > Supports tab.  

The Services node provides several functions:

• To provision supports for students for the following services:

• School Consultation

• Medication Management

• Education Team Planning and Participation
  
  See below for instructions for provisioning services and adding service providers.
  
  Once the services are provisioned and the service provider is assigned, the service provider can go to this tab to access the Service Log and, if applicable, enter Billable Services.  
   

• To provide a means to quickly view Supplementary Aids and Services and, when applicable, for service providers to access the Service Log to document the services. NOTE: Supplementary Aids and Services are provisioned on the IEP Services tab. Once the Supplementary Aids and Services are provisioned, the Supplementary Aids and Services appears as a node under Services, as seen below:
  

     

  
  NOTE: If Supplementary Aids and Services require service providers, they must be assigned through the Supports tab - not through the IEP, which is on the Referral tab.
  
  Service providers can use the Supports tab to access the Service Log and, if applicable, enter Billable Services. See these instructions for documenting the service.
  
  The service provider can also use the main Service Log screen that is accessed from the Navigation Bar.
   

• The following are view-only and available to those who have view rights:

• IEP Related Services

• 504 Plan Related Services

Provisioning Services and Add Service Provider
 

The following instructions are for:

(1) Provisioning School Consultation, Medication Management and Education Team Planning and Participation services and

(2) Adding providers to those services and to Supplementary Aids and Services.

Provision Service

1. Search for a student
2. Select the Supports tab.
3. Highlight Services. The Actions menu will change.
4. From the Actions menu, select New Service.
5. From the Select Services modal window, select the appropriate services. Click OK.
6. Select the Service Name.
7. Enter the Projected Start Date and Projected End Date. TIP: Service record dates in the Service Log cannot be outside the date range entered for the Projected Start Date and Projected End Date entered here. Consider providing a wider window for projected start and dates.
8. Enter how many minutes each session will be in the Minutes field.
9. Select Interval and Frequency.   
10. The system automatically calculates the Total Minutes.
11. Click Save then Close. The service is now provisioned to the student.

Add Provider

1. Once the service provisioned, the school can add providers. Start by highlighting the appropriate row containing the service. The Actions menu will change.
   
    

2. From the Actions menu, select Add Provider.

3. From the Add Service Provider window, select the Service Provider.

4. Click Save or, if adding multiple providers, Save & Next. Click Close. The service provider is now added under the provisioned service.

Once service providers are added, they can document their services in the Service Log, which is linked from the Supports tab.