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If your caseload includes a student that is no longer active in the system, make sure to uncheck the box "only show active students."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.
If a student is listed as inactive but should be active, please have the student on your caseload and send Lisa an email with the initials of the student and she will get it fixed.
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.
Please do not email student names or send email attachments with student information. You can use student initials and a date of birth to reference students in an email
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