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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If your caseload includes a student that is no longer active in the system, make sure to uncheck the box "only show active students."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.
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.
HIPAA and FERPA
Keep student information confidential
Email is not considered HIPAA or FERPA compliant for sharing student information.
Please do not email student names or documents with student information attached. If you need to email about a specific student, the student initials and date of birth are all that is needed to look up student records in the Service Portal.
Documents can be faxed to 406-624-6289 or use ShareFile to encrypt scanned documents. Thank you for keeping student information safe!
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