Case Management

Each student with an Individualized Education Program (IEP) is appointed a case manager to ensure the IEP is compliant and procedural requirements are met.

Case Manager Responsibilities

Instruction and Behavioral Supports

  • Design and implement supplementary aids and services to support students in accessing the general education program as determined by the IEP
      • Accommodations for diploma-bound students
      • Modifications for certificate-bound students
  • Continuously review and revise instruction based on data
  • Evaluate student progress on goals and objectives
  • Monitor behavior and implement supports, as needed
  • Collect data and summarize progress on each goal (including behavior goals)
  • Support Instructional Assistant(s) in conducting instructional exercises, utilizing behavior strategies, and other relevant job duties.

Paperwork

  • Review file, including IEPs and background information, for incoming students
  • Send written notices to parents/guardians
  • Design, implement, and review the student’s IEP on a timely basis as mandated by IDEA
  • Complete all paperwork (electronic and hard copy components) and submit originals to the district office within 48 hours
  • Complete transportation requests, as appropriate, and submit to the district office
  • Coordinate referrals for all related services

Meetings

  • Comply with all procedural requirements within required timelines
  • Schedule IEPs well in advance to accommodate and include all IEP team members. This is especially important for triennials and/or when there is more than one service provider.
  • Facilitate the IEP team meeting
  • Take meeting minutes or assign the task to another team member
  • Initiate an IEP team meeting if a student is not doing well. Do not wait for the annual IEP dates.

Communication

  • Communicate progress and/or concerns to students, parents and staff
  • Communicate frequently with general education staff
  • Create a consistent two-way communication system with parents
  • Provide an IEP summary to all teachers or service providers involved with the student. As appropriate, brief each team member on contents of the IEP, their specific responsibility related to implementing the student’s IEP, and the specific accommodations, modifications and supports that shall be provided for the student in accordance with the IEP.

Best Practices in Case Management

  • Create a chronological list of your IEPs by due date, including meeting type (annual, triennial, etc.)
  • Review all IEPs at the beginning of the year. Keep an eye out for errors or inconsistencies in services, accommodations, and goals. Communicate with parents/IEP team to write an amendment and make any necessary changes.
  • Document, document, document.