My Cases tab can be utilized to perform the following functions:

• View current/ongoing and discharged children

• View Progress Reports 

• View and create Goals per Child/IFSP period

  • For our initial roll-out: Goals can be typed into the Service line 

  • Please let Ann know when annuals occur, if goals change and/or when service frequency changes

• Access a Child's Documents

• Access read-only Child Files

• Generate a Communication Log

• Perform Missed Session logging

View current/ongoing and discharged children:

To learn how to view current/ongoing and discharge children watch this brief video.

Here are written instructions on how to view current/ongoing children:

Click on the My Cases screen and view your current caseload on the bottom.  You may also use the filter in the system to select:

• A specific date range

• Active vs. Discharged children

• Child’s name

When filtering the system to search for one of the specific elements noted above, be sure to click “Search”.

How to view Progress Reports:

To learn how to view Progress Reports watch this brief video.

Here are written instructions on how to view Progress Reports:

To view Progress reports you will click on the Green Icon on the bottom right of My Cases page:

Note that the reports that are due are only reflective of the current IFSP year from the beginning of the IFSP to the current annual date, or from annual to annual.  Due dates appear 2 weeks prior to the actual date the report must be submitted, giving you time to complete it by the due date.  Administration will log the date received, date forwarded and original received.  You will receive a flag in the system if you have a progress report due within the next 2 weeks.

How to view and add Goals: 

This is the request for now with existing cases, but Ann will add goals for new cases.

To view a goal simply click the blue checkmark.

How to access a Child's Documents:

To access your child’s documents you want to:

• Click on the paperclip icon at the far right

• You can now view all of the documents associated with the child’s chart, including other CIS disciplines that may share the caseload with you.  

This screen will allow you to:

•  View all of the child’s documents

• Sort documents by

  • Date

  • Provider

  • Description

Generate a Communication Log:

You have access to a "Notes" section for each child.  You should record all events, for example:

• When the referral was received

• When you reached out to the family

• When initial paperwork was provided to Administration

• If you have difficulty communicating with the family

• Discussions with the SC

• Communication with team members

How to add Communication with the family:

Missed Session and Communication Log:How do I add to the communication log and add a missed session?

Berks County Providers:

Please note that your BSU #s are in a field on the Child Contacts page (on the right-hand side above the Contacts section). You will need to manually enter the BSU number on each session note--overriding the Program ID # that will populate the form.