SLP Now

Looking for a way to improve your workflow for referrals, evaluations, and IEPs? We just launched an amazing new feature that is here to help with your paperwork management needs. You can learn more about the Workload feature by watching the video below, or scroll down for a detailed how-to.

 There are 3 types of "workloads" that each have associated components to help improve your workflows. This article will give you an overview of each of these types of workloads and their components.

1) Head to your <a href="https://app.slpnow.com/student" rel="nofollow noopener noreferrer" target="_blank">Caseload tab</a> and either create a new student or select a student that you would like to create a workload for.

2) Select the Workload tab and then select from the 3 types of workloads (referral, evaluation, IEP), based on what is needed for the student. 

3) Click on the corresponding button on the right-hand side (+New Referral, +New Evaluation, +New IEP) to create the workload.

- Referral Workload
- Evaluation Workload 
- IEP Workload

4) Complete the details corresponding to the workload and add Tasks/Task Groups. Don't forget to Save.

As you work your way through the task list, you can complete a variety of actions such as:

<a href="https://help.slpnow.com/en/articles/11024825-how-do-i-add-tasks-to-my-workload">Adding Custom Tasks</a>

<a href="https://help.slpnow.com/en/articles/11024825-how-do-i-add-tasks-to-my-workload">Adding Task Groups</a>

<a href="https://help.slpnow.com/en/articles/11125555-how-do-i-use-the-forms-from-the-workload-feature">Downloading Forms</a> 

<a href="https://help.slpnow.com/en/articles/11125555-how-do-i-use-the-forms-from-the-workload-feature">Sending Forms to teachers and parents</a>

- <a href="https://help.slpnow.com/en/articles/11024825-how-do-i-add-tasks-to-my-workload">Adding Custom Tasks</a>
- <a href="https://help.slpnow.com/en/articles/11024825-how-do-i-add-tasks-to-my-workload">Adding Task Groups</a>
- <a href="https://help.slpnow.com/en/articles/11125555-how-do-i-use-the-forms-from-the-workload-feature">Downloading Forms</a> 
- <a href="https://help.slpnow.com/en/articles/11125555-how-do-i-use-the-forms-from-the-workload-feature">Sending Forms to teachers and parents</a>
- Marking Tasks complete on your checklist

Once a Workload has been created, it will be easily accessible by clicking the Workload button from your Caseload tab:

P.S. Did you know that once you, a teacher, or a parent completes a form for a student, a PDF of the results will be automatically generated for you to view/download? Check out an article with more information <a href="https://help.slpnow.com/en/articles/11125474-how-can-i-view-the-results-of-the-forms-from-the-workload-task-lists">here</a>!

How can I use the Workload feature to streamline my paperwork?