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How do I add a new student to my caseload?
How do I add a new student to my caseload?
Marisha avatar
Written by Marisha
Updated over a year ago

  1. Click on the Caseload tab.

  2. Click Add Student.

  3. Enter your student’s information. (You don't have to fill in all of the boxes!)

  4. Click the Add Student button to save.

  5. Repeat for all of your students.

You can also use the Quick Add link for a simpler way to add your students!

Want to add goals? Learn how to add a goal.
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​Want to set up your entire caseload at once? Learn how to import your students. 

Still need help? We are more than happy to help you set up your caseload! Just hit the chat button on the bottom right, and we'll respond as quickly as possible!
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