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Caseload Management Tools
Getting Started
How do I start using the caseload management tools?
How do I start using the caseload management tools?
Marisha avatar
Written by Marisha
Updated over a week ago

First, let's wrap our heads around what the caseload management tools are and how they work. Check out the video below!

Now, you get to choose how you want to get started!

  • Want to set up your caseload with a handbook and tutorial videos? Join our Digital Data Bootcamp.

  • Want live support? Join a live Q+A session.

  • Want to DIY it? Check out the articles linked below!

How to Get Started

1. Add Your Students

2. Add Your Students' Service Times (optional)

3. Add Your Students' Goals

4. Schedule Your Sessions

5. Start Taking Data

Have a question? Click the chat button and let us know!

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