During a meeting/phone call with a parent or teacher, you can efficiently log your conversation using the Notes tool. No more scrambling at the last minute, trying to gather all of your sticky notes and scraps of paper!
Here are the steps to add a note:
Navigate to the Notes tab.
Click on the Add Note button.
In the Type dropdown menu, choose the kind you want. (Note: For either the Parent or Teacher note, you can also choose the student the note relates to.)
Enter the Note Title and Note.
You also have the option to add notes for the student's profile on the Caseload page.
Have a question? Click the chat button and let us know!