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Caseload Management Tools
How to manage your caseload using SLP Now.
How do I add a new student to my caseload?
How do I import students using a .csv?
How do I set up a student's service time?
How do I delete a student?
How do I attach documents to a Student?
How do I transfer a student?
How do I customize my Caseload page?
How can I use the Schedule tab in a student's profile to track attendance?
How do I add my student's goals?
How do I delete a goal?
How do I edit goals?
How do I mark a goal as mastered?
How do I add/edit IEP periods?
How do I update an expired IEP period?
Where do I find the student graphs?
How do I adjust the graph dates?
How do I edit the goal line?
How does the dashboard alert me when a student has an expired IEP period, or is about to have an expired IEP period?
How do I create my schedule in the Planner?
How do I personalize my planner in the List view?
How do I create custom session types? How do I color code my sessions?
How do I set up an alternative schedule (e.g., 4-day schedules)?
How do I create recurring/repeating sessions?
How do I reschedule a repeating session?
How do I duplicate a session?
How do I adjust the calendar view?
How do I create custom absence reasons?
How can I use the planner to plan my sessions?
How do I integrate my schedule on SLP Now to my Google calendar?
How do I integrate my schedule on SLP Now to my Outlook calendar?
How do I customize time periods to track my student's service time?
How do I use the features in each Planner view?