What a caseload is
A caseload is your workspace. It holds your students, their goals, session data, services, and communications. Everyone you invite to a caseload sees the same students.
You can belong to more than one caseload — switch between them from the caseload menu in the top right.
Your first 20 minutes
- 1Rename your caseload so it matches your school or team.
- 2Add one student by hand, or import your whole roster from a CSV.
- 3Write one measurable goal using the Goal Wizard.
- 4Log a session on that goal so you can see how the charts fill in.
- 5Add service minutes so delivered vs. required tracks itself.
Where things live
The five items at the top of the sidebar are your daily tools: Students, Today, Caseload, Reports, and Assist.
Everything else is grouped below — planning and compliance, data entry, writing help, and workspace settings. Click a group heading to expand it.