IEP Document

IEP Workflow Overview

When the user finalizes the EPC document where the student is eligible for Special Education (Evaluation data substantiates the existence of a disability checkbox is checked, the system will create a draft IEP document. In addition, when the student is initially referred, and the user finalizes the NOA document where the Initial Placement or Temporary Placement checkbox is checked and the parent/guardian consented to the IEP, the system will create a draft IEP document. When the IEP document is created, the system will also create a draft NOA and NOC document to be completed and will appear linked to the IEP document.

There are three types of IEPs (see below), however, the type is identified in the IEP document.

The IEP contains the following sections regardless of IEP Type:

• Cover Page 

• Present Levels 

• Special Factors 

• Extended School Year

• Goals 

• Schedule of Services 

• Assessment Decision

• Team Signatures 

• Parent Consent to Access Public Insurance

• Office Use Only 

• Progress Report (editable on for finalized IEPs)

The IEP Type is based upon the student’s age (or if the user manually adds the Post Secondary Transition section). The type of IEP will also include applicable sections. The following IEP types are:

1. Early Childhood IEP – The user will be prompted to select the meeting type (Early Childhood or School Age) if the student is age 6 or less as of the meeting date. The following sections are required:

• Early Childhood Outcomes

• Placement Continuum (not LRE section)

2. School-Age No Postsecondary Transition – The IEP Type defaults to School-Age No Post Secondary Transition when the student is age 6 to 14 as of the IEP meeting date. NOTE: if the student is under 15 as of the IEP meeting date, the user can manually add the Post Secondary section to the IEP. When the section is manually added, the IEP Type will change to School Age Post Secondary Transition. The following section is inserted for a school-age post secondary IEP.

• Least Restrictive Environment

3. School-Age Postsecondary Transition – The IEP defaults to School-Age Postsecondary Transition when the student’s age is 15 or older. The following sections are required:

• Post Secondary

• Least Restrictive Environment

• Transfer IEP Use the Transfer IEP document, and not the IEP document if the student transfers from out of state or if the student transfers with an IEP from within the state where the sending district does not use the PSSP application. When the sending district uses PSSP, the district should send the student’s files via the Transfer Envelope process.

• Migrated IEP Use the Migrated Amendment IEP document only when the student has an active IEP needing an amendment, where the IEP document has not yet been created in PSSP.

Create a new document

NOTE: Typically, the PSSP application will automatically create the draft IEP during the preceding document (NOA or EPC).

1. Click the drop-down (Select…).

2. Click ‘IEP’ under the heading IEP.

3. Click GO.

4. Enter a label (optional) and click New. The IEP cover page will now be displayed. Use the fly-out menu to switch to a different section of the IEP.

Open an existing document

• Click the applicable IEP blue link.

• The document will opens to the cover page in edit mode.

• Use the fly-out menu to switch to a different section of the IEP.

Amending an IEP

See here for more information. If the ‘Status’ of the IEP document is “Final' or ‘Forced Final’, then in the fly-out menu, certain sections of the IEP will be shown marked with an * (asterisk) symbol.

Data Flow to Student Profiles *Compliance*

Upon finalization of the IEP, the following actions occur:

1. The IEP displays as Active

2. The system creates a new Plan History record that includes the Plan Type, Meeting Type, IEP Meeting Date, Start Date, End Date, Parent Consent to Place date value (used as the start date for Special Education), Alternate Portfolio, LRE, Disability and Percent of time and minutes (School Age IEP only).

3. The system flows the Plan Type, Meeting Type, IEP Meeting Date, Start Date, End Date, Alternate Portfolio, LRE, Percent of time and minutes and Initial IEP Start Date (only for Initial IEPs) to the Special Education Information profile.

4. The system flows the the services on the Schedule of Services and ESY sections of the IEP to the Schedule of Services profile. If there are existing services in the Schedule of Services profile and a new IEP is created where the new IEP services start prior to the existing services end dates, the system will use the day before the new start date to end the existing services ot there are no overlapping services in the profile.

5. For Early Childhood IEPs, if EC Outcomes were added, the system will flow the Outcome data to the Early Child Outcomes profile.

6. Flows the Medicaid Consent Response and Medicaid Billing Consent Date (if applicable) to the Medicaid profile.

7. Creates a new Document Delivery profile record.

8. Clears any existing IEP Accommodations profile data and inserts all accommodations (if applicable) from the Special Factors page. Only the current IEP accommodations will exist in the profile.