Services - SP

Services

1. Within the Service Plan document, navigate to Services using the flyout menu.

2. The system auto-populates:

   • Student Name, USI, and DOB from the Student Info/Demo Part B profile.

   • Grade from the LEA Entry/Exit Part B profile.

3. In the Related Services section, select a value for each of the following fields. All fields are required with exception to the Provider Name field. Upon finalization of the approved document, the date will flow to the Part B IEP Services profile.

   • Service

   • Setting

   • Begin Date: The date must be within the timeframe of the service plan.

   • End Date: The date cannot extend past the end date of the service plan. The end date will be one year minus one day from the service plan meeting date.

   • Duration (Hours and Minutes): at least Hours or Minutes value must be entered. Minutes field will accept 0-59.

   • Frequency

   • Group Size

   • Provider Name: Select a name from the staff table using the lookup function. The Service Plan does not require the user to assign an actual service at the time of developing the document.

   • Provider Position: The system auto-populates the position of the staff member selected in the lookup field. If the Provider Name value is blank, the system will provide a drop-down list to select from the StaffPosition keyword table.

4. In the Consultation Services section, select a value for each of the following fields. All fields are required with exception to the Provider Name field. Upon finalization of the approved document, the date will flow to the Part B IEP Services profile.

   • Service

   • Begin Date: The date must be within the timeframe of the service plan.

   • End Date: The date cannot extend past the end date of the service plan. The end date will be one year minus one day from the service plan meeting date.

   • Duration (Hours and Minutes): at least Hours or Minutes value must be entered. Minutes field will accept 0-59.

   • Frequency

   • Provider Name: Select a name from the staff table using the lookup function.  The Service Plan does not require the user to assign an actual service at the time of developing the document.

   • Provider Position: The system auto-populates the position of the staff member selected in the lookup field. If the Provider Name value is blank, the system will provide a drop-down list to select from the StaffPosition keyword table.

5. The system provides an optional textbox.

6. Click Save, Done Editing.

7. Finalize the document once completed. To finalize the document, click Set Document, select Status from Draft to Final, and then click Accept.

Data Flow

Upon finalization of the documents, the following data flow occurs. NOTE: If an actual Service Provider name has been selected for the service, upon finalization of the document, the IEP Services Part B profile will insert the Begin Date value to the Assignment Date of the IEP Service record.