Record Student Services

To record services, you must have a caseload set up and visible on your home page.

PowerSchool Special Programs allows you to record services for:

• A single student for a single date
• A single student over multiple days at once
• Multiple students at once, known as a group service

Record a Single Service

1. Open the calendar by completing one of the following: 
   • Select Service Calendar from the Service Capture menu.
   • In the My Students panel of your home page, click the calendar icon next to a student. 
2. On the calendar page, click the student in your caseload. If you have set up caseload groups, you can select a caseload group to filter the list of students to members of that group.
3. Use one of the following methods to choose the date to use for recording the service. Note that you can only record services for today's date or past dates.

   • Right-click the date, and select Record Past Services from the menu that appears.

   • Click Services..., and then select Record Past Services. On the Select Date(s) window, click the date, and click OK.

4. On the Service Record page, enter the information for the service.
5. Click Accept.
6. If any errors are highlighted in the form fields, click Edit to make revisions.
7. When finished, click Services Calendar in the navigation trail to return to the calendar view. The service now appears on the calendar.

Record Service for Multiple Days

You can enter a service for multiple days. You can enter common information across all of the days and then customize information for each day.

1. On the calendar screen, select a student.
2. Click Services..., and then select Record Past Services.
3. On the Select Dates window, click each date you want to record a service.
4. Click OK.
5. On the Service Record page, enter the specific times for each date at the top of the page. If the same time applies to all dates, enter the time for the first date, and then click Repeat Same Time…
   
6. In the remaining fields, enter additional service record information that applies to all dates.
7. When done, click Continue.
8. Customize the record for the first date, and click Save. If error messages appear, make the necessary corrections.
9. If you see additional errors, click the edit icon (pencil) to make revisions.
10. Use the Select Record field to advance to the next date. Repeat the process of customizing the form for the next date, and then click Save. A count of records appears at the top to show your progress towards completing all the records.
11. When all the records are entered, saved, and reviewed, click Services Calendar to exit.

Record Group Service

1. Select the caseload group and then choose Select All to select all the students in the group. You can also select multiple students individually by pressing the Ctrl key or Shift key while selecting the students.

2. Use one of the following methods to choose the date for recording the service:
   
   • Right-click the date, and then select Record Past Services from the menu that appears.
   • Click Record Past Services above the calendar, and then choose the date from the pop-up that appears.
3. Enter the common information across all the students, and then click Continue.

4. Customize the record for the first student, and then click Save.

5. If you see additional errors, click the edit icon (pencil) to make revisions.

6. Use the Select Record field to advance to the next student. Repeat the process of customizing the form for the next student, and then click Save. Counts display at the top to show your progress towards completing the records.

7. When all the records entered, saved, and reviewed, click Services Calendar to exit.

Schedule Future Service

You can schedule future services on the calendar if this feature is enabled.

1. Open the service calendar and select a student.
2. Use one of the following methods to choose the date for scheduling the service:

• Right-click the future date, and select Schedule Future Services from the menu.
• Click Services..., and select Schedule Future Services. Choose the future date.

• Complete the form. Note that some fields such as Completed or Progress Notes may not appear on the future service form because it is assumed that these fields can only be completed once the student receives the service.
• To repeat the service record for a set number of weeks into the future, select the additional number of weeks in the Additional weeks to repeat schedule field. For example, if you select 3, the service record you entered plus three additional copies will be scheduled out across a total of four weeks.
• Click Save. On the calendar, future services appear in a lighter color. 
• After delivering the service, double-click the entry on the calendar, and complete the remaining fields.