How to Open a Case
Cases are automatically opened for individual students based on the choices in the Case Management Dictionary. Those with Administrative access can make these selections.
Each event is described below:
- Form submission - If this item has been selected in the dictionary, the submission of a completed referral form automatically opens a case.
- Create a Plan - Plans are part of the MTSS module. If this item has been selected in the dictionary, ion will automatically open a case whenever a plan is created for a student. See the MTSS module to learn more.
- Parent Contact - Parent contacts are created when using the quick menu on the top bar. If this item has been selected in the dictionary, ion will automatically open a case whenever a staff member has completed a parent contact item.
- Assign a Task - Tasks are part of the case management system. If this item has been selected in the dictionary, ion will automatically open a case whenever a staff member is assigned a task for an individual student.
- Schedule a (Student) Meeting - If this item has been selected in the dictionary, ion will automatically open a case for students who are scheduled for "Student Meetings."
To learn how to create a form, access Forms. If you would like ion to build a form for you or if you would like training on forms, Contact Support.
NOTE: For forms to open a case, include openCase as a field tag on the API tab.
To learn how to access, fill out, submit and view forms, access Create a Referral Form. See this VIDEO to learn more.
If a referral form has been created, then this is an option to choose to open a case. As long as "form submission" has been selected in the Case Management dictionary, a case will be opened whenever a referral form has been submitted.
To fill out a form...
- Access Tools>Forms and click on the "+NEW" OR
- the "+" and "Form Response" to access a new form
- Complete the form and click "Submit"
Consider this option if you are currently using the MTSS module.
There are two ways that plans are created in the MTSS module.
(1) Create a plan OR
(2) Bring students into an intervention group - plans are automatically generated when students are added to an intervention group
(3) As soon as the plan is created, a case will be open and visible on the Case Management Dashboard.
ion does not retroactively open cases
In order to open cases mid year for those who already have plans, select an additional option such as Schedule Meeting which will open cases for students as you meet about them.
Parent Contacts are created using the quick menu.
- Tasks can be assigned to staff members.
- Staff can add notes and mark the item complete.
- The progress of these tasks will show up in the case management dashboard and
- an individual student's timeline.
To learn more, access Task Management, Case Management Dashboard, and Individual Student Case. Also, see this Tasks Video
Student meetings can be scheduled and modified. In either case, adding a student to a Student Meeting can open a case. To access Student Meetings, Click Tools>Student Meetings.
