Using the Caseload Management Tools

Using the Calendar

Learn how to schedule students, groups and add therapy materials to the calendar!

Logging & Viewing Session Data

Learn how to easily log sessions and view them.

Adding Students & Importing Your Caseload

How to import multiple students at one time!

Adding Student Goals

Learn how to add, edit and delete student goals.

Progress Reports

Learn how to easily create and print progress reports!

Printing Session Logs & Progress Graphs

This tutorial will show you how to easily print a student's session logs and progress graphs!

Taking Data on Unlogged Sessions

Instead of logging sessions by students, quickly log data for all students by using our 'Unlogged Sessions' feature.

General Caseload Page Information

Learn about the caseload page and its' features!

Adding & Editing Groups

Learn how to create, edit and delete groups in your caseload.

Easily Bill Medicaid

Learn how to easily generate session statements and bill medicaid!