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 - If this item has been selected in the dictionary, ion will automatically open a case whenever a plan is created for a student. For more information on how to create a plan, see Create a Plan.
- 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 - 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. For more information, see Assign a Task.
- 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." For more information, see Student Meetings.
ION has already created a standard form for your use. If you would like to use a different form, submit a ticket, and it will be created for you.
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...See this video
- Access "Form Response" from the Quick Menu to fill out and submit a new form
- A dialogue box will pop up for you to choose one of more forms
- Complete the form and click "Submit"
- Completed forms can be viewed and managed by those with Form Admin permissions. See this video.
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 by accessing "Plan" on the Quick Menu OR
(2) Bring students into an intervention group by clicking on "Intervention Group" on the Quick Menu and adding students to an Intervention Group. Plans are automatically generated when students are added to an intervention group OR
(3) As soon as the plan is created, a case will be open and visible on the Case Management Dashboard.
If progress monitoring vendors have been synced with ION, the plan will be automatically generated when ION receives the data from the vendor.
Parent Contacts are created using the Quick menu.
1. Select Parent Contact from Quick Menu.
2. Complete the form.
3. View completed Parent Contacts in Student Profile.
4. Cases are viewable on Case Management Dashboard.
- Tasks can be assigned to staff members from the quick menu (shown below), student plan page, student profile, and individual cases.
- Staff can add notes and mark the item complete.
- Those with permissions can view tasks in Tools>Tasks OR
- an individual student's timeline.
- Staff who are assigned the task will receive an email notification.
- The task will show on their calendars.
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.
Student meetings can be accessed in Individual Cases as well.
