Caseload FAQs

​This resource will walk you through how to upload your caseload into your SLP Toolkit account in just a few clicks!

You can customize which headers you would like shown on your caseload screen by clicking the 'Actions' drop-down at the top and selecting ‘Customize Caseload Fields’. You can also sort your caseload by any of the headers at the top. Click here to learn more.

At this time, SLP Toolkit is designed to only house one caseload. We have already noted this as an option we would like to add in future development, but we're just not there quite yet.

In the meantime, you can sort your caseload by any of the headers at the top. So if you'd like to use one of the existing fields to enter in this info, you can click on that header field to re-sort your caseload.

You can also create special 'tags' in the Caseload tab to differentiate students.

Click here to learn how to transfer a student to another SLP Toolkit user. Please note that when you transfer a student, only their 'student file' transfers (such as the student's demographic information, completed Present Level Assessments, progress monitoring tests, and goals). However, their daily data does not transfer. If you need that information, be sure to print a data report and send that to the receiving SLP as a .pdf for review. Once you transfer a student, their record will move from your Active to Archived Caseload.

The school year on the Caseload screen will automatically roll over in the system in early July, so there is nothing you need to do to update it.

All of your remaining Caseload information (e.g. grade, teacher, room number) will remain unchanged. You can begin updating your students' info at any time to get a head start on next school year.

Follow the steps listed here to access a student that has been archived.

Students can be deleted from your Toolkit account once they are moved from your Active Caseload to your Archived Caseload. Follow the steps listed here to delete a student.