You can customize which headers you would like shown on your caseload screen by using the 'Actions' drop down at the top. Select ‘Customize Caseload Fields’ and then check the fields you want to include and uncheck any fields you would like to hide.
You can also sort your caseload by any of the headers at the top. To do this, simply click on the title of the column header, and you will see your list populate in order based on this selection.
This will also dictate how your caseload sorts in other areas of the app (e.g. your student list in the student dashboard and report sections).
FAQs
Can I add customizable columns in the Caseload tab?
Can I add customizable columns in the Caseload tab?
That is not a current functionality. However, as a workaround, you can add that information within the 'Notes' column or use the 'Tags' column to create custom tags. Tags can help you categorize specific students or subgroups (e.g. self-contained kids, teletherapy clients, etc.). You can also search for students by a specific tag.
Do IEP dates entered in the Caseload tab automatically sync to the Students tab?
Do IEP dates entered in the Caseload tab automatically sync to the Students tab?
Currently, IEP dates entered in the Caseload tab do not automatically sync to the Students tab. Instead, you can enter those dates in the Students tab and click the blue 'Apply' button to sync them to the Caseload tab. Watch this quick video to see how!