1. Contact 1.866.468.2891 www.seis.org Contact 1.866.468.2891 www.seis.org Teacher Training Service Tracking

2. Contact 1.866.468.2891 www.seis.org Quickly and easily document delivery of services. Real time analysis on delivery of services. About Service Tracker Service Tracking

3. Contact 1.866.468.2891 www.seis.org No More Paper Logs Service tracker alleviates double entry. Real Time Data As data is entered into SEIS, it will generate up-to-date registers and reports. The Service Tracking feature allows users to enter the amount of time they delivered each service. Because this is done through SEIS, all pertinent information such as services on the IEP, Caseloads, Provider Types, and Service Frequency / Duration information is already in place. This feature monitors the total amount of minutes provided to the student and can report to districts, when services are being over-delivered or under-delivered. Benefits Service Tracking

4. Contact 1.866.468.2891 www.seis.org User Set Up

5. Contact 1.866.468.2891 www.seis.org Lets look at your provider type: This is the User Type that will download and be sent to your Medi-Cal billing agency. This affects the rate at which they bill the delivery of services. If incorrect, contact your district administrators. They will be able to update your User Type. Is Your User Set Up Correctly? Service Tracking

6. Contact 1.866.468.2891 www.seis.org Do you have access to all of the students to whom you provide services? Click the Caseload link in the STUDENTS section of the upper nav bar. Is Your Caseload Correct? Service Tracking

7. Contact 1.866.468.2891 www.seis.org Click the Add Student Form link in the STUDENTS section of the upper nav bar How to Add a Student Service Tracking

8. Contact 1.866.468.2891 www.seis.org Click the Student Change Form link in the STUDENTS section of the upper nav bar. How to Remove a Student Service Tracking

9. Contact 1.866.468.2891 www.seis.org Recording the Delivery of Services

10. Contact 1.866.468.2891 www.seis.org Click the Service Tracking link in the STUDENTS section of the upper nav bar. Delivery Screen Service Tracking

11. Contact 1.866.468.2891 www.seis.org Filter down results displayed below. Filters include: Name, Service code, School, eligibility, or Frequency Filter down results by first letter of last name

12. Contact 1.866.468.2891 www.seis.org View Service Information as it is in the IEP

13. Contact 1.866.468.2891 www.seis.org The Service Tracking feature will calculate the total minutes that will be delivered between the Start and End dates based on the frequency / duration

14. Contact 1.866.468.2891 www.seis.org View Student Record View IEPs List page Deliver Service

15. Contact 1.866.468.2891 www.seis.org How to Deliver Service Delivery Deliver Service

16. Contact 1.866.468.2891 www.seis.org When you click the Deliver icon, you will see a list of previously delivered Services. List of Delivered Service Service Delivery Click the Add button to add a new delivery Edit delivery Delete delivery View comments

17. Contact 1.866.468.2891 www.seis.org Enter Delivery Info Service Delivery Select up to 10 days at a time for delivery Select the student’s Attendance Fill in Plan Type, Delivery, Total Minutes, Prescription (only for OT and PT services), and District of Service School and diagnostic code information will default automatically Leave any comments as necessary

18. Contact 1.866.468.2891 www.seis.org Start by managing your groups Bulk Delivery Service Bulk Delivery

19. Contact 1.866.468.2891 www.seis.org Create New Group Service Bulk Delivery

20. Contact 1.866.468.2891 www.seis.org Create / Edit Groups Service Bulk Delivery Click the Add Group button to add a new group Edit Group Name / Info Manage Students in Group Delete Group

21. Contact 1.866.468.2891 www.seis.org Add Students to Groups Service Bulk Delivery

22. Contact 1.866.468.2891 www.seis.org Delivery to Group Service Bulk Delivery

23. Contact 1.866.468.2891 www.seis.org Deliver to Group Service Bulk Delivery Fill in Plan Type, Total Minutes, Prescription (only for OT and PT services), and District of Service School and diagnostic code information will default automatically Leave any comments as necessary Select one delivery date

24. Contact 1.866.468.2891 www.seis.org Recording the Delivery of Assessments

25. Contact 1.866.468.2891 www.seis.org Click the Service Tracking link in the STUDENTS section of the upper nav bar. Click the Assessments tab. Delivery Screen Assessment Tracking

26. Contact 1.866.468.2891 www.seis.org Filter down results displayed below. Filters include: Name, School, and Eligibility Filter down results by first letter of last name

27. Contact 1.866.468.2891 www.seis.org Deliver Assessment How to Deliver Assessment Delivery

28. Contact 1.866.468.2891 www.seis.org List of Assessments Assessment Delivery Click the Add button to add a new delivery Edit delivery Delete delivery View comments

29. Contact 1.866.468.2891 www.seis.org Delivery Info Screen Assessment Delivery Select the Assessment Date Fill in Plan Type, Assessment Type, and District of Service Delivery and diagnostic code information will default automatically Leave any comments as necessary

30. Contact 1.866.468.2891 www.seis.org Consult Services

31. Contact 1.866.468.2891 www.seis.org Not Medi-Cal billable Can still be tracked Does not add to total minutes delivered Do you add your Consult services as a Supplementary Aid? Do you add your Consult services as a Direct Service? Basic Info Consult Services

32. Contact 1.866.468.2891 www.seis.org Reports and Rosters

33. Contact 1.866.468.2891 www.seis.org Rosters Reports and Rosters Click the Service Tracking link in the STUDENTS section of the upper nav bar. Click the Roster tab.

34. Contact 1.866.468.2891 www.seis.org The Roster will pull an Attendance Roster for the selected month and selected Student(s). This will include all information input into the Service Tracking feature. Roster Options Reports and Rosters

35. Contact 1.866.468.2891 www.seis.org Printed Rosters pull all information input to the Service Tracking feature and look like this. Printed Rosters Reports and Rosters

36. Contact 1.866.468.2891 www.seis.org Reports Reports and Rosters Click the Service Tracking link in the STUDENTS section of the upper nav bar. Click the Reports tab.

37. Contact 1.866.468.2891 www.seis.org Reports Reports and Rosters Reports will pull different information for the month selected and student(s) selected.

38. Contact 1.866.468.2891 www.seis.org Type of Reports Reports and Rosters Reports will pull different information for the month selected and student(s) selected. Deliveries – shows all of the services and assessments delivered for the student by any provider. Over Delivered – shows any student / service where the total minutes delivered is above the number of minutes written into the IEP. Single Provider – shows all services and assessments delivered by one user. Absences – shows all service deliveries that were not delivered due to a student’s absence. Unscheduled Time – shows all deliveries marked as unscheduled time. Provider Service Totals – shows the total number of minutes a provider has delivered against each service code and the total number of assessments they have completed. Complete Export – will pull everything entered into the service tracking feature in SEIS Assessments – will pull Assessments entered.

39. Contact 1.866.468.2891 www.seis.org Best Practices

40. Contact 1.866.468.2891 www.seis.org Future IEP will be updated to show what was offered as part of the FAPE. Clicking the Continue link will remove the previous version of the service. A new service must be added for the stay put service: This will match the “old” version of the service exactly. Comments explaining that old services will continue to be provided until the parent signs / agrees. Update Service Prior to IEP Meeting Service Tracking

41. Contact 1.866.468.2891 www.seis.org Services should not be edited in SEIS (clicking the links) until AFTER the IEP meeting. Draft offered service on blank grid. If you do not want those previous services to show on the printed IEP, select the Do Not Print option. Edit Services After IEP Meeting Service Tracking

42. Contact 1.866.468.2891 www.seis.org Once a student is transferred, you are no longer able to deliver against your services. Once a student is exited, only an Admin level user can deliver against services. Verify that all delivery has been completed before you submit your Student Change Form (to exit a student). Exiting/Transferring Students Service Tracking

43. Contact 1.866.468.2891 www.seis.org Enter the delivery of Services / Assessments within 7 days (same as Affirming the IEP). Be sure to follow any local guidelines / timelines handed down by your District / SELPA. Additional Best Practices Service Tracking