Scheduling services for students

Service providers must use SESIS to record each service provided to a student. Services may be scheduled in advance and can be scheduled for multiple students, including individual as well as group sessions.

Although scheduling may occur in advance, providers should not indicate progress and session notes, nor can they certify the session until after the service has been provided to the student.

Important: The calendar should only be used to document encounter attendance and should not be used to document non-service related actions.

To schedule services for students

  1. Determine how many students and how many dates you wish to schedule services for.

    If... Do this...
    You are scheduling one student for one date of service in the future
    1. On the SESIS home page, click Service Capture from the Actions bar.

      The Service Capture calendar appears with the student caseload displayed in the left navigation.

    2. Click the appropriate student.

    3. On the calendar, right-click the date on which the service will occur.

    4. From the pop-up menu, choose Schedule Future Services.

      The Encounter Attendance form appears.

    5. In the Date of Service And Start Time field, type the date of the service, then type the start time.

    6. From the Service Type drop-down menu, choose the appropriate service.

      Note: When Speech-Language Therapy is selected, complete the Speech-Language Referral. Only Speech Therapists can create this document. This form can be found under the Related Services heading of the Create New Document dropdown on an individual student's Documents page.

    7. Complete all relevant fields.

      Note: Do not complete the Progress Indicator or Session Notes field. These fields should be completed after the service has been provided.

    8. Click the Save Form button.

      The service capture is saved.
    You are scheduling one student for multiple dates of service in the future
    1. On the SESIS home page, click Service Capture from the Actions bar.

      The Service Capture calendar appears with the student caseload displayed in the left navigation.

    2. Click the appropriate student.

    3. At the top of the calendar, click Schedule Future Services.

      A small calendar window opens listing the current month on the left and the next month on the right.

    4. Click all dates for which you are scheduling services for the student.

    5. Click the OK button.

      The Schedule Future Services common information page appears.

    6. In the date fields, type the start times for each service date.

      Tip: If all service dates will start at the same time, type a start time in the first date field and then click the Repeat Same Time button.

    7. From the Service Type drop-down menu, choose the appropriate service type.

      Note: When Speech-Language Therapy is selected, you will be reminded to complete the Speech-Language Referral. Only Speech Therapists can create this document. This form can be found under the Related Services heading of the Create New Document dropdown on an individual student's Documents page.

    8. Complete all other fields that are common to each date of service.

    9. Click the Continue button.

      The common information is saved and the service capture record for the first date of service appears.

    10. For each date of service, do the following:

      1. Complete all additional information for this date of service.

        Note: Do not complete the Progress Indicator or Session Notes field. These fields should be completed after the service has been provided.

        Important: The service cannot be certified until after the service has been provided to the student.

      2. Click the Save button.

        The individual service capture record is saved.

      3. If you have another service to schedule, choose the next date of service from the Select Record drop-down menu.
    You are scheduling multiple students for one date of service in the future
    1. On the SESIS home page, click Service Capture from the Actions bar.

      The Service Capture calendar appears.

    2. Press and hold the Ctrl key, and then click the names of all students for which services will be scheduled.

    3. On the calendar, right-click the date on which the service will occur.

    4. From the pop-up menu, choose Schedule Future Services.

      The Encounter Attendance common information form appears.

    5. In the Date of Service And Start Time field, type the date of the service, then type the start time.

    6. From the Service Type drop-down menu, choose the appropriate service.

      Note: When Speech-Language Therapy is selected, complete the Speech-Language Referral. Only Speech Therapists can create this document. This form can be found under the Related Services heading of the Create New Document dropdown on an individual student's Documents page.

    7. Complete the fields that are common to all or most of students.

      Note: Do not complete the Progress Indicator or Session Notes field. These fields should be completed after the service has been provided.

    8. Click the Continue Form button.

      The information is saved and the service capture record for the first student's first date of service appears.

    9. For each date of service, do the following:

      1. Complete each field that is unique to the student for the date of service.

      2. Click the Save button.

        The individual service capture record is saved.

      3. From the Select Record drop-down, select the second student.

      4. If you have another student to record, choose the next student's name from the Select Record drop-down menu.
    You are scheduling multiple students for multiple dates of service in the future
    1. On the SESIS home page, click Service Capture from the Actions bar.

      The Service Capture calendar appears.

    2. Press and hold the Ctrl key, and then click the names of all students for which services will be scheduled.

    3. At the top of the calendar menu, click Schedule Future Services.

      A small calendar window opens listing the current month on the left and the next month on the right.

    4. Click all dates for which you are scheduling services for the students.

    5. Click the OK button.

      The Encounter Attendance common information page appears.

    6. In the date fields, type the start times for each service date.

      Tip: If all services dates will start at the same time, type a start time in the first date field and then click the Repeat Same Time button.

    7. From the Service Type drop-down menu, choose the appropriate service type.

      Note: When Speech-Language Therapy is selected, you will be reminded to complete the Speech-Language Referral. Only Speech Therapists can create this document. This form can be found under the Related Services heading of the Create New Document dropdown on an individual student's Documents page.

    8. Complete all other fields that are common to each date of service and student.

      Note: You will have the opportunity to adjust any selection you make on the common information page when you view each individual service capture record.

    9. Click the Continue button.

      The common information is saved and the service capture record for the first student's first date of service appears.

    10. For each date of service, do the following:

      1. Complete each field that is unique to the student for the date of service.

      2. Click the Save button.

        The form is saved.

      3. If you have another date of service or student to schedule, choose the appropriate value from the Select Record drop-down menu.


Related topics
Logging services for students in SESIS

SH7484
Last revised: October 26, 2012