Anchor Academy noted that our Referral Tool and our Caseload Planner ask for different things, and she is working to edit our Caseload Planner to collect more of the information we end up asking for (they are virtual at home students that have teachers rather than case managers but also parents that log them in). Perhaps we could add more optional columns?
From Customer:
"I also copied the caseload spread sheet and saved as my own and added section for Caseload Manager (teacher) with 4 columns under that; teacher first name, surname, phone # and email address. I widened the comments column for more room".