Fredwin Software (Demo) Ideas Portal
Based on a customer request to pull information on how many assessments are recommended following bulk screenings, and how many assessments led to direct therapy being recommended, we would love to see a checkbox incorporated into the screening or assessment process that allows for this to become a filterable item on the Dashboard. I.e. Customer can see 6 assessments have been recommended from their 12 screenings, and 5 students have been recommended for direct therapy.
I think this has potential to benefit not only customers but therapists and internal teams as well to manage caseloads (prioritize students in need) and provide supporting information to customers (when asked, or for renewal/ESY season).
Currently, finding this data requires a lot of reviewing of per student profile or session logs and is slow/not user friendly.
Edit 19Sept2024 - I've discussed with Amy internally that perhaps we need a quick and simple way for screening profiles to be added, and for there to be a difference in how students referred only for screening, only for assessment, appear compared to direct therapy referrals. e.g. we could have a pipeline system where a customer flags if they approve a screening profile to move to assessment stage. Dashboard for practitioners should filter based on what students need (who is assigned for pending screening, pending assessment, direct therapy)
Thanks for sharing your idea! We've added it to our backlog for consideration and will let you know if it's prioritized for development.
We are seeing this with many of our larger customers and their inability to track the lifecycle of services and requirements needed to keep students in compliance and in services. For example, a student is added for assessment, the assessment occurs and then there is an interruption in the expected flow. The next steps of updating the IEP to include services is not completed, but the student status remains Active however the practitioner is unable to proceed with scheduling services because the school hasn't done their part. The practitioners end up having to send a lot emails to schools to explain next steps, and they are often not met with a reply which results in delays.