Caseload Management is accessed by selecting the suitcase icon on the header navigation menu.

Caseload Management can be used to manage your caseload and your Watch List. The screen has two views - My Caseload (default) and My Watch List. The list of students on My Caseload are system generated based on their association with you. An association is created if you are assigned as Case Manager, Service Provider, Goal Responsible Staff or Event Primary Staff. Students on My Watch List will appear on your Watch List on the student list panel when you log into Phoenix. Students are added by you or someone else but may not have any other association with you. All columns in the student lists can be sorted or filtered based on your preference.

My Caseload

My Caseload -“I am the Case Manager” is the default list of students whom you are assigned as case manager. To see all students on your entire caseload, deselect “I am the Case Manager” and all students associated with you appear.

To change staff assignments select the Staff checkbox for each student then select Staff Management. The Staff Management screen opens where case manager, event primary staff, services and goal assignments can be changed. To see information on staff assignments, click here. Return to Caseload Management by selecting the suitcase from the header navigation menu.

Select Details (folder) in the Student Name column to see information for goals and services assigned to you and all scheduled events for the student. The solid folder changes to an outline when the details are open. Return to the main screen by selecting the right-arrow on the top header row.

The Quick View (eyeball) provides program details about special education. Select the 'X' to close the window.

Student Name opens the profile. Select the suitcase from the header menu to return to the screen.

Case Manager can be changed inline using Staff Editor.

My Watch List

My Watch List is the list of students added by you or someone else. It is the default list of students on the Student List Panel when you login to Phoenix. Your Watch List can be managed on this screen.

Student Search is used to search for and add students to your Watch List. Select the delete icon to remove a student from your Watch List.

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