This article assists users when completing the Services screen.

All services are entered on the Services Screen. This includes Special Education Services, Related Services, Supplementary Aids and Services, and Supports for School Personnel.

The services for the regular school year print on the Services Summary form.

ESY Services are entered on the Services Screen and print on Form B.

Information about adding services can also be found on the Services Quick Start Card. 

The Least Restrictive Environment (LRE) is calculated from the service details entered. It is viewed and accepted on the Federal 4 Summary Screen.

Adding a Service to the Plan

The first step to add a service to the plan is to search for the service.

When the Services Screen opens, the Servicing School at the top of the screen autofills with the student's current school. It can be edited if necessary. It should be the school where the first set of services in the IEP will be provided.

1. Select the Service Group Type.

   1. School Year Service is the default choice

   2. If this is an ESY service, select the ESY button

2. Select the Service Group from the drop down menu.

   1. Special Education, Related Services, Supplementary Aids and Services, Supports for School Personnel

   2. Every IEP must have at least one Special Education Service

3. Select the Service Type from the drop down menu.

   1. The list will vary depending on the Service Group selected

4. Click the Search icon.

   

5. The service appears in the Search Result section.

6. Select the service.

7. Select Add to Plan.

   

8. The Services Details section opens.

Enter Service Details

1. The Begin Date and End Date autofill from the Plan Dates page. They can be edited if needed.

   1. There must be at least one service that begins on the Initiation Date of the IEP and at least one that ends on the IEP End Date.

2. Assign the Provider if known. If this service begins on the Initiation Date of the IEP, a provider should be assigned.

   1. Select the Smile icon to assign the service to yourself.

   2. Select the Search icon to open the Staff Search window to select a provider from your Staff Favorites or search for someone else.

3. Enter the Duration (minutes).

4. Select the Frequency. The default option is Weekly. Monthly can be selected if needed.

5. Select the Setting.

   1. Special Education, Regular Education, Home ECSE

6. The Servicing School is autofilled with the Servicing School appearing at the top of the screen. This is the school where this service will be provided. If necessary, select a different school.

   1. For students transitioning to a new school during this IEP, there will be one set of services for the current school and a separate set for the next school. The dates and schools must be correct for each service for data to be correct.

7. Save

8. To enter a new service, click the arrow on Service Search.

   

9. Each time a service is saved, the Accept LRE button appears. It is not necessary to use the button each time. The LRE should only be "accepted" when all services have been finalized. Click Accept LRE. to open the Federal 4 Summary screen. This is where the LRE information is reviewed and accepted and manual overrides are completed if necessary.

   

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Entering Services when Student is Transitioning to a New School

Reminder: For students transitioning to a new school (for example, from elementary to middle school or middle school to high school), separate sets of Special Education and Related Services must be entered for each school, even if the minutes will be identical. Be sure to enter the dates accurately and choose the appropriate Servicing School for each. This will ensure that the LRE (placement) is calculated correctly for each school.

There should be no gap between the end of the first set of services and the start of the second. There should also be no overlap (all services for the first school end the day before the services for the next school start)

1. Enter services for current school/school year

   1. Begin Date should be the Initiation Date of the IEP (or a later date if a service will begin after the start of the IEP but before the student starts at the next school)

   2. Revise the End Date to end of this school year or just before the beginning of the next year. This does not have to be the exact last day of school. It can be a date in June or July to allow for changes to the school calendar.

   3. Assign the Provider

   4. Enter Duration

   5. Select Setting

   6. Choose the student's current school as Servicing School

   7. Save

   8. Continue to add services for the current school year

2. Enter services for the next school/school year

   1. Do not change the Servicing School at the top of the screen. It will be updated on the individual services.

   2. The Start Date should be the day following the End Date of the services for the current school (do not leave a gap)

   3. The End Date should be the Service/Goal End Date from the Plan Date Screen or an earlier date if the service will end prior to the end of the IEP

   4. Assign the Provider if known. The Provider can be left unassigned.

   5. Enter Duration

   6. Select Setting

   7. Choose the student's new school as Servicing School

   8. Save

   9. Continue to add services for the new school

3. When all services are finalized, select Accept LRE. The Federal 4 Summary screen opens.

Revising Services in an IEP Amendment 

Services should not be deleted or changed in an IEP Amendment. If a service will no longer be provided as written, change the End Date to the last day the service was/will be provided as written. Then, if needed, add a new service with the appropriate Begin Date.

For more information about creating and completing an IEP Amendment Event download the IEP Amendment and IEP Correction Quick Start Card. 

Watch to Learn More

This video is about eight minutes long. It includes adding a service to the plan, adding service details, and deleting services.

• Services Screen 

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