Phoenix automatically creates events that have on a compliance timeline (for example: , the Initial Eligibility, Initial and Annual IEPs and SPs, and Reevaluation DecisionDecisions). Other events and forms can be created as needed. For information about which events and forms can be created and the correct dates to use, select User Created Events and Forms Information section below or download theUser Created Events and Forms Quick Start card.

Info
These steps are used to create all events except IEP Amendment and IEP Correction. The instructions to create those events can be found here.

Creating the event or form

Open the student's profile.
On the student's profile, click Events.
On the student's Events panel click + New Meeting.

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On the Schedule Meeting Window, choose the
Choose the event from
the
the Event
Type
Type menu on the Schedule Meeting Window. In this example, Disciplinary Documentation will be created.
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If the "Student School" field is visible below the Event Type, choose the school the student currently attends from the menu. This field is not included for all students.
Enter the Scheduled Date and the Due Date. The dates entered depend on the event being created. See the User Created Events and Forms Information section below
,
or the User Created Events and Forms Quick Start card
,
for specific information about the dates to use for each event.
The Event Details field can be used to add information about the event. It is not required. Information entered becomes part of the event name on the Events page.
Click the Smile icon to assign the event to yourself or the Search icon to open the Staff Search
window allowing
window, allowing you to search for and select another user.
Save.
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The event appears on the Scheduled Events panel.
Note
If a user-created event or form is no longer needed contact , create a ticket in the Phoenix section of the SSD Help Center to have it deleted. When creating the ticket select ‘Delete Event’ as the issue type(Select Delete event if submitting a ticket).
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information
information
User-Created Events and Forms Information
Event
Dates to Use When Creating Event
Event Description
Consent for Release of Information-Medicaid
Scheduled and Due Dates:
Date Event is created
Used by OTs, PTs, SLPs, and SWs to document consent for release of information and Medicaid reimbursement
Correction-Initial Eligibility
Scheduled and Due Dates:
Date of final Evaluation Conference for Eligibility Event being corrected
Corrects clerical errors in an Initial Eligibility Event
Correction-Reevaluation
Scheduled and Due Dates:
Date of final Reevaluation Conference for Reevaluation Event being corrected
Corrects clerical errors in a Reevaluation Event
Disciplinary Documentation
Scheduled and Due Dates:
Date Event is created or Date of Infraction
Completed each time a student is suspended out of school. Contains Page 1 and Section A of the Discipline Documentation Form. If a Manifestation Determination is required, Phoenix will create that event will be created by Phoenix based on the choices responses entered on Page 1 of the Discipline Documentation Form.
IEP Amendment and
IEP Correction
Scheduled and Due Dates:
Dates are autofilled auto-filled by the system
Instructions for creating an IEP Amendment or IEP Correction event can be found here.
Prior Written Notice-IEP
Scheduled and Due Dates:
Date of IEP Meeting if PWN is being issued in conjunction with IEP decisions or Date Event is being completed
An IEP event has five Prior Written Notice forms available. For additional forms, create a Prior Written Notice Event, which adds an event containing five PWN-IEP forms on the Events Panel. Multiple Prior Written Notice Events can be created if more than 10 notices are needed (no need to lock the first event to create a second, etc.)
Summary of Performance
Scheduled and Due Dates:
Date Event is created
Completed by the Case Manager no sooner than 30 calendar days prior to graduation or aging out or not later than 10 calendar days after the student finishes school.
The event must be created, completed, locked, and printed before the student is exited from Phoenix.
Transfer of Rights
Scheduled and Due Dates:
Date Event is created
Issued at least one year before the student turns 18 (at 16) and again when the student is 18. The form is included in the IEP, IEP Amendment, and IEP Amendment/ Correction Events but can be created by the user if needed at another time.
Transportation Change
Scheduled and Due Dates:
Date Event is created
Changes information such as emergency contacts, pick up or drop off location, school, ESY transportation, etc.
NOTE: Cannot be used to add or remove Transportation as a Related Service or change accommodations. These must be done in an IEP or Amendment.
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