Release Notes - ESI: Caseload Management Functionality - Jul 18, 2024

Issue type icon	Issue type	Description
	Bug	A problem which impairs or prevents the functions of the product. SSD is responsible for development.
	New functionality	A new feature or an improvement, enhancement, or adjustment to an existing feature or application. SSD is responsible for development.

This release of ESI included building out the technology needed to support the district’s vision for maintaining caseloads for providers, as well as for evaluation staff. Tasks included analyzing the data needs, creating and building out a database structure, creating two new screens in ESI, updating the provider maintenance screen, and security updates. Approximately 1,100 hours of technology development time have been spent on this project to date. Upon this initial release, all staff will not have access to this information. Work is being completed through a pilot group and staff within the pilot group for the 2024-2025 school year will work with their supervisors on understanding this roll-out. Decisions will be made as part of the pilot on how information will be visible to staff.

Issue type	Release Summary	Release Description

Issue type	Release Summary	Release Description
	Caseload Provider Maintenance screen	New functionality has been added to the current screen for the entering the following information: Service Delivery Model. The Service Delivery Model Group can be viewed on this screen. Caseload information can be viewed here and some edits made.
	Caseload Specialty Maintenance Screen	A new screen has been developed to enable administrators to configure provider specialty components. Components identify different responsibilities each staff member and their area of specialty has been assigned.
	Caseload Threshold Maintenance Screen	A new screen has been developed to enable administrators to set thresholds for each service delivery model group based on school category. These thresholds establish the parameters for underutilized, managed, and overloaded caseload ratings assigned to the providers.