This article is to assist staff with questions related to students appearing on their Caseload in Phoenix.

Which Students Appear on my Caseload in Phoenix?

Your Caseload in Phoenix includes all students you are assigned to in Phoenix as Case Manager, Event Primary Staff, Service Provider for an active service or Goal Responsible Staff for an active goal. This can include students from the past but you are no longer responsible for.

How do I Update My Caseload?

If a student should no longer be on your Caseload you can view the items assigned to you on Student Staff Management for the student, or on Staff Management for all students assigned to you. You can then update the assignments or unassign an item. When you are no longer assigned as Case Manager, Event Primary Staff, a Service provider, or Goal Responsible Staff the student will no longer be included on your Caseload.

Updating your Caseload Using Student Staff Management (for a single student)

Updating your Caseload Using Staff Management (Multiple Students)

Why has a Student Disappeared from my Caseload?

If a student no longer has a current IEP (with a meeting held within the last 364 days) Goal and Service Providers are automatically unassigned. Go to Program Summary > Special Ed to review current goals and services. If none appear, the IEP is expired. If Goals and Services appear but show as Unassigned, update your Caseload as above.

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