Illinois Referral Decision Form Instructions / User Guide IEPPLUS

Transcription

1 Illinois Referral Decision Form Instructions / User Guide IEPPLUS SunGard K-12. All rights reserved. No part of this publication may be reproduced without the prior written permission of SunGard Public Sector Inc., with the exception of copies made for your internal use. SunGard, the SunGard logo, PLUS 360, eschoolplus, IEPPLUS, PerformancePLUS, efinanceplus, and BusinessPLUS are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders SunGard K-12 All Rights Reserved Page 1 of 6

2 TABLE OF CONTENTS CREATING A REFERRAL DECISION FORM...3 FORM MAPPING...4 REVISION HISTORY SunGard K-12 All Rights Reserved Page 2 of 6

3 CREATING A REFERRAL DECISION FORM From the student toolbar, select Referral Decision. The following screen will appear: Select the date of the letter and Letterhead. Click Next Step. The following screen will display: Select the application Initial, Reevaluation or Reevaluation Not Needed button. The form can create a new referral record or if an existing referral record already exists, select the referral date. NOTE: When creating a new referral record for a Re-evaluation, the form will create a referral record with a referral type = Reevaluation Not Needed. Click the Create Letter link. The form will now be displayed to be completed SunGard K-12 All Rights Reserved Page 3 of 6

4 FORM MAPPING A A IEPPLUS fields IEPPLUS ISBE 34-57A Referral Decision Additional Instructions Maintenance > Manage Letterhead Uses the User Default Letterhead, or if none exists, the defaults to the System Letterhead. The Letterhead may also be controlled through Maintenance > Form Information in the left-hand toolbar. To print the logo on the report, the logo must be placed in the following directory in IEPPLUS: WebFiles > Images > Client Images > Clientlogo.jpg 1 Date This is the date of the form in MM/DD/YYYY format. It defaults to today s date, but the user can modify it. 2 Student s Name Displays the student s first, middle and last name SunGard K-12 All Rights Reserved Page 4 of 6

5 3 Student s Date of Birth Displays in MM/DD/YYYY format. 4 Dear (Parent Salutation) Basic Information > Contacts, Type = Parent/Guardian, or Surrogate Parent where address is set to Mail. If Contact > Mail attention line starts with To the, then the attention line without to the will print. Otherwise, it prints the text in the attention line. If the attention line is blank, it prints the contact salutation & the contact last name. 5 Referral Date Educational Information > Referral > Referral Type = Initial Referral (Alt Code = IR) Date Format = MM/DD/YYYY 6 Referral Source Educational Information > Referral > Source of Referral 7 Source Type Educational Information > Referral > Referral Source Type 8 Referral Reasons Educational Information > Referral > Reason(s) 9 Request for Initial Evaluation Check boxes The user can only select one of the check boxes at a time. 10 Request for Reevaluation Check boxes The user can only select one of the check boxes at a time. 11 Reason for Decision Text box Educational Information > Referral > Notes District Contact Info (Name, Title, and Telephone) Maintenance > Manage Letterhead > Staff Type/Enclosure = Report Footer 1 Line #1: Name Line #2: Title Line #3: Telephone Sincerely Name & Title Maintenance > Manage Letterhead > Staff Type/Enclosure = Report Footer 1 Line #1: Name Line #2: Title 17 Parent provided Explanation of Procedural Safeguards Check box SunGard K-12 All Rights Reserved Page 5 of 6

6 REVISION HISTORY 2/2/2016: Minor text updates to match the State s form. 2/11/2014: Updated the documentation using the SunGard standard format. Included a new screen shot of the form creation screen. Form now creates a referral type = Re-evaluation Not Needed. 5/2/2013: A new section called Special Ed File Number has been added to this document. If a student has a Special Ed File Number in their Identification Record, then this will now also appear in this form s report on the bottom-right corner. 9/4/2012: Modified Letterhead, Referral Decision Contact type 9/13/2011: Modified Letterhead, Referral Decision Contact type 12/2010: Ability to print ClientLogo.jpg 3/4/2010: Form Information updated to use new FormHeaderInformation page. The old Form Information area use to allow them to create a Referral there, this new page does not: Reverse questions for Request for Initial Evaluation ; Yes now comes before No (data still saves Yes and No to the same places as before). Item 10 moved to bottom of page. 3/20/2013: Created document SunGard K-12 All Rights Reserved Page 6 of 6