For student services teams in K-12 divisions
Caseloads, screens and service minutes, kept in one record per student.
Compass is where speech-language, OT/PT and resource staff do the paperwork that follows every student they support, and where the division sees the totals.
What each person opens to
Compass opens on Today, and what Today shows depends on who is signed in. Every figure counts records that exist now.
Specialist
Who they are seeing today, what is overdue or due this week, and where minutes are behind the mandate.
School admin
Deadlines overdue, referrals past due, meetings in the next two weeks and the reports waiting for review.
District admin
A row for each school, with the same lists across the division.
Nurse
Doses to give, visits today, parents still to be told and consent that is missing.
What it does
Built around the records a student-services team is audited against, not around a generic form builder.
Caseloads by provider
Every SLP, OT/PT and resource teacher works from their own caseload: who is due for a review, which sessions this week still need a note, and which referrals are waiting on parent consent.
Screens and assessments in one record
Assessments land on the student with their tool, date and summary. Form scores are computed as answers are entered.
Service minutes that add up
Sessions are scheduled and logged against the minutes a plan promises, so the gap shows up in October rather than at year end.
Funding claims from the work already logged
Claims are built from delivered sessions instead of a spreadsheet re-keyed in June. Draft claims only: rates are illustrative and nothing is submitted to a funder.
Access enforced in the database
Row-level security decides which students each person sees. A school admin sees their school; a clinician sees their caseload.
Year-end rollover with a record
Archive the year and open the next one in a guided wizard, with every run kept in the audit log.
How a division starts
No migration project to begin.
Check the roster
Review students and staff on the Roster page, which downloads as CSV. The forms library is already there.
Work the caseload
Staff screen, assess, schedule and log sessions from the student’s record.
Report and roll over
Reports draw on the logged work, and draft funding claims are built from it. The year closes with a rollover.