How it works

Each evaluation moves through the same steps. You can see where every case stands.

1. 1

   Step 1: Set up the case.

   Add the student and the district, record the referral reason, and log consent with the date it was signed.

2. 2

   Step 2: Plan and gather records.

   Write the assessment plan. Upload prior evaluations, grades and teacher input, and read them in Records.

3. 3

   Step 3: Test and enter scores.

   Enter standard scores, scaled scores and percentiles on the Scores tab, and keep observations and notes on the case.

4. 4

   Step 4: Draft the report.

   Ask for a first draft of a report section. Names and ID numbers are masked before the text goes to AI. You edit and approve every section.

5. 5

   Step 5: Eligibility and sign-off.

   Record the eligibility decision on a structured form based on the Texas categories in 19 TAC 89.1040. If sign-off is turned on, a reviewer signs the report version.

6. 6

   Step 6: Finalize and send.

   Run the pre-finalize checks, finalize the report and export it. The export is recorded in the case's sharing log.