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Request a prescription refill by phone or app

9-12Task-analysis stepsTemplateReview and individualize before use. How templates are made
When to use this goal

For high school and transition students who take a regular medication and will need to keep it filled as adults, but rely on a parent to call the pharmacy. Present levels and family wishes decide fit. The student requests the refill; the family and pharmacy handle payment and approval.

Baseline
Ask the family how refills happen now and run one practice call or app request. Real refills come about once a month, so practice calls supply most early data.
Tips
Use the family's real pharmacy and tools. Teach what to do when the pharmacy says a refill needs the doctor's approval (tell a family member). Controlled medications may have extra rules; the family leads.
Limits
The student does not change, stop, or choose medications. Refill rules differ by medication and pharmacy. This goal never replaces the individualized health plan, medication orders, or an emergency action plan; the nurse, the family, and the student's health care provider decide care, and the goal follows their plan.

Original IEP Atlas template based on general measurement principles; not copied from any goal bank. ID fn-hlt-022.

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Student

How the goal refers to the student

Skill

What the student will do

Something an adult can see, count or time.

Condition

When or under what conditions

Support

Support allowed

Criterion

Number of routine steps performed independently.

Sample numbers. Replace them with the student's data.

Task-analysis steps

Write each step so an observer can mark it done or not done.

Criterion wording

Data collection

A routine is broken into ordered steps; each step is recorded as independent, supported, or not completed.

How often data are collected
Mastery rule

How many measurements must meet the criterion.

Timeframe

Timeframe

Goal

By the annual IEP review date, when their medication bottle shows about one week left, at home with the family, the student will request a refill by phone or app and write down the pickup date, performing at least 5 of 6 steps independently, across 3 consecutive refills or practice calls, as measured by a task-analysis checklist collected at each refill, with monthly practice.

Baseline: 1 of 6 steps independently.

  • Condition
  • Observable behavior
  • Criterion
  • Measurement method

ObjectivesCopy by fieldData sheet

Measurability check11 of 11 met
  • Met: Observable behavior. Stated as an action.

  • Met: Condition. Stated.

  • Met: Unit fits the behavior. Task-analysis steps fits this behavior.

  • Met: Explicit criterion. Number and unit stated.

  • Met: Mastery rule and schedule. Both stated.

  • Met: Method produces the metric. Task-analysis checklist gives task-analysis steps data.

  • Met: Review timeframe. Stated.

  • Met: Baseline and target compatible. Same unit, change in the right direction.

  • Met: Aligned with area of need. Still about Health & Self-Management.

  • Met: Level of support. Defined.

  • Met: Blanks filled in. Nothing left to fill in.

Checks structure and wording only. Whether the goal fits the student is the team's call.

Short-term objectives (optional)

When are objectives required?

Required for students on alternate assessments (34 CFR §300.320(a)(2)(ii)); some states require them for everyone.

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Paste into your IEP system

Most district systems have a separate box for each part of a goal. Copy them one at a time, or all at once as labeled text.

Area of need
Functional & Independence Skills - Health & Self-Management
Baseline
1 of 6 steps independently.
Annual goal379 characters
By the annual IEP review date, when their medication bottle shows about one week left, at home with the family, the student will request a refill by phone or app and write down the pickup date, performing at least 5 of 6 steps independently, across 3 consecutive refills or practice calls, as measured by a task-analysis checklist collected at each refill, with monthly practice.
Timeframe
By the annual IEP review date
Condition
When their medication bottle shows about one week left, at home with the family
Behavior
The student will request a refill by phone or app and write down the pickup date
Criteria
Performing at least 5 of 6 steps independently, across 3 consecutive refills or practice calls
Evaluation method
A task-analysis checklist
Schedule
At each refill, with monthly practice

Copied as plain text, with straight quotes and plain dashes.

Matching data sheet

Task-analysis checklist. Marks each step in each session.

The CSV opens in Excel or Google Sheets, with formulas. Sheets print blank; no student data is stored.