Skip to content

Case management

Case management is the work around the teaching: tracking every annual review and reevaluation date, making sure each teacher knows the accommodations, keeping files ready for review, and running meetings on time.

These guides cover building a compliance calendar, setting up a caseload binder or digital system, the first weeks of the school year, sharing IEP information with general educators, file reviews, and the yearly rhythm of a case manager. They come from what keeps a caseload under control when it grows past what memory can hold.

Start here

How-to guides

Comparisons

Checklists

Templates

Explainers

IEP Atlas Pro

Turn your goals into progress reports

Pro tracks every goal on your caseload and drafts the report for you. Free for 14 days.

Count trials, prompts, and minutes live in the session; the graph and trend line draw themselves; progress reports are drafted from your data.