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Counseling Tab /Video

There are 2 ways to access the Counseling Tab for a Student:

Navigation: From the Student Dashboard,
Special Programs/Accomm>Counseling,
Click Counseling Tab
or
Click on the Counseling link displayed on the Students Quick-View

1. Granting Permission to the Counselor Tab:

Go to Admin > Settings > Security > Security
Click on Define Security Groups
 
Look for :
  1. Counseling Contact Specialist: assigned to those who would be entering counseling sessions on students. Limited privileges.
  2. Counseling Administrator: broader privileges - ability to see all and manage counseling settings.
  • Assign this permission group to all relevant staff members

2. Setting up and Customizing the Counselor Tab

Admin>Settings>Counseling Tab Settings

This is done by Admin and is set up for the whole staff

The main customizable areas are as follows:

  • Domain
  • Target Groups/Topics
  • Services Provided
  • Contact Method

Add an Entry

Click on +Add. After adding all the choices you desire in an area 

Click SAVE.

Things to know:

  • You can change the order of the list by clicking on the Icon on the right hand side of each box and doing a drag-and-drop.
  • If you no longer want to use an item, just uncheck the box and the choice will turn gray and no longer be available.

3. Using the Counselor tab to Record a Counseling Session.

After Setup, your Counselor tab will look something like this:

  • You will record a Session on the left-hand side of the page
  • The right-hand table provides a place to identify:
    • The Counselor and/or Psychologist assigned to a Student
    • Links to any Special programs, The AAPor Graduation Plan, A-G Student Page, CTE Student Page, and the Supervising Teachers' Dashboard.

The upper-portion of the Session Log provides details of what is discussed during the session…

The lower-portion of Session tracks

  • The time spent in the session
  • Notes any Previous Sessions
  • Notes any Legacy Counseling Notes
  • Upload a Document if needed
  • Notification Flag (there are different reasons in the dropdown as to why you would use this feature)


4. Options for Saving a Session

There are various options and warnings available when it comes to SAVING a session.

If you try to leave the page and forget to SAVE, you will be warned to save your changes BEFORE you leave the page:

 

If you are working on several sessions at once and want to temporarily SAVE what you have done in the session so far, click SAVE.
This will keep the session open for further input.

 

  • Once you are satisfied with your session and want to save the entire session,
    click SAVE AND FINISH.
  • This fully saves the session and moves you to a blank save page. The session is now moved to the Previous Session area of the Counseling Tab.

 

Previous Sessions: Collapsed section below the Counseling Log.

Can expand to see previous sessions that have been logged for this student.

  • You have the ability to edit precious sessions

Counseling Session Report:

Reports>Students>Counseling Session Report

  • If a Counseling Specialist- will only be allowed to see their own reports

  • If a Counseling Administrator- will be allowed to see ALL reports made

Who Needs What?:

  • To enter a Counseling Session for a student: staff members would need to be assigned the Counseling Contact Specialist permission group.

  • To delete a session: staff member would need to be assigned the Counseling Administrator permission group

    ..

View of the Letters that are sent out:

 

 

When you click Notify Me: It will send you a notification to your bell