Caseload Tags - Student Grouping

DASH by Relay - Caseload Tags – Student Grouping

Creating caseload tags allows providers to group students in multiple ways for documentation or review. Suggestions:

• Specific Groups – Example: Mon 9AM Social Skills
• By Day – Example: Tuesday
• By Specific need – Example: Students with feeding plans

Caseload tags allow providers to document group services by quickly selecting the group.

To place group appointments on the schedule, providers must create and use caseload tags.

1. Select students from My Caseload or All students by placing a checkmark in the box to the left.
2. Click “Edit Tags”.

A pop will appear. Your selected students will be listed at the top.

3. Click “New Tag”.

A new pop-up will appear.

3. Create a tag name. Choose a color if you wish.
4. Click Create Tag.

Managing Caseload Tags

Caseload tags may be renamed or hidden from view if desired.

1. Click on the Caseload Tags tile at the top of the page.

2. Click Manage Tags. Your list of tags will appear.

3. Edit or remove from view.

• To edit the name or color click on the pencil icon on the left side.
• To hide from view click on the eye.

4. Click Save to complete the process