Adding Examinees

Note: For selections that open a new page, make your selection(s) and then tap the < Back link in the upper left corner of the page to return to the Add Examinee page.

To add an examinee:

1. Tap the Main Menu icon (

) in the upper left corner of the page and in the Examinees section, select Add Examinee.

2. Tap in the General Information box to view and complete the information, as follows:

c. (Optional) Tap in the Middle Name box and type the examinee's middle name.

d. Tap in the Gender* box, tap to select the examinee's gender (M for male, F for female, or U for unidentified), and then tap the < Back link in the upper left corner of the page to return to the Add Examinee page.

e. Tap in the Date of Birth* box, use the scrolling calendar at the bottom of the page to specify the examinee's date of birth, and tap Done.

f. (Optional) Tap in the Enrollment Date box, use the scrolling calendar at the bottom of the page to specify when the examinee was enrolled, and tap Done.

g. (Optional) Tap in the Examinee ID box and type a unique examinee identification number. The unique examinee identification number may be up to 12 characters in length. You may use any combination of the following characters: A–Z, 0–9, Blanks.

h. Tap in the Caseload Folder* list, select the caseload folder to which you want to assign the examinee, and then tap the < Back link in the upper left corner of the page to return to the Add Examinee page.

i. (Optional) Tap in the Parent/Guardian Name boxes and type the name of the parent or guardian. Two boxes are provided to enter separate names for the parents or guardians.

j. (Optional) Tap in the Parent/Guardian Email boxes and type the email address for the parent or guardian. Two boxes are provided to enter separate email addresses for the parents or guardians.

3. (Optional) Tap in the Demographics/Programs box to view and complete this information. (Tap here to view the steps.)

a. Tap in the Primary Language Spoken at Home list, select the language the examinee speaks at home, and then tap the < Back link in the upper left corner of the page to return to the Add Examinee page.

b. Tap the Ethnicity list, select whether the examinee is Not Spanish/Hispanic/Latino or Spanish/Hispanic/Latino, and then tap the < Back link in the upper left corner of the page to return to the Add Examinee page.

c. Tap in the Race box, select all applicable races, and then tap the < Back link in the upper left corner of the page to return to the Add Examinee page.

d. Tap in the User Identified Fields box, tap in the code field(s), type the code(s), and then tap Save.

a. Tap in the IFSP list, select Yes or No to indicate whether the examinee has an Individual Family Service Plan, and click <Back in the upper left corner of the page.

Note: An IFSP applies to an examinee from birth to three years of age.

If Yes, complete the following:

□ Tap in the Initial Date of Eligibility field and use the calendar to enter the date when the examinee is eligible for services.

□ Tap in the Exit Date field and use the calendar to enter the date when the examinee is no longer eligible for services.

□ Tap in the Primary Diagnosis list and select the primary developmental condition responsible for the examinee's participation in the program.

□ Tap in the Secondary Diagnosis list and select the secondary developmental condition responsible for the examinee's participation in the program.

b. Tap in the IEP list, select Yes or No to indicate whether the examinee is receiving an Individualized Education Program, and click <Back in the upper left corner of the page.

If Yes, complete the following:

□ Tap in the Initial Date of Eligibility box and use the calendar to enter the date when the examinee is eligible for services.

□ Tap in the Exit Date box and use the calendar to enter the date when the examinee is no longer eligible for the program.

□ Tap in the Primary Diagnosis list, select the primary developmental condition responsible for the examinee's eligibility for services, and then tap the < Back link in the upper left corner of the page to return to the Add Examinee page.

□ Tap in the Secondary Diagnosis list and select the secondary developmental condition responsible for the examinee's eligibility for services, and then tap the < Back link in the upper left corner of the page to return to the Add Examinee page.

5. (Optional) Tap in the Funding Sources box to view and complete this information. (Tap here to view the steps.)

a. Tap in the Funding Sources box, select all applicable programs that provide financial assistance for the examinee, and click <Back in the upper left corner of the page.

b. Tap in the Free/Reduced Lunch list, select Yes or No to indicate if the examinee is eligible for the free or reduced lunch program, and click <Back in the upper left corner of the page.

– If you have other examinees to enter, select Save and Add Another. A confirmation message appears and informs you that the examinee has been successfully added. Tap OK. A new Add Examinee Information page appears.

– If you are finished adding examinees, select Save. A confirmation message appears and informs you that the examinee has been successfully added. Tap OK. The Examinee Information page appears with a note to add a test record.