The Caseload Folders box contains only the Referrals folder when you initially sign in. You can rename the folder and add as many folders as you need. You must always have at least one folder in the Caseload Folders box to store examinees that you add.

The Academic Year drop-down list allows you to filter your caseload folders by academic year. Folders are then listed in alphabetical order.

This box allows you to:

Add a new folder by clicking the Add Folder link located in the box's banner.

Scroll through the list of folders (if you have added more than ten), and minimize or maximize the folders box by clicking the minimize icon () or maximize icon () in the upper right corner.

The My Recent Examinees box on the dashboard lists the examinees contained in the currently selected folder in the Caseload Folders box or Shared Caseload Folders box.