Cases & Interventions

A complete day one workflow for facilitators (interventionists, counselors, MTSS leads). Anyone whose primary role in AmplifyED is owning cases. 1. Triage your inbox. 2. Open or…

Open a coaching case for a student — either from a referral or from scratch. 1. Cases → New (the referral inbox). 2. Click a referral. Review the concern and student. 3. Click…

Assign or reassign cases so the right person owns the work. Admins can assign any case to any facilitator. Facilitators can: Self assign open referrals from the inbox. Reassign…

Who uses it: Facilitators and admins managing cases. Purpose: Document the case status model so transitions are consistent across facilitators. New — Just created, not yet picked…

Who uses it: Facilitators and administrators documenting case activity. When to use it: Every time something happens on a case — a meeting, a plan change, a parent contact, an…

Who uses it: Facilitators (and admins on behalf of them). When to use it: Whenever a case needs revisiting on a specific date — a re check, a data pull, a parent call back.…

Who uses it: Facilitators owning the case, or administrators. When to use it: When the coaching plan is complete and the student no longer needs active intervention — or when the…

Who uses it: Facilitators and the attached teacher, coordinating on an open case. When to use it: For lightweight back and forth that isn't a formal note — "Did Maya turn in the…

Who uses it: Admins curate the library; facilitators pick from it when adding interventions to a case. When to use it: Each time a facilitator opens an intervention on a case,…

Who uses it: Facilitators or admins whose closed case needs to resume. When to use it: A previously closed concern recurs, an outcome didn't stick, or the case was closed…

Who uses it: Submitters set urgency at intake; facilitators set priority on the case. Purpose: Document the two related but distinct severity fields and how each is used. Urgency…