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Facilitator Quick Start

Last updated 2026-06-07

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Purpose

A complete day-one workflow for facilitators (interventionists, counselors, MTSS leads).

Who uses it

Anyone whose primary role in AmplifyED is owning cases.

Your day-one workflow

  1. Triage your inbox.
  2. Open or accept cases.
  3. Add interventions and notes.
  4. Schedule follow-ups.
  5. Collaborate with the teacher.
  6. Review reports.
  7. Close completed cases.

Step-by-step

1. Triage the inbox

Cases → New shows incoming referrals. For each:

  • Confirm the student is the right fit for your caseload.
  • Accept (creates a case) or reassign to a colleague.
  • If it's not a coaching concern, mark Decline with reason — the referring teacher sees the reason.

[SCREENSHOT: facilitator-cases-new-referral-inbox] Cases → New tab showing a referral inbox with 3 pending referrals, one expanded to show concern text.

2. Open the case

Each case has tabs:

  • Overview — Concern type, history, attention flags.
  • Interventions — Active and historical.
  • Notes — Yours, the teacher's feedback, AI drafts.
  • Follow-ups — Scheduled check-ins.
  • Messages — Threaded with the teacher.
  • Outcome — Filled in at closure.

3. Add an intervention

  1. Interventions → Add.
  2. Pick from your org's intervention library (or Custom).
  3. Set frequency (daily / weekly), goal, and target end date.
  4. Optionally specify a tier (1 / 2 / 3).

4. Add a note

Notes support:

  • Free text
  • Templates (SOAP, BIP check-in, etc.)
  • AI-assisted draft from a short bullet outline (see AI drafts)
  • "Share with teacher" toggle

5. Schedule a follow-up

Follow-ups → New. Pick a date and check-in type. You and (optionally) the teacher receive a reminder.

6. Collaborate

  • Message — quick threaded chat with the teacher, scoped to the case.
  • Request teacher feedback — sends a prompt the teacher answers asynchronously.

7. Review reports

Reports → My caseload shows:

  • Open vs. closed
  • Average days open
  • Most-used interventions
  • Cases with no activity in 14+ days

8. Close a case

  1. Open the case.
  2. Close case → choose an outcome (Resolved, Continuing in another setting, Withdrew, Other).
  3. Add a short closing note. Submit.

The referring teacher receives a notification with the outcome.

FAQ

Can I have a case with no assigned student? No — every case ties to a student record. Create the student first if they're new.

Can two facilitators co-own a case? Yes. Case → Add co-facilitator. Both see all activity; either can close.

Can I reopen a closed case? Yes, for 90 days. After that, open a new case (the old one stays linked).

Troubleshooting

  • A referral disappeared from my inbox: it was reassigned. Check Cases → All → filter by your name as co-facilitator.
  • AI draft button is greyed out: your org admin hasn't enabled the AI feature, or you've hit the monthly cap.

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