---
title: Facilitator Quick Start
category: cases
order: 1
lastUpdated: 2026-06-07
featureAvailability: GA
roles: [facilitator]
navigationPath: Sign in → Cases
relatedArticles: [cases/creating-cases, cases/assigning-cases, teacher-portal/teacher-quick-start]
---

## 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](/help/ai/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.

## Related

- [Creating cases](/help/cases/creating-cases)
- [Assigning cases](/help/cases/assigning-cases)
- [AI drafts](/help/ai/ai-drafts)
- [Teacher Quick Start](/help/teacher-portal/teacher-quick-start)