CASELOAD v7 . IEP OPERATING SYSTEM . Demo for Shaunalee . April 2026
CASELOADIEP Operating System
SHAUNALEE Lead SLP, CCC-SLP
SARA SLPA
JAMIE OT/PT
STUDENT Marcus T. (Self)
OLIVIA Parent
MARCUS Director
OWNER VIEW Practice Operations
Good morning, Shaunalee.
IEP Meetings Today
8:00 AM Annual Review - Marcus T. (Artic, Gr. 2)
2:00 PM Triennial - Logan C. - 3 of 5 sections complete
Sessions Today
9:00 AM Group A - Johnny P., Sally M., Eva R.
9:45 AM Group B - Emily K., Trey W.
10:30 AM Individual - Logan C. (AAC)
11:15 AM SLPA Coverage (Sara) - video review due
Action Required
Aisha P. - IEP meeting in 90 min, 2 sections empty
Sara (SLPA) - 45 supervision min remaining this week
Isaiah C. - Medicaid claim rejected, recode needed
Active Students
42
3 IEPs due this week
IDEA Minutes %
94%
This quarter
Medicaid This Month
$4820
97.2% acceptance
Goals On Track
87%
5 students at risk
📋
Open Templates
Progress reports, session data sheets, PWN, SLPA supervision logs, and more
→
Today's Sessions
8:00 AM
IEP Annual Review - Structured Meeting
Marcus T. 68%
9:00 AM
Group A - Pull-out Small Group
Johnny P. 72%
Sally M. 81%
Eva R. 65%
9:45 AM
Group B - Pull-out Small Group
Emily K. 77%
Trey W. 70%
10:30 AM
Individual - AAC + Language
Logan C. 58%
11:15 AM
SLPA Supervision (Sara) - Video Review
45 min remaining this week
Upcoming IEPs
Today 8:00 AM
Marcus T.
Annual Review - Articulation Grade 2
Today 2:00 PM
Logan C.
Triennial - Language + AAC - 2 sections pending
May 14
Aisha P.
Annual Review - Fluency Grade 4
May 19
Isaiah C.
Annual Review - Expressive Language
May 22
Destiny M.
Initial Eligibility - Language Grade 1
My Caseload
--
upcoming IEPs in the next 14 days
Open Templates →
← Back to Today
Progress Reports
Generate for any student, any group, or your entire caseload in one click.
Select Students
Reports
📄
Select students on the left and click Generate Selected to produce Shaunalee Method progress reports for each goal.
Supervision Tracker
IDEA requires 20% supervision of every SLPA session per student. Track it here.
Formula: IEP-mandated minutes per student per week x 20% = supervision minutes owed. Example: 40 students x 30 min/week average x 20% = 240 min/week owed across all SLPAs. Video review counts - you do not need to be present live.
Goal Writer
Write IDEA-compliant SMART goals using the Shaunalee Method.
Student + Goal Setup
Three IDEA-defensible options generated from your inputs.
Shaunalee Method Goals
Three options. Pick one, edit, save to IEP draft.
+
Complete the form and click Generate to create 3 SMART IEP goals using the Shaunalee Method.
SMART Goal Linter
Paste any existing goal for real-time SMART scoring.
S
Specific - waiting for input
M
Measurable - waiting for input
A
Achievable - waiting for input
R
Relevant - waiting for input
T
Time-bound - waiting for input
Goal Bank
All goals in Shaunalee Method format. Filter by category and grade.
Word Generators
20 stimulus items per category, instantly. Works for any therapy session.
Irregular Plurals
Action Verbs
Adjectives
Pronouns
/s/ Words
/r/ Words
/l/ Words
/sh/ Words
Concepts
Tap a word to copy it. Irregular Plurals
Audit Defender
Court-formatted defense packs for Arizona OAH due process.
When due process is filed, your documentation determines the outcome. Audit Defender pulls every IEP document, session note, service log, parent contact, PWN, and assessment, then formats it for the Arizona Office of Administrative Hearings. One click. 90 seconds.
●Pulling IEP history
●Scanning service logs
●Verifying FAPE provision
●Checking procedural timelines
●Cross-referencing Prior Written Notices
●Formatting for Arizona OAH
Defense Pack Preview
Arizona Office of Administrative Hearings
Special Education Due Process Defense Pack
Student
Marcus T.
Hearing Type
Due Process
Generated
Documents
47 pages
FAPE Status
Documented
Defense Strength
HIGH
94%
Win Rate with Audit Defender
$127K
Average Avoided Due Process Cost
90s
Average Pack Generation Time
Medicaid Billing
Recover every dollar your district is owed for IEP-related services.
Recovered YTD
$0
97.2% claim acceptance
Missed Claims
$0
Recover with next batch
Claims Submitted
0
This quarter
Recent Claims
97.2% acceptance
Student
Service Date
CPT Code
Amount
Status
Marcus T.
Apr 24
92507
$87
Accepted
Logan C.
Apr 24
92523
$94
Accepted
Aisha P.
Apr 23
92507
$87
Accepted
Eva R.
Apr 23
92507
$87
Pending
Isaiah C.
Apr 22
92507
$87
Rejected - Recode
Recovery Opportunity
Unclaimed reimbursable claims this year
Based on your caseload and session frequency, you are leaving approximately $12,340 in reimbursable Medicaid claims unclaimed this year. Most leak from missing service logs and miscoded units. Generate a recovery batch to recapture it.
CEU Tracker
ASHA requires 30 CEUs every 3 years. Track them here, auto-file with AZBPE.
CEUs Earned
0.0hrs of 30
0.0 of 2 required ethics hours
License renews June 2027
Log a CEU
CEU Log
Shaunalee Method Curriculum
M1: SLP Scope and the Law
2.0 CEU hours - ASHA accredited
Complete
M2: SMART Goal Mastery
2.5 CEU hours - ASHA accredited
Complete
M4: Progress Data That Holds in Due Process
3.0 CEU hours - 60% complete
M5: Fluency Across Ages
2.5 CEU hours - Locked
Unlocks after M4
Templates
Quick access to your most-used IEP documents and session forms.
Progress Report - Articulation
Standard quarterly report with data fields
Articulation
Progress Report - Language
Expressive and receptive language quarterly
Language
Parent Conference Notes
Structured meeting notes with signature line
Compliance
Session Data Sheet
Plus/minus trial log, 10 trials per goal
Daily Use
Prior Written Notice
IDEA-compliant PWN for any proposed action
Legal
SLPA Supervision Log
Weekly supervision minutes by student
Supervision
Ask Joan
Joan is Shaunalee's mentor. Her 20 years of answers, available at 8pm on a Sunday.
AAC Board
Picture communication symbols. Tap a tile to build a sentence. Hit PLAY to speak it.
Tap symbols below to build a sentence...
Loading symbols...
Caseload
Every student. One source of truth. Edit any cell. Assign groups. Run live group sessions.
Total Caseload
0
Active IEPs
Groups Active
0
Click to launch live session
IEPs Due 30 Days
0
Schedule reviews
Service Compliance
0%
IDEA delivery rate
Groups
Tap a group card to launch a live multi-student data session. No clicking in and out per student.
ASHA NOMS Avg
--
FCM 1-7 across caseload
Medicaid Reimbursable YTD
$0
CPT 92507/92508 captured
ESY At-Risk
0
Regression-recoupment flag
Mastery Predicted
0
Goals projected to close 90 days
All Students
Click any row to open the student. Use the group dropdown to reassign instantly.
Student ⇅
Grade
Diagnosis
Group
IEP Due
FCM
Compliance
Weekly Schedule
Mon thru Fri. 8 AM to 3 PM. Tap any block to open the session live.
Group Live Session
Take data on every student in this group at the same time. Tap correct, incorrect, or cued. The data writes to each student's goal automatically.
Session Time
0:00
Live timer
Total Trials
0
Across all students
Group Accuracy
0%
Live across goals
Active Speaker
--
Tap card to switch
Session Notes
Voice or type. Auto-saves to all students at end.
Good morning, Sara.
Your session schedule for today.
My Students Today
8
2 groups, 2 individual
Data Entries Due
16
Submit before 4pm
Supervision Received
195min
This week
Shaunalee Review
Pending
2 sessions queued
My Caseload - Today
Marcus T.
9:00 AM - /s/ articulation
Johnny P.
9:00 AM - Expressive language
Emily K.
9:45 AM - /r/ articulation
Logan's Progress
Everything about Logan's services, explained in plain English.
Logan's Goals - Plain English
Goal 1: Talking more clearly
Logan is working on making all his sounds more clearly so people outside the family can understand him. Right now, people who do not know him understand about 60% of what he says. The goal is 80% by December.
60% - working toward 80%
Goal 2: Using more words
Logan is learning to put 2-3 words together to tell you what he wants, like "more juice" or "big dog." Right now he mostly uses single words. The goal is consistent 2-3 word phrases by December.
45% - needs more practice at home too
Logan's Services This Week
45
Minutes Completed
45
Minutes Required
All services delivered this week.
Ask Shaunalee
Have a question about Logan's progress or goals? Shaunalee usually responds within 24 hours.
Documents
My Goals
These are MY goals. I helped pick them. I can tell you what I think.
How I Feel This Week
Tap a face. That is your check-in. It takes ten seconds.
My IEP Meeting
Federal law says I get to be at this meeting. Here is what I want to say.
My Talking Points
Drag to reorder. These print to a card I bring to the meeting.
Co-Sign My Goals
My SLP drafted these. I can say YES or SUGGEST A CHANGE before they are locked.
My Voice Memos
I record my own voice. My SLP plays this at the meeting.
Tap to record. Tap again to stop.
My Future
After high school. What I want. What I am working on.
Career I'm exploring
Game Designer
Tap to change
After-school plan
College
Or job training
Living plan
With family
Then on my own
Independent Living Skills (IDEA Transition)
Tap each one I can do. Tap again if I am still learning.
District Dashboard
Combs Unified School District - Special Education
Active IEPs
247
12 new this quarter
At-Risk Students
12
Goal mastery below 70%
Medicaid Recovered YTD
$89,400
+22% vs last year
Due Process Risk
LOW
No open hearings
School Compliance Heatmap
School
IEPs
Minutes %
Risk
Lincoln Elementary
54
97%
LOW
Roosevelt K-8
61
88%
MEDIUM
Madison Middle
47
99%
LOW
Washington Elementary
39
74%
HIGH
Jefferson High
46
95%
LOW
Owner Dashboard
All district deployments. Kevin's view only.
Your data. Download anytime. Belongs to you, not your district.
Active Districts
1
Combs Unified (Beta)
Total Seats
3
Shaunalee + 2 SLPAs
MRR
$0
Beta - launch pricing TBD
Pipeline
55
AZ districts in scope
District Pipeline
Combs Unified School District
Live - Beta
Gilbert Public Schools
Warm Lead
Scottsdale USD
In Conversations
Mesa Public Schools
Not Started
Next 30 Days
📅
Begin Combs Unified pricing conversation
Beta ends Q2. Transition to paid before June 1.
🏭
Schedule Gilbert Public Schools demo
Warm lead. 12 SLPs. Est. $3,600 MRR at launch.
📜
Expand Shaunalee seat to full team
Sara and Jamie have limited access. Upgrade opens Supervision + Medicaid modules.
Caseload Redistribution
Maternity leave, illness, or vacancy. Calculate who absorbs what instantly.
Total Caseload Minutes / Week
--
Remaining Capacity
--
Picture Communication Translator
Paste any text. Get an AAC symbol board side-by-side for classroom or therapy use.
Paste Text to Translate
3 IEPs due this week
45 supervision min remaining
8 sessions today
2 red flags
⚠ DOOMSDAY
Due process has been filed. Audit Defender will pull every IEP, session log, PWN, service note, parent contact, and assessment for the named student and format the entire defense pack for Arizona OAH. 90 seconds.
[ ] Locking caseload state
[ ] Pulling all IEPs and amendments
[ ] Pulling 12 months of session logs
[ ] Pulling Prior Written Notices
[ ] Pulling parent communication log
[ ] Pulling assessments and evals
[ ] Formatting for Arizona OAH
[ ] Defense pack ready
Operator Memory (Pillar 6)
Sessions: 0 · Trials: 0
Pace: -- · Top cat: --
REC 0:00|0 events
1correct2incorrect3cuedTabcycle studentSsaveTtime-outGgo/no-goPparallel doomsdayRreplay black box?all shortcuts
🚀 Mission Control Pre-IEP Poll
Go / No-Go on every goal area
Each team member calls one word per goal area. No discussion. No-Go forces a structured deep-dive in the meeting. All Go = clean pass.
🎤 Goal Edit Lineage
Goal History
Add Student to Caseload
Import Caseload from CSV
Paste a CSV. Columns: Name, Grade, Age, Diagnosis, Group, ServiceMin, IEPDate. First row is the header.
Parent Progress Share
One-time link. Expires in 24 hours. No PHI of other students.