Background
Caseload Reports is Amplio’s redesigned reporting feature that allows educators to generate, customize, and export session summaries and student progress data effortlessly. This article will review how to navigate the following:
Caseload Overview – Monitor student engagement at a glance.
Session Summaries – Instantly generate session notes for Medicaid and IEP reporting.
Progress Data – Track student growth over time and create progress reports in minutes, eliminating a major time drain for SLPs.
Caseload Overview
The Caseload Overview tab of the Caseload Reports page allows educators to quickly check student engagement and track progress at a glance. This interactive walk-through and the information below will review how to navigate the Caseload Overview tab.
Click the Caseload Reports icon to navigate to the Caseload Reports page. The Caseload Overview tab gives you a high-level view of student engagement and activity across sessions and independent practice.
Set Your Date Range
Next, set your date range. To see data for a specific time period, click the date range dropdown to choose from:
A custom date range (up to 18 months)
A single day
School year to date (starting from August 1)
View Engagement & Activity Data
The Caseload Overview automatically displays both session and independent practice data. Need to focus on just one? Simply select Session or Independent Practice to filter accordingly.
When you see these arrows next to column names (Student Name, School, Grade, Active Days, Last Active, Target Skills, Minutes, Exercises), it means the data in that column can be sorted in ascending or descending order.
When you see this filter icon next to column names (School, Grade, Educator), it means you can narrow down the displayed results based on specific criteria.
Access Individual Student Reports
Click on a student’s name to open their individual report, where you’ll find a breakdown of their usage, engagement trends, and progress toward targeted skills. The individual student report allows you to filter by specific time period and data type (session mode, independent practice, all) just as was instructed on the Caseload Overview tab.
Use the widgets at the bottom of the page to explore student usage patterns and progress.
Download Usage & Progress Data
To export data from the individual student report, simply click on the download icon and - voila!
Session Summaries
The Session Summaries tab of the Caseload Reports page allows educators to quickly compile session notes for Medicaid and compliance reporting. This interactive walk-through and the information below will review how to navigate the Session Summaries tab.
Click the Caseload Reports icon to navigate to the Caseload Reports page, then click Session Summaries to open the tab.
Set Your Date Range
Next, set your date range. To see data for a specific time period, click the date range dropdown to choose from:
A custom date range (up to 18 months)
A single day
School year to date (starting from August 1)
Choose Your Students
Next, choose which students to include. Click All Students to include everyone or click on the Groups or Students button to select individuals or groups. Once you’ve made your selection, click Confirm.
Generate Report
Click Generate Report and let Amplio do the heavy lifting!
The generated report is structured by student, followed by session dates – with session notes for all sessions within the selected date range listed under each student's name. Click Copy to grab the full report, or highlight specific sections to paste into Medicaid, IEP systems, or other documentation tools.
Progress Data
The Progress Data tab of the Caseload Reports page allows educators to track student growth over time and generate reports for documentation and compliance. This interactive walk-through and the information below will review how to navigate the Session Summaries tab.
Click the Caseload Reports icon to navigate to the Caseload Reports page, then click Progress Data to open the tab.
Set Your Date Range
Next, set your date range. To see data for a specific time period, click the date range dropdown to choose from:
A custom date range (up to 18 months)
A single day
School year to date (starting from August 1)
Choose Your Students
Next, choose which students to include. Click All Students to include everyone or click on the Groups or Students button to select individuals or groups. Once you’ve made your selection, click Confirm.
Generate Report
Click Generate Report to compile the progress data.
The generated report is organized by student, summarizing progress toward target skills. Click Copy to grab the full report, or highlight specific sections to paste into Medicaid, IEP systems, or other documentation tools.