Charter School Guide
Everything for practices in Charter School mode: school admins, clinicians, interns and supervisors.
By Jana1 author12 articles
- What's different in Charter School modeA quick tour of Charter School mode: how student records work, key terms, and what changes for admins, clinicians and interns.
- Do students and guardians get portal access or notifications?Explains why students and guardians get no portal, invites, emails, texts or reminders in Charter School mode, and how records are kept.
- Navigating Practice HQ in Charter School modeHow Practice HQ looks in Charter School mode: tabs shown and hidden, the Dashboard, the grade reminder, and where each admin task lives.
- Managing your student listHow the Clients tab works in Charter School mode: columns, filters, primary providers and walk-ins, and what admins can't do.
- Advancing grades for a new school yearHow to move every student up a grade with Advance Grades, archive graduates, and correct held-back students.
- Documents, analytics and community outreachHow to share document templates, read school analytics by academic year, and log community outreach events.
- Adding a student with Quick intakeHow to add a student with Quick intake: search for an existing record first, required fields, walk-ins and what happens next.
- Caseload, walk-ins and switching assignmentHow the open roster works, Caseload vs Walk-ins, Switch Assignment, shared psychotherapy notes, and archiving or restoring students.
- Sessions, notes and assessments with studentsGIRP notes, AI features by role, GAD-7, PHQ-9, PSC-35, MH 533 and MH 714 assessments, and scheduling and billing differences.
- School groups and community outreachHow to create school groups, document group sessions and log community outreach events, if your practice has them turned on.
- Working as an intern in a charter practiceHow supervision, note review and the intern AI restrictions work for interns and associates in Charter School mode.
- Supervising interns in a school practiceHow supervisors see supervisees' students, review and approve notes, and what differs from regular supervision in Charter School mode.