CASELOAD v7 . IEP OPERATING SYSTEM . Demo for Kevin and Shaunalee . April 2026
CASELOADIEP Operating System
SHAUNALEE Lead SLP, CCC-SLP
SARA SLPA
JAMIE OT/PT
OLIVIA Parent
MARCUS Director
KEVIN Owner
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
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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...
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
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
Caseload Redistribution
Maternity leave, illness, or vacancy. Calculate who absorbs what instantly.
Total Caseload Minutes / Week
--
Remaining Capacity
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Picture Communication Translator
Paste any text. Get an AAC symbol board side-by-side for classroom or therapy use.