Filters
Please refer to the Filters area for more information on how to utilize these filters throughout the Counselling module.
Referral Tab
Actions
Referral Status
Accept
Individual Counselling
When a student is specified for Individual Counselling, this indicates they should be in only one-on-one meetings with a Counsellor
This status makes the student available to select when creating a Log and having the meeting type of ‘Individual Counselling Session’ selected.
Targeted (Group) Counselling
Accepted a referral as Targeted indicates the students can meet with other students in a group environment.
Consent
Written Consent Obtained
This is to indicate that the Counsellor has received the signed consent form from the Parent/Guardian with permission to meet with their child.
It is highly recommended to upload this signed consent form when specifying Written Consent Obtained.
Verbal Consent Obtained
Verbal Consent is when the Counsellor has not yet received the signed consent form from the Parent/Guardian but did get verbal consent, either by Email/Phone Call/In Person/etc.
Denied by Parent/Guardian
When a Parent/Guardian denies the Counsellor from meeting with their child, setting the status to Parent Denied will allow tracking of this so it can potentially be re-visted at a later date.
Close
After a referral has been accepted by a Counsellor, a new ‘Close’ button will appear to allow for the completion of the referral. Once closed, the referral will have this status but can be re-opened if needed.
Logs Tab
The Logs area in the Counselling module allows the Counsellor/Director to save all of their meeting notes with the students. A student does not need to have a referral to meet with a student and save the meeting results.
Search Page
The search page shows all students who have at least 1 saved meeting in the system OR a referral status change. If the student is not listed in the search results, they do not have either of these but the user can create a new log and select the student. From there, once the meeting has been saved, the student will appear in the search results list.
Student Profile Page
The student profile page lists all saved Logs the student has met with the Counsellor for and all Referral status changes. Each record indicates the date and a title (meeting type or status change type).
Expanding a Log record will show summary information about what was saved.
Clicking Edit will open the Log in edit mode to see the detailed information bout the meeting
Creating a Log
Fields
Option
Type of meeting with the student(s)
Items available vary between clients
Individual Counselling Session
This is a type that is constant between all clients and works slightly different than other types. Students listed here are only students that have a Referral accepted with ‘Individual Counselling’ status and only 1 can be selected per meeting.
If you do not see the student here but the student should be, confirm the Referral status for the student
All other types allows for multiple students to be added.
Date
Date the meeting was held and defaults to current date. but can be backdated if necessary.
Students
List of students at the school. All students are available except for when the Option “Individual Counselling Session' is selected (see above for more details).
Referred By
Reason for Intervention
Presenting Issues
Intervention/Supports
Length of Session
Follow-up
Confidential Notes
Transition Notes
Student Response to Intervention
Identified Goal/Plan
Goals Tab
Dashboard Tab
This area of the Counselling module lists various Charts and Reports to help Admins see data at a level that is easy to read and understand. These reports will help understand the Counselling data as a whole and be able to make certain decisions, such as financial, student support, etc.
Note: None of the charts have drill-downs as much of Counselling data is sensitive and should not be exposed to all Admin users.
Demographics Tab
Student Gender with Referrals
Report Type: Pie Chart
Data: Count of each gender and how many referrals created for each
Note: data is synced from PowerSchool so the same genders that are setup in PowerSchool are also shown here
Student Grade with Referrals
Report Type: Bar Chart
Data: Count of how many referrals created for each student grade
Logs Tab
Logs Time Spent
Report Type: Pie Chart
Data: Count of each time spent selection per Log created
Log Types Range
Report Type: Stacked Bar Chart
Data: Counts of how many meeting types created broken down by month
Note: this chart currently has it’s own Start and End date filters
Counselling Log Types - Session Count
Report Type: Pie Chart
Data: Counts of how many time each Log Type has been selected.
Counselling Log Types - Student Count
Report Type: Pie Chart
Data: Counts of how many students per Log Type that has been saved.
This is not the unique count of Logs, but instead unique count of Students.
Presenting Issues
Intervention Supports
Counselling Log Intervention Reason Monthly
Reason for Referral Breakdown
Referrals Tab
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