Within EmbraceIEP®, there are several forms with automations. That means that when the form is completed and saved, some data is transferred to other locations within the system, often the Student Information Page (SIP). An automation may require the form to be within a specific meeting type, and sometimes the automation happens in any location where the form is saved. Any requirements for a form to be within a specific meeting type will be noted below.
Note: To see how these forms interact with the Student Information Page and specific Meeting Types, select one of the following links:
Form List:
Consent for Full and Individual Evaluation Form
District and State Assessment Form
ECI Transition Conference Form
Educational Accommodations and Support Form
Evaluation and Eligibility Form
Medicaid Annual Notification and Consent Form
ARD Committee Meeting Form:
*Automations happen in any meeting type
When ESY Yes/No questions and Specialized Classroom Setting information are completed on the Educational Services and Placement Form, they will import into the ARD Committee Meeting Form in the corresponding data fields.
Consent for Full and Individual Evaluation Form:
*Automations happen within the Referral Packet Meeting type.
- If the Y/N box is checked YES and there is a signature with a date, the Initial Evaluation Consent Received date is added.
- If the Y/N box is checked NO and there is a signature with a date, the Consent was DENIED date is added.
District and State Assessment Form:
*Automations happen in any meeting type
Educational Accommodations can be imported into either Classroom or District-Based Assessments.
ECI Transition Conference Form:
*Automations happen within the ECI Transition Conference Meeting type
Dates entered into the three fields below will update on the student's SIP
Educational Accommodations and Supports Form:
*Automations happen in any meeting type
The EB question on Ed A&S will show on the District and State Assessment Form. Note: This field is only editable on the Ed A&S or on the SIP if using Student Information System imports.
Evaluation and Eligibility Data Form:
If 'Yes' is marked to the question, "By reason of disability or disabilities selected above, the child requires special education and related services", the student's program on the SIP will update from IEP Referral to IEP. (ARD-Initial meeting type only)
Primary, Secondary, and Tertiary Disability fields on the SIP will update based on the saved eligibility sections on the form. (any ARD meeting type)
If “No” is checked for “The ARD Committee has determined that the child has a disability”, any existing eligibility fields on the Student Information Page will be cleared AND the Primary Eligibility will update to “No Disability (00)” after the meeting occurs. Note: not applicable for Skyward Export Districts. (any ARD meeting type)
If “No” is checked for “By reason of the disability or disabilities selected above, the child requires special education and related services," the event will automatically check 'IEP Ineligible' and fill in the meeting date on the SIP. (any ARD meeting type)
OR
Medicaid Annual Notification and Consent Form:
*Automations happen in any meeting type
When the parent signs the form, and Y/N is checked, the date, Y/N, Medicaid number, and a PDF of the signed document are added.
Note: the requirement to enter a Student Medicaid Number can be disabled upon request. If your district has chosen not to require the Medicaid Number, and it is left blank, it must be added to the SIP manually.
PLAAFP Form:
*Automations happen in any meeting type
When enabled, PLAAFPs can be imported into the Goal Form.
Speech/Language Referral Form:
*Automations happen in the following meeting types: Referral Packet, FIE-Initial, FIE-Reeval, ARD-Initial, or ARD-Annual.
When there is a completed, saved form, the NPI Number, Provider Name, and date range will populate on the student's SIP under Add/Edit Prescriptions and Referrals.
Revocation of Consent Form:
A Revocation of Consent Form will update two areas when saved with a date listed by the phrase, This action will be initiated on: XX/XX/XXXX. It will update the SIP section Revoked Consent by checking the box and filling in the date. It will update Enrollment Tracking for the student by adding an Exit IEP row with a code 12 “Refused Services”.