Service Coordinator Checklists

System oversight, compliance monitoring, and case management tasks

Compliance
System Management
Case Oversight
Service Coordinator
2 overdue
1 high priority

Quick Actions

Overdue Tasks

2

140 min estimated

High Priority

1

30 min estimated

In Progress

1

15 min estimated

Pending

1

60 min estimated

Overdue Tasks (2)

These tasks require immediate attention

Complete evaluation report for Emma S.

High
Assessment

Submit comprehensive evaluation report with recommendations

Due: 2/10/2024Assigned: Dr. Jennifer MartinezChild: Emma S.120 min

Schedule initial evaluation for Aiden M.

High
Assessment

Find available evaluator and coordinate with family

Due: 2/8/2024Assigned: SchedulerChild: Aiden M.20 min

High Priority Tasks (1)

Schedule IFSP meeting for Michael K.

High
Planning

Coordinate with family and team members for IFSP development

Due: 2/12/2024Assigned: Service CoordinatorChild: Michael K.30 min

In Progress (1)

Follow up with therapist assignment

Medium
Service Coordination

Confirm therapist availability and start date for Sophia L.

Due: 2/15/2024Assigned: Agency AdminChild: Sophia L.15 min

Pending Tasks (1)

Submit monthly compliance report

Medium
Compliance

Generate and submit compliance metrics to state agency

Due: 2/28/2024Assigned: Service Coordinator60 min