Itinerant Lists

Itinerant Lists are for staff who move among buildings and/or districts to provide services for students. A few examples would be Speech/Language Therapists, Occupational Therapists, Physical Therapists, School Nurse and staff who provide attendant care. This may also include Speech/Language when the student does not receive cross cat services. 

Some of these lists are interfaced with an SBS (Medicaid) billing application.

Itinerant Codes

Prior to creating Itinerant Lists, Itinerant Codes must be set up each school year under Enrollments>Itinerant codes. The codes can be rolled over from the previous school year under Enrollments>Itinerant codes>Roll Over Services button or Itinerant Codes can be added manually in the current year.

To rollover itinerant codes: 

1. Go to Enrollments - Itinerant Codes.
2. Check that the year is in the current year. 
3. Click Rollover Services. 

Enter the year from the dropdown and click "Submit." 

All itinerant codes will rollover from the previous year to the current year.

Note: Itinerant codes are the shell, such as "Audiology," "Speech," or "Transportation."

Itinerant Codes are not the actual itinerant lists.

To add new itinerant codes: 

Go to Enrollments - Itinerant Codes. 

Click "Add Code"

Choose the correct itinerant code from the dropdown menu, and add additional information as needed. 

Click Add Itinerant Code. 

Add a New Itinerant List

Click on Enrollments>Itinerant Lists. If the service is not showing, it can be added under Enrollments>Itinerant Codes. The Itinerant Codes need to be added annually (see instructions above).

• Click the gray bar to expand the service and view providers. 
• Click Edit Service to edit the service details. 
• Click View Student List to add/delete/end date students. 

Editing Services

1. Itinerant Service name
2. Itinerant Service code. See above for information about how to add/rollover itinerant codes. 
3. Click the drop down to add additional itinerant service staff to the service. 
4. List of staff providing the itinerant service in the district. 
5. Select the checkbox to bill as UOS
6. Lists the students currently enrolled on each staff member's itinerant list. 
7. Lists the students dropped from each staff member's itinerant list. 
8. Lists the total students who have been enrolled on the staff member's list. 
9. Click View Student List to view students enrolled on the itinerant list. 
10. Click Rollover Itinerant List to rollover the current itinerant list into the next school year. 

Enrolling Students on Itinerant Lists

Enrollments>Itinerant Lists>click on the service, then View Student List. 

To Enroll a Student, Click "Enroll Student"

1. Itinerant Service
2. Staff member associated with the itinerant list.
3. Choose the Placement District of the student who will be enrolled.
4. Choose the Student from the dropdown.
5. Enter the Start Date the student will be receiving services for the school year. 
6. Placement/Attendance school will autofill, based on the student's District tab from Student Detail View. 
7. District of Residence will autofill, based on the student's District tab from Student Detail View. 
8. SBS District will autofill, based on the student's District tab from Student Detail View. 
9. FAPE District will autofill, based on the student's District tab from Student Detail View. 
10. Complete Projected UOS (optional)
11. Check Bill as UOS (optional)
12. Check the Eval Only if the staff is only seeing the student for an eval.
13. Enter the Time & Frequency the staff is seeing this student (Note: if the Time & Frequency information is added here, it will print on reports for the staff member).
14. Add any necessary Comment(s). This may include if this enrollment is taking place at an alternat school, for example. 
15. Enroll Student will return the user to the itinerant list page. 
16. Save and Enroll Another will allow the user to continue to add more students to the itinerant list.