Navigate to [https://app.powerbi.com/home?tenant=aae98342-3601-40c6-a359-d6f29d4f1c0f&experience=power-bi](https://app.powerbi.com/home?tenant=aae98342-3601-40c6-a359-d6f29d4f1c0f&experience=power-bi)

Click the "Search" field and search for "evaluations and related service referrals"

Click "Evaluations and Related Services Referrals"

Evaluations and Related Services Referrals

Tip! Consider setting this report as a favorite using the star icon.

If you wish to view tickets created during a different time frame, use the Ticket Create Date filter to make adjustments.

Therapy Type filter menu can be adjusted to only display referrals for a specific area of service.

If you are searching for tickets created for a specific student, use the Student ID menu to select their student ID number or search for their ID in the menu.

Narrow the types of tickets displayed by selecting one or more options from the Ticket Status dropdown.

Scroll across the data table at the bottom of the page to see the Assigned Therapist as well as the date that the ticket was closed.

Row Selection
FullName
School Name
Type of Request
Change in Status
Therapy Type
Therapy Type Details
Closed Date
Assigned Therapist
Vendor
Select Row
Beverly Strickland
Low Country Connections Academy (LCCA)
Therapy
 
Occupational Therapy (OT)
Occupational Therapy (OT) Virtual 90
1/12/2024
Evelyn Exceptional
Sample Vendor Company

Microsoft Power BI

This guide explains how to use filter options within the new Power BI report to check the status of related services referral tickets and identify therapists who have been assigned to work with students.

How to Navigate the Evaluations & Related Services Referrals Dashboard to View Therapy Referrals