How to Update the Vendor Management Data View | Scribe

    How to Update the Vendor Management Data View

    1
    Log into the Pearson Online Classroom.
    2
    Open Sections & Students
    3
    Click your therapy section name
    4
    Click "View Students"
    5
    Click the name of the student whose data view you would like to update
    6
    Click "Data Views"
    7
    Click "Special Education Vendor Management"
    alert ordinal icon
    Alert! Steps 8-13 will cover the Occupational Therapy fields. If this does not apply to you, please skip to Step 14.
    8
    Review the Occupational Therapy Services dropdown menu and make sure that the type of service matches what is on the student's IEP. Update if necessary. Check the OT Referral Status. If you've already started meeting with student for therapy this school year, select "First Session Held." If the student has been assigned to your caseload but you haven't met with them yet, select "Therapist Assigned." Remember to go back and update this when you've held the first therapy session.
    9
    Enter the Date this service started (2023-2024). This is the first date of therapy (not the first attempt if student cancelled, and not the date you contacted family to schedule therapy). If you haven't started sessions yet, please leave this field blank and update after the first session has been held.
    10
    Check the "Related service minutes per month:" field and make sure it matches what is on the student's IEP. Update if necessary. If the student's minutes are changed mid-year, remember to go back and update this field.
    11
    Click the "Occupational Therapist ID Number:" field and enter YOUR Pearson Online Classroom ID number. This will auto-populate your name in the Occupational Therapist Name field below. If you've taken on students from someone else's caseload mid-year, you may need to replace the former therapist's ID number with your ID number.
    12
    Confirm that the Vendor - Occupational Therapy Services (2023-2024) field lists your company name. You may need to update this if the student has switched companies/therapists mid-year.
    13
    Check the OT Service Status and update if necessary. If you've attempted to meet with student, but they have cancelled or been a no show, use "Services Attempted but Not Attended." If you've successfully held your first session with the student, select "Receiving Services."
    alert ordinal icon
    Alert! Steps 14-20 will cover Other Services 1. If this does not apply to you, please skip to Step 21.
    14
    Review the Other Services dropdown menu and confirm that the service listed matches what is on the student's IEP. Update if necessary.
    15
    Check the Other 1 Referral Status. If you've already started meeting with student for therapy this school year, select "First Session Held." If the student has been assigned to your caseload but you haven't met with them yet, select "Therapist Assigned." Remember to go back and update this when you've held the first therapy session.
    16
    Enter the Date this service started (2023-2024). This is the first date of therapy (not the first attempt if student cancelled, and not the date you contacted family to schedule therapy). If you haven't started sessions yet, please leave this field blank and update after the first session has been held.
    17
    Check the "Related service minutes per month:" field and make sure it matches what is on the student's IEP. Update if necessary. If the student's minutes are changed mid-year, remember to go back and update this field.
    18
    Click the "Other Services 1 Therapist ID:" field and enter YOUR Pearson Online Classroom ID number. This will auto-populate your name in the Other Services 1 Therapist Name field below. If you've taken on students from someone else's caseload mid-year, you may need to replace the former therapist's ID number with your ID number.