Kelly,

I just posted a comment in response to your first comment but the link I pasted went to the main resource page on our website. I am going to try to post it again here and if it doesn’t take you directly to the service coordination resource page then know that you can use the drop down menu to find the resource page on service coordination and that will lead you to the resources we have put together on organization. Here is the link again: https://illinois.edu/blog/view/6039/114592?count=1&ACTION=DIALOG&sort=asc

I received the resources Kim shared a while back but am waiting on some revisions to them. Once I have them back from Kim I can post them. Please feel free to email me directly at snichols@illinoiseitraining.org if you would like to connect on the drafts that Kim shared with me. Please also remember that you can access additional resources related to organization and prioritization on the Illinois EITP website on a resource page dedicated for service coordinators. Here is the direct link to that page: https://illinois.edu/blog/view/6039/114592?count=1&ACTION=DIALOG&sort=asc

I use a Adams single page format 12 columnar pad, the first column is first initial and last name of child, the rest of columns are label such as Assessment date, parent forms mail, chart review, documentation completed, I need something visual instead of the typical spreadsheet on the computer.

Hi..I would love to have all of this information as well… I am struggling to find the right system for all of my paperwork!!! Thank you!!!!

Wow, I’m really impressed, Kim! When I was a SC I did the same thing – a daily To Do list plus ongoing templates to keep up with my timelines and events. I love how you use them to try to do long-range planning too. Seems like that is key to managing the stress that can naturally come with providing service coordination too!

Thanks for offering to share your templates. We have something similar posted on the VA EI Professional Development Center site on our Tools of the Trade page here in case you or other readers are interested: http://www.eipd.vcu.edu/tools_trade.html

Thanks so much for your additional tips. I think the Evernote resource sounds like a great one and I am glad you included some important things to remember about confidentiality/privacy practices.

I would love to see any resources you have developed to help you stay organized and perhaps we can include them in a resource page we have developed for service coordinators that is on the Early Intervention Training Program at the University of Illinois’ website found here: http://www.illinoiseitraining.org/page.aspx?item=269. This resource page includes a section dedicated to organizing information and if we are able to get your resources added to this page then maybe we can get the links to them posted on this blog post as well.

My email is snichols@illinoiseitraining.org if you would like to email them directly to me.

Thanks!

Sarah

*Please note that I only list first names and maybe the first initial of the last name, if needed, in order to maintain confidentiality.

I have a document that lists, by month, what children are due for specific service coordination tasks such as updates, evaluations, etc. This is helpful for my long term planning to know which months might be busier for me in terms of SC.

I also have a template for my case load that includes each child’s ID #, DOB, parents’ names, address, phone #s, date of initial eligibility eval, IFSP being signed, when the 6 month update is due, and services being received.

I am happy share the templates if there is a way they can be uploaded here or sent via message to someone to post them.

I couldn’t agree with you more! What works for one person might not work for another which is why we would love to hear from other folks on some of their favorite tips for how they stay organized and prioritize all of their time sensitive activities.