Tutorial 2 of 4
Completing Report Sections
Learn what belongs in each section of your report and how to complete it.
Explore Each Report Section
Click any section below to watch a short tutorial and learn more.
Report Information
Add your logo, school address, report type and related information.
Reason for Referral
Document the concerns and reasons that led to the evaluation.
Records Review
Summarize relevant educational records, grades, interventions, history.
Interviews
Capture information from parents, teachers, the student, and other team members.
Observations
Document classroom, playground, and structured observations.
Testing
Learn how to enter scores, generate narratives, and use the Infinite Test Builder.
Summary
Enter eligibility considerations, recommendations, or summary notes. AI Draft Generation transforms your ideas into comprehensive report language.
CHIP’S TIPS
Only text in the gray boxes is used in your final Word report
Anything left blank is automatically not included in the export
Drop-downs and checkboxes help you choose faster, but only gray box text actually builds the report
Ready for the Next Step?
Tutorial 3: Testing-Infinite Test Builder
Learn how to create and fill out your customized test templates.