---
title: Disciplines and Event Types
description: published
---

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# Disciplines and Event Types

## Types of Events and Disciplines with examples

This is a list of the icons used to depict the Event Types and Disciplines within Insight.

- Disciplines 
    - Behavioral Intervention: lightbulb
    - Occupational Therapy: briefcase
    - Physical Therapy: waving person
    - Psychology: head with a gear symbol
    - Social Work/Counseling: clasped hands
    - Speech and Language: person/sound
    - Education Diagnosticians: data chart
    - Special Education Teachers: graduation hat

![](https://onlinetherapy.elumatherapy.com/hs-fs/hubfs/image-png-Aug-05-2026-09-28-28-7080-PM.png?width=466&height=320&name=image-png-Aug-05-2026-09-28-28-7080-PM.png)

- Event Types 
    - Caseload Management: gear (gray)
    - Consultation: clipboard with text (orange)
    - Evaluation: clipboard with checkmark (green)
    - IEP Meeting: clipboard with person (blue)
    - Record Review: text box with pencil (yellow)
    - Session: calendar with person (light green/teal)
    - Response to Intervention: lifesaver (purple)

![](https://onlinetherapy.elumatherapy.com/hubfs/Knowledge%20Base%20Import/file-CUzE6pS0Fj-1.png)

### Event types

There are specific events to use to identify the type of activities you are scheduling on your insight™ calendar. When scheduling events in Insight™, refer to the chart below to select the appropriate event type. 

| Caseload Management | - Used when completing indirect time, including Prep/Planning/Paperwork, Progress Reports, Evaluation Reports, or Supervision. - **Planning/Prep/Paperwork.** Used for activities such as emailing teachers, scheduling, or prep for sessions - **Progress Reports.** Used when completing progress reports per the school’s data reporting schedule - **Evaluation Reports.** Used when completing any indirect activities pertaining to an evaluation, such as scoring assessments, interpreting results, and report writing - **Supervision.** Used when completing supervision tasks as outlined in your Statement of Work - **Meeting.** This event type is used for school meetings that are not student-specific. Examples: School software training or school staff meetings |
| --- | --- |
| Consultation | - Per a student’s IEP, a Consultation event is used to consult with a parent or teacher. |
| Evaluation | - Used for time spent administering assessments or other direct evaluation time spent with a student. - Note: A Caseload Management Event is used when time is spent interpreting evaluation data and writing evaluation reports. - Evaluation Types by Discipline ![](https://s3.amazonaws.com/helpscout.net/docs/assets/5a98928b2c7d3a75495141cd/images/67c86c711d6f1d39612e03d0/file-HpfIiUAiqC.png) |
| IEP Meeting | - Used for IEP Meeting attendance. - This event type is used for student-specific school meetings. Examples: Annual IEP meetings or eligibility meetings |
| Record Review | - Used when a school asks a contractor for a formal review of records (current paperwork, IEPs, and/or evaluations) or in lieu of a triennial evaluation, with a written report provided. |
| Response to Intervention | - Session type used for students who are receiving services through RTI. |
| Session | - Direct Therapy Session that may include a Regular, Make-up, Approved Compensation, or an Extended School Year session. |

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