Insight Help Documents
Articles to support initiating services, scheduling student sessions, and documenting time. Supplemental articles to support all things Need to Know, Nice to Know, and Where to Go for Insight.
Treatment Plans and Active Service Lines
- How to Find your State Student Identifiers (SSIDs)
- Add Student Goals
- Insight Quick Start: Treatment Plans and Calendar Events
- Adding Services (Quick Steps)
- Find Students
- Creating and Editing a Treatment Plan
- Adding and Editing Services on a Treatment Plan
- Viewing and Adding Treatment Plan Notes
- Adding and Editing Service Goals
Scheduling Events: Insight Calendar
Documenting Events: Insight Calendar
Run Reports
Insight Features and Navigation
- Signing Into Insight-Administrators
- Utilization Tracking Information for Providers
- Dashboard View
- Dashboard: Activity Tab
- Signing Into Insight-Google Single Sign On (SSO)
- Accessing your Payment Tab on Insight
- Reviewing the Calendar
- Searching and Filtering on the Calendar Page
- Understanding the Activity Logs
- Filtering and Searching in the Activity Logs
- Navigating Dashboard Widgets
- Using the Attendance Widget
- Utilization Tracking on Insight FAQs