Special education programs often require additional documentation beyond the standard IEP meeting form. These forms support services such as homebound instruction, transition planning, Medicaid/SHARS documentation, Extended School Year (ESY) services, and transportation services.
This article outlines commonly used forms and documentation related to these services and explains where they appear within the system. Understanding which forms apply to each service area helps districts maintain compliance, track services, and ensure accurate special education documentation.
Homebound
- Override Instructional Arrangement required on “Schedule” page
- Physician’s Information
- Physician’s Release from Homebound
Transition
- Consent: Transition Release
- Coordinated Set of Activities
- Graduation Plan: Course of Study
- Notice of Transfer of Rights
- Notice to Parents on Rights Transferred
- Supplement: Graduation with Foundations
- Supplement: Transition
- Transition: SPP Indicator 13 Folder Review
- Transition: Follow Up Assessment
- Transition: Parent Survey
- Transition: Student Interview
- Transition: Summary of Performance — Data in this form pull from the last locked IEP meeting, and the “Supplement: Graduation with Foundations,” “Supplement: Transition,” and “Transition: Coordinated Set of Activities” forms.
Medicaid (SHARS)
- Notice to the Parent to Release Information for SHARS
- Upon saving the notice, “Consent to Release Information for SHARS” is created.
- Locking this form creates the record on the student’s “Program Compliance” tab.
- Medicaid eligibility on the student’s “Demographics” tab must be entered manually.
- Periodic review based on the current eligibility list from the Medicaid service provider is recommended.
- Once consent has been obtained, locking a notice each year at the annual IEP meeting provides the required annual notice.
- The “SHARS” report documents the yearly annual notice and highlights the date in red if a notice has not been issued within the past year.
ESY (Extended School Year)
- IEP Meeting form > Section V: Extended School Year Services
- Supplement: ESY
- Extended School Year (ESY) Information
Transportation
- IEP Meeting form > Section IV > Related Services (add Transportation)
- Eligibility Transportation
- Transportation Information
Suggested Uses for Brief IEPs
Brief IEP meetings may be appropriate for situations such as:
- Any meeting that is not an annual IEP meeting
- Dismissal or DNQ ARDs
- Manifestation Determination Review (MDR) ARDs
- Reviewing updated evaluation data
- Making changes to instructional accommodations
- Making changes to state testing accommodations
- Adding or removing related services
- Adding goals and/or objectives
- Correcting an Instructional Arrangement (PEIMS) code on the “Section IV: Determination of Services to Be Provided” page due to a clerical error