An effective IEP system should accommodate your workflow, not determine it. If you and your staff are bending over backward to make your IEP system work for you, it may not be doing its job. And with limited options on the market, of which many lack sufficient flexibility, it may seem like demanding that your current system do more or migrating from one IEP system to another, may not be worthwhile. But reevaluating your IEP system can be disruptive in a good way too. Demanding more from your IEP system can lead to better tools that help you and your staff more efficiently manage the IEP process and the data needed to manage compliance along the way.

1. SPEDCHAT
WEBINAR
SERIES
Making
Your
IEP
System
Work
for
You:
5
Ques4ons
to
Ask
of
Your
IEP
System

2. SPEDCHAT
WEBINAR
SERIES
We’re
Social
Tweet
about
the
webinar
using
#SpedChatWeb
and
follow
us
on
social
to
find
out
about
future
webinars,
events,
news,
and
contests.
@AccelifyLLC
facebook.com/Accelify
linkedin.com/company/accelify-­‐llc

3. SPEDCHAT
WEBINAR
SERIES
About
Our
Guest
Alex
Brecher,
CEO
Accelify
Alex
Brecher,
Chief
Execu4ve
Officer
of
Accelify,
has
directed
special
educa4on
management
system
implementa4ons
with
districts
such
as
LAUSD,
Broward
County
Public
Schools,
Dallas
ISD,
DC
Public
Schools,
and
many
others.
As
CEO
of
Accelify
for
the
past
six
years,
Alex
has
transformed
the
company
from
a
niche
Medicaid
billing
company
to
a
leader
in
educa4on
management
solu4ons.
Alex
also
co-­‐
founded
Accelify
Consul4ng,
a
bou4que
Special
Educa4on
consul4ng
firm
staffed
by
world
class
Special
Educa4on
experts.

4. SPEDCHAT
WEBINAR
SERIES
5
QuesIons
to
Ask
of
Your
IEP
System
1. Does
my
IEP
system
proacIvely
ensure
compliance?
2. Is
my
IEP
system
adaptable?
3. Is
my
IEP
system
only
an
“IEP
system”?
4. Does
my
IEP
system
support
data-­‐driven
decision
making?
5. How
does
my
IEP
vendor
ensure
we
are
reaping
the
full
benefit
of
our
system?

5. SPEDCHAT
WEBINAR
SERIES
SPEDCHAT
WEBINAR
SERIES
Taking
the
Temperature:
40
Years
of
IDEA

6. SPEDCHAT
WEBINAR
SERIES
History
of
IDEA
Nov.
29
1975
EducaIon
for
All
Handicapped
Children
Act
is
passed
(now
IDEA)
1967
200,000
with
significant
disabili4es
were
in
state
ins4tu4ons
1970
Public
schools
only
educated
1
in
5
students
with
disabili4es
1975
1.8
million
children
with
disabili4es
were
being
excluded
from
public
schools

7. SPEDCHAT
WEBINAR
SERIES
Where
are
we
now
–
40
years
into
IDEA?
More
than
6.7
million
students
are
now
being
served
by
IDEA
57%
Inclusion
%
of
SWDs
educated
in
general
educa4on
classrooms
for
more
than
80%
of
the
day

8. SPEDCHAT
WEBINAR
SERIES
But
we
sIll
have
a
long
way
to
go
…
Achievement
Gap
• Reading:
88%
of
SWDs
in
4th
grade
and
92%
in
8th
grade
tes4ng
below
proficient
• Math:
83%
of
SWDs
in
4th
grade
and
92%
in
8th
grade
tes4ng
below
proficient

9. SPEDCHAT
WEBINAR
SERIES
But
we
sIll
have
a
long
way
to
go
…
Achievement
Gap
2015
Smarter
Balanced
Test
results
in
California
indicated
that
• Literacy:
88%
of
SWDs
did
not
meet
standards
• Math:
91%
of
SWDs
did
not
meet
standards
0
20
40
60
80
100
Math
Literacy
%
of
SWDs
who
met
standards
%
of
SWDs
who
did
not
meet
standards

10. SPEDCHAT
WEBINAR
SERIES
But
we
sIll
have
a
long
way
to
go
…
GraduaIon
Gap:
2014
gradua4on
rates
reached
high
of
82.3%
• 33
states
graduate
less
than
70
percent
of
SWDs
• 7
of
those
states
graduate
less
than
50
percent
of
SWDs

11. SPEDCHAT
WEBINAR
SERIES
But
we
sIll
have
a
long
way
to
go
…
DisproporIonality
• SWDs
are
more
than
twice
as
likely
(13%)
to
receive
an
out
of
school
suspension
than
their
general
educa4on
peers
(6%)

12. SPEDCHAT
WEBINAR
SERIES
But
we
sIll
have
a
long
way
to
go
...
2015
State
DeterminaIons
Under
RDA
• 6
meet
the
requirements
and
purposes
of
IDEA
• 36
need
assistance
in
implemen4ng
the
requirements
of
IDEA
• 3
need
intervenIon
in
implemen4ng
the
requirements
of
IDEA;
or
Needs
substan4al
interven4on
in
implemen4ng
the
requirements
of
IDEA.

13. SPEDCHAT
WEBINAR
SERIES
SPEDCHAT
WEBINAR
SERIES
1.
Does
my
IEP
system
proacIvely
ensure
compliance?
a.k.a
“Get
it
Done
Right
the
First
Time”

14. SPEDCHAT
WEBINAR
SERIES
Does
my
IEP
system
proacIvely
ensure
compliance?
Districts
naIonwide
struggle
with
compliance
• 35%
of
SWDs
not
receiving
enIrety
of
services
recommended
(more
than
60,000)
• 5%
of
SWDs
not
receiving
ANY
services
(approx.
9,000)
• 30%
of
students
slated
for
Ini4al
IEP
evalua4on
were
not
reviewed
within
mandated
60
days

15. SPEDCHAT
WEBINAR
SERIES
Does
my
IEP
system
proacIvely
ensure
compliance?
Compliance
Factors
Sequencing
&
Timelines
ValidaIons
Permissions
&
Privacy

16. SPEDCHAT
WEBINAR
SERIES
Does
my
IEP
system
proacIvely
ensure
compliance?
Responsive
FuncIonality
to
Drive
Compliance
Perform
valida4ons
at
every
level
to
ensure
accurate
data
entry
Alert
appropriate
staff
when
4melines
are
approaching
or
are
not
met
Prevent
staff
from
bypassing
steps/events
Prepopulate
fields
to
prevent
duplicate
data
entry,
save
4me
and
ensure
data
accuracy

17. SPEDCHAT
WEBINAR
SERIES
SPEDCHAT
WEBINAR
SERIES
2.
Is
my
IEP
system
adaptable?

18. SPEDCHAT
WEBINAR
SERIES
Is
my
IEP
system
adaptable?
Challenge
with
most
IEP
systems:
According
to
a
2016
GAO
Report,
Teachers
and
district-­‐level
administrators
rated
some
tasks
as
being
par4cularly
4me-­‐
consuming,
such
as
• Preparing
IEP
documents
• Enforcing
compliance
• Determining
special
educa4on
eligibility
• Using
technology

19. SPEDCHAT
WEBINAR
SERIES
Is
my
IEP
system
adaptable?
Deterrents
to
upgrading
or
replacing
exisIng
technology
• Despite
30%
repor4ng
budget
increases,
54%
sIll
indicate
that
they
don’t
have
enough
money
to
“meet
overall
expectaIons
of
the
school
board/district
leaders”
• 68%
plan
to
delay
replacements
of
technology,
or
defer
maintenance
(a
decision
that
the
consor4um
argues
results
in
waste
and
inefficiency)
• Most
systems
are
off
the
shelf
products
with
limited
flexibility

20. SPEDCHAT
WEBINAR
SERIES
Is
my
IEP
system
adaptable?
What
does
an
adaptable
IEP
system
look
like?
• Accommodates
your
process
rather
than
determining
it
• Allows
for
customiza4on
without
imposing
addi4onal
costs
(or
vendor
involvement)
• Supports
process
management
as
opposed
to
document
management
• Allows
you
to
adapt
to
changing
regulatory
and
“business”
environments
…
quickly
…
right
now
…
by
me?

21. SPEDCHAT
WEBINAR
SERIES
Is
my
IEP
system
adaptable?
What
kinds
of
flexibility
and
funcIonality
should
I
look
for
in
an
adaptable
IEP
system?
Data
Access
Form
CreaIon
User
Permissions
Interoperability
Workflow

22. SPEDCHAT
WEBINAR
SERIES
Is
my
IEP
system
adaptable?
Workflow:
System
is
built
around
your
process
and
is
responsive
to
changes
in
your
workflow.
• Workflows
are
outlines
of
your
op4mal
“business
process”
for
a
plan
type
• Workflows
define
the
sequence
of
Events
and
Event
Groups
• Workflows
define
the
4melines
between
Events
and
Event
Groups
• Workflows
define
the
“triggers”
that
cause
subsequent
event
groups

23. SPEDCHAT
WEBINAR
SERIES
Workflows
Control
4meframe
and
triggers
between
events
EVENT
GROUP
EVENT
GROUP
EVENT
GROUP
X
days
X
days
EVENT
EVENT
Forms
Custom
Element
(mee4ng,
services,
goals/objec4ves,
etc.)
Custom
Element
(mee4ng,
services,
goals/objec4ves,
etc.)
Forms
ValidaIons
Event/Form/Field
Level
Forms
Custom
Element
(mee4ng,
services,
goals/objec4ves,
etc.)
Custom
Element
(mee4ng,
services,
goals/objec4ves,
etc.)
Forms
Forms
Custom
Element
(mee4ng,
services,
goals/objec4ves,
etc.)
Custom
Element
(mee4ng,
services,
goals/objec4ves,
etc.)
Forms
X
days
EVENT
EVENT
X
days
EVENT
EVENT
X
days
Is
my
IEP
system
adaptable?

24. SPEDCHAT
WEBINAR
SERIES
Is
my
IEP
system
adaptable?
Data
Access:
Data
should
inform
us
on
the
decisions
we
need
to
make,
not
just
support
the
decisions
we
are
already
making.
• Real-­‐4me
dashboards
around
your
key
performance
indicators
• Customizable
build-­‐your-­‐own
reports
• Instantaneous
drill-­‐down
capability
for
visibility
at
every
layer
Means
…
no
need
for
vendor
interven2on

25. SPEDCHAT
WEBINAR
SERIES
Is
my
IEP
system
adaptable?
Form
creaIon:
Should
not
require
major
customiza4on
efforts
or
addi4onal
cost
…
or
vendor
involvement

26. SPEDCHAT
WEBINAR
SERIES
Is
my
IEP
system
adaptable?
User
permissions:
Should
support
as
many
user
roles
as
necessary
in
your
environment

27. SPEDCHAT
WEBINAR
SERIES
Is
my
IEP
system
adaptable?
Demographic
informaIon
Assessment
Student
Progress
Interoperability:
Compa4bility/integra4on
with
outside
systems
is
key
State
ReporIng
Medicaid
Billing
Other

28. SPEDCHAT
WEBINAR
SERIES
SPEDCHAT
WEBINAR
SERIES
3.
Is
my
IEP
system
only
an
“IEP
system”?

29. SPEDCHAT
WEBINAR
SERIES
Is
my
IEP
system
only
an
“IEP
system”?
15%
85%
Planning
Delivery
How
is
personnel
Ime
spent?

30. SPEDCHAT
WEBINAR
SERIES
3.
Is
my
IEP
system
only
an
“IEP
system”?
• Can
I
create
and
manage
504
Plans?
• Can
I
manage
the
pre-­‐referral
and
evalua4on
process?
• Can
I
manage
the
RtI
process?
• Can
I
manage
plans
for
gioed
students?
• Can
I
track
the
delivery
of
services
against
the
IEP?
• Can
I
es4mate
resource
needs
based
on
IEP
informa4on?
• Can
I
monitor
student
progress
easily?
• Can
I
allocate
personnel
more
efficiently?
• Can
I
cut
down
on
travel
4me?
• Can
I
validate
Medicaid
claims
against
the
IEP?
• Can
I
increase
reimbursements?

31. SPEDCHAT
WEBINAR
SERIES
Does
my
IEP
system
go
beyond
planning
to
ensure
effecIve
plan
delivery?
To
ensure
effecIve
and
efficient
plan
delivery
that
gets
results,
your
IEP
system
should
help
you:
Develop
your
plan
EsImate,
allocate,
and
maximize
resources
Deliver
on
and
track
services
Access
ALL
Data
When
and
How
You
Need
It

32. PLANNING
AcceliROUTEAcceliNURSE AccelPCSAcceliTRACK
Service
Scheduling
and Tracking
School Nursing
Services
Management
Student
Transportation
Service Tracking
Personal Care
Service
Management
SERVICE DELIVERY
AcceliBILL
Contractor
Management
and Billing
CONTRACTOR BILLING
SERVICE DELIVERY
AcceliCLAIM
Medicaid Billing
Management and
Reporting
MEDICAID BILLING
AcceliDASH
AcceliPIVOT
AcceliREPORT
Report Builder
Real-Time Compliance
and Revenue
Dashboards around Key
Performance Indicators
Ad-Hoc Pivot Table
Reporting Tool for
Powerful Data
Analytics
In-Depth
Real-Time
Multi-Faceted
Reports
Unique Forms-Based
Custom Report Building
and Publishing Tool
Decision Support
AcceliSCHEDULE
RESOURCE ESTIMATION RESOURCE ALLOCATION AUTOMATIC SCHEDULING
Automated Resource Allocation
and Scheduling for Service
Providers
AcceliPLAN IEP
IEP Plan Development
and Management
AcceliPLAN EP
EP Plan Development
and Management
AcceliPLAN 504
504 Plan Development
and Management
AcceliPLAN IFSP
IFSP Plan Development
and Management
AcceliPLAN LEP
LEP Plan Development
and Management
AcceliPLAN RtI
RtI Plan Development
and Management
AcceliPLAN PSSP
PSSP Plan Development
and Management

33. SPEDCHAT
WEBINAR
SERIES
SPEDCHAT
WEBINAR
SERIES
4.
Does
my
IEP
support
data-­‐driven
decision
making?

34. SPEDCHAT
WEBINAR
SERIES
Does
my
IEP
system
promote
data-­‐driven
decision
making?
• Before:
focus
was
on
ensuring
IDEA
procedural
requirements
were
being
met
• Now:
focus
is
on
improving
educa4on
results
and
func4onal
outcomes
for
all
SWDs
Ship
from
Compliance
to
Results
Under
RDA

35. SPEDCHAT
WEBINAR
SERIES
Does
my
IEP
system
promote
data-­‐driven
decision
making?
RDA
Core
Principals
• Drives
improved
results
• Encourages
States
to
direct
resources
to
where
they
can
have
the
greatest
posi4ve
impact
on
outcomes
• Provides
differen4ated
incen4ves,
supports
and
interven4ons
based
on
each
State’s
unique
strengths,
progress,
challenges
and
needs
• Minimizes
administra4ve
burden
and
duplica4on
of
effort
• Strives
to
be
transparent
and
understandable
to
educators
and
families

36. SPEDCHAT
WEBINAR
SERIES
Does
my
IEP
system
promote
data-­‐driven
decision
making?
Visibility
at
Every
Level
IEP
systems
should
provide
districts
with
beqer
visibility
at
every
level
to
drive
beqer
decision
making.

37. SPEDCHAT
WEBINAR
SERIES
Does
my
IEP
system
promote
data-­‐based
decision
making?
Visibility
at
Every
Level
Gain
visibility
into
the
en4re
IEP
process
from
referral,
intake
and
assessment
and
eligibility
determina4on
to
service
planning,
transi4on
and
exit.

38. SPEDCHAT
WEBINAR
SERIES
Does
my
IEP
system
promote
data-­‐based
decision
making?
Visibility
at
Every
Level
Track
and
monitor
the
delivery
and
efficacy
of
services
• Special
educa4on
administrators
• Special
educa4on
providers

39. SPEDCHAT
WEBINAR
SERIES
Does
my
IEP
system
promote
data-­‐based
decision
making?
Visibility
at
Every
Level
Evaluate
resource
needs
and
resource
alloca4on

40. SPEDCHAT
WEBINAR
SERIES
Does
my
IEP
system
promote
data-­‐based
decision
making?
Visibility
at
Every
Level
Track
program
costs

41. SPEDCHAT
WEBINAR
SERIES
Does
my
IEP
system
promote
data-­‐based
decision
making?
Visibility
at
Every
Level
Interpret
outside
data
(ie.
Student
progress
data)
in
a
meaningful
way

42. SPEDCHAT
WEBINAR
SERIES
SPEDCHAT
WEBINAR
SERIES
5.
How
does
my
IEP
vendor
ensure
we
are
reaping
the
full
benefit
of
our
system?

43. SPEDCHAT
WEBINAR
SERIES
• During
implementa4on:
get
feedback
from
focus
groups
• Post
implementa4on:
take
in
sugges4ons
and
required
enhancements
• Measure
performance
• Con4nually
and
con4nuously
review
evalua4on
data
• Con4nually
and
con4nuously
follow
technology
trends
• Con4nually
and
con4nuously
partner
with
clients
to
build
new
systems
• "SCRUM"
based
development
• Generally
demo
on
a
2
week
cycle
• Limited
and
complete
roll
outs
(depending
on
cycle)
• Iden4fy
key
stakeholders
• Iden4fy
"focus
group"
makeup
• Map
your
workflows
and
processes
• Iden4fy
your
specific
valida4ons
and
4melines
• Iden4fy
and
define
integra4on
requirements
• Map
roles
and
permission
levels
How
does
my
IEP
vendor
ensure
we
are
reaping
the
full
benefit
of
our
system?
Enhance
Plan
Execute
Evaluate

44. SPEDCHAT
WEBINAR
SERIES
How
does
my
IEP
vendor
ensure
we
are
reaping
the
full
benefit
of
our
system?
Successful
ImplementaIons
should
Include:
ü Par4cipa4on
and
coordina4on
among
all
key
stakeholders
/
user
groups
ü Consulta4on
to
understand
current
processes
and
workflow
ü Early
on
iden4fica4on
and
tes4ng
of
outside
system
integra4ons
and
data
syncing
ü Transi4on
planning
ü Focus
groups
to
ensure
user
needs
are
met,
to
build
awareness,
and
to
secure
buy
in

45. SPEDCHAT
WEBINAR
SERIES
How
does
my
IEP
vendor
ensure
we
are
reaping
the
full
benefit
of
our
system?
Successful
ImplementaIons
must
Include:
On-­‐going
Support
• Dedicated
help-­‐desk
• Contextual
in-­‐system
training
documenta4on
/
knowledgebase
• User
groups
• Ongoing
performance
monitoring,
assessment
and
repor4ng
Comprehensive
and
Sustainable
Training
• On-­‐site
and
Virtual
Training
Op4ons
• By
User-­‐group
• TOT
(for
large
implementa4ons)
• Ongoing
webinars
and
refresher
trainings
to
support
system
adop4on

46. SPEDCHAT
WEBINAR
SERIES
SPEDCHAT
WEBINAR
SERIES
True
Cost
Benefit
of
the
RIGHT
IEP
System

47. SPEDCHAT
WEBINAR
SERIES
True
Cost
Benefit
of
the
RIGHT
IEP
System
ü Improved
student
outcomes
ü Decreased
due
process
costs
ü Increased
dependability
of
service
delivery
ü Increased
job
sa4sfac4on
among
district
staff
and
providers
ü Increased
u4liza4on
of
resources
ü Beqer
Results

48. SPEDCHAT
WEBINAR
SERIES
SPEDCHAT
WEBINAR
SERIES
Q&A

49. To
learn
more
about
Accelify
and
find
out
about
future
webinars,
events,
and
news,
visit
www.accelify.com
or
follow
us
on
social
media.
Tank
you.
For
addi4onal
informa4on,
contact:
info@accelify.com
SPEDCHAT
WEBINAR
SERIES
Build
knowledge.
Gain
experIse.
Share
best
pracIces.
Thank
you.