Video

How Do SLPs Manage a Caseload? Goals and History

How do SLPs manage a caseload? Keep each student's goals and history in one profile, ask MySLP before each session, then check the source record.

The EASI team · November 2, 2026

SLPs manage a caseload by keeping each student's goals, history and records in one place and reviewing them before every session. In EASI, each student or patient has one profile, and you can ask MySLP about goals, history and past findings before you plan. Its answer is advisory, so check the source record before you rely on it.

With a full caseload, it helps to get a student's goals and history in front of you before each session. In EASI, each student or patient has one profile, and MySLP can answer your questions from the information you choose to keep there. To see how profiles, goals, notes and progress fit together, read about SLP caseload management software in EASI.

Step 1: Keep one profile per student

Open a student's profile in EASI. The profile holds the history, goals and records you have chosen to keep for that student.

Step 2: Ask about goals and history before the session

Ask MySLP about their goals, history and past findings. For example:

"Summarize this student's current goals and history. What did the most recent findings in the profile show?"

Step 3: Read the answer, then check the source

MySLP answers from the information you choose to keep in the profile. Its answer is advisory. Check the source record before you rely on it.

Step 4: Carry the context forward

Then carry that context into your next plan, note or progress report draft (in beta), all for the same student in the same place.

Who stays in charge?

You do. MySLP drafts and prepares. The SLP reviews every result and stays in charge.

EASI is HIPAA and FERPA compliant, with a BAA and insurance.

Quick answers

Where do MySLP's answers come from?

From the information you choose to keep in the student's profile in EASI.

Should I rely on the answer as is?

No. Its answer is advisory. Check the source record first.

Is MySLP included with EASI?

Yes.

Get EASI

Get EASI, with MySLP included, at NorthernSpeech.com/EASI.

What would you like MySLP to answer next? Leave your question in the comments on the video.

EASI is made by iTherapy, LLC and is available through Northern Speech Services.

Your caseload shouldn't take over your life.

EASI connects evaluations, reports, progress notes, planning and scheduling, with the SLP in control.