Address legal & compliance risk
Inconsistent documentation and errors in parsing eligibility criteria drive costly disputes. SageReport builds in state-specific rules and consistency checks that reduce common problems.
For districts & multidisciplinary teams
Better evaluations. Shorter waitlists.Seamless collaboration. Less burnout.
SageReport gives districts visibility and control over AI-assisted evaluation workflows, so teams can use the software to reduce clinician burnout, meet compliance obligations, and reduce disputes while improving the quality of reports.
Built for FERPA and HIPAA · SOC 2 audited · BAA available
What's at stake
Every evaluation backlog is a student waiting longer for help.
Every burned-out psychologist is a risk to retention.
Every inconsistent report is potential legal exposure.
SageReport addresses all three: a team that's dramatically more efficient and happier at work, with no loss of quality or control.
Why districts buy
The impact on your district
Reduce report writing time by 75-90%
When report writing no longer bottlenecks the evaluation process, your team can catch up on overdue cases, consistently meet IEP timelines, and shift focus back to direct student support.
Recruit and retain employees
93% of SageReport pilot survey respondents report a reduction in burnout.
Administrative burden is a top driver of school-based clinician burnout and turnover, and the average cost to hire and onboard a new clinician is $25,000. Giving your team modern tools that respect their time isn't a perk, it's a retention strategy.
Standardize quality across your team
SageReport is customized to reflect your district's preferred formats and reporting expectations, reducing variability in report structure and making review faster and more efficient for your leadership team.
Proven in the field
Dramatic impact, district-wide
Results from the district-wide Atlanta Public Schools pilot, 2025-26 school year.
98%
adopted with active, sustained use
93%
drop in burnout
95%
reported improved report quality
77% very much improved
“The rubric our school psychologists follow outlines all the elements that they have to include in their report. SageReport is very thorough, it includes everything needed from the rubric.”
“With SageReport, the full picture makes it into the written record every time. The documentation that matters for legal defensibility is in the report, not just discussed at the meeting table.”
“SageReport is making report writing less difficult and time consuming, allowing psychologists to produce a well written, detailed report, ready for the readers, and have time back to support schools in other ways that are needed.”
District controls
Built for district-level needs
Everything individual users get, plus:
- Caseload oversight and equalizationQuickly check the status of every case in your department, seamlessly reassign cases mid-referral, and balance workloads across your team.
- Custom district rulesYour formatting standards, your preferred language, your eligibility interpretations. We configure SageReport to match how your district works.
- SSO and user managementIntegrate with your existing identity systems. Add and remove users as staff changes.
- Dedicated supportA named onboarding specialist, training for your team, and priority support when you need it.
- Security & complianceBuilt for FERPA and HIPAA, SOC 2 audited, and a BAA available for districts that need one. Enjoy the peace of mind knowing your staff is using AI securely.
Sunrise Unified School DistrictDistrict DashboardADEvaluations
ActiveArchivedAll evaluations across the district. Click any row to open it.
StudentSchoolGradeOwnerStatusDue
Maya SalazarInitial EvaluationLincoln ElementaryGrade 3 · 9 yrsAdrienne DiMatteoIn progress3 days overdue09/08/2026
Jordan MarshSpeech and LanguageLincoln ElementaryGrade 1 · 6 yrsRosa AlvarezIn progressDue tomorrow09/12/2026
Aiden ReyesPsychoeducationalRoosevelt MiddleGrade 6 · 11 yrsPriya NandakumarIn progressCompletedDue in 5 days09/16/2026Completed09/11/2026
Theo KimOccupational TherapyWillow Creek Elem.Grade 4 · 10 yrsDana OkaforIn progressDue in 9 days09/20/2026
Elena VargasPsychoeducationalWillow Creek Elem.Kindergarten · 5 yrsLi ChenIn progressDue in 12 days09/23/2026
Cole BrennanReevaluationRoosevelt MiddleGrade 7 · 12 yrsLi ChenIn progressDue in 14 days09/25/2026
Darius HaleFunctional BehaviorSunrise HighGrade 10 · 15 yrsDana OkaforIn progressDue in 18 days09/29/2026
Nora PrattInitial EvaluationSunrise HighGrade 9 · 14 yrsRosa AlvarezCompletedCompleted09/04/2026
Owen DelgadoSpeech and LanguageLincoln ElementaryGrade 2 · 7 yrsAdrienne DiMatteoCompletedCompleted09/02/2026
Sofia NunesPsychoeducationalRoosevelt MiddleGrade 8 · 13 yrsPriya NandakumarCompletedCompleted08/28/2026
Multidisciplinary teams
Optimize multidisciplinary collaboration
Evaluations are a team effort. If your district writes joint reports, SageReport keeps the whole team in one shared record, so the work moves together instead of in parallel.
School psych
Speech
Occupational
Maya S. · Integrated evaluationOne shared record
- Cognitive & academicSchool psych
- Language sampleSLP
- Fine motor & sensoryOT
One report, one due date, one status everyone can see.
- Seamless cross-functional report draftingEvery evaluator contributes their sections to one integrated report. No version-passing, copy-paste assembly, or excessive redundancy within a final product.
- Built-in resource sharing during evaluationRecords, scores, observations, and scanned documents attach to the case once and are available to everyone on it.
- Transparency at each stepAnyone on the case can see its status and what's outstanding, reducing conflicts and last-minute surprises before meetings.
- Every clinician supportedSchool psychologists, diagnosticians, SLPs, OTs, PTs, BCBAs, special education teachers, and more.
- Document Studio available standaloneEnjoy IEP writing and other documentation features for teachers and non-evaluating specialists.
Prefer individual reports? We support that too.
If your team writes separately, each discipline has its own template options.
District pricing
Simple per-seat licensing, no per-report fees, no overage clauses.
Pilots available. Tell us your team size and the disciplines you need, and we'll put together a quote.
In their words
Hear from SageReport users
See how districts and school psychologists are using SageReport to improve quality, reduce stress, and handle high-volume caseloads.
District
Read the case study
“We aimed to ensure the written report was as thorough and comprehensive as the information shared during meetings.”
Atlanta Public Schools
District-Wide Pilot · Atlanta, GA
Practitioner
Read the case study
“SageReport is like the really nice boat you could hop into and float down the sea.”
Rachel Fender
School Psychologist, Ed.S. · 11 years · Indiana
PractitionerRead the case study
“Our greatest fear in life right now is losing SageReport.”
William Coleman
School Psychologist · 30+ years · California
Security & compliance
Security your IT team will sign off on
We know what's at stake. SageReport is designed to go above and beyond the security and compliance school districts require, with a BAA available for districts that need one.
Built for FERPA and HIPAA. SOC 2 audited by CertPro. BAA available.
Read our security pageBuilt for FERPA and HIPAA
For districts, education records are handled as a school official under FERPA and your DPA. For practices, health records are handled under HIPAA with a BAA.
SOC 2 audited by CertPro
Clean report from an independent security audit.
Your data stays yours
We never use your cases to train AI models.
Secure cloud infrastructure
All data stored and processed on Google Cloud Platform, in the U.S.
Encrypted everywhere
In transit and at rest.
Get SageReport for your district
Tell us a little about you and we'll connect you with the right person on our team.
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