PractitionerRead the case study
“SageReport has been a game changer for me. I absolutely love everything about it. I really do.”
Melissa
School Psychologist · 21 years · Miami, FL
Document Studio
BetaEvery other document the job asks for.
Create the documents your workflow needs, during and between evaluations. Choose from more than 40 preconfigured types and generate them directly from your evaluations and files, in one click.
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Personal › Document StudioBETAFeedbackADEasily write documents
Search documentsParent HandoutA plain-language summary of the evaluation for families
Meeting Prep BriefCase highlights and likely questions, with responses
Eligibility SummaryEvidence weighed against your state's eligibility criteria
504 PlanAccommodations drawn from the evaluation findings
Behavior Intervention PlanFunction based supports drawn from the FBA findings
Prior Written NoticeExplains a proposed action in parent friendly language
Records Review SummaryThe educationally relevant points from uploaded records
RTI SummaryIntervention history and progress data, pulled together
Teacher Input RequestA short form asking teachers for classroom observations
ESY JustificationRegression and recoupment analysis for the ESY decision
Progress Report SummaryGoal progress updates written from your own data
Document SummaryA concise summary of the documents you upload
Consent LetterA plain language consent form for a specific service
Transition Plan DraftPostsecondary goals and services, built from the file
Intervention Fidelity LogA simple log to record how an intervention is run
Student BriefWhat the evaluation found, written for the student
Ask a question, or check a document...Send
40+ document types
Whatever the moment calls for.
The to-do list is already long, but you promised yourself this would be the year: more creative counseling groups, more targeted parent support, and better work-life balance. Document Studio is here to help you keep that promise.
During the evaluation
The paperwork that has to exist before the meeting.
- Present Levels
- Meeting Prep Brief
- Parent Brief
- Parent Handout
- Eligibility summary
After the meeting
What the team owes the student once eligibility is decided.
- IEP Goals
- 504 Plan
- Behavior Intervention Plan
- Progress Report
- Prior Written Notice
Between evaluations
The work you never get to because the reports come first.
- Social Story
- Counseling group plan
- Teacher accommodation sheet
- Community resources letter
Plus document summaries, observation forms, intervention plans, transition documents, and more. The library keeps growing while Document Studio is in beta, and districts can have their own types added.
One click
Generate from your case, not from a blank page.
Open a case, pick a document type, and the draft is written from what is already in the file. No re-entering scores, no hunting for the date of the last evaluation, no rewriting the same parent explanation for the fourth time this month.
- Pick a type, choose the case, get a draftThe evaluation, its files, and its scores are the source material.
- Consistent with the reportThe same student, the same findings, the same language your report uses.
- Generate as many as you needDocuments are included with your plan and use no evaluation credits.
Where the words come from
Drafted from the evaluation and its files.
Document Studio does not guess at a student it has not read about. It writes from the case record, and it will show you where each detail came from.
Drafted from the case, not from scratch
You choose the evaluation and the files it should use, and the draft is written from those, so scores, history, and language match the report.
Sources attached
Ask where a detail came from and the assistant names the evaluation, section, or file the answer rests on, so you can open it and check.
Yours before it leaves the building
Every draft opens in the same editor as your report sections, with autosave and version history, and downloads as a styled Word file.
In their words
From the clinicians using it
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
Keep exploring
More of SageReport
Every plan includes all of it. One subscription, one shared case record.
Give the rest of the paperwork back to yourself.
Document Studio is included with every SageReport plan, at no extra cost.
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