Create a School Plan

Create a School Plan image
Last updated: September 16, 2024

How to create a School Plan? 

 
To create a school plan, ensure you are signed in to Ambiki and on the main dashboard: 
  1. On the left navigation, click on ‘Patients’. 
 
Clicking on 'Patients' in the left navigation.




 






2. Select the patient that you would like to create the school plan for by clicking on their name
 
Clicking on a patient's name to access their profile.



 


 
 


3.Towards the left side of the page, click on ‘School plans’.   
 
Link to school plans.



 
 
 




4. On the top right-hand corner, click on ‘Add a school plan’. 
 
Adding a school plan.



 
 
 




5. You will have the choice of two options - You can manually add a school plan or extract a school plan from a pdf document. Click on ‘Select’ under any option once you’ve made your choice. 
 
Select an option on how to add a school plan.
 
 
 




6. To manually add a school plan, fill in the form as needed.  

Fill in school plan details.
 
 
 




7. On the bottom right-hand corner click on ‘Save school plan’
 
Save school plan.
 
 
 




8. To extract a school plan from a pdf document, upload a valid IEP document in pdf form. 
 
Extract school plan from a pdf document.
 
 
 




9. On the bottom right-hand corner click on ‘Save and upload’ and a school plan will be automatically generated for you. 
 
Save and upload pdf document.
 
 
 




10.  In case of any errors encountered during step 9 above, you will be given a chance to manually add any missing information.