Most common steps counselors take before inviting a student client to the student portal or parent portal
Groom Student Portal prior to Inviting into services
Assuming Inquiry is Already Received
- Make student Record in CounselMore, Set record status to Active
- Click Stop watch to start tracking time spent on student
Add Master Folders:
- Confidential Master Folder contains: Biography of Counselor, Methodology of services, services menu, contract
Add Routine Assignments:
- Welcome Assignment: Link/connect to Copied over Master Folders /documents in student Google Shared folder by clicking on Google Drive inside each assignment.
- Student Portal Orientation Assignment: Link to Google Folder, Welcome video, Counselor created video, link to book next meeting, other resources
- Choose audience for each assignment, set start date for each assignment
- Add Counselor Routine Assignment - FU with prospective client 2 weeks.
Add Schools
- Search for schools
- Add Schools by name
- Use a pre-made school list by topic, found in My Database
- Pre-create a standard list of "demonstration" schools used for new clients.
Add Data Columns
- Account set up will allow for setting default columns for each list type however, choose to add additional data columns specific to student interest or concerns.
- Consider turning on the ability for the student to search the proprietary database and add schools to their list.
Email Assignments
Share Google Shared Folder
Invite to portal
Virtual Meetings - During Meeting with student
How to run a student meeting. The mechanics of running a student meeting:
Most meetings are virtual. Most members use a lap top as their device of choice.
Set up your Tech environment
Connect your laptop to an external monitor
Ask the student to share their screen and to log into their student portal
On the external monitor, the counselor will have their counselor portal open
This allows the counselor to look at their laptop monitor and see the student navigating the students portal
On the external monitor the counselor can navigate the counselors portal
This allows the counselor to take notes during the meeting without having to share those notes live
The counselor can easily generate meeting notes in the assignments tab., save those notes. Periodically or as needed to close the notes tab and navigate two different areas of the app
The student portal the counselor's portal and the parent portal all look the same
In order to empower the student the counselor can be struck the student to navigate their portal and to find the answers on their own
Thus teaching the student how to use the student portal, making the student more invested in the capabilities of the student portal
And keeping the counselors hands-free to be able to take notes and manipulate the counselor's portal without having to share their screen