Childcare Specialist Portal Guide

The SaaniCare Childcare Specialist Portal provides tools for managing child development consultations and appointments with parents.

Getting Started

Accessing the Portal

1. Visit the Childcare Specialist Portal at childcare.saanicare.dev
2. Sign in with your specialist account
3. Select your school

Dashboard Overview

The dashboard displays:

• Upcoming Appointments: Scheduled consultations
• Today’s Schedule: Today’s appointments
• Pending Requests: Appointment requests from parents
• Student Alerts: Students needing attention

Appointment Management

Setting Availability

1. Go to “Availability”
2. Set recurring time slots
3. Add one-time availability
4. Block unavailable times
5. Manage schedule exceptions

Viewing Appointments

1. Navigate to “Appointments”
2. View calendar
3. See appointment details
4. Filter by date or status
5. Search appointments

Appointment Details

1. Click on an appointment
2. View student information
3. Review parent notes
4. See appointment history
5. Access student progress

Consultation Management

Conducting Consultations

1. Go to “Consultations”
2. Select appointment
3. Review student information
4. Conduct consultation
5. Document notes

Consultation Notes

1. Navigate to “Notes”
2. Record observations
3. Document recommendations
4. Add resources
5. Set follow-up dates

Student Development Review

1. Go to “Student Development”
2. View student progress
3. Review milestones
4. Check activity completion
5. Assess development areas

Resource Management

Resource Library

1. Navigate to “Resources”
2. Browse resource library
3. Share resources with parents
4. Create custom resources
5. Organize by category

Recommendations

1. Go to “Recommendations”
2. Create development plans
3. Suggest activities
4. Provide guidance
5. Track implementation

Parent Communication

Appointment Requests

1. Navigate to “Requests”
2. View parent requests
3. Approve or decline
4. Suggest alternatives
5. Confirm appointments

Follow-ups

1. Go to “Follow-ups”
2. View scheduled follow-ups
3. Track follow-up tasks
4. Send reminders
5. Complete follow-ups

Reports & Analytics

Consultation Reports

1. Navigate to “Reports”
2. Generate consultation summaries
3. View appointment statistics
4. Track utilization
5. Export data

Student Development Reports

1. Go to “Development Reports”
2. Generate progress reports
3. Track milestones
4. View trends
5. Share with parents

Settings

Profile Settings

• Update profile
• Change password
• Manage preferences

Appointment Settings

• Configure appointment types
• Set default durations
• Manage cancellation policies
• Configure reminders

Best Practices

1. Regular Scheduling: Maintain consistent availability
2. Detailed Notes: Document all consultations
3. Follow-ups: Schedule and complete follow-ups
4. Resource Sharing: Provide helpful resources
5. Parent Communication: Keep parents informed

Troubleshooting

Common Issues

Appointment not showing

• Check date range
• Verify availability
• Refresh calendar

Can’t access student data

• Check permissions
• Verify school assignment
• Contact administrator

Parent booking issues

• Check availability settings
• Verify booking permissions
• Review appointment types