How to use the templates in IEPWriter to complete evaluation and reevaluation reports
Start
Need more help using IEPWriter?: Help desk (877)456-8777, Mon-Fri 8 AM - 6PM ET
Starting a new evaluation in IEPWriter
Navigate to the type of evaluation that is being completed and select either: "Start New Evaluation Report" or "Starte New RR as a Blank Document" Click on the circle to explore!
Completing the Report in IEPWriter
Demographic information will automatically populate.
Enter the date you begin working on the report. This will be updated by CCA before the report is sent home.
Enter the Current Educational Program.
ALWAYS make sure to Save when navigating away from a page or all work will be lost!
Click here to explore the rest of the report.
Entering Information
Navigating
This features allows you to navigate between the pages of the report. Always save before navigating away from a page.
Click on this icon to add text/images.
Show me more!
Go to Signature Grid
Entering Information
IEPWriter has an updated Editor feature that makes it easier to input text, images and tables. Click on the picture icon to upload an image or the table to create a table directly in IEPWriter.
Show me more
Signature Grid
Leave this blank
Use this to add team members to the signature grid.
Generating a draft
Submitting to CCA
Generating A Draft
If you need to submit a draft of the report to your company prior to the final submission to CCA, you will need to generate a draft to provide.
From the demographics page, click Generate Draft at the bottom
Make sure the selections below are checked.
Click on the file name to download and view.
Submitting Reports to CCA
Evaluation Reports completed in IEPWriter will not require a copy to be uploaded into the learner's evaluation sharepoint folder. On (or before) the due date of the report, the evaluating school psychologist will email the AA managing the evaluation making them aware that the report is complete, CCA will review the completed work product in IEPWriter. If needed, CCA will communicate via email to the evaluating school psychologist, who will make the necessary changes directly in IEPWriter. If a related service evaluation is completed, the related service evaluator will continue to use the standard CCA evaluation template (WORD) and will upload that into the learner's evaluation sharepoint folder. Related Service evaluators will not add their evaluation information directly into IEPWriter. The evaluating school psychologist will obtain the RS eval from the SharePoint and incorporate it into the IEPWriter report. Reminder: please remember to upload the Medical Access Eval Log and CCA Evaluation-Communication Records in IEPWriter!
Save images to your computer and then upload into IEPWriter.
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How to use the templates in IEPWriter to complete evaluation and reevaluation reports
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Created on April 17, 2026
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How to use the templates in IEPWriter to complete evaluation and reevaluation reports
Start
Need more help using IEPWriter?: Help desk (877)456-8777, Mon-Fri 8 AM - 6PM ET
Starting a new evaluation in IEPWriter
Navigate to the type of evaluation that is being completed and select either: "Start New Evaluation Report" or "Starte New RR as a Blank Document" Click on the circle to explore!
Completing the Report in IEPWriter
Demographic information will automatically populate.
Enter the date you begin working on the report. This will be updated by CCA before the report is sent home.
Enter the Current Educational Program.
ALWAYS make sure to Save when navigating away from a page or all work will be lost!
Click here to explore the rest of the report.
Entering Information
Navigating
This features allows you to navigate between the pages of the report. Always save before navigating away from a page.
Click on this icon to add text/images.
Show me more!
Go to Signature Grid
Entering Information
IEPWriter has an updated Editor feature that makes it easier to input text, images and tables. Click on the picture icon to upload an image or the table to create a table directly in IEPWriter.
Show me more
Signature Grid
Leave this blank
Use this to add team members to the signature grid.
Generating a draft
Submitting to CCA
Generating A Draft
If you need to submit a draft of the report to your company prior to the final submission to CCA, you will need to generate a draft to provide.
From the demographics page, click Generate Draft at the bottom
Make sure the selections below are checked.
Click on the file name to download and view.
Submitting Reports to CCA
Evaluation Reports completed in IEPWriter will not require a copy to be uploaded into the learner's evaluation sharepoint folder. On (or before) the due date of the report, the evaluating school psychologist will email the AA managing the evaluation making them aware that the report is complete, CCA will review the completed work product in IEPWriter. If needed, CCA will communicate via email to the evaluating school psychologist, who will make the necessary changes directly in IEPWriter. If a related service evaluation is completed, the related service evaluator will continue to use the standard CCA evaluation template (WORD) and will upload that into the learner's evaluation sharepoint folder. Related Service evaluators will not add their evaluation information directly into IEPWriter. The evaluating school psychologist will obtain the RS eval from the SharePoint and incorporate it into the IEPWriter report. Reminder: please remember to upload the Medical Access Eval Log and CCA Evaluation-Communication Records in IEPWriter!
Save images to your computer and then upload into IEPWriter.
Lorem ipsum dolor sit