I create an evaluation caseload binder each school year that includes initials, re-evaluations, FBAs, and psychological consultations. For re-evals, I put checklists in the binder at the beginning of the school year. For initials/consults, I put a checklist into the binder as soon as I receive the referral. I use one of these checklists for each student/evaluation. I then organize them by due date. This checklist contains information I need to access daily so I am able to quickly determine which