Meeting prep and notes
Walk into every meeting with a plan.
Record the family's concerns and what the current plan provides. Fern Path reviews them for issues worth raising, helps you shape the requests, and drafts an agenda for the meeting. Afterwards, it reads your notes and pulls out what happens next.
From concerns to requests
The meeting record holds the family's concerns, current services and goals, assessments and the parent's own words. Fern Path reviews it and suggests the issues and requests to bring.
- Concerns, services, goals and assessment scores in one record
- An issues review that points out what's unresolved
- Requests you can include, reorder and edit
An agenda you can bring
Draft an agenda from the requests you chose. Edit it, keep earlier versions, and download a PDF to share with the team.
- Drafted from your requests, in a collaborative voice
- Edit, redraft and keep versions
- PDF to bring or send ahead
Meeting notes into next steps
Upload or paste your notes after the meeting. Fern Path pulls out the action items with their dates, asks about anything unclear, and suggests the letters the notes call for.
- Action items with dates, added to the case
- Unclear terms flagged for you to confirm
- Suggested follow-up letters, ready to start
More of what Fern Path does
Try it on a real case.
$99 a month per advocate, with unlimited students and families.
30 days free. Card required to start. Cancel before the trial ends and you won't be charged.