Import:Upload the SA and the VR5000 Referral — TapTap reads both and builds the student's profile.
Welcome back
Here's where things stand today.
Today's schedule
No sessions scheduled today.
Quick actions
STUDENTS
Students
APPROVALS
Packet Approvals
Packets your trainers submitted. Download adds your signature to the Director line, then email it to the counselor and mark it sent.
DOCS
Documents
Completed assessments and authorizations on file for this student. View or download anytime.
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ATTENTION
Needs Attention
Baselines, post-training reports, and Service Authorization deadlines across your roster.
Nothing needs attention right now.
Case timeline
Actions
VR2868
AT Training Report
Step 10%
Provider Information
✓ Pre-filled
Trainer & Report Date
Customer (Student)
Saved Students:Upload SA to add
Counselor Information
Saved Counselors:Upload SA to add
Service Sessions
0 sessions
#
Date
Hours
Description
Up to 14 sessions across pages 1–2 of the PDF.
Training Delivery
Training Narrative
Director Information
Page 3
Provider Signature
Electronic signature added via Acrobat Reader after generating PDF.
Generate PDF
Demographic Information
Beginning & Ending Location of Travel
Customer Information
1 customer
Add Student to Trip:Upload SA to add
Up to 6 customers. Travel cost split equally.
Mileage — No Pre-Approval Required
Enter each leg of travel. Click Calculate with MapQuest to auto-fill miles.
#
Date
Start Time
From
To
Miles
MapQuest uses shortest distance + round trip. Miles auto-fill when calculated. You can also enter miles manually.
Mileage Calculation
Total Round Trip Miles: 0
Minus 50 miles (TWC rule): − 50
Reimbursable Miles: 0
÷ Number of customers: 1
Miles per customer: 0
× State rate ($/mile):
Amount invoiced per customer:$0.00
Travel Days Summary
Complete if requesting lodging, meals, ground transport, or air travel.
Actual Travel Days
Lodging
Meals
Ground Transportation
Air Travel
Provider Signature — Request
Provider Signature — Submission
Electronic signatures added in Acrobat Reader after generating PDF.
Generate PDF
General Information
Saved Students:Upload SA to add
Assessment Type
Assessment Subjects
Select subjects to measure
Signature
Electronic signature added in Acrobat Reader after generating PDF.
Generate PDF
Today
Sessions Today
Needs Attention
LOG
Training Log
📆
Import from Outlook CalendarIn Outlook: open Calendar → File → Save Calendar → export as .ics, then import below. Sessions auto-match to saved students.
ROSTER
Case Roster
LESSON PLANS
Lesson Plans
Each lesson plan has 3 skills. Pick a plan when you log a session, then check off skills when the lesson is marked complete.
PROGRESS
Progress Report —
Lesson-by-lesson history for this student. The formatted report template comes later — for now this compiles what's been logged so it's ready to submit with the invoice.
INVOICE
Travel Check
Did you travel to provide this service to today?
PACKET
Review & Send
Invoice packet for .
Forms done ✓ — finish the packet one step at a time. Each step unlocks the next, and your progress auto-saves as a draft.
Claude reviews the invoice, VR forms, hours, and mileage against TWC rules before you submit.
Log Session
Log Lesson
Check the lesson you completed with , then log it. It’s added to the VR2868 automatically.
Mark Session Complete
✍️ My Signature
Three ways to add your signature — it gets stamped on the signature line of VR forms you generate:
✍ 1. Sign in the white box below (mouse or finger)
📘 What will this session cover?
Pick the lesson for .
📅 Schedule Appointment
Confirmed a date and time with ? Put it on the schedule.
📝 Progress Note
Saved to this session — it shows on the schedule with the session date, ready when you build the invoice.
TapTap Assistant
Generate Lesson Plan with AI
Add Case
📋 Baseline Assessment SA (separate from training)
The baseline assessment authorization is stored on its own so it never overwrites the training SA above. Leave all three blank to clear it.
Contact Details (optional)
Add Lesson Plan
Skill 1
Skill 2
Skill 3
Type of Service
Is 's training for Assistive Technology or Independent Living Skills?
If this is a new AT student, a Baseline Assessment (VR2902) will be flagged as needed before training starts.
⚠ Baseline Assessment Needed
is a new Assistive Technology student. Complete the VR2902 Baseline Assessment before starting training.