The Periodic & Annual Review Tool takes the most time-consuming part of an IFSP review — writing progress summaries — and turns it into a guided, AI-assisted process. Upload the session notes from the review period, and the tool generates a narrative summary for each of the three IFSP outcome areas.

The tool organizes generated content around the three federal IFSP outcome areas (A, B, C) so the summaries are ready to paste directly into IFSP review documentation.

Access is provided through a subscription. The Periodic & Annual Review Tool is available from the Childhood Interventions Provider Hub at tools.childhoodinterventions.com.

The tool accepts session notes in PDF or text format. You can upload multiple notes from the review period at once — the AI reads all of them to build the progress summary.

Once notes are uploaded, the AI reads through all of them and generates a progress narrative for each IFSP outcome area.

The Review Tool doesn't just narrate progress — it works with the child's actual IFSP outcomes and their benchmarks (goals), proposes strategies for the next review period, and can even draft a brand-new outcome. These features are easy to miss, so here is what each one does:

• Enter the child's IFSP outcomes & benchmarks. In the IFSP outcomes & benchmarks card, click ＋ Add outcome for each current IFSP outcome. Type the outcome statement and its 3-month and 6-month benchmarks (the goals/targets), one per line. The AI reports progress against exactly these targets — so the more accurately you enter them, the better the summary. Use View outcomes & targets to double-check what you entered.
• Generate strategies for the next 6 months. After you generate the summary, the tool proposes Strategies to support progress over the next 6 months. Turn on the routines-based option to anchor each strategy to a daily routine (bath, meals, play, bedtime, outings), and/or Draw from the EI Everywhere library for additional ideas. Select or deselect individual strategies, click ＋ Give me more strategies for extras, and Copy strategies when you're done.
• Create a new outcome — with benchmarks and targets. Need an outcome that isn't in the current IFSP yet? Use ✦ Generate additional outcome: paste or describe the outcome and enter its 3-month and 6-month benchmarks (one target per line). The AI drafts a full outcome — narrative, benchmarks, and new targets — for you to review and add.
• Add more targets to an outcome. Click ＋ Add target under an outcome to add another target row. This is how you capture the AI's newly proposed targets (or any target of your own) alongside the existing ones — add each as its own row so it's included in the summary.

The tool generates a progress narrative for each of Florida's three IFSP outcome areas, aligned with ESDS documentation requirements.

AI-generated summaries are a starting point — always review and personalize before using in official documentation.

Finish a review by saving it — either to the shared Google Drive or to your device. The tool does not keep your summaries after you close the browser, so save before you leave.

All three provider tools now save to one shared Google Drive, organized by child — so a child's session notes, COS documents, and reviews live together in the same place:

Your responsibilities:

• Use initials only (not full child names) when entering review details.
• Only use the tool on a device with a screen lock and password protection.
• Export PDFs to HIPAA-compliant storage locations only.
• Do not share your subscription email/login with others outside your organization.
• Log out or close the browser tab when finished, especially on shared devices.