School Psych OS
A current product map for the section-by-section workflow, visible student context, Google Docs-ready output, Dropbox, and BastionGPT.
Last updated November 11, 2026
The current Student Case Workbench is live. AI Workspace now keeps saved conversations on the left, focused school-psychology tasks in the center, and Dropbox-backed Student Files on the right. Split View, direct assessment paths, Browse All Tools, favorites, recent tools, formatted AI output, and the compact Files control are live. The remaining work is authenticated synthetic workflow verification and a smaller set of refinements, not another foundational rebuild.
Report work remains section-by-section or assessment-by-assessment. The synthetic competitor test preserved scores but lost interviews, guessed gender, replaced referral questions, and duplicated table rows. Quality risk and API cost do not support bringing whole-report generation back.
AI Workspace now has saved student conversations, a focused task grid, and Student Files in one working view. Direct paths include Assessment Write-up, Behavioral Observation, Record Review, Referral & Background, Interview Summary, the existing Comprehensive Summary workflow, Eligibility & Recommendations, and Proofread Report.
Browse All Tools includes FBA Summary, BIP Support, MDR Summary, ABC & Interval Data, Present Levels Review, IEP Goal Review, Eligibility Criteria Check, Parent-Friendly Summary, Validity Paragraph, Jargon Explainer, Strength-Based Rewrite, and Score & Calculation Tools. Opening a prompt-based task loads guidance for review and never sends by itself.
The compact blue Files control opens the shared Student Files panel without a large connection banner consuming the workspace. Student files begin unchecked, only selected sources are used, and the panel can open the full Dropbox folder. Battery Write-up reads selected protocols directly from Dropbox; a student remains optional for computer files.
Studio can send multiple selected PDFs, images, or text sources in one focused request. Psych OS keeps the provider document IDs for unchanged files during the 30-day reuse window, reducing repeat processing and API cost. Saved conversation history remains separate from Bastion document reuse.
Student-linked conversations can be resumed from the left rail. Split View sits with the primary workspace modes on desktop and keeps its resizable divider. Conversation and file rails can collapse so the active work receives the available screen space.
Focused tasks first look for a matching live Prompt Library item and load its approved body unchanged. AI replies render headings, lists, and tables in a formatted preview, can be edited, and use rich Copy for Google Docs with a plain-text fallback.
The oversized five-step card is off the working screen. The compact section-by-section loop lives in How It Works. OS Handbook version 1.27 and Notion Module 7 now teach the same focused tasks, Dropbox, multi-document, formatted-copy, and no-whole-report workflow.
Using synthetic records only, open a student case, browse the linked Dropbox folder, select several sources, confirm that only checked files are used, and verify the first Bastion processing run and later reuse.
Create more than one synthetic student conversation, rename or distinguish each thread, leave the Studio, return to the same student, and confirm the correct conversations and selected context remain available.
Generate a synthetic section containing headings and a real table, review it in the formatted preview, copy it into an actual Google Doc, and confirm the headings, rows, columns, paragraph breaks, and editability survive the paste.
Approve a synthetic attachment filing, verify the real Dropbox destination and no-overwrite behavior, then return to Student Files and confirm the filed document can be selected for a Studio task.
After the focused checks pass, test one complete synthetic work session: student selection, files, focused task, saved conversation, Split View, formatted copy, proofreading, and return to the saved work without losing content.
Add clearer file-type, page-count, readability, and preview signals when the underlying document service can provide them reliably. Keep available student records separate from files selected for the current AI task.
For assessments with different forms, make the exact variant visible before generation so the approved guidance matches the protocol. Do not create duplicate assessment tools or another ReportCrafter path.
Battery Write-up already forbids assumed pronouns, unsupported page citations, duplicate or blank rows, and unsupported answers. Extend reliable checks to other focused workflows without adding extra AI calls just for interface behavior.
Confirm or build the missing path that places a Word copy in the student’s Dropbox folder when the student is marked Complete.
Document the data sources, review points, and handoffs only. Do not build this automation in the current Studio work.
A student-score visual or printable handout could support explanation in English or Spanish without using AI. Keep it behind the current verification work and confirm the clinical display requirements before building it.
Reconciled November 11, 2026 against School Psych OS CAPABILITIES.md, the live Student Case Workbench, the owner’s Studio mockups and requirements, OS Handbook version 1.27, Notion Module 7, the November 8 ClickUp deployment update, the Google Docs formatting path, and the synthetic School Psych AI research. Pull request 8 is merged and its discoverability work is live. Use synthetic records only for every remaining verification step.