Teaching · Related Services

Get from a referral list to a first appointment.

List the options you gave the family, then track consent, the release and the handoff. The organizer picks the soonest workable option and tells you when to follow up.

Track a referralWhat you get
$12one-time · every device you sign in on
Buy · $12

Included with Caveat Classroom and Whole-school licenses. Or get it in the Related Services toolkit, $99 for 96 items.

The referral record

One record per student and referral. The example is made up.

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What you get

Teaching · Related Services$12 · included with Classroom and Whole-school licenses

What you finish with
The soonest workable option, days to the first appointment, consent and release gaps, open handoff steps and a follow-up date.
Who it is for
School counselors, psychologists, social workers and support teams referring students to community care.
Format
Browser record. Saved referrals; printed with the summary or as a blank form; CSV; export and import a file.
Access
$12 one-time, yours on every device you sign in on; the tool opens once you are signed in with it. Included with Caveat Classroom and Whole-school licenses. Also in the Related Services toolkit ($99) and the Teaching Suite pass ($199), and 1 more bundle. Everything you type stays in this browser; nothing is sent to Caveat.
Where it lives
The Related Services space in Caveat Teaching.
Support
Questions about an order, access or a correction: team@caveatacademic.com.
from school to care, and nobody dropped
Drawn for this page. Most referrals that fail do so between the school’s list and the first appointment; the handoff is the part to manage.

How to use it

  1. Start a referral with the student’s code and the date.
  2. Record the reason, urgency, parent agreement and release.
  3. List the options you gave the family with wait, coverage and language.
  4. Mark the handoff steps and the first appointment.
  5. Follow up on the date shown, and copy the record if plans change.

Track a referral

Making the handoff work

Where referrals stall

Families get a list but no call is made, the wait is long, the provider does not take their coverage or speak their language. Picking one workable option with the family, and helping with the first call, gets more students seen.

Privacy

School records go to an outside provider only with the parent’s written consent under FERPA; the provider’s records are covered by HIPAA. A release signed for both lets school and provider coordinate.

What this is not

A crisis tool. A student at risk right now goes through your school’s crisis procedure, with 988 or 911.

Sources

  1. Family Educational Rights and Privacy Act, 34 CFR 99.30: written consent to disclose education records.
  2. U.S. Departments of Education and Health and Human Services (2019 update). Joint Guidance on the Application of FERPA and HIPAA to Student Health Records.
  3. National Center for School Mental Health, School Mental Health Quality Guide: Screening and Referral Pathways.
  4. Substance Abuse and Mental Health Services Administration, 988 Suicide and Crisis Lifeline.

The example student is made up. In an emergency call 988 or 911. Support: team@caveatacademic.com.