Teaching · Speech & Language

Everything already on file, in date order, before anyone tests again.

List each earlier evaluation, screener and outside report with what it found and whether anyone acted on it. The organizer puts them in order, marks the results more than three years old, lists the recommendations that went nowhere and tells you when the three-year reevaluation falls.

Start a records review What 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 Speech & Language toolkit, $79 for 72 items.

The records review

One record per student per review. Use initials or a code, never a name. The example is made up.

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What you get

Teaching · Speech & LanguageAlso for Teaching · Special EducationAlso for Teaching · Reading Intervention$12 · included with Classroom and Whole-school licenses

What you finish with: For each student, one page that lists every earlier assessment and report in date order with what it found, the recommendations not fully acted on, the current plan and services, hearing and vision status and the records still to gather. For a student with an IEP it shows the three-year reevaluation date and how far away it is.
Who it is for: Speech-language pathologists, special education teachers, school psychologists and reading interventionists reviewing existing data before an evaluation, a reevaluation, a transfer or an intervention placement.
Format: Browser organizer with a table of assessments. Several saved records; printed with the summary or as a blank form; CSV with one row per student; 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 Speech & Language toolkit ($79) 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 Speech & Language space in Caveat Teaching; also listed in the Special Education space (prior evaluation records for IEP teams); also listed in the Reading Intervention space (prior assessment results before an intervention placement).
Support: Questions about an order, access or a correction: team@caveatacademic.com.

Drawn for this page. The oldest reports in a file are the easiest to rely on and often the least current.

How to use it

Start a record with the student’s initials or a code and the date of your review.
Mark why you are reviewing and where the records came from.
Add one row per assessment or report. Write what it found in your own words and whether its recommendations were acted on.
Note the current plan and, for an IEP, the date of the last full evaluation.
Mark hearing and vision, tick what is missing and print the summary for the team.

Start a records review

What the review is for

Review what exists first

Under IDEA, a reevaluation, and an initial evaluation where it fits, starts with the team reviewing existing data: earlier evaluations, information from the parents, classroom assessments and observations. That review decides what new data, if any, is needed. This organizer is the worksheet for that step.

Three years, one year

A student with an IEP is reevaluated at least once every three years unless the parent and the school agree it is not needed, and not more than once a year unless they agree otherwise. The organizer counts three years from the date you enter; your district may track the date differently, so check it against your own records.

Three titles, one organizer

The catalog listed a Previous Assessment Results Organizer for speech-language pathologists, a Prior Evaluation Records Organizer for special education and a Prior Assessment Results Organizer for reading intervention. They are the same review, so one page serves all three. Records use a code, never a name, and stay in this browser.

Sources

Individuals with Disabilities Education Act regulations, 34 CFR 300.303 (reevaluations: at least once every three years, not more than once a year, unless the parent and the agency agree otherwise).
34 CFR 300.305(a) (review of existing evaluation data, including evaluations and information from parents, classroom-based assessments and observations).
34 CFR 300.323(e) and (f) (students with IEPs who transfer between public agencies) and 300.613 (parents’ access to education records).
Family Educational Rights and Privacy Act, 34 CFR Part 99, including 99.31(a)(2) (sending records to a school where the student enrolls).
American Speech-Language-Hearing Association. Practice Portal: Speech Sound Disorders and Spoken Language Disorders, on hearing screening before speech and language assessment (asha.org/practice-portal).

The example student is made up. The organizer summarizes records a team already holds; it does not evaluate the student or decide eligibility, and it holds no state rules or timelines. Support: team@caveatacademic.com.