Teaching · For Tutors

Take a school referral from first email to first session.

Record who referred the student and why, what the school shared with the family’s consent, who pays and when to start. The summary says whether the referral is ready, lists what is missing and sets the first report dates.

Start an intakeWhat 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 Tutoring business kit, $69 for 64 items.

The referral intake

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

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What you get

Teaching · For Tutors$12 · included with Classroom and Whole-school licenses

What you finish with
For each referral, a ready-or-not status, a list of what is missing, days to the start and a reporting plan with due dates.
Who it is for
Tutoring businesses and independent tutors who take referrals from schools, and the school staff who send them.
Format
Browser form. A saved list of referrals; printed with the summary or as a blank intake sheet to send to schools; 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 Tutoring business kit ($69) 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 For Tutors space in Caveat Teaching.
Support
Questions about an order, access or a correction: team@caveatacademic.com.
everything needed to start
Drawn for this page. A referral is ready when consent, a starting point, payment and a start date are all in the folder.

How to use it

  1. Start a record with the student’s initials or a code and the date received.
  2. Note who referred, the grade, the subject and the reason.
  3. Confirm the family’s written consent and what the school sent.
  4. Record who pays, sessions, scheduling and the start date.
  5. Settle what is missing, then follow the reporting plan.

Start an intake

What the form is for

Consent comes with the referral

A school generally needs a parent’s written consent before sharing a student’s records with an outside provider. Ask the school to confirm consent is on file before sending results or work samples.

A starting point

Recent results or a few work samples let the first sessions start at the right level, and give the progress reports something to compare against.

Reporting back

Agree up front how often progress goes to the school and to the family, and in what form. Short regular notes keep everyone working from the same picture.

Sources

  1. Family Educational Rights and Privacy Act, 34 CFR 99.30 (prior written consent before disclosing education records).
  2. U.S. Department of Education, Student Privacy Policy Office: Protecting Student Privacy While Using Online Educational Services (2014), on agreements with outside providers.
  3. Robinson, C. D., Kraft, M. A., Loeb, S., and Schueler, B. E. (2021). Accelerating Student Learning with High-Dosage Tutoring. EdResearch for Recovery, Annenberg Institute at Brown University.
  4. National Student Support Accelerator, Stanford University: Tutoring program design toolkit (data use and communication with schools).

The example student is made up. Accept student information from a school only with the family’s written consent. Support: team@caveatacademic.com.