Referral to evaluation workflow checklist for school psychologist
Initial Referral Process
- Observe the student in various settings.
- Document specific behaviors and incidents.
- Note any academic struggles or social interactions.
- Consider emotional responses and overall well-being.
- Compile concerns into a clear, concise format.
- Schedule discussions with teachers and parents.
- Use surveys or questionnaires for structured feedback.
- Collect input from other staff (e.g., counselors).
- Summarize key observations and insights.
- Ensure confidentiality and sensitivity in discussions.
- Obtain the appropriate referral form.
- Fill in student information accurately.
- Detail specific concerns and observations.
- Include input from all stakeholders.
- Submit the completed form to the designated authority.
- Schedule a convenient time for all participants.
- Prepare an agenda outlining key discussion points.
- Share collected data and observations beforehand.
- Encourage open dialogue about interventions.
- Document minutes and action items from the meeting.
Data Collection
- Request access to the student's academic records.
- Compile recent grades from report cards.
- Collect standardized test scores from the school.
- Gather representative work samples from different subjects.
- Conduct direct observations in various settings.
- Utilize behavior charts to track incidents over time.
- Collaborate with teachers to identify behavioral patterns.
- Document specific behaviors and contexts for analysis.
- Schedule a meeting or phone call with parents.
- Prepare a list of questions about the student's history.
- Document parents' observations on strengths and challenges.
- Ensure confidentiality and sensitivity in discussions.
Pre-Evaluation Meeting
- Clarify the evaluation goals and objectives.
- Outline the assessment process and tools used.
- Explain the expected timeline for the evaluation.
- Address any questions or concerns from participants.
- Examine existing student records and assessments.
- Identify gaps in information that may impact evaluation.
- Discuss insights from teachers, parents, and other professionals.
- Plan for gathering any necessary additional data.
- Prepare consent form with clear information about the evaluation.
- Explain the importance and implications of consent.
- Ensure parents understand their rights in the process.
- Collect signatures and provide a copy for parents.
Evaluation Planning
Conducting the Evaluation
- Follow the assessment manual guidelines.
- Ensure all materials are prepared in advance.
- Maintain a controlled environment during testing.
- Record responses accurately and objectively.
- Monitor timing and adhere to prescribed limits.
- Select diverse settings (classroom, playground, etc.).
- Use a structured observation checklist.
- Note interactions with peers and adults.
- Look for behavioral patterns and triggers.
- Document observations in real-time for accuracy.
- Organize data into categories (quantitative and qualitative).
- Use statistical methods for numerical data analysis.
- Identify trends and discrepancies in the data.
- Collaborate with colleagues for additional insights.
- Prepare a summary of findings for review.
- Create a comprehensive report of findings.
- Highlight significant patterns or concerns.
- Use clear, descriptive language.
- Ensure confidentiality and compliance with laws.
- Share findings with relevant stakeholders.
Use in Manifestly