Referral

 

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Introduction

Referral

The referral section contains four forms that are used during initial and re-evaluations.


INTRODUCTION

- All information in this section is new -

Click on "Referral" in the side menu to access the forms. When you do so, you will also see the yellow splash page for the referral section with current information regarding this portion of the program.

Navigation Sidebar- Referral

IEP Section Splash Screen

 

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THE REFERRAL FORM

- All information in this section is new -

Clicking on the buttons at the top will address this form to the party of your choice. Name, address and phone information autofills from information on the Identity Page.

In the first example, only one parent has been entered.

Buttons to address referral

 

In the next example, two parents have been entered, giving the options to address it to one, the other, or both parents.

AddItionally, the student button is always available.

Referral Screen
  • Fields headed by red text must have data entered.
  • Most of this page can be completed by simply checking on the appropriate boxes.
  • Until nurses are provided electronic access to this form (Fall 2006), their data will continue to be entered by the primary teacher or IEP Clerical.

 

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THE INVITATION FORM

- This is the first time to view this form within this training -

Invitations are used at various times during the IEP process. Click on this link for instructions on their use.

Invitation Form Instructions

 

THE CONSENT FOR EVALUATION FORM

TOP OF FORM

1. Type in the date desired or click on the green "Today" button to enter the current date.

2. Select the appropriate button to enter the addressee's name.

3. Click on the radio button for the type of evaluation being completed.

 

BOTTOM OF FORM

4. This portion consists of checkboxes to click.

Bottom of Consent for Evaluation Form
5. Information should be typed into the bottom box if "Other" is selected.

 

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THE PRIOR WRITTEN NOTICE

- This is the first time to view this form within this training -

PWNs are used at various times during the IEP process. Click on this link for instructions on their use.

Prior Written Notice Instructions

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