---
title: Submitting a referral
category: teacher-portal
order: 3
lastUpdated: 2026-06-07
featureAvailability: GA
roles: [teacher, admin]
navigationPath: Teacher portal → Student → Refer for support
dataSourceTables: [intake_submissions, cases, students]
serverFunctions: [submitReferral]
viewRoles: [teacher, facilitator, admin]
emails: [referral-received, referral-triaged]
inAppNotifications: [referral-received]
auditActions: [referral.created, referral.assigned]
---

## Purpose

Submit a structured referral so a facilitator can open a coaching case.

## When to submit

- Persistent academic concern not resolved with normal classroom supports.
- Pattern of behavior or attendance you want a coach to help address.
- Anything you'd like a fresh perspective on.

You do **not** need to wait until a problem is severe — early referrals tend to lead to shorter, more effective cases.

## Steps

1. Open the student from your dashboard.
2. Click **Refer for support**.
3. Pick the **Concern type**: Academic, Behavior, Attendance, Other.
4. Add a short description. 1–3 sentences. Include any strategies you've already tried.
5. Optionally attach data (a grade report, recent assignment, etc.).
6. Submit.

[SCREENSHOT: teacher-referral-form]
_Teacher Portal → Refer a student, full form with concern type, urgency, and narrative populated for a sample student._

## What happens next

- The facilitator on duty receives an in-app notification and email.
- They triage within the configured window (typically 24–48 hours).
- You receive an in-app notification when the referral is accepted, plus the name of the assigned coach.

## FAQ

**Can I submit a referral for a student I don't teach?**
Not from the teacher portal. Talk to your admin or your counselor.

**What if multiple teachers refer the same student?**
The system de-duplicates. Multiple referrals roll up into the same case, with everyone's context preserved.

**Can I cancel a referral I sent by mistake?**
Yes, until it's triaged — open the referral and click **Withdraw**. After triage, contact the assigned facilitator.

## Related

- [Teacher Quick Start](/help/teacher-portal/teacher-quick-start)
- [Creating cases](/help/cases/creating-cases)