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Submitting a referral

Last updated 2026-06-07

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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.

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