Define the question
- What specifically needs clarification?
- What decision will the assessment help inform?
- Which settings or tasks show the concern?
- What strengths should be understood alongside the difficulty?
Professional resource
School assessment referral checklist.
Use this checklist to organize the referral question without diagnosing the student.
Define the question
- What specifically needs clarification?
- What decision will the assessment help inform?
- Which settings or tasks show the concern?
- What strengths should be understood alongside the difficulty?
Describe functional impact
- learning and academic work
- attention, organization and task completion
- participation, communication and relationships
- emotional or behavioural functioning
- attendance, transitions or daily school routines
Summarize what has been tried
- instructional changes
- targeted intervention
- accommodations or environmental supports
- consultation with school or external professionals
- the observed response and timeframe
Identify potentially relevant information
Share information only with appropriate consent and through an approved secure method.
- progress information or work samples
- school records requested by the clinician
- previous assessment or intervention reports
- specific teacher observations
- questionnaires or consultation requested by BrainLab
Before sending the referral
- Avoid stating that a student has a diagnosis unless it is already established and relevant.
- Confirm consent and the appropriate contact route.
- Do not email sensitive records until BrainLab provides secure instructions.
- Note any time-sensitive external documentation requirement without assuming it can be met.
Describe functional impact
- learning and academic work
- attention, organization and task completion
- participation, communication and relationships
- emotional or behavioural functioning
- attendance, transitions or daily school routines
Summarize what has been tried
- instructional changes
- targeted intervention
- accommodations or environmental supports
- consultation with school or external professionals
- the observed response and timeframe
Identify potentially relevant information
Share information only with appropriate consent and through an approved secure method.
- progress information or work samples
- school records requested by the clinician
- previous assessment or intervention reports
- specific teacher observations
- questionnaires or consultation requested by BrainLab
Before sending the referral
- Avoid stating that a student has a diagnosis unless it is already established and relevant.
- Confirm consent and the appropriate contact route.
- Do not email sensitive records until BrainLab provides secure instructions.
- Note any time-sensitive external documentation requirement without assuming it can be met.