Documentation Needed for Processing Referrals

Information	Documentation Required upon Referral	Follow-up Documentation
IEP	Current Finalized IEP Current Related Service evaluations Transition Information (for students age 14 and older) Employability Profile	Finalized IEP for placement in program
Social Emotional	Most Recent psycho-educational evaluation Social History History of hospitalization (if applicable) Residential Treatment Reports Diagnosis (if applicable)	Medication list Contact names of psychiatrist, mental health counselor (if applicable) Family Therapist (if applicable) Outpatient Care Giver Contact Information Release of Information form for outside providers
Instruction	Current Academic Assessments for reading and math Additional assessments (if applicable)	Transcript (including grades, credits, CDOS hours, etc.) NYS 3-8 Results (if applicable) NYS Regents Results (if applicable) NYSAA Results(if applicable)
Attendance	District Attendance Report (including reasons)	Special Arrangements regarding attendance (i.e. partial day, early/late arrival, etc.)
Discipline	District Suspension information (including reasons for suspension, type of suspension) Disciplinary Referrals (Number and type)	District documentation from Student Management System
Behavioral	Description of Current Behavioral Needs -Significant Behaviors -Triggers -Safety Concerns -History of Physical Intervention -Use of Time-out -Peer Relationships -Response to authority -Positive behavioral reinforcement FBA/BIP (if appropriate) -Data on Specific Interventions that have been tried. Behavior Plan (if appropriate) - Data on Specific Interventions that have been tried. Crisis (ICMP) and/or Safety Plan Family Court, SPOA, PINS application (if appropriate)	Updated FBA/BIP progress monitoring data Updated Behavior Plan Updated ICMP or Safety Plan
Medical	Individual Health Plan (if appropriate) Medical History Immunization Record Most Current Physical Medication List	Physician contact information Scripts for Related Services
Family Contact	BOCES Student Referral Form Legal Guardians with current contact information Name and contact information for students in foster care	Court issued documents regarding custody rights and records access rights. Legal Orders that pertain to student (orders of protection, etc.)

Should a district need to request records be sent to WSWHE BOCES, please use the form below.

Release of Records - to WSWHE BOCES