How do I review referral requests that have been initiated?

When a student is communicating with their assigned responder, they can request to be referred to someone else within your network. These would be your level 2 and level 3 responders.


Students are unable to initiate a referral request themselves, but can ask their assigned responder to initiate the referral request using our referral feature.


This feature should be used in alignment with your school's policies and procedures.


When a responder makes a referral request, the following process takes place:

  • The responder clicks on the "Refer Student" button from their screen.

  • The responder selects the level 2 or 3 responder they are referring the user to.

  • The responder explains the reason for the referral.

When the referral request is submitted, the request is sent to the the responder the referral request was intended for.


The responder that the student is referred to will then receive a notification and the referral request will appear on their "wait list" where they can approve/decline submitted requests.


When a request is approved, the student then has additional access to this responder. Level 2 and 3 responders have the ability to add/remove a student at any given time.


As a Network Admin, on the "Referral Requests" screen, you will find an on-going list of all referral requests coming through your network that includes the following information:

  • The name of the responder making the referral.

  • The name of the student and their user ID.

  • The name of the responder the user is being referred to.

  • The date and time the referral was made.

  • A description of the reason for the referral.

  • The status of the referral.

The referral system built within our platform allows schools to develop a structured and organized process for how students access in-school support resources.