Referrals
Make sure every student concern reaches the right person
Referrals gives your staff a fast, structured way to flag student concerns. It replaces the hallway conversations, Google Forms, and lost emails that too many schools are still relying on.
The Problem
The workflow breaks down exactly when it matters most.
Right now, most schools are managing student referrals the same way they always have: A quick word in the hallway, a note in a shared spreadsheet, an email that may or may not get a reply. It works well enough, until it doesn't.
Spreadsheets aren't secure.
A shared Google Doc has no audit trail, no role-based access, and no guarantee that sensitive information stays within the right hands.
Hallway conversations don't leave a record.
When a teacher flags a concern verbally, there's no trail. No way to know if it was followed up on, no way for the next person to pick up where the last one left off.
No one knows what anyone else knows.
Without a shared system, two teachers can flag the same student separately, a practitioner can miss critical context, and a student who needed support can slip through unnoticed.
A structured referral workflow built directly into the August Schools Faculty Portal
It gives every teacher, coach, and staff member a fast, secure way to flag a student concern and route it to exactly the right practitioner with everything they need to act.
What makes it different
Secure by design
Referral data lives in August, not in a shared spreadsheet or an email chain.
Structured from the start
Guided forms mean practitioners get what they need without follow-up questions.
Nothing gets lost
Every referral is logged, tracked, and visible to the right people.
Built for early intervention
Teachers can act on what they observe in seconds, not days.
How it works
Getting a referral to the right person takes less than a minute.
- Click "Create referral" from the Faculty Portal: A single prominent button gets teachers into the flow immediately.
- Select the student or students: Select from admin-configured referral types such as counseling check-in, health concern, behavioral incident, academic support, and more.
- Choose the referral type and recipient: Route directly to the right practitioner role.
- Complete the guided form: A dynamic form tailored to the referral type captures exactly what the practitioner needs upfront.
- Review and submit: Teachers can follow the referral as the practitioner reviews and responds: submitted, accepted, or resolved.
- Track status: Teachers can monitor the referral to see updates.
From quiet concern to coordinated care, in one click
The best referral system is the one people actually use. See how August makes it simple enough that no concern gets left in a hallway conversation.
Use cases
Referrals is built for the small observations that, when acted on, can make a real difference.
Social & emotional wellbeing
Ms. Rivera notices that one of her students has stopped sitting with his friends. He's been alone at lunch all week. In seconds, she submits a referral to the school counselor with her observations already attached. The counselor gets it instantly and schedules a check-in that afternoon.
Health & physical wellbeing
Mr. Marcus notices a student squinting to read the board, even from the front row. He submits a quick referral to the school nurse for a vision screening before it becomes a barrier to learning.
Behavioral incident
Coach Williams witnesses a student behaving inappropriately toward a teammate on the field. She fills out an incident report directly from the Faculty Portal: what happened, who was involved, when. It reaches the dean immediately, with everything needed to follow up.
Shoutout: recognizing a growth moment
Referrals isn't only for concerns. Teachers can use the Shoutout referral type to log a positive growth moment they've witnessed. Knowing what's going right matters just as much as catching what isn't.
Trust & compliance
Built for schools that take privacy seriously
FERPA-compliant
Privacy defaults are conservative. Teachers see only their own referrals unless an admin enables broader access.
Role-based access controls. Staff see only what they're permitted to see.
The things that make a big difference
Behavior Management
Restorative behavior documentation connected to counseling, health, and learning support.
Electronic health records
The complete student health record — profiles, history, chronic conditions, and care coordination in one place.
Requirements & compliance
Immunization compliance, health screenings, and athletic clearance — tracked automatically across every requirement.
Chronic Absenteeism
Connect health, behavior, and learning data to attendance patterns — and understand why students are missing school.
Plan building
Health plans, accommodation plans, and emergency plans that live alongside the student record.
Consent management
Consent forms collected through the family portal and stored exactly where your team needs them.