Features/Referrals
The front door · Referrals

The front door to student support.

Receive requests from staff and families, triage them in one queue, match them to the right student, and coordinate outbound connections to outside providers — with a full communication and status history for every one.

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secure.socialnote.org/referrals
Referral Queue
All Schools ▾
5
Pending
3
In Review
1
High Priority
22
Completed
STUDENTCONCERNSTATUSPRIORITY
MPMarcus Patel
AttendancePENDINGMED
AEAaliyah Evans
BehaviorIN REVIEWHIGH
SRSofia Reyes
AnxietyACCEPTEDLOW
DKDevon Kim
HousingOUTBOUNDMED
Inbound requests and outbound connections, together.
Inbound
& outbound in one queue
Public
staff & family intake forms
Matched
to the right student
Tracked
status & communication
A referral starts coordination — it does not replace a case or a goal, and it never summons emergency help.
Two directions of referral

Requests coming in. Connections going out.

Inbound
Requests for support
A teacher, family member, or staff member asks the support team to review a concern — through a public intake form or entered directly by staff.
Outbound
Connections to providers
The school connects a student or family to an external provider — mental health, community agency, health services, or other — and tracks the response.
The referral lifecycle

From received to resolved.

Every referral carries a clear status and an owner, so nothing sits in an inbox unseen.

1
Receive
2
Verify
3
Link
4
Coordinate
5
Follow up
Verify before you link

Careful intake, safely matched.

Suggested matches
SocialNote proposes likely student records with the reasons — school, name, ID, grade — for a human to confirm. Never matched on name alone.
A living audit trail
Every status change and note builds a communication history — with a deliberate "visible to referrer" option.
Follow-up that sticks
A follow-up date on an outbound referral creates a task for its owner, so external coordination doesn't stall.
How it works

From a request to a documented outcome.

A referral captures how support was requested and where a student was connected — then hands off cleanly to a case or goal.

1
An inbound referral arrives from a public form or is entered by staff.
2
Review the concern, urgency, contact details, and school; address any safety concern by district procedure.
3
Confirm and link the correct student record from the suggested matches.
4
Triage internally, or create an outbound referral to an external provider.
5
Record the provider response and outcome, then complete or close the referral.

Where referrals lead

All features →
Cases →
Turn an accepted referral into a structured episode of care.
Service Logs →
Document the support delivered once coordination begins.
Reporting →
Referral volume and response times feed operational reporting.

Make sure no request falls through the cracks.

Schedule a live demo or start a free trial, and see how referrals give every request an owner, a status, and a next step.

Schedule a live demoStart a free trial