Building a Referral Network

Questions to Ask When Vetting Psychologists & Assessment Providers

Not all psychologists are created equal—and not all specialize in school-age assessments.

As a school counselor, you need a trusted network of providers to whom you can confidently refer students and families. This guide helps you vet psychologists, understand what qualifications matter, and build relationships with providers who will support your school community effectively.

Why a Strong Referral Network Matters

Essential Questions to Ask Potential Referral Partners

1. Qualifications & Training

Questions to Ask:

✓ Green Flags:

⚠️ Red Flags:

2. Assessment Process & Tools

Questions to Ask:

✓ Green Flags:

⚠️ Red Flags:

3. School Collaboration & Communication

Questions to Ask:

✓ Green Flags:

⚠️ Red Flags:

4. Cultural Competence & Context

Questions to Ask:

✓ Green Flags:

⚠️ Red Flags:

5. Cost & Accessibility

Questions to Ask:

Why This Matters: Families need to know cost upfront. If your referral is unaffordable, they may delay seeking help—or feel misled.

Building & Maintaining Your Referral Network

Step 1: Research Local Providers

Ask colleagues at other schools for recommendations
Search professional directories (APA, BPS, local psychology associations)
Look for providers who list "school-age assessment" or "psycho-educational assessment" as specialties

Step 2: Vet Providers (Use This Guide)

Reach out via email or phone to ask the questions in this guide
Request a sample report (with identifying information redacted) to see their assessment style
Ask if they're willing to meet briefly to discuss their approach

Step 3: Build Relationships

Introduce yourself: "I'm a school counselor at [school name], and I'm building a referral network for families needing psycho-educational assessments."
Share information about your school's population and common referral needs
Ask how they prefer to receive referrals and communicate with schools

Step 4: Maintain & Update Your List

Keep a referral list with provider names, specialties, contact info, costs, and waitlist times
Check in annually to update information (costs change, waitlists fluctuate)
Remove providers who consistently deliver poor reports or don't collaborate with schools
Gather feedback from families: "How was your experience? Would you recommend this provider?"

Sample Referral List Template

Provider Name Credentials Specialties Cost Waitlist Contact
Dr. Jane Smith PsyD, Licensed Psychologist ADHD, LD, Autism $800-1200 4-6 weeks jane@example.com
Dr. John Doe PhD, Clinical Psychologist Learning disabilities, giftedness $1000-1500 2-3 months john@example.com
Dr. Sarah Lee EdD, School Psychologist TCKs, bilingual assessment $900-1400 6-8 weeks sarah@example.com

What to Tell Parents When Making a Referral

Sample Script:

"Based on what we're seeing at school, I think it would be helpful for [student name] to have a comprehensive psycho-educational assessment. This will help us understand their learning profile, identify any diagnoses, and develop specific strategies to support them.

I have a few trusted providers I can recommend. Here's their contact information, areas of specialty, and estimated costs. I'm happy to answer questions and coordinate with whichever provider you choose—with your permission, of course."

Final Checklist: Is This Provider Right for Your Network?

Licensed/registered/chartered psychologist with relevant credentials
Specialized training in child/adolescent assessment
Uses current, evidence-based assessment tools
Gathers multi-informant data and provides comprehensive reports
Open to school collaboration and communication
Culturally competent and experienced with your student population
Transparent about costs and timelines
Positive feedback from families and other schools