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REFERRAL AND 
FOLLOW-UP 
Delivios, Hernandez, Bernas, Galit
REFERRAL 
Definition: 
• refers to the practice of helping clients find 
needed expert assistance that referring 
counselor cannot provide 
•Direct the client to another counselor with 
a higher level of training or special 
expertise related to the clients need
When to Refer? 
• When a student presents a problem or a request 
for information which is beyond your level of 
competency. 
• When you feel that personality differences 
(which cannot be resolved) between you and the 
student will interfere with his or her effective 
progress. 
• If the problem is personal and you know the 
student on other than a professional basis 
(friend, neighbor, etc.).
When to Refer? 
• If the student is reluctant to discuss his/her 
problem with you for some reason. 
• If, after a period of time, you do not 
believe your communication with a student 
has been effective
Who to Refer 
Anyone able to identify situations needing 
specialized counseling or advising deserves 
commendation. 
In addition, referring a student to the office 
appropriate to the problem demonstrates to 
the student that you have his or her best 
interests at heart.
How to Make a Referral 
• The service is free to all students. 
• Confidentiality, to the limits provided by the law 
and court is respected. 
• No record of a student's use of the Counseling 
Center is made on a transcript, job placement 
file, or administrative file. 
• Information cannot be released without the 
student 's permission (the usual exception being 
cases of imminent harm and danger to the 
student or others).
A referral may be made by… 
• Peer 
• Teacher 
• Parent 
• School nurse 
• Administrator 
• Outside Agencies or Individuals
TYPES OF REFERRAL 
Self Referral 
• Any Participant or family member may call 
for information or arrange for confidential, 
short-term counseling to discuss a personal 
problem.
TYPES OF REFERRAL 
Management Referral 
•The focus of counseling services will be on 
the job implications of the situation, 
however, and not on the personal nature of 
the problem.
SAMPLE REFERRAL FORM
SAMPLE REFERRAL FORM
FOLLOW-UP 
Definition 
•A continuous monitoring program designed to 
evaluate the effectiveness of the intervention 
procedures in relation to student progress & 
adjustments 
•This service is undertaken as systematic 
evaluation of whether the guidance service in 
particular and the educational program in 
general have satisfied the needs of students.
FOLLOW-UP 
Definition 
•refers to the formal and systematic monitoring of the 
individual progress of current students who have 
undergone academic advising, counseling, referral, 
placement, or any special intervention program. 
Returning students and those who are in academic 
probation are also monitored whenever needed
FOLLOW-UP 
• An integral part of guidance services is the 
follow-up 
• It is concerned with what happens to 
students while in school or after they have 
left schools
PURPOSE OF FOLLOW-UP 
1. To ascertain the progress and status of 
students within the various classrooms, 
courses and curricular areas. 
2. To gain data which may identify 
weakness in the various phases of the 
school progress. 
3. To learn how former graduates are 
processing.
PURPOSE OF FOLLOW-UP 
4. To evaluate the effectiveness of the 
school’s placement activity. 
5. To learn why pupils leave before 
graduation. 
6. To discover grade levels at which most 
dropouts occur. 
7. To obtain opinions concerning needed 
modification of the curriculum in the light of 
the experiences of former pupils.
Techniques of Follow-up 
• Follow-up techniques includes interview, 
postcard-survey, or questionnaire 
• Each has its own advantages and 
disadvantages
TOOLS USE IN FOLLOW-UP 
1. Conducting surveys. 
2. Use of telephone. 
3. The use of follow up letters.
IMPORTANCE OF FOLLOW-UP 
• Information obtained through follow-up 
techniques can be used for improving the 
curriculum stimulating better teaching, 
increasing the value of the guidance 
services and establishing better college 
and community relationships
References 
http://www.apsu.edu/counseling/referrals 
http://prezi.com/3umjrztmdbyj/copy-of-copy-of/ 
http://www.slgahw.org/spd/index.html?uid=135 
http://www.mauryk12.org/teachers_staff/MC 
PS%20SCHOOL%20COUNSELOR 
%20REFERRAL%20FORM.pdf
References 
http://www.auf.edu.ph/modules.php? 
name=StudentLife&page=Guidance 
http://www.pnu.edu.ph/page/osass_guidanc 
e.php 
http://ssd.mmsu.edu.ph/gc.html 
http://www.bulsu.edu.ph/index.php? 
sel_side_subj=24 
http://www.slideshare.net/mobile/erlisonlore 
nzognilla/the-guidance-servicesmatapineda

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Referral and Follow Up (Guidance and Counseling)

  • 1. REFERRAL AND FOLLOW-UP Delivios, Hernandez, Bernas, Galit
  • 2. REFERRAL Definition: • refers to the practice of helping clients find needed expert assistance that referring counselor cannot provide •Direct the client to another counselor with a higher level of training or special expertise related to the clients need
  • 3. When to Refer? • When a student presents a problem or a request for information which is beyond your level of competency. • When you feel that personality differences (which cannot be resolved) between you and the student will interfere with his or her effective progress. • If the problem is personal and you know the student on other than a professional basis (friend, neighbor, etc.).
  • 4. When to Refer? • If the student is reluctant to discuss his/her problem with you for some reason. • If, after a period of time, you do not believe your communication with a student has been effective
  • 5. Who to Refer Anyone able to identify situations needing specialized counseling or advising deserves commendation. In addition, referring a student to the office appropriate to the problem demonstrates to the student that you have his or her best interests at heart.
  • 6. How to Make a Referral • The service is free to all students. • Confidentiality, to the limits provided by the law and court is respected. • No record of a student's use of the Counseling Center is made on a transcript, job placement file, or administrative file. • Information cannot be released without the student 's permission (the usual exception being cases of imminent harm and danger to the student or others).
  • 7. A referral may be made by… • Peer • Teacher • Parent • School nurse • Administrator • Outside Agencies or Individuals
  • 8. TYPES OF REFERRAL Self Referral • Any Participant or family member may call for information or arrange for confidential, short-term counseling to discuss a personal problem.
  • 9. TYPES OF REFERRAL Management Referral •The focus of counseling services will be on the job implications of the situation, however, and not on the personal nature of the problem.
  • 12. FOLLOW-UP Definition •A continuous monitoring program designed to evaluate the effectiveness of the intervention procedures in relation to student progress & adjustments •This service is undertaken as systematic evaluation of whether the guidance service in particular and the educational program in general have satisfied the needs of students.
  • 13. FOLLOW-UP Definition •refers to the formal and systematic monitoring of the individual progress of current students who have undergone academic advising, counseling, referral, placement, or any special intervention program. Returning students and those who are in academic probation are also monitored whenever needed
  • 14. FOLLOW-UP • An integral part of guidance services is the follow-up • It is concerned with what happens to students while in school or after they have left schools
  • 15. PURPOSE OF FOLLOW-UP 1. To ascertain the progress and status of students within the various classrooms, courses and curricular areas. 2. To gain data which may identify weakness in the various phases of the school progress. 3. To learn how former graduates are processing.
  • 16. PURPOSE OF FOLLOW-UP 4. To evaluate the effectiveness of the school’s placement activity. 5. To learn why pupils leave before graduation. 6. To discover grade levels at which most dropouts occur. 7. To obtain opinions concerning needed modification of the curriculum in the light of the experiences of former pupils.
  • 17. Techniques of Follow-up • Follow-up techniques includes interview, postcard-survey, or questionnaire • Each has its own advantages and disadvantages
  • 18. TOOLS USE IN FOLLOW-UP 1. Conducting surveys. 2. Use of telephone. 3. The use of follow up letters.
  • 19. IMPORTANCE OF FOLLOW-UP • Information obtained through follow-up techniques can be used for improving the curriculum stimulating better teaching, increasing the value of the guidance services and establishing better college and community relationships
  • 20. References http://www.apsu.edu/counseling/referrals http://prezi.com/3umjrztmdbyj/copy-of-copy-of/ http://www.slgahw.org/spd/index.html?uid=135 http://www.mauryk12.org/teachers_staff/MC PS%20SCHOOL%20COUNSELOR %20REFERRAL%20FORM.pdf
  • 21. References http://www.auf.edu.ph/modules.php? name=StudentLife&page=Guidance http://www.pnu.edu.ph/page/osass_guidanc e.php http://ssd.mmsu.edu.ph/gc.html http://www.bulsu.edu.ph/index.php? sel_side_subj=24 http://www.slideshare.net/mobile/erlisonlore nzognilla/the-guidance-servicesmatapineda