Best for
Schools, agencies, and community systems
Schools and agencies
Connect systems without exposing private records.
School, agency, and community partners can call to discuss general fit, location, and next-step process before sending student, client, or case information.
Start with
Program question, geography, and secure-sharing needs
Avoid sending
Student or client records by ordinary email
Safe next steps
- 01
Identify the organization and the general program question.
- 02
Confirm whether the public location, age range, and service pathway are directionally appropriate before preparing records.
- 03
Ask for the approved secure transfer process and authorization expectations before sharing any private information.
Helpful details to have ready
- Organization or district name
- General referral question or program need
- Relevant public location or geography
- Questions about workflow, coordination, or secure exchange
Do not send through ordinary email
- Student records, IEP documents, or case files
- Behavioral incident summaries with identifying details
- Client-specific agency records
- Any attachment containing private educational or health information before an approved secure process is confirmed