📌 HiCap Referrals: Educators/Plan Managers (Connect)

Students can be referred in two ways:

• Individually, by someone filing out a referral form.
• In a group, based on their assessment scores.

Fill Out a HiCap Referral (Educator Only)

1. Start under Referrals in the left navigation menu and choose Referral Form.

2. Click the magnifying glass in the Student field, then select the checkbox for the student you want to refer.
3. The Relationship to Student field is pre-populated.
4. Enter any reasons for the Referral in the Recommendation Reason field.
5. Fill in any more information you would like considered for this student in the Constraining Factors field.
6. Click Save.
7. Referrals may be found under My Referrals in the left navigation menu.

 View My Referrals (Educator Only)

1. Start under Referrals in the left navigation menu and choose My Referrals.
2. You will see a list of students you previously referred to the Highly Capable program.
3. Use the filter search fields at the top of each column to filter the results displayed.

Validate Public Referrals (Plan Manager Only)

1. Start under Referrals in the left navigation menu and choose Public Referrals. 
2. You will see a data table of all referrals submitted via the public referral form that have not yet been validated. 

3. Click the Row Action Gear for the student you want to verify, then choose Validate Referral. 
   • In the resulting form, click the magnifying glass in the Student field, then select the checkbox for the Student to whom this Referral was made. 
   • Verify the Birth Date, Grade Level, and School to make sure you have selected the correct student.  
   • Make any edits to the Referral Recommendations or Constraining Factors fields.
   • Click Save. 

4. The validated record will no longer appear in the list by default but will now be included in the Referred Students Data Table. To view validated referrals, set the Validated Column filter to Yes. 
5. Use the Row Action Gear and choose Dismiss Referral to delete duplicate or unnecessary referrals and their associated data.

Manage Referred Student 

1. Start under Referrals in the left navigation menu and choose Referred Students.

2. You will see a data table of all students referred for participation in the Highly Capable Program. 
3. Click on any column filter field or use the other filter tools to search or narrow the list.
4. Click the Student Name icon in the Student column to view the student’s dashboard.
5. Click Manage Referral in the Manage column of any student to open the Manage Highly Capable Referred Student page with several subpages (tabs) across the top. 

6. Click the Row Actions Gear and choose Create Highly Capable Student Learning Plan to create a plan for the student. 
7. Actions can also be updated for a group of students simultaneously.  
   • Select one or more students by clicking the checkbox to the far left or the top checkbox to select all.
   • Click the Selection Gear at the top left and choose one of the following:

Manage Program Status

1. Start under Referrals in the left navigation menu and choose Referred Students. 

2. Click on any corresponding Program Status column cell in the table to update each student's status. (Recommended for Qualifier, Parent Permission to Assess, Recommended to Committee, Enrollment Recommendation, Parent Accepted, or Plan)
   • Hover your mouse over a cell near the left side until a pointer hand appears.  
   • Click once to change the field to Yes.  
   • Click a second time to change it to No.  
   • Click a third time to return the field to Null.  
3. Statuses can also be updated en masse.  
   • Click on any column filter field or use the other filter tools to search or narrow the list.
   • Click the checkbox at the far left for one or more students, or select the checkbox at the top of the table to choose all students.
   • Next, click the Selected Gear at the top left to select the status you want to update.  

Generate Documents for Referred Students 

1. Start under Referrals in the left navigation menu and choose Referred Students. 

2. Click on any column filter field or use the other filter tools to search or narrow the list. 
3. Click the checkbox at the far left for one or more students, or select the checkbox at the top of the table to choose all students.
4. Use the Selected Gear in the top left to choose the document you want to generate. Default documents include:

5. You will receive a pop-up notification when the file is ready to download. 

Manage a Referral  

1. Start under Referrals in the left navigation menu and choose Referred Students.
2. You will see a data table of all the students referred for participation in the Highly Cap Program. 
3. Click on any column filter field or use the other filter tools to search or narrow the list. 

4. Click Manage Referral in the Manage column for that student.  
   • A modal will open with tabs across the top. You will default to the Detail tab.
   • Scroll down to the How Referred field. Click the magnifying glass in the field, then select the state-defined option that best describes how this student was referred.  
   • Fill in any additional information in the Notes field directly below it. 
   • Click Save.

5. Select the Referrals tab, where you will see a table of all referrals that have been submitted for this student.    
   • Click the Add Record button in the top right to enter an additional referral record for this student. 

• Fill in the Referral Notes, Recommendation Reason, and Constraining Factors fields.
• Click Save.

• Use the Row Action Gear to edit or delete the entry for any record.  

6. The remaining four tabs, Assessment Scores, Parent Interest Inventories, Educator Interest Inventories, and Additional Services, surface read-only information about the student that may be useful when considering whether they are a good candidate for Highly Capable services.  

Manage Monitored Students 

Here, you will learn how to manage monitored students referred for Hi-Cap services but not selected for placement. Students can be monitored until the following year, when they can be removed or considered again.  

1. Start by selecting Referrals in the left navigation menu, then choose Monitored Students. 

2. A data table will display all students who have been identified for monitoring.  
3. To manage the details referenced, click a student's name in the Student column. 
4. Click the Row Action Gear and select Delete to remove a student from the Monitored Student table.
   • When asked to confirm the deletion, click Yes.
5. Students can be referred for consideration again when the monitoring period is complete.  
   • Click the checkbox for one or more students at the far left of the table, or select the checkbox at the top to select all students.
   • Use the Selected Rows Action Gear at the top left to choose to Refer Selected Students.
     • The students will be moved to the referred students table for the current year and no longer appear on the Monitored Students list.
     • Select Delete to remove the selected student(s) entirely from the monitored list.

• HiCap Referrals_ Educator_Plan Manager (Connect).pdf800 KB