TABLE OF CONTENTS

• Overview
• Key Benefits
• Creating an Attendance Referral
  • Selecting a Referral Reason
• Referral Tasks
  • Common Referral Tasks
  • Additional Referral Task Options
• Intake Tasks
• Court Document Tasks
• Therapy and Outcome Tasks
  • Optional Outcome Tasks
• Case Notes
• Participant Referral Overview
• Entering Referral Outcomes
• Episode of Care
• External Referral Tracking
• Reporting and Monitoring
• Customization Options
• Next Steps

Overview

The bhworks Attendance Referral Module helps K-12 schools identify, document, track, and manage students experiencing attendance concerns, chronic absenteeism, truancy, or educational neglect.

This module expands existing student support services by providing a structured workflow for attendance-related referrals, interventions, outcomes tracking, and case management.

Key Benefits

• Track attendance-related referrals from initiation through resolution

• Monitor referral outcomes and service engagement

• Manage attendance intervention plans and documentation

• Support truancy and educational neglect processes

• Generate individual and population-level reports

• Coordinate services across school staff and community partners

• Document case management activities and progress monitoring

Creating an Attendance Referral

School staff can create an attendance referral using the same referral workflow already available within bhworks.

Steps

1. Log in to bhworks.

2. Create a new referral.

3. Select the appropriate program from the Referral To dropdown.

4. Complete the referral information.

5. Assign the referral to the appropriate attendance staff.

Selecting a Referral Reason

When creating the referral, staff must identify the reason for the attendance concern.

Available Referral Reasons

• Truancy

• Educational Neglect

General Guidance

• Educational Neglect is typically selected for students in Kindergarten through Grade 5

• Truancy is typically selected for students in Grades 6 through 12

Referral Tasks

After a referral is created, assigned referral tasks become available for completion.

These tasks collect important information needed to assess attendance concerns and determine appropriate interventions.

Common Referral Tasks

• Referral Form

• Social Determinants Questionnaire

• Brief Attendance Barrier Screening

• Attendance Plan

Important Notes

• Tasks are fully customizable

• Forms can be added, modified, or removed based on district requirements

• Existing paper forms may be converted into electronic forms within bhworks

Additional Referral Task Options

Organizations may choose to include additional assessments and forms.

Examples

• Attendance Plan

• Student Attendance Plan

• Barriers to Attendance (Student)

• Barriers to Attendance (Parent)

• Behavioral Health Screen (Ages 6–14)

• Behavioral Health Screen (Ages 12–24)

• PHQ-Adolescent Assessment

• Discharge Summary

Intake Tasks

Attendance intake staff can complete intake-specific activities using the Truancy/Educational Neglect Intake Tasks section.

Common Uses

• Collect intake information

• Review referral documentation

• Complete required assessments

• Prepare students for service engagement

Court Document Tasks

For students involved in formal truancy or educational neglect proceedings, court-related documentation can be completed within bhworks.

Common Court Documents

Attendance Court Report

Provides updates regarding:

• Attendance status

• Interventions provided

• Progress made

• Current case information

Attendance Court Summary

Documents:

• Judges

• Attorneys

• Hearing dates

• Court outcomes

• Case notes

Court Petition

• Upload copies of filed petitions

• Maintain court records within the student file

Therapy and Outcome Tasks

This section helps attendance staff document interventions, progress, and referral outcomes.

Attendance Plan

Used to:

• Set attendance goals

• Define interventions

• Document action steps

• Track progress

Referral Outcome Form

Used to record final referral outcomes.

Common Outcomes

• Case Closed

• Monitored by Attendance Officer

• Petitioned to Court

• Dismissed by Court

• Pending Court Outcome

• Student Returned and Re-Engaged in School

Optional Outcome Tasks

Additional outcome-related tasks can be assigned as needed.

Examples

Discharge Summary

Documents:

• Short-term goals achieved

• Long-term goals achieved

• Resources provided

• Ongoing support recommendations

Additional Attendance Referral Outcomes

Allows staff to document multiple outcome updates throughout the case.

Case Notes

Case Notes allow attendance staff to document services, interactions, and case management activities.

Case Notes Can Include

• Parent contacts

• Student meetings

• Home visits

• Care coordination activities

• Attendance interventions

• Service delivery documentation

Features

Program Selection

Document services across multiple programs.

Service Tracking

Record:

• Billable services (when applicable)

• Non-billable services

• Attendance support activities

Participant Referral Overview

The Incoming Referrals tab provides a complete history of attendance referrals for a student.

Staff Can View

• Number of referrals

• Referral dates

• Program assigned

• Referral status

• Referral outcomes

Entering Referral Outcomes

Staff must indicate whether the student moved forward into attendance services.

If the Student Did NOT Start Services

Select:

Started Services = No

Then choose the appropriate reason, such as:

• Unable to contact family

• Family declined services

• Student transferred

• Other documented reason

If the Student Started Services

Select:

Started Services = Yes

Then enter:

• Service start date

• Additional required service information

Selecting Yes documents that the student has moved forward in the attendance intervention process.

Episode of Care

An Episode of Care tracks a student's active participation in attendance services.

Benefits

• Track current attendance service involvement

• Maintain historical attendance records

• Support students with multiple attendance interventions over time

• Monitor re-engagement efforts

External Referral Tracking

Students may require support from outside agencies in addition to school-based attendance services.

bhworks allows staff to create and track external referrals.

Before Creating an External Referral

Obtain a signed:

• Release of Information (ROI)

External Referral Features

• Send referral notifications to outside agencies

• Track referral status

• Document multiple external referrals

• Maintain referral history

Creating an External Referral

1. Navigate to the Outgoing tab.

2. Select New Referral.

3. Choose the external agency.

4. Select the referral reason.

5. Submit the referral.

Reporting and Monitoring

The Attendance Referral Module supports reporting at both the student and population levels.

Available Reporting Metrics

• Total referrals

• Referrals by school

• Referral outcomes

• Attendance interventions

• Service utilization

• Student progress tracking

• Attendance program effectiveness

Customization Options

The Attendance Referral Module can be tailored to meet your organization's specific needs.

Customizable Features

• Referral forms

• Intake forms

• Court documentation

• Attendance plans

• Outcome forms

• Assessments and screenings

• Task lists

• Service categories

• Reporting requirements

Next Steps

If your organization is interested in implementing the Attendance Referral Module, contact your project lead to discuss:

• Implementation timeline

• Configuration options

• Training requirements

• Pricing and licensing

The bhworks team will work with your organization to ensure the module aligns with your attendance processes and documentation requirements.