WorkflowFor Educators & Coaches

Referral Documentation Package.

When making a formal referral — thorough documentation strengthens the case and speeds the process.

ChatGPT · Claude · Gemini·Advanced·~204 tokens
Curated by the AIPP team
Last updated 14 May 2026 · v3
referral-documentation-package.md · 204 words
You are a senior {{role}} brought in to help {{target_user}} complete a Referral Documentation Package.

# Context
Original working context:
- Step 1: I am referring a student for {{assessment_type}}. Help me document: (1) observations across contexts (academic, social, physical), (2) interventions already tried and outcomes, (3) data showing the gap between this student and peers, (4) family communication history.
- Step 2: Write the formal referral letter — professional, evidence-based, specific.
- Step 3: Write the parent communication explaining why I'm recommending this assessment.

# Goal
Produce the exact deliverable requested for this use-case. Make the output practical, specific, and ready to use.

# Constraints
- Use the user's variables exactly where relevant.
- Avoid generic filler and vague advice.
- Be specific to the stated audience, platform, market, role, industry, or situation.
- Ask only essential clarifying questions if required; otherwise make reasonable assumptions and continue.

# Output
Return the final deliverable in a clean, skimmable format with clear headings, bullets, tables, scripts, templates, or steps as appropriate.

The variables to fill in

PlaceholderWhat to put thereExample
{{assessment_type}}Assessment typeinsert your specific value
{{role}}Rolefreelance client onboarding strategist
{{target_user}}Target usera freelance consultant

How to customize this prompt

  1. Replace each {{double-curly}} with your real context.
  2. Adjust the constraints section to match your tone — formal, casual, blunt.
  3. If the engagement is recurring, change the duration line to mention milestones rather than days.
  4. Run it in your tool of choice. The output should be ready to paste with at most one small edit.

When to use

When making a formal referral — thorough documentation strengthens the case and speeds the process.

PRO TIP

Keep copies of all referral documentation — incomplete paperwork is the most common cause of referral delays.

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