Family Records Index

One page that tells you where everything is — when you need it fast.
FREE
When a crisis hits, an evaluation comes back, or a meeting gets scheduled with 48 hours notice, you don't have time to dig. Fill this out once. Update it when things change. Keep it at the front of your folder.
EDUCATION RECORDS
DocumentDateLocation / FileNotes
Current IEP or 504 Plan
Most recent evaluation report
Progress reports (latest)
Report cards (current year)
Behavior Intervention Plan (BIP)
Prior Written Notices received
MEDICAL & THERAPY RECORDS
DocumentDateProviderNotes
Diagnosis letter or report
Private evaluation(s)
Therapy progress notes
Medication list (if applicable)
Doctor letters for accommodations
COMMUNICATION & LEGAL
DocumentDateLocation / FileNotes
Written requests sent to school
School responses received
Meeting notices
Consent forms signed
Complaint or due process filings
RECORDS I STILL NEED TO REQUEST
Document: _______________________ Request sent on: _____________
Document: _______________________ Request sent on: _____________
Document: _______________________ Request sent on: _____________
Need help figuring out what to request? Talk to Chris — free, 24/7. advocatenotadversary.net