Support for Chapter 5

The Process of Screening and Surveillance: Step-by-Step

Chapter 5 describes how to comply with American Academy of Pediatrics’ policies on detecting and addressing developmental-behavioral delays and disabilities (including autism spectrum disorders and mental health problems) and how to provide a true medical home. Although AAP policies can appear mind-bogglingly complex and time-consuming, in fact the tasks of surveillance and screening can be accomplished efficiently and within the time-constraints of short preventive service visits. How? By staggering the many tasks across the well-visit schedule.

Included on this page are helpful downloadable tools (all of which come with permission to adapt or program for electronic records) and links:

  1. Websites with parenting information and referral options (from which you can find local services)

  2. Consent forms you can ask parents to sign so that referral services can share their findings with your practice. The first consent form is a simple agreement to share information (that may need negotiation with referral services). The second consent form was established between practices and one state's IDEA programs in order to comply with both HIPAA and FERPA requirements regarding personally identifying information.

  3. A longitudinal problem/process checklist showing when different screening/surveillance tasks need to be performed. This chart is also helpful for documenting your efforts to comply with AAP policy by placing a copy in each child’s chart and updating as you go.

  4. Well-visit forms for each encounter that identify  which tasks are needed at each age.

Referral Resources: Commonly Needed Services

American Academy of Pediatrics: Find a Pediatrician to locate developmental-behavioral, neurodevelopmental, general and other subspecialty pediatricians.

For after school/tutoring programs, check with the child's school of zone, visit the websites of the Boys and Girls Club and the YWCA

For locating state, regional and local Early Intervention programs under the Individuals with Disabilities Education Act, and testing services for young children with suspected or known disabilities go to the IDEA website

Click on these links to find local Early Head Start and Head Start programs.

Click here for help locating mental health services.

For help locating parent training programs see Parents As Teachers and the YWCA.

These links help locate quality preschool and day care programs.

For locating special education services for school age children, call the school psychologist or speech-language pathologist in the child's school of zone.

Follow this link to find social services including help with domestic violence, child abuse and neglect, adoption, state, and local services, etc.