Webinar Recording
Breaking the Over-Referral Cycle:
A Conversation with Dr. Sam Ortiz
March 4, 2026
Dr. Sam Ortiz
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Why does over-referral happen, and how can we prevent it?
In this live session, Dr. Sam Ortiz explores how school psychologists and SLPs can work more effectively with pre-referral teams to address student needs earlier in the process. You'll learn practical strategies to monitor progress without formal testing, reduce over-referral rates, and protect your time for the students who truly need comprehensive evaluations.
In this webinar, you’ll learn:
- Common reasons students get over-referred and how to address them upstream
- Practical ways to collaborate with pre-referral teams and classroom teachers
- How reducing unnecessary evaluations impacts burnout, workload, and service equity
- Tools and frameworks to monitor student progress outside the evaluation process
Fill out the form to the left to access the full recording and learn how to break the cycle in your district
Meet the speaker
Meet the speaker:
Dr. Samuel O. Ortiz
Chief Clinical Officer, Marker Learning
Dr. Ortiz oversees protocol development to enhance our clinical quality with the latest evidence-based innovations. His extensive involvement with the Buros Center for Testing and other prestigious organizations has been pivotal in developing best practices and guidelines that eliminate bias and promote inclusivity.
