Our Toolkits

Members can access all of the toolkits listed below for free at the Member Resources webpage and can order print copies of some toolkits here.

Not yet a member? Become a member now. Non-members can also click here to request toolkits for a suggested donation of $35 each.

HIPAA or FERPA? A Primer on School Health Information Sharing in California

This toolkit is a resource guide on navigating the complex interactions of HIPAA and FERPA in school health programs, including SBHCs, school-based mental health programs, school nursing services, and other types of health services delivered on school campuses. This toolkit was developed for us by the National Center for Youth Law. It includes a summary of HIPAA and FERPA, guidelines for determining whether a school health program is subject to HIPAA or FERPA, and detailed information on disclosing and exchanging information under HIPAA and FERPA. The toolkit also includes sample consent and release of information forms and related instructions for school health programs. Note that forms are provided for reference purposes only. The toolkit was updated in 2018.

The A California Guide for Sharing Student Health and Education Information webpage was created from the HIPAA or FERPA? Toolkit. This webpage provides an overview of the laws that relate to sharing student/patient information (HIPAA, FERPA, and California State Law), as well as best practices and resource materials for schools and health providers.

Public Funding for School-Based Mental Health Programs

This guide is intended to identify and explain the public mental health funding streams in California that can support the full continuum of school-based mental health services. It should also help illustrate how schools can best leverage public mental health funding streams and community partnerships to maximize existing resources.

Third Party Billing: A Manual for California’s School Health Centers

This manual is intended to help increase billing revenue and strengthen sustainability and to aid those starting a SBHC in understanding potential sources of revenue. It provides tips on how to develop/improve billing practices and effectively submit billing claims. The manual covers billing for primary care services, reproductive health services, and services provided by school districts. Sample forms and effective practices for billing within the managed care system are also provided. The manual was developed in partnership with LA Care Health Plan.

This brief guide on maximizing third-party billing, covers best practices for the Child Health and Disability Prevention Program (CHDP), FamilyPACT Program, Medi-Cal Managed Care, and Minor Consent Medi-Cal.

How School-Based Health Centers Can Support School Staff Wellnes

School-based health centers have an opportunity to lead staff wellness initiatives that create a culture of health and wellness, build strong partnerships with school sites, and increase clinic utilization. This guide has low cost, easy to implement examples that school-based health centers can help schools to implement. Download the guide here.

Schoolwide Screenings: Best Practices for School-Based Health Centers

This guide is designed to help school-based health centers (SBHCs) implement a schoolwide or grade-level screening. Two case studies illustrate the experiences of SBHCs that have implemented effective and sustainable screenings. SBHCs can use a sample workflow and sample forms to help design their own schoolwide screening event. Download the guide here.

Asthma Environmental Intervention Guide for School-Based Health Centers

This guide is written in partnership with Regional Asthma Management & Prevention (RAMP) describes the relationship between asthma and a number of environmental asthma triggers and shares scientific evidence that SBHCs can cite when educating others on the need to address environmental asthma triggers. It includes strategies and interventions that SBHC staff can lead or support. Download the guide here.

Documenting the Link Between School-Based Health Centers & Academic Success

A large body of evidence supports a connection between students’ health status and academic performance. This guide provides strategies that school-based health center partners can use to document the links between their health care efforts and academic indicators. These strategies are presented in order from low-cost methods that are easy to implement to more costly, labor-intensive methods. Download the guide here.

Connecting Students to Mental Health Services
Creative Collaborations, Funding, & Evidence-Based Practices

This toolkit – written in partnership with Fight Crime: Invest in Kids California – explores the ways in which seven counties are working collaboratively to provide school-linked mental health services, share financial resources to pay for these services, and address local issues such as truancy or recidivism by increasing access to mental health services for students. Download the toolkit here.

AB 2706: Schools Connecting Families to Health Coverage

Beginning in the 2015–2016 school year, California public schools will be required under AB 2706 to provide information to families about their health coverage opportunities and enrollment assistance. See our AB 2706 toolkit.

Key Performance Measures for School-Based Health Centers

This resource details recommended measures for strong school-based health center operations, high-quality care, healthy behaviors, and positive health outcomes. SBHCs can use it to assist them in demonstrating value to a range of audiences,  improving performance, and sustaining operations. Download the resource here.

California’s Local Control Funding Formula:
Maximizing the New School Funding Formula to Expand Health Supports

This toolkit provides guidance on advocating for funding around school-based health programs that support student engagement and school climate. Download the toolkit here.

Ready, Set, Success! How to Maximize the Impact of School Health Centers on Student Achievement

This toolkit covers four strategies that SBHCs can use to maximize their impact on student learning: establishing and maintaining close relationships with school administration; providing active teacher support; identifying and intervening with chronically absent students; and addressing behavior problems and fostering positive school climate. The toolkit includes tips, resources, and case studies.

Members’ Only Toolkits

Youth Health Worker & Learn, Meet, Practice Curricula

To strengthen the role of school-based health centers (SBHCs) in addressing the need for a diverse health workforce, the California School-Based Health Alliance (CSHA) created the Youth Health Worker and Learn, Meet, Practice Curricula for SBHCs to utilize in their youth development programming. The curricula includes two sections. The first, the Youth Health Worker curriculum, focuses on empowering students to advocate for the health needs of their peers through training them in public health concepts and SBHC best practices. The second, the Learn, Meet Practice curriculum, exposes students to a variety of health careers available to them through the health professionals at their school-based health center.

H.E.L.P. (Healthy Eating, Learning, and Playing) at School Toolkit

This multimedia toolkit focuses on the importance of collaboration between clinicians, SBHC staff, school staff, families, and the community in combating childhood obesity. It highlights the need to incorporate nutrition and fitness promotion at all levels, including in clinical exam rooms, SBHCs, classrooms, and the broader school, home, and community. This toolkit contains resources, helpful hints, and case studies designed for various stakeholders, and it incorporates photos, videos, and online resources. See the H.E.L.P. Toolkit index for further information on contents.

From Vision to Reality: How to Build a School Health Center from the Ground Up

This toolkit on starting an SBHC is a comprehensive resource for anyone seeking to expand health services for students. We hope that it will grow initial sparks of interest into full-fledged SBHCs, regardless of whether it is a school nurse, community clinic, school administrator, or mental health provider who spearheads the process! This toolkit covers many issues commonly of interest to those starting an SBHC, including community planning, youth engagement, health center structure and staffing, funding, SBHC licensing and regulations in California, operations, facilities, and evaluation. It also contains sample job descriptions, clinic floor plans, consent forms, surveys and other resources that will help make your vision a reality! Browse the Table of Contents.

Parent Engagement Toolkit

Our Parent Engagement Toolkit is a two-part technical assistance tool that includes resources such as fun staff development activities, self-assessment quizzes, best-practice case studies, interviews with leaders in parent engagement, and tips for creative parent engagement techniques. The toolkit is written specifically for school health center directors and staff, and is designed to challenge, inspire, and connect school health centers looking to improve their connection with families and community.

Peer Health Insurance Rights & Education (PHIRE) : Curriculum for Educating Youth About Health Insurance

Contact us to learn more about this resource for starting a youth peer health insurance education program at your school.

Fundraiser-in-a-Box: A Step-by-Step Guide to Holding a Fundraiser for Your School-Based Health Center

We’re excited to begin piloting our brand new guide to holding a school-based health center fundraiser. This guide includes everything you need to hold an effective fundraising event: from how to recruit volunteers to letters to get local businesses to sponsor you event. The Fundraiser-in-a-Box takes you step by step through the process of organizing, holding, and following up a successful fundraiser. Contact us to learn more about this resource.