What Is a Records Review?

If your child has an IEP or 504 plan, a records review is one of the smartest steps you can take to understand their educational journey. It’s a deep dive into your child’s school records — including IEPs, progress reports, evaluations, and meeting notes — to get the full picture of what’s working and what’s not.

What a Records Review Really Is

Think of it as a deep dive into your child’s story on paper. During a records review, we go through every document — IEPs, evaluations, data, and meeting notes — to figure out:

  • Where your child is making progress

  • Where gaps or inconsistencies might be hiding

  • Whether their goals and services actually match their needs

  • What questions or concerns you should bring to the table at your next meeting

Why Parents Love This Step

A records review isn’t just paperwork — it’s clarity. It helps you:

  • Feel prepared and confident for IEP meetings

  • Spot things you may have missed in the day-to-day rush

  • Have a clear action plan for next steps

  • Save time and stress by knowing exactly where to focus your energy

At Charm City Speech, we often start with a records review because it lays the groundwork for everything that comes next. When you understand the full picture, you can advocate more effectively — and make sure your child gets the support they truly need.


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What to Expect During Your First Speech Therapy Evaluation

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What Is a Speech Screening — And Why It Matters