ILTS School Psychologist (237) study materials
ILTS School Psychologist (237) study resources

Custody, Counseling Records, and a Subpoena

ILTS School Psychologist (237) · Put your knowledge to work in context.

All case studies

Custody, Counseling Records, and a Subpoena

A school psychologist has been counseling an 11-year-old, Priya, for anxiety during her parents' divorce. Priya's mother has joint legal custody and emails requesting the full counseling file and a summary of everything Priya has said about her father. The father has left a voicemail objecting to any release and saying he will hold the school responsible. The next day the district receives a subpoena from the father's attorney for all counseling records, notes, and test data for Priya. The district has no court order limiting either parent's rights. Priya has said she is worried about upsetting both parents and has asked the psychologist not to share her statements. The psychologist's notes include brief session summaries and one sentence about a disclosure that her father yelled at her during a visitation. The psychologist is a district employee, and the district uses an electronic records system.

1. How should the psychologist respond to the mother's request for the full counseling file and a summary of Priya's statements about her father?

Read the worked answer

Start with FERPA and custody. Education records, including counseling notes, are generally available to a parent unless a court order or state law limits rights. Joint legal custody usually means both parents can access records, but the district should verify the current custody order; one parent's objection does not automatically veto access if the other has legal custody. The psychologist should not informally summarize what Priya said about her father. Provide copies through the district's records process, redacting information about other students and any truly sole-possession notes that meet the narrow FERPA exception. If the notes are treatment notes, consult district legal counsel and state law. Notify the other parent as required by policy. Protect the therapeutic relationship by preparing Priya for the release and being transparent about limits.

2. How should the psychologist and district respond to the subpoena?

Read the worked answer

A subpoena is not a court order, but it requires a response. Do not ignore it and do not immediately send records. Contact district legal counsel and the records custodian. FERPA permits disclosure to comply with a judicial order or lawfully issued subpoena, but the district must make a reasonable effort to notify the parent in advance so the parent can seek a protective order, unless the order prohibits notice. Verify the subpoena's scope and whether it was properly served. Assert privilege if recognized by state law and directed by counsel. Release only records that are responsive and within the psychologist's custody; do not create new summaries or speculate. If counseling notes include information about the mother, the father, or other students, counsel should review redactions. Document all steps.

3. What should the psychologist do when Priya's teacher asks for details about the counseling sessions?

Read the worked answer

The teacher's request for counseling details should be declined. The teacher has a legitimate need for classroom strategies, but not for Priya's disclosures. With parental consent and Priya's assent, the psychologist can share a brief accommodation plan or behavioral recommendations: what to do, not the content of sessions. Explain the distinction, offer a consultation, and document it. If the teacher needs information to maintain safety, share only what is necessary under the need-to-know standard. Avoid casual hallway disclosures. This protects Priya's trust and reduces legal risk.