I work as a BCBA in the school system. This is the form we are using if a teacher or other support staff want to have us consult on a student. Initially, teachers tend to scoff at filling this all out, but it does two things: 1) it shows me how serious they are to needing/wanting input, and 2) gives them some ownership of the process, knowing that they aren't just passing the student off to us, that this is a collaborative effort. It also makes them mindful of what we will be discussing moving forward!
AND, once I tell them (and they do it and see) that it really only takes 5-10 minutes to fill out, they generally give a "thumbs up." As well as our awesome intervention moving forward. Enjoy!
This is in Google Forms and Google Docs format.