Model Integration and Configuration for School Mental Health Screening and Referrals: Draft Materials and Hand Over Responsibilities

Student Mental Health: review model setup for material handover. Check source versions, input mappings and the values received by downstream nodes.

What this category's data looks like

This page addresses the scenario of mental health screening and referral in primary and secondary schools. The materials include three types: screening plans, interview records, and referral forms. A screening plan contains the screening target scope, tool name, implementation date, and signature of the person in charge; an interview record contains the interviewee, time, key points, and signature of the interviewer; a referral form contains the referred person's information, reason for referral, receiving party, receipt, and signatures of both parties. The material source is the daily records of school psychology teachers and homeroom teachers, and the update cadence rolls forward with screening batches and case progress. The field characteristic is that the name, quantity, and date of the same record must remain consistent across the three types of materials, and versions and signature receipts must be synchronized. When materials enter the model access and configuration function, the screening plan and interview records serve as retrieval sources for the dialogue and retrieval steps to call; the referral form serves as the output target for drafting and handover, with drafts generated by the dialogue and retrieval steps; the model channel configuration is only responsible for model binding relationships and channel responses, and does not participate in the generation of material content or permission determination.

Configuration and implementation checks

This step is executed by the server-side model channel configuration, which outputs model binding relationships and channel responses. "Signable material drafts and handover records" are then completed by subsequent AI nodes, code nodes, or manual work. Models are divided into five types: language, indexing, reranking, speech synthesis, and speech recognition. Different steps bind different model types, and the retrieval step needs to bind an indexing model and a reranking model.

ObjectCheckVerification action
Mental health screening planFields complete: screening target, tool name, implementation date, and signature of the person in charge are checked item by item; the name and date of the same record are consistent in the interview record and referral formDraft a screening plan according to the template, check the name, quantity, and date against the interview record and referral form, and intercept if a signature or receipt is missing
Interview recordDate and signature: the interview time and interviewer signature are complete, do not conflict with the implementation date of the screening plan, and the version number is synchronized with the referral formCheck that the name and quantity of the referred person are consistent between the interview record and the referral form, check whether the version and date are synchronized, and return for supplementation if any item is missing
Referral formHandover elements: the receiving party, receipt, and signatures of both parties are complete; the reason for referral corresponds to the key points of the interview record; the date is consistent with the screening batchComplete one handover and sign-off, check the receipt and signatures, and check whether the name, quantity, and date of the same record match in the two materials
Model binding relationshipModel type corresponds to the step: the model types bound in the dialogue and retrieval steps are consistent with the documentation annotationsCheck the type annotations in the model configuration, compare them with the model name returned by the channel, and check the configuration items maxContext, maxTokens, quoteMaxToken, and toolChoice

Three common errors

  • Symptom: the name and quantity of the same referred person do not match between the screening plan and the referral form. Cause: during drafting, items were not checked one by one according to the template, and the two materials were filled in separately without cross-comparison.
  • Symptom: the interview record has been updated, but the referral form is still an old version, and the date and signature are not synchronized. Cause: the version was not synchronized, and the version number and signing date were not checked before handover.
  • Symptom: the referral form lacks the receiving party's receipt or signature, and the handover is returned. Cause: during the handover step, missing items were not checked according to the template, and missing items were not intercepted before entering the next step.

How to verify the setup

This function's acceptance: run one dialogue and one retrieval, check that the model identifier in the response is consistent with the name listed in the documentation, and check the configuration items maxContext, maxTokens, quoteMaxToken, and toolChoice; if a citation limit is involved, check the tokens of the cited text, record the number of array items separately, and do not compare the number of citations with quoteMaxToken for equality.

Business test: draft one according to the template and complete one handover, and see whether missing items are intercepted.

  • In the model configuration, check that the model type annotations correspond to the step to be used, compare the model identifier against the model name returned by the channel, and check the channel configuration and key source.
  • Check the fields, dates, and signatures item by item according to the mental health screening plan, interview record, and referral form templates, cross-compare the name, quantity, and date of the same record in the two materials, and check whether the version and receipt are synchronized.