The Case Management module provides users with a "digital file box" that holds interactions between staff and students who may require additional services.  These "interactions" may include:

• Making referrals
• Scheduling meetings
• Recording meeting notes
• Assigning tasks to staff members
• Tracking student progress
• Tracking service delivery requirements
• Reviewing past and current decisions

Case Management begins with opening a case.  Users can view the Case Management Dashboard and manage student information on an Individual Student Case.

• Assigning Case Statuses, Tiers, Priority, Progress Indicators and Focus Areas
  • These items require set up in the Case Management Dictionary
• Scheduling student meetings
• Recording meeting notes
• Taking attendance of those present in the meeting
• Assigning, Viewing and Completing Tasks
• Reviewing past and current decisions
• Uploading documents