Case management
One case. Every step.
Keep screeners, full assessments, safety plans, reassessments, re-entry, signatures, follow-up and administrative review connected under one student case.
Unified cases
Every form started for one student concern joins a single case, so the screener, full assessment, safety plan and re-entry work stay together instead of living as separate documents.
Triggered workflows
Answers can require another form. Those triggered actions are created automatically and sequenced before the case moves on.
Post-Form actions
After an assessment is submitted, configured next steps — a safety plan, a reassessment, a re-entry meeting — are added to the same case.
Student history
Cases roll up to the student profile, so a team can see prior concerns, prior plans and prior outcomes before they start.
Case statuses
A case shows plainly whether it is in progress, awaiting signatures, awaiting administrative review, or waiting on follow-up.
Closure logic
A case closes only when the required signatures, approval and follow-up are complete — nothing quietly falls off the list.