Student Case Management Process

Streamline student success with our automated Student Case Management Process. Optimize tracking, improve intervention accuracy, and ensure seamless follow-ups with a structured workflow designed to manage student records, monitor progress, and drive positive academic outcomes through efficient, data-driven case handling.

Inicio
1. Retrieve Student Profile
2. Fetch Incident History
3. Calculate Attendance Rate
4. Determine Risk Score
5. Create Case File
6. Assign Case Officer
7. Schedule Parent Meeting
8. Notify Guardian
9. Update Case Status
10. Conduct Interview
11. Log Interview Notes
12. Summarize Intervention Costs
13. Finalize Intervention Plan
14. Urgent Alert SMS
15. Case Review & Closure
16. Close Case
17. Generate Monthly Case Summary
Fin

Inicio del flujo de trabajo/proceso.

Fetch the primary student record and associated demographic data from the Student Data Model.

Retrieve all past disciplinary or academic incident entries linked to the student.

Aggregate attendance entries to calculate the percentage of days present vs. absent.

Execute a formula based on attendance rate, incident frequency, and GPA to assign a risk level (Low, Medium, High).

Generate a new entry in the Case Management data model to track the current investigation/management period.

Create a task for the assigned Counselor to review the student's profile and risk score.

Create a task for the Administrative Assistant to coordinate a meeting between the school and parents.

Send an automated email to the student's registered guardian regarding the new case opening.

Update the status of the Case File entry to 'In Progress' once the counselor accepts the task.

Create a task for the Case Officer to perform a one-on-one interview with the student.

Create a new entry in the Meeting Notes data model containing the details of the interview.

Aggregate costs of any resources or external specialists used during the case management process.

Update the Case File entry with the finalized, agreed-upon action plan.

Send a short SMS notification to the student's primary contact if the risk score exceeds a critical threshold.

Create a task for the Department Head to review the case outcome and approve closure.

Update the Case File entry status to 'Closed' upon approval.

Create a periodic report summarizing all closed cases and their outcomes for the school administration.

Fin del flujo de trabajo/proceso.

Gestión de Casos

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Demostración de la Solución de Gestión de Casos

¡Optimice su gestión de casos y mejore los resultados! ChecklistGuro centraliza los detalles de los casos, las tareas y la comunicación. Mejore la eficiencia, garantice el cumplimiento y ofrezca un servicio excepcional. Administre todo con nuestro Work OS.

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