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Referrals are a way to draw attention to a student who might be at risk for a variety of reasons, such as losing financial aid, needing tutoring, or intending to withdraw from the institution.

A Case is an electronic case file where staff across departments (e.g., financial aid, career advising, tutoring, counseling) can coordinate and collaborate on the follow-up with the student. Cases create a formalized next step for action or intervention on the issued Referrals, should that be needed.

Triage of Referrals

We strongly believe in the benefits of having Referrals to generate Cases. Doing this provides the following benefits:

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