Case Manager - How do I alert school authorities and parents about an at-risk student?

Click on a case to open it in the right-hand panel. Once you’ve determined that a case warrants a notification, you can do so by clicking the Send Email option in the bar at the top of the right-hand panel.

In the panel that appears on the left, you'll be able to build your email alert and send it.

First, select whether School Representatives or Parents / Guardians should receive the email.

Under Contacts select the contacts you would like to send the email to.

Select a Risk Assessment ranging from low to extreme and Incident Type from their respective dropdowns.

To attach activities to the email, click Open history. From the panel that appears, you can see either flagged activity or all activity by clicking on the Flagged or Activities tabs. Use the blue “+” buttons to add that activity to the email. You can remove an activity from an email by clicking the “x” button.

You can add additional information in the Comments section.

Once your email is ready to send, click the Send email button.

If the situation is an emergency and you want to follow up with a call, click the Contact Details button in the bar at the top of the right-hand panel when viewing the case.

From the popup that appears, you'll be able to see all the relevant School and Parent/Guardian contacts so you can notify someone who can help the student.