Helping your advice team do more for members
Student Case Manager
Helping your advice team do more for members

Provide effective advice and advocacy services for your members 

Student Case Manager provides flexible case management resources to manage your student enquiries about funding, debt and benefits, disability issues, immigration advice, accommodation, health and well-being.

Student Case Manager can be used as a secure, standalone facility or can be implemented as part of a complete MSL solution for managing all of your students' interactions with your advice and advocacy services.

Features
  • Integration
  • Privacy & security
  • Client records
  • Workflow
  • Case & time recording
  • Dashboards
  • Reporting

Integration

Integration

Integrate with University student data or allow your advice centre team to create a new database from their own interactions.

For clients using the MSL System®, the MSL Look Up utilises your University student data stored within the MSL System and displays a client’s details if available, or the option to create a new record.

Details taken by the advice centre are not shared back into that database to ensure sensitive data is not made available elsewhere.

Privacy & security

Privacy & security

Administrators control security of their advice centre data by user, role, team and organisation and have access to an audit log of all record access and actions taken within the system.

Separate, autonomous teams can be set up within the system to ensure that sensitive client or team data isn't shared through dashboards or reports.

Different levels of permissions for users and managers can be set to meet your organisational policies.

Client records

Client records

Record or update student details as they come in through any of your communication channels including email, telephone, mail and face to face.

Set up custom fields to control how client details are recorded and set up relationships between clients, e.g. partners, children, carers, house mates.

Workflow

Workflow

Student Case Manager makes use of three case states - New Enquiry, In Progress and Closed - and case reminders can be set which are triggered as a case changes state.

Case reminders reduce errors or forgotten tasks and can be set to prompt another team member for their input.

  • Set up and define reminders and tasks for individuals or the entire team
  • Employ rule-based actions at different stages of a case
  • Set up automatic and manual selection of actions
  • Quickly identify case status and position in the workflow

Case & time recording

Case and time recording

Record the details of cases and define custom fields to control how case types are recorded.

Link new cases to on-going work and to other client cases.

Attach a document, file or any type of incoming or outbound communication to a case record.

Record the time spent on a case or activity:

Dashboards

Dashboards

A suite of dashboards are available for display depending on a user's permissions to provide a snap shot of individual and team cases and activity.

Reporting

Reporting

In addition to real-time individual and team dashboards, a series of standard reports can be used to track and monitor different areas including demographics, trends in client cases, appointments and actions on cases.

A Tabular Reporting Wizard allows users to build additional reports around cases, clients, advisers and teams. Once created, new reports can be saved alongside existing reports and re-used at a later date.

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Support

Need help? See our Knowledge Base