WorkflowLegal Affairs, Title IX & Student Conduct

Behavioral Intervention Team Case Management

A behavioral intervention team agenda written before the meeting, with every level cited and confirmed by the chair

Every report scored the same way within a day, with a trail of what the team knew and did.

See one case, screen by screen ↓
demo24studentson Thursday's CARE team agenda, ordered by the rubric before the meeting starts
demo11minutesmedian from a concern report arriving to its proposed level, across 268 reports this fall term
demo3minutesmedian from an urgent report to the on-call dean's page, across 4 urgent pages this term
target1dayto score every report on the team's rubric, with the sentence that set its level
In short

What is Behavioral Intervention Team Case Management?

Behavioral intervention team case management is software for the behavioral intervention team (BIT), often called a CARE team: the small group of deans, case managers, counselors and campus safety that meets every week to review students whose behavior or circumstances worry someone. It gives that team agents that read every concern report as it lands, score it on the team's own rubric with the sentence behind the level, link reports about one student across campuses and write the agenda, while the chair confirms every level.

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Updated

The problem

Why a behavioral intervention team sees the pattern too late

A behavioral intervention team (BIT), often called a CARE team, is the small group of deans, case managers, counselors and campus safety that meets every week to review students whose behavior or circumstances worry someone. Reports come from faculty, advisors, financial aid, campus safety and students, on forms and in email, at all hours, and about one student they reach different offices on different campuses under a preferred name, a legal name or only a license plate. Nobody sees the pattern until a crisis.

Today a case manager reads each report, looks up the student, guesses whether two reports from different campuses are the same person, scores it on the team's risk rubric from memory and builds Thursday's agenda by hand. The same facts get mild from one reader and moderate from another; an urgent report sent at 11:48 p.m. to a shared inbox waits until morning; actions agreed in the room have no owner or date. When a review, a lawsuit or the state asks what the team knew, and when, the answer is in email threads. Behavioral Intervention Team Case Management puts eight agents in front of that work, so the team spends its meeting deciding, not reading.

typical59%of students surveyed at 91 colleges and universities experienced food or housing insecurity in the past year
typical14%of students in the same survey experienced homelessness in the past year
Where a case manager's hours go, from one concern report to an agreed planestimated
By hand5 hours
With the solution1.0 hours
  • Reading the report and finding the student in the student information system0.5 → 0.1 h
  • Searching other offices and campuses for reports about the same student1 → 0.1 h
  • Scoring it on the rubric and checking how similar cases were scored0.5 → 0.2 h
  • Building the support plan and checking emergency grant eligibility1.5 → 0.3 h
  • Drafting the outreach to the student0.5 → 0.2 h
  • Writing the minutes and sending each owner their action1 → 0.1 h

Estimated hours for one moderate report, by hand and with the agents; the 'after' column totals about one hour of a person's time, nearly all of it reading, confirming and signing. Our arithmetic, kept modest.

How it works

How a concern report moves

Eight agents score, link, page and draft; the chair confirms each level and a second member co-signs.

What comes in
Reports in3 campuses · faculty, staff, campus safety, students
Agents at work
Intake agentscores on the rubric
Then
Linking agentone student, three campuses
Urgent agentpages the on-call dean
Then
Consistency agenthow we scored before
Support Plan agentbasic needs, grant check
Then
Minutes and Outreach agentsagenda, owners, outreach
A person decides
CARE teamthe chair confirms; a second member co-signs
What comes out
Level with its rubric sentence
Thursday's agenda
Plan and outreach
One case, step by step

One student of concern, from three reports to a signed support plan

Jordan Avelar, student ID 2261-4408, is in his second term at Brandvale Community College: an HVAC Technology certificate at the West Workforce Center and ENGL 101 at Central campus. In one week three people on three campuses worry about him. Here is what happens, screen by screen, in the working solution.

  1. 016:10 a.m.

    A student of concern report from the night patrol

    Officer Dana Whitlock · Campus safety

    Campus safety report R-26-0889, West campus, Lot C: a student asleep in his car at 38°F, a couple of weeks since losing his apartment, calm, and given the warming room in Building W2. The officer files it on the parking permit, P-26-3317.

  2. 026:16 a.m.

    Three reports, three campuses, one student

    Linking agent

    An English instructor's note about an essay at Central on Oct 15, a financial aid advisor's report at North on Oct 19, and this morning's patrol at West are linked, six minutes after the patrol report lands, at 0.97 on three identifiers: parking permit P-26-3317, student ID 2261-4408 and the ENGL 101-C07 roster. A name-only match at 0.78 on Oct 19 had been held for a person.

    Never links on a name alone; links only at 0.90 or above, and a wrong link is undone with "Not the same student".

  3. 036:19 a.m.

    Scored on the team's rubric, with the sentence that set the level

    Intake agent

    The Intake agent proposes moderate at 0.93 confidence, cites housing, money and coursework each to its source, reads the three linked reports, finds no signs of imminent danger, and lists every step it took from 6:10 to 6:19 a.m. The chair confirms; the agent only proposes.

    Distress affects more than one area of the student's life, such as housing, money and coursework, with no threat to self or others.

  4. 04Precedent

    Mild becomes moderate, with the team's own past decisions in view

    Consistency agent

    Jordan was mild on Oct 15 and Oct 19. The Consistency agent shows the three most similar past reports, CR-25-0611, CR-25-0533 and CR-25-0287, and all three were confirmed moderate, so the chair decides with precedent on the screen.

  5. 058:42 a.m.

    Thursday's agenda, written before the team sits down

    Renata Solberg · CARE Team Chair

    Twenty-four students are grouped critical, elevated, moderate and mild on rubric v2.3, each row with what is new, the rubric sentence and the report it came from, and the owner of the next action with its date. Three levels need confirming, four students are new and one action is overdue.

  6. 0610:00 a.m.

    The meeting, recorded as the team talks

    Minutes agent

    Meeting mode walks the six members present through the 24 students one at a time. For each, the chair records "Agree, as proposed", "Change the action" or "Defer to next week", and the Minutes agent writes the decision into the minutes with its owner and due date.

  7. 0710:12 a.m.

    The chair confirms; a second member co-signs

    Renata Solberg · CARE Team Chair

    Renata confirms moderate with a reason code. The plan moves money and sends a notice to the student, so Dean of Students Dr. Marcus Penhallow co-signs at 10:14 a.m. The person who confirms cannot co-sign, and the basis is cited to the three reports, rubric v2.3 and Procedure 5.12.

  8. 0810:31 a.m.

    An emergency grant for a student, approved on the facts

    Keith Abernathy-Lowe · Director of Financial Aid

    The Support Plan agent built six actions from the college's support menu, including a $750 emergency grant of up to $1,000 a term under Procedure 5.12. Eligibility is checked in the financial aid system: 12 credits, a 2026–27 FAFSA on file, no grant this year. Keith approves, and the housing navigator, Tamsin Ruelas, is booked for Mon Oct 26 at 10:30 a.m.

  9. 09Signed and sent

    Outreach in plain, warm words

    Aisha Kerrigan-Bello · Student case manager

    The Outreach agent drafts an email and a text that do not say who reported, use no diagnosis or risk words, read at a grade 7 level and ask Jordan's consent before anyone contacts his instructor. Aisha signs and sends; if he does not reply, a call follows at 24 hours and a second text at 48.

  10. 10Audit-ready

    What the team knew, and when, on one trail

    Elaine Thorsby · Compliance officer

    The chair's confirmation, the Dean's co-signature, the $750 approval, the link at 0.97 and the Intake agent's score sit on a read-only trail with the reason and the evidence for each. Elaine builds an export pack for a review, an accreditor, the state or a court.

Who it’s for

Built for everyone on the behavioral intervention team.

The same student, seen by the four people who carry the case: what their week looked like, and what it looks like now.

RS
Renata SolbergCARE Team Chair · Associate Dean of Student Support
CARE Team Chair
Before
Builds Thursday's agenda by hand on Wednesday night, and confirms levels that depend on who happened to read the report.
Now
Opens an agenda already ordered by the rubric, with the sentence and the source behind every level, and confirms with precedent in view.
MP
Dr. Marcus PenhallowDean of Students · on call this week
Dean of Students
Before
Hears about a midnight report the next morning, from a shared inbox.
Now
Is paged within minutes when a report suggests imminent danger, and co-signs elevated levels and any plan that moves money.
AK
Aisha Kerrigan-BelloStudent case manager · owns 26 of the 45 active plans
Student case manager
Before
Spends half her morning working out whether two reports from different campuses are the same student.
Now
Sees the reports already linked, with the identifiers that link them, and signs outreach the agent has drafted.
GO
Gail Okonjo-PrattCampus Safety Director · 14 officers on three campuses
Campus Safety Director
Before
Her officers' patrol reports name a car or a parking permit, and reach the team apart from every other office's reports.
Now
Sees the safety facts her officers need and nothing else: coursework and financial aid details stay with the CARE team.
Built on the engine

8 agents. Each with one job, and hard limits.

Eight agents score, link, page and draft; the chair confirms each level and a second member co-signs.

Intake agent

Reads every concern report as it lands, identifies the student, screens for signs of imminent danger and scores the report on rubric v2.3 with the sentence that justifies the level.

  • Never sets a level; it proposes
  • Below 0.80 confidence, or on any urgent sign, it hands the report to a person
Linking agent

Connects reports about one student across the three campuses using independent identifiers: student ID, parking permit, course roster and college email.

  • Never links on a name alone
  • Links only at 0.90 or above; anything lower is held for a case manager
Urgent agent

Pages the on-call dean at once, answers the reporter with 911, 988 and Campus Safety, and drafts the record of any disclosure under 34 CFR 99.36 for the dean to sign.

  • Never contacts law enforcement or family itself
  • The dean decides any disclosure
Consistency agent

Finds the three most similar past reports and shows how the team scored them.

  • Shows precedent; never changes a level
Support Plan agent

Builds the plan from the college's support menu, checks emergency grant eligibility in the financial aid system and proposes an amount within policy.

  • Never disburses money; every grant goes to the financial aid director
  • Never contacts offices outside the plan
Outreach agent

Drafts outreach to the student in plain, warm words, tracks replies and escalates when there is none.

  • Never sends; the case manager signs
Minutes agent

Writes the agenda, records each decision and owner during the meeting, and sends every owner their actions when the meeting ends.

  • Records what people decide; never decides
Reporting agent

Drafts the term report from the cases, with no names, and the audit export pack.

  • Aggregates only; suppresses counts under 5 outside the team
  • The Dean of Students approves before it goes out
CARE team

Confirms every level, co-signs money. The agents propose; a named person decides.

Ask in plain words

Ask about any student, report, plan or disclosure

Every team member can ask the assistant in plain words. It answers from the reports and records the CARE team may see, cites each one, and never reads counseling or medical records.

Why did Jordan Avelar move to moderate?

Three reports from three campuses are the same student: an essay at Central, a financial aid visit at North and a campus safety patrol at West this morning. Housing, money and coursework are all affected with no threat, which is the moderate sentence of rubric v2.3.

Who on the agenda has an overdue action?

One: Isaiah Thorne-Mbeki (CR-26-0372). Aisha Kerrigan-Bello's outreach call was due Wednesday, October 21. I have filtered the agenda to it; I can send her a reminder if you want.

What does the grant policy allow?

Procedure 5.12 allows up to $1,000 a term for a student with 6 or more credits and a FAFSA on file, once a year, with housing needs first. Jordan has 12 credits, a 2026–27 FAFSA and no grant this year. The agent proposes $750; Keith Abernathy-Lowe approves.

What did we disclose under the health or safety exception?

Two disclosures this term, both recorded with the threat and the recipient: D-26-002 to the county mobile crisis team on Oct 21 at 12:04 a.m., and D-26-001 to a student's emergency contact on Sep 18. Both were decided by the Dean of Students.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

The behavioral intervention team's agenda, ordered by the rubricThursday's CARE team agenda for the 10:00 a.m. meeting, written by the agents: 24 students grouped critical, elevated, moderate and mild on rubric v2.3. Each row shows what is new since the last meeting, the rubric sentence that set the level with the report it came from, and the named owner of the next action with its date. A left rail lists the 7 reports received in the last 24 hours.
A student of concern report, scored with the sentence that set its levelCampus safety report R-26-0889 from Officer Dana Whitlock, received at 6:10 a.m. on the West campus: a student asleep in a car at 38°F. The Intake agent proposes moderate at 0.93 confidence with the rubric sentence that justifies it, the reasons cited to each source, a check for signs of imminent danger, and every step it took from 6:10 to 6:19 a.m.
Three reports, three campuses, one studentThe Linking agent connected three reports about Jordan Avelar in a week, at 0.97 on parking permit P-26-3317, student ID 2261-4408 and the ENGL 101-C07 roster. A name-only match at 0.78 was held for a person. His level over time, and how the team scored the three most similar past reports, sit beside the evidence.
What Campus Safety sees, and what it does notThe same student viewed as Campus Safety: coursework and financial aid details are withheld, and the safety facts stay visible. The team can also check what a reporter would see: a receipt, never the case. Every view is logged.
The chair confirms; a second member co-signsA guided sign-off: CARE Team Chair Renata Solberg confirms moderate with a reason code at 10:12 a.m. Because the plan moves money and sends a notice to the student, Dean of Students Dr. Marcus Penhallow co-signs at 10:14 a.m. The person who confirms cannot co-sign, and the emergency grant then goes to the Director of Financial Aid.
A support plan for student basic needs, with an emergency grantThe plan built from the college's support menu: outreach within 24 hours, a housing navigator and food pantry referral, a $750 emergency grant, a homeless youth determination review, a note to his instructor only with his consent, and a review next Thursday. Eligibility is checked in the financial aid system, and the Director of Financial Aid approves the grant.
Outreach in plain, warm words, signed by the case managerThe email to Jordan from his case manager, Aisha Kerrigan-Bello: what the college can help with, the navigator booked for Monday at 10:30 a.m., three easy ways to answer, and a consent question before contacting his instructor. A tone check, a text version and the no-reply steps sit beside it, and nothing goes out before the plan is co-signed.
An urgent report at midnight, handled that nightAt 11:48 p.m. Tuesday an online instructor reported a student's message. The Urgent agent answered the instructor with 911, 988 and Campus Safety and paged the on-call dean at 11:51 p.m. The dean asked the county mobile crisis team for a wellness check at 12:04 a.m., and the student was safe with family at 12:41 a.m. The record of disclosure under 34 CFR 99.36 shows what was shared, what was not and who decided.
The CARE team meeting, recorded as the team talksMeeting mode walks the team through the 24 students one at a time. The chair records each decision, and the Minutes agent writes it into the minutes with its owner and due date. When the meeting ends, every owner gets their actions in one step.
All 45 active plans in one queueEvery student on an active plan across the three campuses, with level, campus, main need, next action, case manager, due date and agenda date. Filters by level, campus and overdue, a search, and bulk actions to reassign, remind owners or add to the next agenda.
Who did what, when, why and on which evidenceA read-only trail of every action by people and agents, with the reason and the evidence, and tabs for disclosures under the health or safety exception and for agent versions. The compliance officer builds an export pack for a review, an accreditor, the state or a court.
The term report, counts only268 reports from Aug 17 to Oct 22, all scored within a day with a median of 11 minutes, and 4 urgent pages with a median of 3 minutes. The Reporting agent drafts the report for the President's Cabinet with no names and counts under 5 suppressed outside the team; the Dean of Students approves it before it goes out.
Privacy and records, locked where it mattersCounseling, health center and disability records are never read by any agent, and those settings are locked. Need-to-know views by role, a record of every disclosure under 34 CFR 99.36, retention 7 years after the last contact, legal hold and redaction in exports. Locked settings change only by an approved release.
Governance

Built for a team that answers for what it knew: cited, co-signed, on the record.

Eight roles, separated by dutyThe CARE Team Chair confirms levels and signs plans; team members co-sign; case managers own plans and send outreach; campus safety sees safety facts; reporters get a receipt; the financial aid approver approves grants; the administrator handles settings with no access to case content; the auditor reads and exports, changing nothing.
A second signature on every decision that mattersThe chair confirms every level. Elevated and critical levels, and any plan that moves money or sends a notice, need a second member's co-signature, and the person who confirms can never co-sign.
Money moves only after maker-checkerAn emergency grant is proposed by a case manager, confirmed by the chair, co-signed by a second member and approved by the Director of Financial Aid, who sees only what the grant needs.
Counseling and medical records are never readCounseling records, health center and medical records and disability documentation are never read by any agent, and those settings are locked. Views are need-to-know by role, and every view of a case is logged.
Every health or safety disclosure on the recordA disclosure outside the college under the FERPA health or safety exception, 34 CFR 99.36, is recorded with the threat, the recipient, what was shared, what was not and who decided.
A full trail, exportable for a review or a courtWho did what, when, why and on which evidence, for people and agents alike, with every agent version on its own tab. Agents are versioned, prompts and models change only by a release, and a human override takes a reason code.
Configuration

Your team's rubric and clocks, not ours

The rules every report is scored and tracked against are settings the administrator holds, versioned and on the audit trail.

SettingDefaultChoose from
Risk rubricv2.3, adopted Aug 4, 2026Mild, moderate, elevated, critical; a change is a new version, approved by the chair and the Dean of Students
Score every report1 dayTarget 1 hour; never more than 1 school day
Urgent page to the on-call dean5 minutesRe-page the backup dean after 5 minutes without an answer
Outreach, moderate and above24 hoursMild: a check-in email within 5 school days
No reply to outreach24 / 48 / 72 hoursA call, then a second text, then the chair decides on a wellness check
Agent confidence thresholdsLink 0.90 · score 0.80Below them, a person decides; override reason codes required
Counseling, health center and disability recordsNever readLocked; changes only by a release the Dean of Students and the compliance officer approve
Retention7 years after the last contactLegal hold for named cases; other students' names and IDs redacted in exports
Connections

Works with the systems a CARE team already relies on

Student information systemenrollment, student IDs and preferred names
Learning management systemcourse rosters and last sign-in
Financial aid systememergency grant eligibility, read only
Campus safety recordspatrol reports and parking permits
Document managementwhere the case record is kept for the retention period
College email, text and pagingoutreach to students and pages to the on-call dean
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
1day
to score every report on the team's rubric, with the sentence that set its level
Next weekly meetingup to 7 days
With agentsunder 1 day
target
3campuses
checked for other reports about the same student before the team meets
target
100%
of health or safety disclosures recorded with the threat and the recipient (34 CFR 99.32)
Every disclosure
59% of students face food or housing insecurity (typical)

Sources: The Hope Center for Student Basic Needs, 2023–2024 Student Basic Needs Survey Report (74,350 students at 91 institutions; 59% food or housing insecure, 14% homeless in the past year) · FERPA, 34 CFR 99.31(a)(10), 99.32(a)(5) and 99.36 · "target" = design goal, measured in the live solution · "demo" = seen in the working solution, on its sample data · "typical" = published figures · "estimated" = our arithmetic. Brandvale Community College and the people named on this page are fictional: characters and sample data in the working solution.

Questions

What behavioral intervention teams ask us.

What is behavioral intervention team case management?

Behavioral intervention team case management is software for the behavioral intervention team (BIT), often called a CARE team: the small group of deans, case managers, counselors and campus safety that meets every week to review students whose behavior or circumstances worry someone. It gives that team agents that read every concern report as it lands, score it on the team's own rubric with the sentence behind the level, link reports about one student across campuses and write the agenda, while the chair confirms every level.

How does a behavioral intervention team score risk the same way every time?

The Intake agent scores each report with the exact sentences of the team's rubric and shows the one that set the level, cited to the report. The Consistency agent shows how the team scored the three most similar past reports, and the chair confirms or changes the level with a reason code. In the working solution, the chair confirmed 251 of 268 proposed levels this term as proposed and changed 17, each with a reason.

What happens when a report about a student of concern suggests imminent danger?

It does not wait for the meeting. The Urgent agent answers the reporter at once with 911, 988 and Campus Safety and pages the on-call dean, re-paging the backup dean after 5 minutes without an answer. The agent never contacts law enforcement or family itself; the dean decides what happens next.

Can a CARE team share information under FERPA in a health or safety emergency?

FERPA's health or safety exception, 34 CFR 99.36, allows a disclosure to appropriate parties when there is an articulable and significant threat, and 34 CFR 99.32(a)(5) requires the college to record it. Here the Urgent agent drafts that record, with the threat, the recipient, what was shared and what was not, and the dean decides and signs.

How does CARE team software find reports about the same student?

The Linking agent matches reports on independent identifiers such as a parking permit, a student ID, a course roster or a college email, never on a name alone. It links at 0.90 confidence or above and holds anything lower for a case manager, and a wrong link is undone with a reason.

Does it read counseling or medical records?

No. Counseling records, health center and medical records and disability documentation are never read by any agent, and those settings are locked. Campus Safety sees only safety facts, and a reporter sees a receipt, never the case.

Do people stay in control of every decision?

Yes. The agents propose, draft and record; people decide. The chair confirms every level, a second member co-signs elevated and critical levels and any plan that moves money or sends a notice, the Director of Financial Aid approves every emergency grant, and the case manager signs every outreach.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents, such as your rubric, support menu and emergency aid procedure and a sample of past reports, and it goes live once every quality gate has passed. We will walk you through it on your own reports first.

See it on
your concern reports.

We'll run Behavioral Intervention Team Case Management on your own rubric and a sample of past reports.