Live Demo: A Smarter Referral Workflow
Join Eigen X for a collaborative, live look at a proposed referral workflow designed for Pennsylvania intermediate units.
During this 45-minute session, we will demonstrate how a referral can move from initial intake through assignment, tracking, communication, and reporting within one connected system.
We want to open the floor for a discussion about how the workflow compares with your IU’s current processes, where it could provide value, and what would need to change to better support your teams.
Leave with a clearer vision of what is possible and an opportunity to help shape the future of the solution.
What You’ll See
Structured Intake
See how referrals can arrive through one consistent form, capturing the necessary information upfront instead of requiring staff to track down missing details later.
Standardized Operations and Tracking
Explore a workflow built around clearly defined steps, ownership, timelines, and statuses which helps teams follow a consistent process while understanding exactly where each referral stands.
District-Facing Visibility
See how district partners could access timely referral updates without needing to call or email IU staff for routine status checks.
Connected Reporting
View referrals in one central location, connected to the appropriate districts and key individuals. This creates a stronger foundation for reporting and a broader IU 360 CRM.
Who Should Join the Conversation?
This session is designed for professionals involved in student services, referral management, technology, operations, and organizational planning, including:
Directors of special education and student services
Early intervention and program administrators
Technology directors
Operations and business office leaders
Bring Your Questions
We want your feedback! Whether your IU currently manages referrals through spreadsheets, email, separate platforms, or an existing CRM, we encourage you to join the conversation. Register to reserve your place.