Skip to main content
Cases is your counseling caseload — track each counselee through intake, active counseling, supervisory review, and closure, with a dedicated tab for public intake submissions.
Counseling cases list with status filters and search

​
Quick Start

  1. Open Counsel → Cases.
  2. Search by counselee name or case title.
  3. Filter by Status: Intake, Active, Review, Closed.
  4. Click Create → New Case to open a case manually.
  5. Open a row to view counselee profile, sessions, and close-case workflow.

​
How-to Guide

​
Cases tab

Each card shows:

​
Case detail

Case detail page with counselee profile and session list
On the detail page you can:
  • View Counselee profile (demographics, church, family links)
  • Change Status from the header dropdown
  • Schedule sessions via New Session
  • Jump to the Session desk for any meeting
  • Close case with resolution notes and optional pastoral note bridge

​
Submissions tab

The Submissions tab lists public Intake form responses awaiting review. Approve to create a case and counselee, or reject with notes.
1

Create or receive

Add a case manually, convert from a Care Request, or approve an intake submission.
2

Move to active

Set status Active when regular sessions begin.
3

Close with care

Use Close Case to record resolution; optionally create a pastoral note for ongoing care visibility.

Sessions

Per-meeting notes and homework on each case.

Intake

Public form that feeds the Submissions tab.

Care Requests

Escalate operational care needs into a formal case.