> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adoraone.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Cases
> Manage counseling cases — intake, active, review, closed — and process public submissions.
**Cases** is your counseling caseload — track each counselee through intake, active counseling, supervisory review, and closure, with a dedicated tab for public intake submissions.
## 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:
| Field | Meaning |
| ------------- | ------------------------------------------ |
| **Title** | Counseling focus (e.g., marriage, anxiety) |
| **Counselee** | Linked person record |
| **Status** | Intake → Active → Review → Closed |
| **Counselor** | Assigned counselor profile |
| **Updated** | Last activity timestamp |
### Case detail
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.
Add a case manually, convert from a Care Request, or approve an intake submission.
Set status **Active** when regular sessions begin.
Use **Close Case** to record resolution; optionally create a pastoral note for ongoing care visibility.
***
## Related
Per-meeting notes and homework on each case.
Public form that feeds the Submissions tab.
Escalate operational care needs into a formal case.