Use the Follow-Up feature

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Use the Follow-Up feature


Follow-Up notes are created when you are entering your Direct Service Counseling Notes.

For more information on how to create Follow-Up Notes see the Lesson titled Add direct service and counseling notes.


Click the FOLLOW-UP LIST Button from the Counselor Dashboard




View the Students on Your Follow-Up List


This screen will  list any student for whom you have selected "Follow-Up" when you were entering counseling notes

You can delete a name from the follow up list by clicking the "Inactive" link.

This will remove their name from your active follow-up list.

It will not delete any of your counseling notes for that student.