📝 Submitting Counseling Session Forms for Approval in Strive DB

If you’re a counselor working under supervision, you’ll need to submit your session forms for review after each appointment. Strive DB makes this smooth and secure—so your notes are clear, timely, and signed off by your supervisor or clinical director when needed.

This guide walks through how to fill out, submit, and revise a counseling session log when approval is required.

📍 Where to Start

The easiest way to get to your session form is from the appointment record itself:

Navigate to your Appointments tab
Select the appointment in question
Look for the Add Counseling Session button or open the form if one already exists

You can also find forms under the Forms section in the main navigation—handy if you need to return to a draft.

✍️ Filling Out the Form

Each form is custom to your organization, but usually includes:

Session type and setting
Key concerns or topics covered
Clinical impressions
Interventions used
Next steps or referrals

You can add optional notes and sign the form at the bottom.

💾 Save or Submit

At the bottom of the form, you’ll see two buttons:

Save Draft – If you’re still working on your notes
Submit for Final Approval – Once you’re ready for your supervisor to review

After submission, the form’s status changes to Pending, and it lands in your supervisor’s inbox for review.

🔁 If Changes Are Requested

Your supervisor may return the form with comments. In that case:

You’ll see a notification in your inbox under “Form Submissions”
The form will be marked Sent Back

Open the form, review the comments, make any necessary edits, and resubmit for approval.

✅ Finalizing the Form

Once your supervisor approves and signs the form, its status changes to Finalized. No further edits are needed, and it’s now part of the official client record.

🧠 You can check the form’s status anytime from the appointment page or your inbox.

🔗 Related Guides

🧠 Final Thoughts

Submitting your counseling session logs promptly helps maintain accurate records and ensures clinical accountability and grant and legal compliance. If you’re under supervision, Strive DB keeps the approval process simple—with built-in routing, comments, and status tracking every step of the way.

💬 Need help customizing session forms or approval workflows? Reach out to support—we’ll make sure it works for your team.