Category: Appointments and Followups

Follow-ups in Strive DB act like powerful, context-aware to-do items. Whether you’re reminding yourself to call a client, assigning a follow-up to a teammate, or tracking next steps after a session, the follow-up system keeps things organized and actionable.

This post walks through how follow-ups work, where to find them, and how to get the most out of them in daily use.

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🧭 Viewing Your Follow-Ups

Most users start their day in the Inbox, which includes the Follow-Ups panel. This area is divided into sections like:

• Today
• Tomorrow
• This Week
• Past Due (if any)

Each follow-up shows the assigned user, linked client (if any), and a short summary of the task.

🔗 New to the Inbox? Check out our Strive DB Overview.

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🧾 Types of Follow-Ups

Strive DB supports several types of follow-ups, depending on where they’re created:

• Standalone reminders – General tasks like “Email team” or “Check voicemail”
• Client-related – Follow-ups tied to a specific survivor
• Appointment-based – For example, scheduling a follow-up after a no-show
• Service-related – Reminders to complete documentation or follow up on a provided service

💡 You’ll always know the context of a follow-up by the icon and linked record it shows.

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✅ Completing a Follow-Up

Just click the checkbox next to any follow-up to mark it as complete. If the follow-up is tied to another action (like logging a service), completing that task may also mark the follow-up complete automatically.

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👥 Assigning Tasks to Others

You’re not limited to your own list—follow-ups can be assigned to other users in your organization. This makes it easy to hand off next steps, coordinate care, or route follow-ups to admins or supervisors.

🧠 Assigned follow-ups show in that person’s inbox and also remain visible to users with the right permissions.

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🔗 Follow-Ups with Context (Client, Appointment, or Service)

When a follow-up is tied to another record, Strive gives you convenience tools right from the follow-up:

• Client – Quick link to contact, schedule, or review their profile
• Appointment – Reschedule or log an outcome
• Service – Complete required documentation

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📝 Editing Follow-Up Details

Need to adjust something? Click into the follow-up to:

• Change the due date
• Reassign the task
• Add or update notes
• Modify the linked record (in some cases)

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📍 Where Else Follow-Ups Show Up

Follow-ups don’t just live in your inbox. You’ll also find them in places that make sense contextually:

• Client profile → Follow-Ups tab – See all tasks tied to that person
• Appointments tab – View team-wide follow-ups related to scheduled sessions
• Service records – View or add follow-ups directly from logged services

🔗 Want to see how appointments tie in? Check out our Appointments Guide.

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🧠 Final Thoughts

Strive DB’s follow-up system is more than just a checklist—it’s a flexible, collaborative tool that keeps critical tasks visible and actionable. Whether you’re managing your own caseload or coordinating across a team, follow-ups help make sure nothing slips through the cracks.

💬 Need help building a workflow around follow-ups? Reach out to support—we can help configure it to fit your team.

Completing one of these related actions can automatically complete the follow-up as well.

Appointments in Strive DB aren’t just calendar events—they’re the backbone of scheduling, documenting services, and staying compliant with your organization’s workflow. Whether it’s a counseling session, advocacy check-in, or group meeting, the appointment system helps you handle it quickly and cleanly.

This post walks through how to create, manage, and follow up on appointments, based on the training video.

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🧭 Accessing the Appointment Scheduler

There are two main ways to schedule a new appointment in Strive DB:

• From the top convenience bar, click “Schedule” — available from anywhere in the system
• From a client’s profile, click “Schedule Appointment” to auto-fill that client into the form

💡 Starting from a client’s profile saves time and avoids duplicate searching.

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📝 Setting Appointment Details

At the top of the appointment form, you’ll configure the key details:

• Duration – Choose how long the session will be
• Type – Individual or group appointment
• Status – Tentative, confirmed, cancelled, etc.
• Provider – Defaults to you, but can be reassigned to another staff member

✅ Keeping appointment statuses updated helps other team members know what’s coming up.

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📆 Selecting a Date and Time

Use the built-in calendar widget to find available times. It shows:

• Which days have openings (based on your availability settings)
• Time slots on a selected day
• Real-time updates so you don’t accidentally double-book

Once you find the right slot, click it and continue.

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📍 Adding Location & Notes

Next, include optional but helpful context:

• Location – e.g., “Zoom”, “Room 2”, or “Off-site”
• Note – Any notes you want visible to team members viewing the appointment

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💾 Saving the Appointment

Once everything’s filled out, click Save.

You’ll be taken directly to the appointment’s detail page, where you can:

• Review or edit the info
• Add session notes
• Start follow-up tasks right away

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🔁 Managing Appointments After Creation

Once the appointment has occurred—or not—you’ll want to log the outcome. From the appointment’s page, you can:

• Mark attendance status (e.g., Attended, Late, No-show)
• Add a Follow-Up Reminder
• Attach a Counseling Session, often using a session-specific form
• Edit/reschedule the appointment as needed

🧠 This workflow ensures your services are recorded accurately and quickly tie into reports and grant tracking.

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🔍 Viewing Appointments

From the Appointments tab, you can:

• View daily or weekly schedules
• Filter by staff member, client, or service type
• Switch between list view and calendar view
• Jump to a date or scroll ahead for upcoming work

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📎 Linking Appointments to Case Work

Appointments automatically connect to:

• Client profiles – full appointment history and documentation
• Staff/provider records
• Service logs – when tied to session forms
• Reporting – all outcomes and durations feed into organizational data

This means nothing gets lost and everything you log stays tied to the broader support picture.

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🧠 Final Thoughts

Appointments in Strive DB aren’t just boxes on a calendar—they’re fully integrated records of service. They help you track what happened, stay on schedule, and document the critical work you’re doing.

💬 Need help setting up availability or figuring out provider scheduling? Reach out to support—we’ve got your back.