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Category: Cases and Documents

🩺 Logging Medical Exams in Strive DB

May 15, 2025

Medical exams are a key part of helping survivors, and Strive DB makes it easy to attach them directly to a case. Whether you’re tracking SANE exams, follow-up visits, or hospitalization info, you can enter everything in one place, where it stays tied to the larger case record.

This post walks through how to log a medical exam step-by-step, based on the training video.

🧭 Step 1: Navigate to the Case

You’ll start by locating the case you want to update:

  • Click Advocacy in the left-hand menu
  • Open the Cases table
  • Search for and select the relevant case

🔗 New to navigating the platform? Start with our system overview or intake guide to get familiar with case structure.

🧪 Step 2: Open the Medical Exams Tab

Once you’re inside the case, click the Medical Exam tab at the top. This section shows all exams currently associated with the case.

➕ Step 3: Add a Medical Exam

Click “Add a medical examination”. This brings up a form to log the key details.

Here’s what you can enter:

  • Exam location (e.g., hospital, clinic)
  • Date of the exam
  • Exam number (if your agency uses tracking IDs)
  • Additional ID (optional)
  • Consent – was consent signed for the exam?
  • Hospitalization – was the survivor hospitalized?
  • Notes – injuries observed, demeanor, other context
  • Related services provided as part of the visit
  • Nurses involved in the care

💾 Step 4: Save the Exam

Once the form is complete, click Save to finalize the entry. The new exam will now appear in the list on the Medical Exam tab, attached to the case.

🧑‍⚕️ Step 5: Add SANE Nurse(s)

As part of logging the medical exam, you can also associate one or more nurses who were present for or performed the exam—especially helpful for SANE documentation.

  • Select nurse(s) from the dropdown list. This pulls from staff records already in your system.
  • If you don’t see the right person, reach out to an admin to have them added as a user with the appropriate role.

This information helps maintain an accurate record of who provided care, and ensures that the nurse’s involvement is connected to the case and service records for auditing and follow-up.

🩺 You can associate multiple nurses if more than one provider participated in the exam.

🛠 Step 6: Manage Existing Exams

You can always return to this section to:

  • Edit existing exams
  • Delete a mistakenly added record
  • Add another exam (if the client had multiple visits)

Just use the dropdown menu next to each record to make changes.

🧠 Keeping this section current helps ensure medical details are available for documentation, follow-up services, and case-level documents.

🧠 Final Thoughts

Strive DB helps you log medical care securely and thoroughly, Whether you’re entering your first SANE exam or updating a long-term support case, the medical exam tab is where that record belongs.

💬 Need help mapping your agency’s medical workflow into Strive DB? Reach out to support—we’ll help you get it right.

📁 Uploading and Managing Client & Case Documents in Strive DB

May 14, 2025

Strive DB makes it simple to keep all documentation organized, secure, and exactly where it belongs—whether you’re uploading a document tied to a specific case or attaching something directly to the client.

In this guide, we’ll walk through how to upload documents to both cases and clients, and how to view all files in one place from the client record.

🧭 Case vs. Client: Where Should Documents Go?

You can upload documents in two places:

  • From a Case – For documents tied to a specific incident, like a medical record or restraining order.
  • From a Client’s Profile – For general documents not associated with a particular case, like intake forms, signed releases, or ID copies.

[Insert screenshot: Client profile > Documents tab showing grouped files]

🧠 Think of the client’s Documents tab as a full document history across all cases and interactions.

📂 Uploading a Document to a Case

Step 1: Find the Case

Go to the Advocacy → Cases section. Search for and open the case you want to work with.

Step 2: Open the Documents Tab

Inside the case view, click on the Documents tab. This shows any files already uploaded to this case.

Step 3: Upload

Click “Upload a new document”, then:

  • Choose a Document Kind (e.g., Exam, Court Order, Counseling Form)
  • Select your file
  • Click Upload

✅ Once uploaded, the document will appear in the list for that case and also show up in the client’s master document view.

👤 Uploading a Document to a Client

You can also upload documents directly to the client.

  1. Go to the People section and open the client’s profile.
  2. Click on their Documents tab.
  3. Click “Upload a new document”.
  4. Select a Document Kind and upload the file.

💡 Documents uploaded here may or may not tied to a specific case, but will still show up alongside case files in the same tab.

📥 Downloading & Viewing Documents

Click on any listed file to download it instantly. This works from:

  • The case-level Documents tab
  • The client’s master Documents tab

🧠 Best Practices

  • 🗂 Be consistent when choosing document types—this makes reporting and filtering easier.
  • 🔐 Respect privacy settings—only upload what’s appropriate, especially when not case-specific.
  • 🔍 Use the client’s Documents tab as your go-to for a complete paper trail.

🧠 Final Thoughts

Whether you’re attaching files to a case or uploading documents directly to a client, Strive DB keeps everything organized and accessible when you need it most. The full picture is always just a few clicks away.

💬 Have questions about file types, categories, or permissions? Reach out to support—we’re here to help.