Close

Category: Counseling

✅ Reviewing and Approving Counseling Session Forms in Strive DB

May 15, 2025

Supervisors and licensed staff play a critical role in reviewing counseling session forms submitted by those working under supervision. Strive DB makes that process fast and traceable—so nothing falls through the cracks.

This post walks through how to find, review, approve, or request changes on submitted forms.

📥 Where Forms Show Up

When a supervised counselor submits a form, it appears in your Inbox under the Form Submissions section.

You’ll see the form title, who submitted it, the appointment it’s linked to, and its current status.

🧠 You’ll only see forms from staff you supervise or are responsible for approving or anyone who is using your license.

🔍 Reviewing the Form

Click into the form to read what was submitted. You can view:

  • Session notes
  • Clinical details
  • Any required fields or custom prompts

If everything looks good, you can finalize. If not, you can request revisions.

✍️ Approving the Form

To approve:

  • Scroll to the bottom of the form
  • Click Sign & Approve

This locks the form and changes its status to Finalized. The session is now complete and officially recorded.

🔁 Requesting Changes

If something is missing or unclear, you can send it back:

  • Click Request Changes
  • Add a comment describing what needs to be addressed

The counselor will be notified in their inbox. The form will show as Sent Back until they resubmit.

📊 Keeping Track of Status

Once you approve or send back a form, its status updates automatically. You can always track:

  • Draft – Not submitted yet
  • Pending – Awaiting your review
  • Sent Back – Awaiting counselor revision
  • Finalized – Signed and complete

You can find finalized forms from the appointment view or the Forms tab.

🔗 Related Guides

🧠 Final Thoughts

Strive DB’s session form review system keeps counseling documentation tight and transparent. With built-in approval and revision tools, supervisors can provide oversight without bottlenecks—and counselors can improve their documentation with feedback that’s easy to act on.

💬 Want to adjust your approval routing or set auto-notifications? Reach out to support—we’ll help you dial it in.

📝 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.