Counseling
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CareAccess:Super AdminLead PastorPastorCare MinisterFLOCK_LEADERElder
The Counseling page provides a focused view for managing pastoral counseling sessions. It filters care items to the “counseling” type and displays them with KPI cards, status filtering, and quick access to create new counseling items. Each counseling item tracks sessions through the standard care lifecycle with additional type-specific metadata.
Getting Here
Navigation: Care → Counseling
Overview
The page shows four KPI cards at the top (Active Sessions, Urgent, In Progress, Resolved), followed by a filterable list of counseling items. Items can be filtered by status: All, Open, In Progress, or Resolved. Each row shows the member, status badge, urgency badge, creation date, and assigned counselor.
Fields & Controls
KPI Cards
| Field | Type | Description |
|---|---|---|
| Active Sessions | Number | Count of counseling items with Open or In Progress status. |
| Urgent | Number | Active counseling items marked as Urgent priority. |
| In Progress | Number | Counseling items currently in progress. |
| Resolved | Number | Counseling items that have been resolved or closed. |
Counseling Item Fields
| Field | Type | Description |
|---|---|---|
| Member Name | Text | Name of the person receiving counseling. |
| Title | Text | Description of the counseling topic. |
| Status | Badge | Open (blue), In Progress (amber), Resolved (green), Closed (gray), Snoozed (purple). |
| Urgency | Badge | Low (green), Medium (amber), High (yellow), Urgent (red). |
| Created | Date | When the counseling item was created. |
| Assigned Counselor | Avatar | The pastor or care minister handling the counseling sessions. |
Status Filter
| Field | Type | Description |
|---|---|---|
| All | Filter chip | Show all counseling items regardless of status. |
| Open | Filter chip | Show only newly created counseling items. |
| In Progress | Filter chip | Show only items with active counseling sessions. |
| Resolved | Filter chip | Show completed counseling cases. |
Actions
Create a Counseling Item
- Click + New Counseling Item
- You are redirected to the New Care Item form with the counseling type pre-selected
- Search for and select the member
- Enter a title describing the counseling need
- Fill in the Counseling Details section (session type, referral source, etc.)
- Set privacy level, urgency, and assign a counselor
- Click Create
Log a Counseling Session
- Click a counseling item to open the Item Detail page
- Use the Note tab to log session notes
- Mark notes as Private for sensitive session content
- Use the Visit tab to formally log a counseling session with date and duration
Complete Counseling
- Open the counseling item detail
- Click Resolve when the counseling engagement is complete
- Add a closing note summarizing the outcome