Follow-Ups

The Follow-Ups page provides a focused view of all care items of type “follow-up.” These are action items that require a specific follow-through — a phone call, a check-in visit, a resource delivery, or any other time-bound pastoral action. Items are tracked by due date with overdue detection and completion notes.

Getting Here

Navigation: Care → Follow-Ups

Overview

The page displays active follow-up items (excluding Closed and Resolved) as a list with member avatars, due date classification, and quick actions. Items are classified as overdue, due today, or upcoming based on their due date relative to the current tenant time. Each item shows the assignee, member name, due date label, and urgency badge.

Fields & Controls

Actions

Create a Follow-Up

1. Click the + New Follow-Up button
2. A create drawer opens
3. Search for and select the member
4. Enter the follow-up title and description
5. Set the due date, urgency, and assignee
6. Click Create

Complete a Follow-Up

1. Click the Complete button on the follow-up item
2. An inline text input appears for a completion note
3. Enter what was done (e.g., “Called and spoke for 20 minutes, feeling better”)
4. Click Save — the item is resolved and removed from the active list

View Item Details

1. Click the item row to navigate to the full Care Item Detail page
2. View the complete interaction timeline and member context

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