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The Case Ledger is the heart of AdoraCounsel. Each case represents a counseling engagement between a counselor and a counselee, progressing through defined lifecycle stages.

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Case Lifecycle

StatusDescription
IntakeInitial assessment and information gathering
ActiveOngoing counseling sessions
ReviewEvaluating progress and considering next steps
ClosedCounseling engagement completed

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Quick Start

  1. Go to Cases in the AdoraCounsel sidebar.
  2. Click New Case.
  3. Either create a new counselee or select an existing one.
  4. Optionally set a case title (e.g., “Anxiety & Faith Struggles”).
  5. The case opens in Intake status.

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How-to Guide

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Create a Case from AdoraCare

When a care request has the Counseling category:
1

Open Care Requests

Navigate to AdoraCare → Care Requests.
2

Find Counseling Request

Look for requests with the “Counseling” category badge.
3

Click the Scale Icon

Click the ⚖️ icon to create a counsel case from this request.
4

Confirm Details

The member is pre-linked as counselee and the request title pre-fills the case title.

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Close a Case

1

Change Status to Close

Use the status dropdown and select “Close Case”.
2

Add Resolution Notes

Document the outcome and any follow-up recommendations.
3

Bridge to AdoraCare

If the counselee is linked to a Care member, check “Create a pastoral note in AdoraCare” to automatically create a confidential pastoral note summarizing the case.

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Create a Case from an Intake Submission

When you Accept an intake submission, a new Case is automatically created with the counselee pre-populated from the PDI form data. If the submission email matches an AdoraCare member, the counselee is automatically linked.

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Counselee Profile

Each case is linked to a counselee with the following fields:
FieldDescription
Full NameRequired
Email / PhoneContact information
AgeAge at intake
Marital StatusSingle, Married, Divorced, Widowed
Key BurdensTag-style presenting concerns
Life StoryFree-text narrative
Member LinkOptional link to AdoraCare member record

Sessions

Document session notes and assignments

Intake Forms

Collect counselee data before the first session

Overview

AdoraCounsel product overview