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Onboarding
Role Guide
- 01
Counselor
Counselor owns care, not command
The counseling workflow should prioritize healing, stabilization, and continuity of care rather than full case command.
Client follow-upSession documentationRecovery-oriented support - 02
What enters your queue
Counselors receive referred care work
Counseling assignments should usually be dispatched from intake or coordination roles rather than being the first system touchpoint.
Psychosocial referralsTrauma-informed follow-upRecovery plan continuity - 03
Your handoff role
Escalate when care reveals other needs
Clinical signals may reveal shelter, legal, police, or medical needs that require dispatch to another team.
Escalate responsiblyKeep notes privacy-awareFocus on care laneOpen Counselor Dashboard