Onboarding

Role Guide

  1. 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
  2. 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
  3. 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 lane
    Open Counselor Dashboard