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Follow-ups

Last updated 2026-06-08

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At a glance

  • Who uses it: Facilitators (and admins on behalf of them).
  • When to use it: Whenever a case needs revisiting on a specific date — a re-check, a data-pull, a parent call-back.
  • Permissions required: Assigned facilitator or admin.
  • Navigation path: Cases → open a case → Follow-ups tab.

Purpose

Follow-ups are the case's tickler file. They keep open cases from drifting and feed your personal "due today / due this week" dashboard.

How follow-ups behave

  • A case has at most one next follow-up date at a time. Setting a new one replaces the old.
  • Closing a case automatically clears its follow-up.
  • The follow-up date drives a banner on the case, the Due today count on your dashboard, and the stale case signal used by attention rules.

Step-by-step

Schedule a follow-up

  1. Open the case. Click Follow-ups → Schedule.
  2. Pick a date (today or later).
  3. Optional: add a one-line reminder ("Check IXL progress; call parent Tues PM").
  4. Save. The date appears on the case header.

[SCREENSHOT: case-followup-scheduler] Cases → open case, Follow-up scheduler with date picker and reminder field.

Complete or change a follow-up

When the follow-up date arrives:

  1. Open the case (use Cases → Due today for the quick list).
  2. Add a note documenting what you did.
  3. Either reschedule (sets a new date) or clear the follow-up (no next date).

Clear a follow-up

Open the follow-up and click Clear. The case still appears in your active list but no longer shows up under Due today.

Tips & best practices

  • Default to a follow-up 1–2 weeks out for every active case — it is the strongest single signal against drift.
  • Use short, specific reminder text. "Check IXL Tuesday" beats "Follow up."
  • Pair follow-up changes with a note so the rationale is preserved.

Common mistakes

  • Setting a follow-up months out as a "set and forget" — by then the context is lost.
  • Forgetting that closing clears the follow-up — if the case is on hold, use the On hold status instead.

Related articles

FAQ

Can I see all follow-ups across my caseload? Yes — open Cases, then filter by Due today, This week, or Overdue.

Do follow-ups send email reminders? They surface in the in-app dashboard and the daily digest email (if enabled in your notification settings).

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