---
title: Follow-ups
category: cases
order: 5
lastUpdated: 2026-06-08
featureAvailability: GA
roles: [facilitator, admin]
navigationPath: Cases → (open a case) → Follow-ups
serverFunctions: [setCaseFollowUp]
auditActions: [case_follow_up_set]
relatedArticles: [cases/case-notes, cases/closing-cases, reporting/attention-rules]
---

## 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

- [Case notes](/help/cases/case-notes)
- [Closing cases](/help/cases/closing-cases)
- [Attention rules](/help/reporting/attention-rules)

## 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).