Follow Up

• Nothing a client is waiting on slips through the gaps between sessions.
• One list of what is due, instead of notes scattered across your phone and diary.
• A quick count of what is pending, in progress and done.

• The client exists in PsychDesk. Every task must be linked to a client. See the Bookings guide for registering a client.

Click Follow Up in the left-hand menu.

The four cards at the top:

Below the cards:

• The tabs All, Started, Not Started and Done narrow the list by status. The number on each tab is how many tasks it holds.
• Filter and Sort are on the right.
• Search tasks or clients at the very top finds a task by its name or client.

Each row shows the task name, description, client, due date, priority and status. Tasks marked Done are ticked and struck through.

1. 1
   Click New Task at the top right.
2. 2
   Fill in the details.
3. 3
   Click Create Task.

Things to know:

• Saving can take several seconds; the button reads "Saving…" until it finishes.
• New tasks are saved as Not Started even if you choose another status in the form. Change the status from the list afterwards.
• Keep client details out of the task name. The name is visible in the list to anyone looking at your screen.

1. 1
   Click the status label on the task's row, for example Not Started.
2. 2
   Choose Done, Started or Not Started.

The summary cards update straight away. A task marked Done is ticked and struck through, and a confirmation says "Task completed!".

On the last row of a long list, the menu can open below the bottom of the table. Scroll the page down a little, or sort the list so the task is higher up.

1. 1
   Click ⋮ at the end of the task's row.
2. 2
   Choose Edit or Delete.

Edit opens the task form. Check that the details you expect are there before you click Update Task, and re-enter anything that is missing.

Delete removes the task. Only delete tasks created by mistake; for finished work, mark the task Done so your completion rate stays accurate.

Filter narrows the list by Priority (All, Low, Medium, High) and by Client.

Sort changes the order:

• Due Date: Earliest (default), to see what is most urgent.
• Due Date: Latest.
• Priority: High to Low.
• Task Name: A - Z.

A good daily habit: open Follow Up, click the Not Started tab, and sort by Due Date: Earliest.

The Archived button at the top switches the list to archived tasks. Click it again to return to your active tasks.

1. 1
   Create a task for a test client.
2. 2
   Confirm it appears in the list and the Total Tasks card has gone up by one.
3. 3
   Change its status to Done and confirm it is ticked and the Completed card has gone up.

• Share worksheets and exercises with clients: see the Therapy Worksheet guide.
• Raise invoices and track payments: see the Billings guide.