Create the task where it happens
Add a follow-up while you are still in the note, call the family, share a worksheet, check medication adherence, and it links back to that session forever.
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Follow up4 min
Follow-ups that never slip
The work between sessions is where care is either continuous or accidental. Follow Up turns intentions into dated, owned tasks across your whole caseload.
What you will learn
- Create a follow-up from inside a session note
- Assign owners and due dates across the team
- Use the today view to clear what is due
- Set recurring check-ins for higher-risk clients
Step by step
Assign and date it
In group practices and clinics, assign to a teammate. They see it on their own list, so nothing depends on you remembering to forward it.
Work the today view
One list, sorted by what is due, across every client. Clear it and the between-session work for the day is genuinely done.
Set recurring check-ins
For clients who need closer contact, a repeating follow-up keeps the rhythm without you rebuilding it every week.
How it looks inside PsychDesk
Real screens from the product, so you know exactly what to expect before you start.
Practitioner tips
Keep task titles action-first: 'Call' , 'Share', 'Confirm'.
Review overdue follow-ups every Friday, it is the fastest read on continuity of care.
Related reading & resources
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