ElevateOS
  1. Step 1
  2. Step 2
  3. Step 3
  4. 4Step 4
  5. 5Step 5
  6. 6Step 6

Step 4 of 6

From approved draft to delivered report.

Approval and delivery are two deliberate steps. A counsellor approves the wording, then explicitly delivers it to the guardian on record — and the delivery is logged for audit.

G

Step G · Delivery state

Move the report along

  1. 1

    AI draft ready

    The weekly report has been drafted from the session note and is waiting for a counsellor.

  2. 2

    Counsellor approved

    A counsellor reviewed and approved the wording. It is ready to send to the guardian.

  3. 3

    Delivered to guardian

    The approved report was emailed to the guardian on file. The delivery is recorded for audit.

H

Step H · Audit

Delivery receipt

Approve the wording, then deliver to generate the receipt.