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Recovery Engagement Checklist

Review how your program manages reminders, check-ins, medication prompts, document exchange, staff follow-up, and engagement between sessions. Use this checklist to identify gaps before a workflow review.

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Between Sessions

Most Engagement Gaps Happen Between Sessions

Recovery support doesn't stop when a session ends. Appointments need reminders. Medication routines need prompts. Documents need to be exchanged. Staff need visibility into who is engaged and who has gone quiet.

The questions below can help your team evaluate how well your current workflows support the follow-up work that happens between formal contacts. If you find gaps, a workflow review can help identify where structured tools might make a difference.

Self-Assessment

Evaluate Your Between-Session Workflows

Work through each area below. Check the items your team currently has in place. Unchecked items may represent workflow gaps worth reviewing.

Appointments and Session Reminders

How does your team remind clients about upcoming appointments, sessions, or required next steps?

  • Clients receive automated reminders before scheduled appointments
  • Reminders are sent through a consistent, documented channel
  • Staff can see which clients confirmed, missed, or did not respond to a reminder
  • Missed appointment reminders trigger a follow-up workflow
  • Reminder history is preserved for documentation and reporting

Medication and Treatment Prompts

How does your team support medication adherence and treatment milestones between sessions?

  • Clients receive prompts for medication routines or treatment-related tasks
  • Staff can see whether a client acknowledged or missed a prompt
  • Prompts are structured and repeatable, not dependent on manual outreach
  • Missed prompts can trigger escalation or staff notification
  • Prompt history can help document treatment engagement over time

Between-Session Check-Ins

How does your team stay connected with clients between formal sessions or contacts?

  • Clients complete structured check-ins between sessions
  • Check-in responses are visible to assigned staff in real time
  • Staff can identify who missed a check-in without manual tracking
  • Check-in frequency can be adjusted based on client needs or program phase
  • Check-in data supports engagement reporting and program documentation

Document Exchange

How does your team exchange documents, forms, IDs, consents, and referrals with clients?

  • Clients can submit documents through a structured, secure channel
  • Staff can request specific documents and track whether they were received
  • Document exchange does not rely on personal text messages or email
  • Outstanding document requests are visible to staff without manual follow-up
  • Document exchange history can help support audit and compliance needs

Staff Visibility and Follow-Up

How does your team know who needs follow-up today, and who may be falling through the cracks?

  • Staff have a dashboard or view showing who is engaged and who is not
  • Missed touchpoints trigger alerts or escalation notifications
  • Supervisors can review staff follow-up activity and caseload status
  • Follow-up tasks are assigned and tracked, not dependent on memory
  • Staff can see a client's full engagement history in one place

Proof of Contact

How does your team document that outreach, reminders, and follow-up actually happened?

  • Outreach attempts are automatically logged with timestamps
  • Proof of contact can be generated for audits, compliance, or funder reporting
  • Contact records include what was sent, when, and whether the client responded
  • Documentation does not depend on staff manually logging each interaction
  • Reporting outputs can help demonstrate program engagement to stakeholders
Next Steps

Use This Checklist Before a Workflow Review

If your team found unchecked items in the areas above, those may represent gaps in your between-session engagement workflow. A workflow review can help you evaluate whether structured tools could support those areas.

  • Share this checklist with your team to identify which areas need the most attention
  • Note which gaps are creating the most operational burden or risk
  • Bring your findings to a workflow review so the conversation starts with your real challenges

SteadySignal helps teams manage reminders, check-ins, medication prompts, document exchange, staff visibility, and proof of contact between sessions. A workflow review can help determine which capabilities are the best fit for your program.

Get Started

Ready to Review Your Recovery Engagement Workflow?

Schedule a workflow review to walk through your team's between-session engagement challenges. We'll help you identify where SteadySignal can support your reminders, check-ins, document exchange, staff visibility, and proof-of-contact workflows.

Schedule a Workflow Review