Documentation platform for school mental health teams

Make school mental health work visible.

SocialNote connects referrals, cases, services, crises, progress, and reporting in one secure documentation workflow — helping school mental health teams coordinate support and demonstrate their impact.

Schedule a live demo → Start a free trial
Built by a former school social worker
secure.socialnote.org
Dashboard
Springfield Public Schools ▾
312
Hours Logged
12
Pending Referrals
148
Services / Month
34
My Caseload
Services Logged by Type
Academic
Family
Attend.
Behav.
General
Direct vs. Indirect
Direct
Indirect
The landscape

The expectations placed on school-based mental health teams have changed.

Professionals are being asked to do more than ever — while much of this work is still tracked through disconnected tools, improvised systems, and processes never designed for school environments or long-term accountability.

Serve more students
Meet rising compliance standards
Collaborate across teams
Demonstrate the impact of their work
What once felt like “extra” work is now core infrastructure.
The work has evolved. The expectations have evolved. The tools must evolve, too.
Why SocialNote exists

School-based mental health work carries real weight.

For students and families, for professionals who hold licenses and ethical responsibilities, and for districts accountable to their communities. Yet much of this work has historically been invisible — hard to explain, hard to measure at scale, and hard to defend when questions arise.

SocialNote exists to make that work visible.

More than a documentation system, it helps professionals tell the story of how they work, why it matters, and what impact it creates — quickly, consistently, and in language decision-makers understand.

The workflow

From referral to coordinated care — all in one system.

See it in a live demo →
1
Capture referrals & needs
Intake from staff, families, students, and partners. Track status, priority, and follow-up with clear histories.
2
Document services
Log individual, group, crisis, and indirect services with time, method, and codes aligned to MTSS, ASCA, and state requirements.
3
Respond to crises
Structured crisis records with risk levels, interventions, outcomes, parent notifications, and multi-participant response.
4
Track goals & outcomes
Set and monitor SMART goals across academic, behavioral, and attendance domains with longitudinal visibility.
5
See the big picture
Automatic aggregation of services, time, and outcomes across your entire caseload — data that supports reflection and advocacy.
6
All in one secure platform
Referrals, documentation, reporting, and data visibility — FERPA-aligned and designed to protect sensitive student information, all in one place.
Built for every role

One platform, shaped to how each role actually works.

The everyday work looks different for a social worker, a counselor, a psychologist, and a support team — SocialNote fits each of them, and connects them into one shared record.

For school social workers

Carry the caseload, not the paperwork.

Document counseling, crisis response, and family engagement in one place — and surface the full weight of the work when it matters.

Log individual, group, and crisis services in seconds
Track referrals, consents, and home & family contacts
Show time and outcomes for supervision and advocacy
FERPA-aligned records that stand up to scrutiny
secure.socialnote.org
Aaliyah Evans
Springfield Alternative Academy · 12th Grade
Recent Activity
Coaching parent on behavior strategies
Code 512 · 60 min
May 28
Group Session · Building Your Toolkit
Bounce Back · 57 min
Dec 31
Group Session · Problem-Focused Coping
Bounce Back · 54 min
Dec 24
Crisis check-in logged
Safety plan reviewed · 25 min
Dec 17
The payoff

What SocialNote makes possible.

Hours → minutes
Spend less time documenting
Daily work is captured once — no duplicate entry, no scattered spreadsheets or improvised systems.
SECURE & FERPA-ALIGNED
Feel confident and covered
Secure, timestamped records and consistent formats across teams — documentation that stands up to scrutiny.
FOR STUDENTS & FAMILIES
Provide better care
Complete context at every interaction and stronger cross-coverage, so the right support reaches each student faster.
What teams are saying
“A beautifully done, intuitive to use, and highly efficient and effective documentation system.”
Taryn James, LCSW · KIPP Austin
“A safe, detailed, and consistent way to communicate, codify, and document mental health support.”
Andrea Hale · Dir. of School-Based Mental Health, Austin Achieve
“SocialNote reduces liability and lets leaders get data around what their mental health team does — to keep advocating for them in our schools.”
Janice Lopez · School Leader, KIPP Austin
Read the Austin Achieve case study →
NEXT GENERATION

Built for where school mental health is headed.

A next-generation platform with enterprise-grade architecture, designed to support growing teams, expanding services, and increasing accountability demands.

Designed from the work
Shaped by a school social worker who has carried this caseload.
Scales with you
From a single school to a full district, without re-platforming.
Enterprise-ready
Modern, secure architecture — without the added complexity.
Get started

See SocialNote in action.

See how your team turns daily work into clear, defensible, outcomes-based data — from referrals and services to crisis documentation and reporting.

Schedule a live demo → Start a free trial
Stay in the loop

Be the first to learn about SocialNote developments and updates.