Features / Caseload
Everyday work · Caseload

Your whole caseload, in one focused workspace.

Maintain your student list, monitor follow-ups and assigned cases, recognize who needs contact, and close out your responsibility appropriately — all from one place, scoped to your work.

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secure.socialnote.org/caseload
Caseload
All Schools ▾
34
Active Students
12
Open Referrals
5
Active Groups
148
Services / Month
STUDENTGRADETIERLAST SERVICE
AEAaliyah Evans
12TIER 2May 28
MJMarcus Johnson
10TIER 3May 27
SPSofia Patel
8TIER 1May 24
DKDevon Kim
11TIER 2May 22
LTLiam Torres
9TIER 1May 20
24
Caseload Students
7
Active Cases
3
Follow-ups Due
2
High-Priority Cases
1
Cases Requiring Attention
Every count is scoped to your own accessible work — students you added, and cases assigned to you.
What your caseload is

Your personal working list — not a wall around a student.

✓Caseloads do
Give you a personal list of students to monitor.
Surface your follow-ups, service activity, and open-case counts.
Keep a history of when a student entered and left your caseload.
—Caseloads do not
Make you the only staff member who may support a student.
Automatically create a case, goal, task, or service.
Replace the student's full record or the district's assignment procedures.
Activity indicators

Prompts that tell you where to look next.

SocialNote reads follow-up dates and recent service contact to surface who needs attention — signals, not clinical determinations.

New
Added within 14 days
Confirm the reason for assignment and record the first planned action.
Active
Serviced in the last 14 days
Continue the plan and keep the next follow-up current.
Needs contact
No service in 14+ days
Review whether contact, documentation, or caseload closure is needed.
A suggested routine

A caseload that works for you, daily.

Timely documentation keeps the workspace meaningful — so every indicator you see reflects the real state of your work.

1
Review Follow-ups Due and Cases Requiring Attention.
2
Scan the Students tab for overdue dates and Needs Contact indicators.
3
Open the relevant student or case and confirm the next action.
4
Complete the outreach, service, or coordination work.
5
Log the service or communication and update the related task or case.
6
Remove students whose responsibility has ended — with a useful reason and note.
How the records fit together

Each record has a distinct job. Together, they tell the full story.

Your caseload sits at the center — the lens through which referrals, cases, goals, and service logs come into focus.

01
Referral
Requests support or connects a student with another provider.
02
Case
Organizes the concern, owner, plan, services, and follow-through.
03
Goal
Defines the measurable student outcome the team is pursuing.
04
Service log
Records each contact, intervention, or support delivered.

Explore the rest of the workflow

All features →
Cases →
Open and manage a structured intervention, coordinate services, and record closure.
Service Logs →
Record completed support, code time accurately, and link goals and cases.
Goals →
Write a measurable outcome, log progress, connect services, and close with results.

See the caseload workspace in action.

Schedule a live demo or start a free trial, and see how your team turns daily work into clear, defensible, outcomes-based data.

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