The SocialNote platform

Every part of student support, connected.

SocialNote connects referrals, caseload, cases, services, goals, crisis documentation, and reporting into one secure workflow — so the whole team works from a single, defensible record.

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From first referral to reporting
1
Referral
2
Caseload
3
Case
4
Service Log
5
Goal
6
Reporting
Explore the features

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

01 Feature page
Referrals
Request support or connect a student with another provider — the front door to the workflow.
✓Route requests to the right provider
✓Track status from open to resolved
✓Kick off a case in one step
Learn more →
02 Feature page
Caseload
Your personal working list of students to monitor, with activity indicators that tell you where to look next.
✓A focused list scoped to your work
✓Follow-up & needs-contact prompts
✓Entry/exit history per student
Learn more →
03 Feature page
Cases
Organize a concern, its owner, the plan, services, and follow-through in one structured record.
✓Coordinate multi-provider support
✓Link goals and service logs
✓Record a clear, defensible closure
Learn more →
04 Feature page
Service Logs
Record each contact, intervention, or support delivered — coded accurately for reporting.
✓Log individual, group & crisis services
✓Code time and service type
✓Connect to goals and cases
Learn more →
05 Feature page
Goals
Define the measurable student outcome the team is pursuing, and track progress to a result.
✓Write measurable objectives
✓Log progress over time
✓Close with documented outcomes
Learn more →
06 Feature page
Crisis Documentation
Capture risk assessments and crisis response with the detail and speed a school setting demands.
✓Structured risk & safety records
✓Multiple participants on one event
✓Timestamped, consistent records
Learn more →
07 Feature page
Reporting
Turn everyday documentation into the data districts use for accountability, planning, and advocacy.
✓Service & outcome rollups
✓Filter by school, team, or provider
✓Data that defends the work
Learn more →
Choose any feature for a focused overview, connected workflows, and links to step-by-step guidance.
Built for schools

Secure, role-aware, and purpose-built.

SocialNote was built by a school social worker for school-based teams — with FERPA-aligned records, role-based access, and district-level structure baked in from the start.

FERPA
-aligned records
Role
-based access
District
-level structure
Cloud
secure & paperless

See the whole platform in action.

Schedule a live demo tailored to your team, or start a free trial and explore SocialNote yourself.

Schedule a live demo Start a free trial