Solutions by role

One connected platform for everyone who supports students.

Every role on a school mental health team works a little differently. SocialNote fits each of them — and connects their work into one shared, defensible record of the support students receive.

School social workers School counselors School psychologists Student support teams
School social workers

Carry the caseload, not the paperwork.

Between counseling, crisis response, home visits, and IEP/504 support, the day rarely leaves room for documentation. SocialNote captures it as you work — and turns it into the story of your impact.

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
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
Service Logs
Small group · Coping skillsSOCIAL/EMOTIONAL
Direct · 45 min · 6 students
Classroom lesson · Study skillsACADEMIC
Direct · 50 min · Grade 9
Consultation · TeacherINDIRECT
Indirect · 15 min
Individual check-in · College planningCAREER
Direct · 30 min · 1 student
School counselors

Connect daily work to the ASCA model.

Direct and indirect services, classroom lessons, and check-ins add up fast. SocialNote captures them in ASCA-aligned language and turns them into the program data you already report on.

Align services to ASCA domains, mindsets & behaviors
Document classroom lessons, small groups, and check-ins
Track academic, career, and SEL goals over time
Generate program data on demand — no end-of-year scramble
School psychologists

Keep every evaluation connected.

Assessments, timelines, progress monitoring, and intervention data too often live in separate places. SocialNote keeps them linked across every student you support.

Track assessments, timelines, and eligibility workflows
Monitor progress across MTSS tiers
Coordinate IEP / 504 supports with the whole team
Longitudinal data for re-evaluations and reviews
Goals
Reduce unexcused absences to 2 or fewer / month
ACTIVE ATTENDANCE TIER 2
BASELINE
8.0
TARGET
2.0
REVIEW
Monthly
MEASURE
Count
ASSIGNED
A. Davis
MTSS Tier Breakdown
TIER 3Intensive
278 · 16%
TIER 2Targeted
734 · 43%
TIER 1Universal
563 · 33%
Services by Tier
1,575 services across 249 students
Student support & MTSS teams

One shared view of every student.

When multiple people support the same students, fragmented notes create risk. SocialNote gives MTSS, SEL, and multidisciplinary teams a single source of truth — so the right support reaches each student faster.

Triage referrals and assign tiered interventions
Shared visibility across roles and buildings
Coordinate crisis response with multiple participants
District-level rollups for planning and accountability
Better together

Different roles. One record of support.

Every service logged by every role rolls into the same student timeline and the same district reporting — so the whole team, and the leaders who advocate for them, can see the full picture.

See SocialNote for your role.

Book a live demo tailored to your team, or start a free trial today.

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