A comprehensive documentation system and workflow platform for school-based mental health teams
SocialNote helps school-based mental health professionals clearly and efficiently document their work, show their impact, and manage everything in one secure, paperless workflow — so they can focus on serving students and families.
Built by a former school social worker, SocialNote turns daily mental health work into clear, outcomes-based data that decision-makers understand.
See for yourself!
The expectations placed on school-based mental health teams have changed
School-based mental health professionals are being asked to do more than ever…
→ Serve more students.
→ Meet increasing documentation and compliance standards.
→ Collaborate across teams.
→ Demonstrate the impact of their work.
At the same time, much of this work has historically been tracked through disconnected tools, improvised systems, or documentation processes that were never designed for school environments or long-term accountability.
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 communities and governing bodies.
Much of this work has historically been invisible: difficult to explain to non-clinical audiences, difficult to measure at scale, and difficult to defend when questions arise.
SocialNote exists to make that work visible.
More than a documentation system, SocialNote is a tool that helps school-based mental health professionals tell the story of how they work, why it matters, and what impact it creates — quickly, consistently, and in language decision-makers understand.
When professionals have what they need to do their jobs well, the impact extends beyond individual case work to entire school communities.
A complete workflow for school-based mental health teams
SocialNote provides a clear, connected workflow that supports mental health services from first referral to outcomes-based reporting — replacing fragmented systems with a single, purpose-built platform.
From referral to coordinated care — all in one system.
Capture referrals and identified needs
- Intake referrals from staff, families, students, and partners
- Track status, priority, and follow-up
- Maintain clear histories and accountability
Document services and interventions
- Log individual, group, crisis, and indirect services
- Track time, delivery method, location, and follow-ups
- Use service codes aligned with Multi-Tiered Systems of Support (MTSS), American School Counselor Association (ASCA), and state requirements
Respond to and document crises
- Structured crisis documentation with risk levels and interventions
- Track emergency services, outcomes, and parent notifications
- Support multi-participant crisis response documentation
Track goals, progress, and outcomes
- Set and monitor SMART goals
- Capture progress across academic, behavioral, and attendance domains
- Maintain longitudinal visibility across academic years
See the big picture
- Automatic aggregation of services, time, and outcomes
- Clear visibility into caseloads and workload
- Data that supports reflection, planning, and advocacy
All within one secure platform
- Referral and case management
- Service, crisis, and group documentation
- Time tracking and service codes
- Goals, outcomes, and progress monitoring
- Built-in reporting and data visibility
What SocialNote makes possible
Spend less time documenting
- What once took hours can take minutes
- Daily work captured once — without duplicate entry or scattered systems
Feel more confident and covered
- Secure, HIPAA/FERPA-aligned documentation
- Timestamped records and consistent formats across teams
- Documentation that stands up to scrutiny
Provide better care for students and families
- Complete context at every interaction
- Stronger collaboration and cross-coverage
- Faster, more informed decision-making
What teams are saying
“A beautifully done, intuitive to use, and highly efficient and effective documentation system.”
— Taryn James, LCSW, KIPP Austin
“SocialNote provides a safe, detailed, and consistent way to communicate, codify, and document mental health support.”
— Andrea Hale, Director of School-Based Mental Health, Austin Achieve Public Schools
“SocialNote reduces liability with a concrete and HIPAA/FERPA secure documentation system and allows leaders to get data around what their mental health team does to continue advocating for them to be in our schools.”
— Janice Lopez, School Leader, KIPP Austin Collegiate
See how schools are using SocialNote
Explore real-world case studies from school-based mental health teams
Trusted Nationwide
Built for where school mental health is headed
SocialNote’s next-generation platform introduces enterprise-grade architecture designed to support growing teams, expanding services, and increasing accountability demands.
Designed by a school social worker who has done this work
Scales from individual schools to full districts
Enterprise-ready architecture without added complexity
Get Started with SocialNote
SocialNote provides a clear, connected workflow for school-based mental health work — from referrals and daily services to crisis documentation, outcomes, and defensible reporting.
See how SocialNote supports school-based mental health professionals, teams, and districts.