New to SocialNote? Read these in order
Everyday work
Documenting and coordinating student support day to day.
- CaseloadMaintain your student list, monitor follow-ups and assigned cases, and close out responsibility.
- Family ContactsMaintain parents, guardians, relatives, and linked siblings in each student’s workspace.
- CasesManage an episode of care, from services-only coordination through optional Goals and formal Treatment Planning.
- CrisisDocument a crisis response, specialized assessments, safety planning, notifications, and follow-through.
- GoalsWrite a measurable student outcome, log progress, connect services, and close with real results.
- Service LogsRecord completed support, code time accurately, link goals and cases, and schedule the follow-up.
- TasksAssign accountable next steps, link students, use reminders, and work the queue to completion.
- GroupsBuild a student roster, manage facilitators, document coded sessions, and track attendance.
- ReferralsReceive and triage inbound requests, match students, coordinate outbound support, and follow up.
- Release of InformationAuthorize information sharing with an outside party, collect signatures, follow up, and retain the history.
- Macro-Level EffortsDocument district and school systems work, community collaboration, staff time, and broader reach.
Reporting & reference
Turning your documentation into numbers you can explain and defend.
- ReportingChoose the right report, define a reliable scope, interpret totals, and trace results to records.
- SocialNote for Georgia DistrictsSee how everyday documentation supports Georgia-aligned reporting readiness, validation, and district review.
- Framework AlignmentUnderstand how service codes connect with Georgia, Texas school mental health, MTSS, SSWAA, and ASCA.
- Service Code ReferenceSearch every system-default category and code by number, description, delivery type, or MTSS tier.
Setup & administration
For administrators configuring SocialNote for their district and staff.
- Two-Factor AuthenticationEnroll an authenticator, sign in with verification codes, store recovery codes, and recover lost access.
- Configuring Service CodesCreate district categories and codes, manage availability, and preserve consistent reporting.
- Configuring ReferralsSet public intake audiences, form content, contact rules, crisis indicators, routing, and alerts.
- Configuring ConsentSet guardian and student language, consent defaults, signing-link lifetime, self-consent, and locales.
- Managing UsersInvite staff, assign roles and school access, manage pending invitations, and deactivate safely.