SocialNote User Guides

Maintain your student list, monitor follow-ups and assigned cases, and close out responsibility.

Manage an episode of care, from services-only coordination through optional Goals and formal Treatment Planning.

Document a crisis response, specialized assessments, safety planning, notifications, and follow-through.

Write a measurable student outcome, log progress, connect services, and close with real results.

Record completed support, code time accurately, link goals and cases, and schedule the follow-up.

Assign accountable next steps, link students, use reminders, and work the queue to completion.

Build a student roster, manage facilitators, document coded sessions, and track attendance.

Receive and triage inbound requests, match students, coordinate outbound support, and follow up.

Document district and school systems work, community collaboration, staff time, and broader reach.

Choose the right report, define a reliable scope, interpret totals, and trace results to records.

See how everyday documentation supports Georgia-aligned reporting readiness, validation, and district review.

Understand how service codes connect with Georgia, Texas school mental health, MTSS, SSWAA, and ASCA.

Search every system-default category and code by number, description, delivery type, or MTSS tier.

Enroll an authenticator, sign in with verification codes, store recovery codes, and recover lost access.

Create district categories and codes, manage availability, and preserve consistent reporting.

Set public intake audiences, form content, contact rules, crisis indicators, routing, and alerts.

Set guardian and student language, consent defaults, signing-link lifetime, self-consent, and locales.

Invite staff, assign roles and school access, manage pending invitations, and deactivate safely.