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Service Code Reference

The 13 categories and 274 system-default codes shipped with SocialNote, including each code’s description, direct or indirect delivery type, and MTSS tier.

Use the selector in your account as the operational source of truth.

This reference reflects SocialNote’s system-default taxonomy as of July 2026. Your district may add district-specific codes or change which codes are active and visible. Choose the code for the action actually performed and record actual minutes for that code. An em dash in the Tier column means the code is not assigned to a specific MTSS tier.

274 codes

Academic Support

Codes 100–199 · 34 codes

Services that help students succeed academically, including interventions, tutoring, IEP/504 planning.

CodeDescriptionTypeTier
101Individual tutoring or academic intervention session.DirectTier 2
102Small group instruction targeting skill deficits.DirectTier 2
103Study skills training.DirectTier 1
104Assisting with homework organization.DirectTier 1
105Time management instruction.DirectTier 1
106Note-taking strategies session.DirectTier 1
107Support for test-taking anxiety or prep.DirectTier 2
108Check-in/check-out for academic monitoring.DirectTier 2
109Executive functioning support.DirectTier 2
110Progress monitoring meeting with student.DirectTier 2
111504 Plan academic support implementation.DirectTier 2
112IEP academic support services.DirectTier 3
113Credit recovery planning session.DirectTier 2
114Grade recovery planning and monitoring.DirectTier 2
115Parent conference about academic progress.IndirectTier 1
116Teacher consultation for academic strategies.IndirectTier 1
117Support session for failing students.DirectTier 2
118Planning support for transition to high school.DirectTier 1
119Planning support for middle-to-high school promotion.DirectTier 1
120Support for long-term absence reintegration.DirectTier 2
121Assistance with setting academic goals.DirectTier 1
122Support session for English Learners (ELs).DirectTier 2
123Tutoring support for bilingual learners.DirectTier 2
124Support for students with chronic absenteeism.DirectTier 2
125Intervention planning for MTSS Tier 2.IndirectTier 2
126Progress review for MTSS Tier 2 support.IndirectTier 2
127direct service related to Response to Intervention (RTI).DirectTier 2
128Assistance with scheduling academic classes.DirectTier 1
129Educational workshop on academic topics.DirectTier 1
130Support for dual credit or AP enrollment.DirectTier 1
131Intervention for organization deficits.DirectTier 2
132Parent meeting to develop academic plan.IndirectTier 1
133Teacher observation for academic behavior.IndirectTier 1
134Support for transition from special education.DirectTier 2

Attendance & Engagement

Codes 200–299 · 15 codes

Efforts to address absenteeism, truancy, re-engagement, and student motivation.

CodeDescriptionTypeTier
2011:1 meeting to discuss chronic absenteeism.DirectTier 2
202Parent phone call regarding attendance issues.IndirectTier 2
203Truancy prevention conference with student and family.DirectTier 2
204Check-in/check-out focused on school engagement.DirectTier 2
205Home visit related to chronic absenteeism.DirectTier 3
206Attendance review team participation.IndirectTier 2
207Referral to community resource for attendance support.IndirectTier 2
208Student re-engagement plan development.DirectTier 2
209Classroom observation for engagement patterns.IndirectTier 1
210Parent meeting to address school avoidance.IndirectTier 2
211Case management for attendance barriers.IndirectTier 3
212Monitoring and follow-up on re-engagement efforts.IndirectTier 2
213Conducting student success meeting for at-risk students.DirectTier 2
214Support group for disengaged students.DirectTier 2
215Classroom-wide Tier 1 attendance intervention.DirectTier 1

Behavioral Support & SEL

Codes 300–399 · 30 codes

Interventions focused on behavior coaching, regulation, SEL development, and Tier 2–3 behavior plans.

CodeDescriptionTypeTier
301Individual behavior coaching or intervention.DirectTier 2
302Classroom behavior observation.IndirectTier 1
303Behavioral goal setting with student.DirectTier 2
304Check-in/check-out for behavior tracking.DirectTier 2
305Collaboration with teacher on behavior strategies.IndirectTier 1
306Functional Behavioral Assessment (FBA) participation.IndirectTier 3
307Behavior Intervention Plan (BIP) development.IndirectTier 3
308Behavior Intervention Plan (BIP) implementation support.DirectTier 3
309Conflict resolution session.DirectTier 1
310Restorative practices circle facilitation.DirectTier 1
311Support for students with disciplinary referrals.DirectTier 2
312Positive behavior reinforcement session.DirectTier 1
313Crisis de-escalation related to behavior.DirectTier 3
314Support reentry after suspension.DirectTier 2
315Tier 2 behavior support planning.IndirectTier 2
316Data collection for behavior progress monitoring.IndirectTier 2
317Behavioral self-monitoring training.DirectTier 2
318Parent meeting regarding student behavior.IndirectTier 1
319Support for bullying prevention/intervention.DirectTier 1
320Social skills training for behavior improvement.DirectTier 2
321Monitoring of behavior goals in IEP or 504.IndirectTier 3
322Intervention meeting with MTSS team on behavior.IndirectTier 2
323Support for emotionally dysregulated students.DirectTier 2
324Behavior-related SEL session.DirectTier 1
325Review of school-wide behavior expectations.DirectTier 1
326Individual intervention post behavioral referral.DirectTier 2
327Peer mediation facilitation.DirectTier 1
328Observation for self-regulation strategies.IndirectTier 1
329Behavior data graphing/report creation.IndirectTier 2
330Behavioral support session for chronic defiance.DirectTier 3

Crisis Response

Codes 400–499 · 20 codes

Immediate supports for students in crisis including suicide risk, self-harm, or emergency needs.

CodeDescriptionTypeTier
401Immediate response to student in emotional crisis.DirectTier 3
402Safety planning session with student.DirectTier 3
403Suicide risk assessment.DirectTier 3
404Self-harm risk assessment.DirectTier 3
405Homicidal ideation risk assessment.DirectTier 3
406Coordination with mobile crisis or emergency services.IndirectTier 3
407Parent notification and safety discussion following crisis.IndirectTier 3
408Crisis response debrief with staff.IndirectTier 3
409Follow-up session with student post-crisis.DirectTier 3
410Re-entry meeting following hospitalization or crisis event.IndirectTier 3
411Threat assessment participation.IndirectTier 3
412Documentation of crisis intervention activities.IndirectTier 3
413Behavioral threat screening and planning.DirectTier 3
414Assist student during campus lockdown or emergency.DirectTier 3
415Team debrief or collaboration on high-risk student cases.IndirectTier 3
416Collaboration with outside crisis providers.IndirectTier 3
417Crisis-related referral to community mental health provider.IndirectTier 3
418On-campus monitoring during heightened risk period.DirectTier 3
419Re-entry support planning after psychiatric hospitalization.IndirectTier 3
420Consultation with administrator regarding crisis response.IndirectTier 3

Family Engagement & Support

Codes 500–599 · 20 codes

Interactions with families including check-ins, parenting support, and collaboration.

CodeDescriptionTypeTier
500Parent-teacher conference focused on student progress.IndirectTier 1
501Family meeting to develop support plan.IndirectTier 2
502Phone call to parent/guardian regarding academic issues.IndirectTier 1
503Family outreach related to attendance concerns.IndirectTier 2
504Home visit for family engagement or support.IndirectTier 2
505Parent workshop on supporting student success.IndirectTier 1
506Support session for newly arrived families.IndirectTier 2
507Parent education session on social-emotional learning.IndirectTier 1
508Follow-up with parents after crisis or major incident.IndirectTier 2
509Interpreting/translation services for parent meeting.IndirectTier 1
510Meeting with foster parent/guardian.IndirectTier 2
511Support to family during student transition.IndirectTier 2
512Coaching parent on academic behavior strategies.IndirectTier 2
513Family engagement event planning or execution.IndirectTier 1
514Parent intake meeting for student support services.IndirectTier 1
515Connecting family with community services.IndirectTier 2
516Parent/guardian consent meeting for services.IndirectTier 1
517Parent education session on MTSS and intervention tiers.IndirectTier 1
518Conducting family needs assessment.IndirectTier 2
519Follow-up call or meeting after initial intake.IndirectTier 2

Community Collaboration

Codes 600–699 · 20 codes

Referrals to and meetings with outside agencies, providers, and community resources.

CodeDescriptionTypeTier
601Participation in community mental health coalition meetings.IndirectTier 1
602Collaboration with local law enforcement on school safety.IndirectTier 1
603Attending interagency collaboration meetings.IndirectTier 1
604Partnering with community-based mental health providers.IndirectTier 2
605Coordinating services with child welfare agencies.IndirectTier 2
606Engagement with juvenile justice representatives.IndirectTier 3
607Facilitating community awareness events.IndirectTier 1
608Collaboration with healthcare professionals for student support.IndirectTier 2
609Meeting with nonprofit agencies supporting youth.IndirectTier 1
610Referring students/families to community resources.IndirectTier 2
611Consulting with religious or spiritual community leaders.IndirectTier 1
612Coordinating after-school community programs.IndirectTier 1
613Planning back-to-school resource fairs.IndirectTier 1
614Attending community mental health roundtables.IndirectTier 1
615Collaborating with housing assistance programs.IndirectTier 2
616Partnering with food access organizations.IndirectTier 2
617Providing joint presentations with community agencies.IndirectTier 1
618Developing MOUs with external partners.IndirectTier 1
619Hosting guest speakers from partner agencies.IndirectTier 1
620Participating in interdistrict community meetings.IndirectTier 1

Mental Health Therapy

Codes 700–799 · 20 codes

1:1 or group therapeutic interventions by licensed mental health professionals.

CodeDescriptionTypeTier
701Individual therapy session focused on emotional regulation.DirectTier 2
702Cognitive-behavioral therapy session with student.DirectTier 2
703Trauma-informed therapy intervention.DirectTier 3
704Play therapy session with elementary student.DirectTier 2
705Mindfulness-based therapy session.DirectTier 2
706Family therapy session including student and guardian(s).DirectTier 2
707EMDR therapy session.DirectTier 3
708Solution-focused brief therapy intervention.DirectTier 2
709Social skills therapy for students with ASD.DirectTier 3
710Grief counseling session.DirectTier 2
711Support session for students experiencing trauma.DirectTier 2
712Crisis debriefing therapy session.DirectTier 3
713Psychotherapeutic intervention following hospitalization.DirectTier 3
714Anger management counseling session.DirectTier 2
715Self-esteem therapy session.DirectTier 2
716LGBTQ+ affirming mental health support.DirectTier 2
717Depression screening and therapeutic follow-up.DirectTier 2
718Anxiety reduction and coping strategy development.DirectTier 2
719Parent session to discuss therapeutic goals.IndirectTier 1
720Therapeutic support during reentry after psychiatric stay.DirectTier 3

College & Career Readiness

Codes 800–899 · 20 codes

Services preparing students for postsecondary education or careers, including application and FAFSA help.

CodeDescriptionTypeTier
801One-on-one college planning session.DirectTier 1
802Career exploration session with student.DirectTier 1
803Assistance with college application process.DirectTier 1
804Support for completing FAFSA or financial aid.DirectTier 1
805College admissions workshop.DirectTier 1
806Career readiness skills training.DirectTier 1
807Mock interview session for job prep.DirectTier 1
808Assistance with scholarship applications.DirectTier 1
809Parent meeting about college pathways.IndirectTier 1
810Career interest inventory review.DirectTier 1
811Dual credit or AP course planning.DirectTier 1
812College visit planning or coordination.IndirectTier 1
813Job shadowing coordination or support.IndirectTier 1
814Support for transition to post-secondary education.DirectTier 1
815Group workshop on college and career readiness.DirectTier 1
816College fair coordination or attendance.IndirectTier 1
817Assisting students with creating a resume.DirectTier 1
818Assistance with vocational or trade school research.DirectTier 1
819College re-engagement support for disconnected students.DirectTier 2
820Post-secondary planning for students with IEPs.DirectTier 3

Group Services

Codes 900–999 · 20 codes

Group-based services like SEL groups, grief groups, anxiety support, or social skills training.

CodeDescriptionTypeTier
901Social skills group facilitation.DirectTier 2
902Anger management group session.DirectTier 2
903Grief and loss support group.DirectTier 2
904Conflict resolution group session.DirectTier 2
905Peer mentoring or leadership group.DirectTier 1
906Support group for students with divorced families.DirectTier 2
907Group for students with anxiety or stress.DirectTier 2
908Behavioral intervention group session.DirectTier 2
909Attendance improvement group.DirectTier 2
910Girls’ empowerment or identity group.DirectTier 1
911Boys’ leadership and self-esteem group.DirectTier 1
912Support group for LGBTQ+ students.DirectTier 2
913Group for students with incarcerated parents.DirectTier 2
914Group focused on substance use prevention.DirectTier 1
915Support group for new students or transitions.DirectTier 1
916Academic motivation or goal-setting group.DirectTier 1
917Coping skills group session.DirectTier 2
918Support group for trauma-informed care.DirectTier 3
919Executive functioning and planning group.DirectTier 2
920Cultural identity and inclusion group.DirectTier 1

General / Tier 1 Support

Codes 1000–1099 · 20 codes

Universal supports delivered to all students, including SEL lessons, assemblies, and campaigns.

CodeDescriptionTypeTier
1001School-wide classroom presentation or outreach.DirectTier 1
1002General hallway or lunchroom check-in.DirectTier 1
1003Morning or afternoon greeting to build rapport.DirectTier 1
1004School assembly or large group support.DirectTier 1
1005School-wide positive behavior initiative activity.DirectTier 1
1006General behavior reinforcement or praise.DirectTier 1
1007Positive postcard, call, or note home.IndirectTier 1
1008Universal screening or needs assessment.IndirectTier 1
1009Teacher check-in about classroom needs.IndirectTier 1
1010General school culture-building activity.DirectTier 1
1011Classroom circle or social-emotional check-in.DirectTier 1
1012Delivery of Tier 1 social-emotional curriculum.DirectTier 1
1013General Tier 1 prevention-based programming.DirectTier 1
1014General community outreach or tabling.IndirectTier 1
1015Open office hours for student drop-ins.DirectTier 1
1016Participation in campus wellness activity.DirectTier 1
1017General check-in during transition times (e.g., start of year).DirectTier 1
1018Orientation support for new students.DirectTier 1
1019General consultation with staff on Tier 1 needs.IndirectTier 1
1020School-wide celebration or event planning.IndirectTier 1

Staff & System Support

Codes 1100–1199 · 20 codes

Internal staff collaboration such as MTSS meetings, consultations, or staff PD.

CodeDescriptionTypeTier
1101Participation in staff meeting regarding student support.Indirect
1102Collaboration meeting with administrators.Indirect
1103Professional development provided to staff.Indirect
1104Attending professional learning or external training.Indirect
1105Campus planning or data review meeting.Indirect
1106Training provided to teachers on SEL or mental health.Indirect
1107Review of behavior support plans with staff.IndirectTier 2
1108Staff consultation about student needs.Indirect
1109Developing intervention plans collaboratively with staff.IndirectTier 2
1110Supporting MTSS implementation at the campus level.Indirect
1111Creating or managing campus resources for student services.Indirect
1112Documentation or reporting for state or district compliance.Indirect
1113Consultation with district support teams.Indirect
1114Campus walkthroughs or observations.Indirect
1115Mentoring or onboarding new support staff.Indirect
1116Internal case staffing with multi-disciplinary teams.Indirect
1117Developing data reports for campus leadership.Indirect
1118School-wide needs assessment review.IndirectTier 1
1119Designing new Tier 1 or Tier 2 programs with staff.IndirectTier 1
1120Strategic planning meeting for student services.Indirect

Student Advocacy & Inclusive Practices

Codes 1200–1299 · 15 codes

Supports related to student advocacy, inclusive leadership, restorative practices, and equitable access to education.

CodeDescriptionTypeTier
1201Meeting with student to address equity-related concerns.DirectTier 2
1202Supporting students experiencing discrimination or exclusion.DirectTier 2
1203Facilitating a student advocacy planning session.DirectTier 2
1204Providing support for identity-affirming practices.DirectTier 1
1205Collaboration with staff on inclusive classroom practices.IndirectTier 1
1206Delivering training on cultural competency or implicit bias.IndirectTier 1
1207Participation in school equity or inclusion committee.IndirectTier 1
1208Developing student-led advocacy or leadership programs.DirectTier 1
1209Supporting marginalized student groups or clubs.DirectTier 1
1210Family engagement to address equity-related concerns.IndirectTier 1
1211Documenting and responding to incidents of bias or inequity.IndirectTier 2
1212Organizing student voice forums or listening sessions.DirectTier 1
1213One-on-one check-ins with students impacted by systemic barriers.DirectTier 2
1214Creating inclusive support plans with multidisciplinary teams.IndirectTier 2
1215Supporting policy review or improvement for student inclusion.IndirectTier 1

Administrative Tasks

Codes 1300–1399 · 20 codes

Non-student-facing tasks such as documentation, scheduling, compliance reporting, and other administrative responsibilities that support service delivery.

CodeDescriptionTypeTier
1300Documenting service logs and case notes.Indirect
1301Updating student records or client information.Indirect
1302Preparing reports for administration or compliance.Indirect
1303Data entry related to student services.Indirect
1304Responding to internal emails or requests.Indirect
1305Organizing files and documentation.Indirect
1306Developing internal workflows or templates.Indirect
1307Reviewing caseload rosters.Indirect
1308Attending internal planning meetings.Indirect
1309Scheduling student or family meetings.Indirect
1310Compiling end-of-year documentation.Indirect
1311Archiving student files or records.Indirect
1312Reviewing referrals for completeness.Indirect
1313Preparing materials for sessions.Indirect
1314Maintaining confidential documentation systems.Indirect
1315Completing district-required forms.Indirect
1316Responding to staff questions about procedures.Indirect
1317Collaborating on multi-campus data reviews.Indirect
1318Scanning or uploading documents to the system.Indirect
1319Preparing for audits or site reviews.Indirect
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