What’s New

Staff can create Release of Information authorizations, send signature requests, record paper or external authorizations, and record revocation in production. District administrators configure ROI language and electronic signing in settings. Read the Release of Information guide.

Staff can create or update a student without a grade level, just as date of birth became optional earlier this month. Students without a recorded grade appear normally in the Students list and on referral details.

Choosing Edit Referral from a student’s workspace now keeps the student sidebar in view. Back to Referral, Cancel, and saving return you to the student’s referral instead of the main Referrals area. Read the Referrals guide.

The Students page header now shows your own district’s name next to the student count instead of a placeholder district name.

Group and session duration totals now count only service codes that belong to the group’s district, so totals match the codes staff can see. Read the Groups guide.

Staff can document permission to release, obtain, or exchange a defined set of student information with an outside party. The workflow includes district-configured language, adult or student authorizing signers, separate invitations when an additional student signature is required, reminders, manual records, retained signed documents, and revocation. A new guide walks through the process with a complete synthetic example. Read the Release of Information guide.

Staff can explicitly choose Student as authorizing signer when requesting or manually recording Consent. The student receives one invitation and provides one authorizing signature. Staff determine the student’s authority; SocialNote does not infer eligibility from age. Adult signers continue to use the Family Contact path.

New electronic Consent signatures are retained with the exact document presented for signing, so later text changes do not rewrite signed history. Staff-recorded evidence remains clearly distinguished from electronic signatures, and retained Consent history is protected against accidental deletion with a student or school.

Authorized administrators can choose Copy Invitation Link for a pending, unexpired user invitation. Generating the link replaces the previous invitation link but keeps its existing expiration date. Expired invitations must be resent instead of copied. Read the User Management guide.

Staff can create or update a student without a known date of birth; the field is now optional. Editing a profile also keeps the student-specific sidebar and Overview context, making it easier to return to the student’s other records.

Service logs and group sessions now use Restricted Note instead of Confidential Note. This is a naming clarification; existing access restrictions and note protection are unchanged. See the Service Logs guide and Groups guide.

Cards now use more consistent headings and spacing across student work, groups, reports, and settings. Crisis History emphasizes four action-focused metrics with overdue follow-ups called out separately, and narrow cards allow labels to wrap instead of clipping important information. Read the Crisis guide.

Georgia districts continue to see Georgia-specific terminology and mapping details, while districts in other states now see state-neutral headings, descriptions, and column labels across referral, intervention, Case category, special population, and unduplicated student reports. Read the Reporting guide.

Administrators can resend a pending user invitation to issue a fresh link with a new seven-day window, or cancel an invitation when it should no longer be used. Canceling preserves the administrative history and allows the email address to be invited again later. Read the User Management guide.

Opening a referral from a student’s profile now keeps the student workspace, sidebar, and back navigation in view, making it easier to review the referral and continue working with the same student. Read the Referrals guide.

SocialNote now accepts individual uploads up to 25 MB in the hosted application, giving staff more room for detailed PDFs and other supporting records.

Log Progress, Edit Goal, and Delete Goal are now collected in the Goal page’s Quick Actions menu. Deleting a Goal also uses a clear title-confirmation step to help prevent accidental removal. Read the Goals guide.

Deactivated users can no longer sign in, and deactivating a user or district now ends affected active sessions and invalidates remembered sign-in access. Administrators can continue to preserve account history by deactivating users instead of deleting them. Read the User Management guide.

Moving between pages of students now works correctly in the hosted application, including when search and filters are in use.

District of Columbia is now included alongside all 50 states wherever SocialNote uses the shared state list.

Consent messages, referral notifications, password resets, task reminders, user invitations, feedback submissions, and two-factor reset notifications now use SocialNote’s background delivery process.

The guide connects Cases, service logs, referrals, groups, crises, macro-level efforts, and unduplicated student reporting to a practical Georgia readiness workflow. It also identifies the FY2025 technical-specification basis, records GaDOE’s confirmation that the school social work requirements were unchanged for FY2026, and transparently describes the dedicated GaDOE export’s current release status. Read the Georgia guide.

A new crosswalk guide explains how SocialNote service codes relate to Georgia reporting, Texas school mental health, MTSS, the National School Social Work Practice Model 2.0, and the ASCA National Model. It includes a worked service-code example and clearly distinguishes product alignment from certification or automatic compliance. Read the Framework Alignment guide.

Log Crisis and Request Consent now open the correct workflow for the student whose profile you are viewing. The unavailable ROI shortcut has also been removed. Learn more in the Crisis guide and Consent guide.

Staff can now create or update a student without selecting a primary language. The field remains available when that information is known.

New crisis logs now require an explicit crisis type, referral source, overall risk level, and outcome. This prevents untouched forms from creating blank or accidental crisis records.

Practitioners can now add plan context, participants, service frequency, duration, Case Goals, establishment, reviews, closure outcomes, and a printable current-plan view when an episode of care calls for formal planning. Services-only Cases and Cases with Goals but no formal plan remain fully supported. Read the updated Cases guide.

SocialNote now supports confirmed authenticator-app sign-in and recovery codes, and can require enrolled users to complete two-factor verification before continuing into the platform. Read the Two-Factor Authentication guide.

Case timelines and protected reports now summarize relevant plan, Goal, progress, review, closure, and reopening activity. Review indicators are based on documented Case Reviews rather than plan edits alone.

District and organization administrators can now create district-specific categories and codes, search and filter the effective catalog, retire local definitions, and hide or restore individual system-default codes for their district. Unavailable codes remain attached to historical records but no longer appear in new-entry selectors. Read the Configuring Service Codes guide.

Each district can now be assigned its appropriate U.S. time zone during platform setup, supporting more accurate local date and time behavior across regions.

Internal referrals can now be submitted without choosing a special education or consent status. SocialNote safely applies the appropriate defaults when either optional field is left blank.

Creating, reviewing, editing, and printing crisis logs now consistently uses the student’s Crisis workspace, reducing the chance of broken or ambiguous navigation.

A new guide explains how to document a crisis response, use crisis-type-specific assessments and safety-planning tools, record notifications, manage follow-up, and close the record with a complete worked example. Read the Crisis guide.

Services by Type, Services by Student, Direct vs. Indirect Services, MTSS Tier Breakdown, and Time Tracking Summary can now be downloaded as CSV files or opened as print-ready reports. Both options preserve the filters currently on screen, and printed reports include the district logo when one is configured.

SocialNote administrators can now choose standard, district administrator, or organization administrator access when helping a district onboard users. Preview invitations also provide tailored email and account-setup guidance while production invitations retain the standard experience.

The Consents section now remains highlighted while users request consent or record consent manually from a student record.

Preview workspaces now display a persistent reminder to use only synthetic or demonstration data. Invitations and account setup include the same guidance, and new users acknowledge it before joining a preview workspace.

New SocialNote accounts must now be invited by a district administrator. Public self-registration has been removed, making workspace access more intentional.

Macro-Level Efforts now summarizes total efforts, effort types, hours, and participants reached. Student Family Contacts now includes a sibling count.

Legacy task descriptions and completion notes are now handled correctly, restoring access to affected task-editing screens.

The Crisis section now remains highlighted while users create and manage crisis logs from a student record.

A new guide center now explains the intent and complete workflows for goals, cases, referrals, consent, caseloads, service logs and codes, groups, macro-level efforts, tasks, reporting, and user management. Browse the guides.

The Give Feedback form now sends submissions directly to the SocialNote team, making it easier to share preview feedback, questions, and ideas from inside the platform.

Time-sensitive messages—including invitations, password resets, consent activity, public-referral alerts, task reminders, and feedback submissions—are now sent immediately through the configured email service.

Interactive controls across navigation, tables, groups, referrals, tasks, settings, and administrative pages now provide clearer labels, focus behavior, and keyboard interaction.

Student enrollment status now displays consistently in the student list, making it easier to understand which students are actively enrolled.