For Social Workers
Documentation that reflects the whole client picture
Notes gives LCSWs and social workers case-management context alongside clinical notes, treatment plans, and billing — built for practice that goes beyond a single 45-minute session.
Case management context, not just a session note
Social work practice often involves coordination beyond the therapy room — referrals, collateral contacts, and case notes that need to live alongside clinical documentation. Notes keeps that full picture in one chart instead of a separate case management system.
- Case notes and collateral contact logs linked to the client chart
- Treatment plans with measurable goals for documentation and billing support
- Referral tracking for partner agencies and community resources
Case chart
Billing that supports LCSW and LMSW workflows
Notes handles standard psychotherapy billing alongside the realities of social work practice — including sliding-scale documentation, EAP billing, and Medicaid workflows where applicable, with clean claim rates that reduce time spent chasing payers.
- Commercial, EAP, and Medicaid billing rule support
- Sliding-scale fee documentation and reporting
- Superbills for clients using out-of-network benefits
Billing
Why social workers choose Notes
Built for the full scope of the work
Case management notes
Document coordination, collateral contacts, and referrals alongside clinical notes.
Measurable treatment plans
Goals and objectives that support both clinical care and billing documentation.
EAP & Medicaid billing
Payer rules configured per case, including sliding-scale and EAP arrangements.
Supervision workflows
Co-signature routing built for LMSW associates working toward licensure.
Telehealth access
Reach clients who face transportation or scheduling barriers with integrated video.
Secure family messaging
Configurable guardian and family access respecting consent requirements.