Social worker engaged in a private conversation with a client in a professional setting
Software for Social Workers

Keep every client's story organized, private and connected.

CompanyOn supports the operational side of private practice, from intake and consent to confidential case notes, scheduling and billing.

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Built for social workers
Private case notes Digital consent HIPAA & PIPEDA secure
Confidential practice

Relationship-based work needs an organized record behind it.

Intake information, consent, case notes, appointments and follow-up need to remain connected without compromising privacy.

  • Intake, consent and case notes in one private client record
  • Appointments and follow-up connected to the same record
  • Privacy protected with role-based access and HIPAA and PIPEDA aligned safeguards
Social worker reviewing case information privately after a session
Connected client journey

From first contact to ongoing support, it stays connected.

  1. Intake
  2. Consent
  3. Session
  4. Case Note
  5. Billing
  6. Follow-up
Private case notes

Document securely without losing the client's history.

Structured case notes stay attached to the client, so continuity across a case is easy to maintain and confidentiality is protected.

  • Structured case notes attached to each client
  • Full history in one place for continuity of support
  • Confidential records, encrypted in transit and at rest
Practitioner entering notes on a laptop in a private office
Scheduling

Keep recurring clients and follow-ups visible.

Recurring sessions and follow-ups sit on one calendar with reminders, so ongoing relationships stay on track without constant back-and-forth.

  • Recurring sessions for ongoing relationships
  • Follow-ups visible before they slip
  • Automated reminders that reduce no-shows
CompanyOn weekly calendar with recurring social work appointments
Consent & privacy

Keep important client information where it belongs.

Digital consent is signed and stored securely with the rest of the client record, supporting PIPEDA and provincial requirements without extra paperwork.

  • Digital consent forms signed and stored securely
  • Consent kept with the client record, not in a separate folder
  • Aligned with PIPEDA and provincial privacy requirements
Digital consent and privacy for social workers
Social worker and client reviewing digital consent together on a tablet

Practice visibility

See your caseload and your week at a glance.

Today's sessions, clients with pending intake or consent, case notes to finish and outstanding invoices, all on one calm screen.

  • Today's in-person and virtual sessions
  • Clients with pending intake or consent
  • Case notes to finish
  • Outstanding invoices and payments
CompanyOn calendar and client dashboard combination for a social work practice

Social work resources

Guides and features for social work practice

Practical guides relevant to social workers, plus the CompanyOn features that keep a private practice organized and secure.

Digital Consent and Privacy for Social Workers Online Intake Forms That Improve Show-Up Rates Why Clinical Notes Matter in Patient Care Best Practice Management Software for Small Clinics Appointment Scheduling Billing & Online Payments Electronic Medical Records Patient Management

FAQ

Frequently asked questions

What is practice management software for social workers?
It brings intake, digital consent, private case notes, scheduling, and billing into one secure platform built for social work practice. CompanyOn is designed for social workers across Canada and the US. See our guide to digital consent and privacy for social workers.
Are case notes kept confidential?
Yes. Notes and history live in one private profile per client, encrypted in transit and at rest, with access limited to authorized users.
Does it support digital consent?
Yes. Clients can sign consent forms digitally, stored securely with the rest of their record, which supports PIPEDA and provincial requirements. See digital consent and privacy best practices.
Can I run in-person and virtual sessions?
Yes. In-person and virtual sessions live in one calendar with reminders, so your schedule stays organized across formats.
Is it a good fit for a solo private practice?
Yes. CompanyOn is built for private practice and solo providers who want simple, secure tools without enterprise complexity.
Can I take online payments?
Yes. CompanyOn supports clean, professional billing and online payments, so the business side stays simple.
Is CompanyOn HIPAA and PIPEDA compliant?
Yes. CompanyOn is built with HIPAA and PIPEDA compliance in mind, with SSL encrypted infrastructure and Canadian hosting to protect confidential client data across Canada and the US.
What is the fastest way to see if it fits my practice?
Book a demo to see how CompanyOn fits your intake, notes, and consent. You can also start a free 14-day trial with full access and no credit card.

Keep the practice organized around the work that matters.

See how CompanyOn keeps intake, consent, case notes and scheduling connected. Start a free 14-day trial or book a demo.

1,000+Healthcare Providers
1M+Visits Completed
40%Less Administrative Work
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