CompanyOn is practice management software for social workers in private practice: intake, digital consent, private case notes, scheduling, and billing in one HIPAA and PIPEDA compliant platform, built for confidential, relationship-based work across Canada and the US.
Social work runs on trust, continuity, and privacy. When intake, notes, consent, and billing are scattered across tools, confidentiality gets harder to protect and admin pulls focus from clients. CompanyOn keeps it all in one secure place.
A good first session starts with the right information collected the right way. CompanyOn lets social workers send digital intake forms ahead of time, so histories and goals are ready before the first meeting and clients feel supported from the start.
Confidential case notes need to be structured, secure, and easy to find. CompanyOn keeps your notes and client history in one private profile, so continuity across a case is easy to maintain and confidentiality is protected.
Relationship-based work depends on clients showing up. CompanyOn handles recurring sessions and automated reminders in one calendar, so appointments stay on track without the constant back-and-forth.
Consent and privacy are central to social work, and Canadian practice has to respect PIPEDA and provincial rules. CompanyOn handles digital consent and secure records, protected with HIPAA and PIPEDA aligned security, so the compliance side is handled properly.
Live in your dashboard
Today's sessions, clients with pending intake or consent, notes to finish, and outstanding invoices, all on one calm screen you can check from your phone.
How it works in real life
A new client completes intake and signs consent digitally ahead of time, so the first meeting opens with connection instead of forms.
Case notes and history live in one secure profile, so you pick up exactly where you left off and confidentiality stays protected.
Digital consent is signed and stored securely, and records stay access-controlled, so PIPEDA and provincial requirements are respected without extra paperwork.
Why CompanyOn
Social work resources
Practical guides relevant to social workers, plus the CompanyOn features that keep a private practice organized and secure.
FAQ
Join healthcare providers who use CompanyOn to keep every client's story in one place, get paid faster, and spend more time on care.
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