For Social Workers
Built for social work practices in Canada & the US

More time supporting the people who need you. Less time on paperwork.

CompanyOn helps social workers manage appointments, documentation, billing, and client communication in one platform—so you can spend less time on admin and more time supporting people who need your care.

1K+ Clinicians
99.9% Uptime
My Caseload 28 All · 28 Active · 18 Urgent · 4 RT Robert T. Senior outreach Stable EJ Emily J. Crisis intervention Urgent FH Foster H. Family Weekly check-in Active DS Daniel S. Housing support Stable VISITS 42 ↑ this month REFERRALS 15 7 pending NEXT HOME VISIT EJ Emily J. Today · 3:30 PM Downtown · 12 min NOTES Auto-saved ✓
Case note saved
Follow-up scheduled
1K+ Healthcare practices
99.9% Uptime
24/7 Real human support
HIPAA Compliant
PIPEDA Compliant
SSL Encrypted

The hidden cost of admin overload

The administrative burden
behind client care.

Social work involves ongoing care, sensitive documentation, time-sensitive communication, and detailed client records. When those workflows live in disconnected tools, the result is more friction, more delays, and more stress than necessary.

Case notes pile up

Documentation gets delayed when notes, scheduling, and case management all live in different systems.

Coordination chaos

Communicating with clients, families, and other providers through email and phone tag eats hours every week.

Sensitive data risks

Storing case details across multiple unconnected tools makes maintaining privacy and compliance harder than it should be.

Billing complexity

Private pay, insurance, agency contracts—each has different rules. Manual invoicing slows down already tight cash flow.

What CompanyOn does for you

One platform built for the way
social workers actually work.

CompanyOn helps social workers manage the full client journey in one place—from first appointment to documentation, billing, and follow-up communication.

Appointment Scheduling

Manage consultations, follow-ups, recurring sessions, and case appointments with a calendar built for care-based workflows.

Digital Documentation

Keep case notes, assessments, care plans, and visit history organized in a secure digital system.

Billing & Payments

Create invoices, track payments, and simplify the financial side of your practice without adding admin.

Forms & E-Consents

Store intake forms, signed consents, documentation, and client records in one centralized file.

Client Communication

Reduce missed appointments and improve continuity of care with reminders and communication tools.

HIPAA & PIPEDA Compliant

Built-in security so sensitive client information stays protected across Canada and the US.

How it works

Designed for the way social workers work

Social workers manage ongoing client relationships that require consistency, documentation, and clear communication. CompanyOn supports that reality without adding complexity.

  1. 01

    Onboard new clients

    Schedule the first session, send digital intake forms, and start with the full picture of your client's needs and consent on file.

  2. 02

    Document and follow through

    Capture case notes, update care plans, and track progress across sessions—all in one connected client record.

  3. 03

    Communicate and bill

    Send reminders, coordinate with other providers, and move from completed sessions to invoices without manual handoffs.

Built for social workers across every practice model

Whether you work independently, in private practice, in community settings, or as part of a multidisciplinary team, CompanyOn adapts to your model without forcing you into rigid hospital-style workflows.

  • Solo social workers running private practices
  • Community-based social workers serving local populations
  • Counselling and case management providers
  • Mobile social workers delivering care across locations
  • School-based and family services social workers
  • Multidisciplinary clinics with social work services
The CompanyOn Difference

Why social workers choose CompanyOn

Social workers need more than basic scheduling software. They need a platform that supports detailed case management, sensitive documentation, and ongoing client coordination.

  • Save time on documentation and admin
  • Improve consistency in case notes
  • Reduce missed appointments with automated reminders
  • Keep sensitive client data secure and compliant
  • Streamline billing across payment models
  • Run your practice with less operational stress
  • Affordable for solo social workers, scalable for teams
  • Real human support when you need help
❌ Heavy enterprise EMRs

Bloated, expensive, designed for hospital networks—not independent practitioners.

❌ Basic appointment schedulers

Cheap, but force you to glue together documentation, billing, and payments yourself.

✓ CompanyOn

Practical, all-in-one, built for the way independent healthcare practices actually run.

What changes when admin gets out of your way

When your practice runs smoothly behind the scenes, you have more energy for what actually matters: building relationships and supporting people through difficult moments.

More accurate and timely case documentation
Fewer scheduling conflicts and missed appointments
Smoother coordination with families and providers
Better continuity across long-term cases
Faster billing and cleaner cash flow
More energy for the work that actually helps clients
Pricing

Pricing That Makes Sense for Real Practices

You shouldn't need an enterprise contract to run an organized, professional practice. CompanyOn is built to be accessible for solo providers and scalable as you grow.

  • Start with one license
  • Add team members as you grow
  • No bloated enterprise commitment

Real stories from real practices

Trusted by independent healthcare practices

Healthcare professionals use CompanyOn every day to simplify documentation, scheduling, billing, and client management.

Frequently Asked Questions

Is CompanyOn a good fit for social workers in private practice?

Yes. CompanyOn is designed to support solo social workers and growing practices that want to reduce admin and stay organized across complex caseloads.

Can it help with recurring appointments and follow-ups?

Yes. CompanyOn helps manage recurring sessions, follow-ups, and ongoing client care more efficiently with a calendar built for care-based workflows.

Can I keep documentation and case records in one place?

Yes. CompanyOn centralizes notes, forms, consents, and client records in one organized system, making case continuity easier to maintain.

Does it support billing and online payments?

Yes. CompanyOn includes tools for invoicing and online payments, supporting private pay, insurance, and contract-based social work services.

Does it work for community-based or mobile social workers?

Yes. The mobile-first design lets you access client records, document sessions, and manage your schedule from anywhere—home visits, schools, or community sites.

Is it HIPAA and PIPEDA compliant?

Yes. CompanyOn is built with HIPAA and PIPEDA compliance in mind, with SSL-encrypted infrastructure to protect sensitive client data.

What's the best next step?

Book a demo. It's the fastest way to see how CompanyOn fits your specific social work practice and caseload.

Start today — no commitment

Run your social work practice with less admin.

Spend less time on paperwork, scheduling issues, and payment follow-up—and more time supporting your clients with confidence.

Full access from day one. No bloated setup. Just a smarter way to run your social work practice.