Appointment Scheduling
Manage consultations, follow-ups, recurring sessions, and case appointments with a calendar built for care-based workflows.
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.
The hidden cost of admin overload
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.
Documentation gets delayed when notes, scheduling, and case management all live in different systems.
Communicating with clients, families, and other providers through email and phone tag eats hours every week.
Storing case details across multiple unconnected tools makes maintaining privacy and compliance harder than it should be.
Private pay, insurance, agency contracts—each has different rules. Manual invoicing slows down already tight cash flow.
What CompanyOn does for you
CompanyOn helps social workers manage the full client journey in one place—from first appointment to documentation, billing, and follow-up communication.
Manage consultations, follow-ups, recurring sessions, and case appointments with a calendar built for care-based workflows.
Keep case notes, assessments, care plans, and visit history organized in a secure digital system.
Create invoices, track payments, and simplify the financial side of your practice without adding admin.
Store intake forms, signed consents, documentation, and client records in one centralized file.
Reduce missed appointments and improve continuity of care with reminders and communication tools.
Built-in security so sensitive client information stays protected across Canada and the US.
How it works
Social workers manage ongoing client relationships that require consistency, documentation, and clear communication. CompanyOn supports that reality without adding complexity.
Schedule the first session, send digital intake forms, and start with the full picture of your client's needs and consent on file.
Capture case notes, update care plans, and track progress across sessions—all in one connected client record.
Send reminders, coordinate with other providers, and move from completed sessions to invoices without manual handoffs.
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.
Social workers need more than basic scheduling software. They need a platform that supports detailed case management, sensitive documentation, and ongoing client coordination.
Bloated, expensive, designed for hospital networks—not independent practitioners.
Cheap, but force you to glue together documentation, billing, and payments yourself.
Practical, all-in-one, built for the way independent healthcare practices actually run.
When your practice runs smoothly behind the scenes, you have more energy for what actually matters: building relationships and supporting people through difficult moments.
Yes. CompanyOn is designed to support solo social workers and growing practices that want to reduce admin and stay organized across complex caseloads.
Yes. CompanyOn helps manage recurring sessions, follow-ups, and ongoing client care more efficiently with a calendar built for care-based workflows.
Yes. CompanyOn centralizes notes, forms, consents, and client records in one organized system, making case continuity easier to maintain.
Yes. CompanyOn includes tools for invoicing and online payments, supporting private pay, insurance, and contract-based social work services.
Yes. The mobile-first design lets you access client records, document sessions, and manage your schedule from anywhere—home visits, schools, or community sites.
Yes. CompanyOn is built with HIPAA and PIPEDA compliance in mind, with SSL-encrypted infrastructure to protect sensitive client data.
Book a demo. It's the fastest way to see how CompanyOn fits your specific social work practice and caseload.
Start today — no commitment
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.