SDOH Assessments
Screen housing, food, utilities, identification, elder-care, and related needs, then build a phased starting plan with local-resource research.
Interactive tools · available now
Start with the task in front of you
These are working website tools—not downloadable products. Each opens a focused workflow.
Progress Notes
Turn de-identified encounter details into a structured CHW, OGI, or clinical social-work draft for professional review.
Treatment Planning
Organize needs, strengths, goals, measurable objectives, interventions, and follow-up into a practical working plan.
Group Session Builder
Select a topic and behavioral-health context to generate a structured narrative approach, discussion prompts, and session flow.
Professional resources · cataloged
Case-management toolkits are here
The underlying files have been located and inventoried. They remain private while final product versions, previews, licenses, and secure delivery are prepared.
Documentation Toolkit
Seven core forms covering intake, assessment, care planning, SOAP notes, communication, releases, and case closure. Visual defects must be repaired before launch.
Case-management Planners
A twelve-month caseload planner and a client case-file planner for organized follow-through across ongoing work.
Documentation Habit Builder
A structured practice system for improving documentation consistency and reducing unfinished-note backlogs.
Group Narrative Library
Facilitation material spanning fifteen topics and ten behavioral-health contexts, planned as individual, diagnosis, topic, and complete-library tiers.