Pre-built templates

Use form templates that reflect the common interactions of school counselors to easily gather the right information in the right moment, no setup or IT required.

Intervention & problem tracking

Understand individual students and the entire school or district better by tagging meetings with the types of problems addressed and interventions used to start making data-driven decisions.

Flexible notes

Document simple one-off meetings or complex, multi-interaction events with this flexible and intuitive note-taking system

Multi-tiered systems of support

Keep track of MTSS tiers and whether support is being allocated appropriately, and which interventions are driving impact

SEL programs

Easily keep track of how much key SEL concepts are being employed by different practitioners and with different student groups

Crisis intervention

Various threat and suicide assessment form templates including CSTAG and C-SSRS forms help counselors document crisis intervention scenarios using best practices

Calendar

Unlock the information in your calendar to create a documentation record and to better understand where time is being spent. Mark no shows and keep track of frequent fliers easily.

E-signatures

Create, send and save consents electronically and securely without leaving the platform.

To-Do List

Stay organized and consistent by creating to-do items directly from the charting experience with tagging and due dates.