Frequently Asked Questions
Below you can find commonly asked questions that provide more information about our All-in-One Social Work Client Assessment & Case Management Hub solution.
If you have other question that you can’t find the answer to please reach out to us using our contact us page.
Click on a question below to be taken to the Q&A response.
- Do you offer live demos of your All-in-One Case Management Hub
- How can I learn more about your All-in-One Solution?
- How can I learn more about your security processes? Are you HIPAA secure?
- Are there any discounts available for non-profit organizations, education institutions, military, 1st responders, students?
- Do you offer special pricing for college or university classes?
- Can I add unlimited users + unlimited archived clients?
- Is there a way to add a field to a client record that will show up on every client record entered in the agency?
- Do you have any Assessment or Intake forms?
- Do you have any Psychosocial assessment templates?
- Do you have any resources on the Ecomaps, Genogram and Psychology topics?
- Do you have more information on the DAP Process?
- Is there a way to see the name of the person who entered the note when its being printed?
- Do you have any example questions that I can use for my first and follow up sessions with clients?
- I’m looking into developing our assessment process. Can your provide any guidance?
- Will your library include templates for letters that therapists often need to write?
- What happens to my data if I decide to switch to a different platform
- What happens to my data if I stop using the platform?
- Can I make changes to progress notes, intakes, and assessments after they’ve been signed?
- Can I download the client’s record either to print out or store on my own computer?
Do you have additional questions or feedback? Contact us, we’ll love to hear from you.
| Question | Our Response |
| Do you offer live demos of your All-in-One Case Management Hub | Yes we do. You can join one of our Webinars for a demo of our All-in-One Case Management Hub: https://www.socialworkportal.com/case-management-demos/ |
| How can I learn more about your All-in-One Solution? | You can read everything on our All-in-One Social Work Client Assessment & Case Management Hub software solution here: https://www.socialworkportal.com/all-in-one-case-management-tool/ |
| How can I learn more about your security processes? Are you HIPAA secure? | The Social Work Portal is developed with the highest level of security protocols. We have a comprehensive FAQ page that covers all security related questions including Encryption, International Regulatory Compliance, Data Privacy and much more.
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| Can I add unlimited users + unlimited archived clients? | Yes you can add an unlimited number of clients at no additional cost to you. We don’t restrict the number of clients or prospects you can add to your account. |
| Is there a way to add a field to a client record that will show up on every client record entered in the agency? | Yes, you can add a new field by entering it into the master edit window. Here are the steps to get to that master edit window.
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| Are there any discounts available for non-profit organizations, education institutions, military, 1st responders, students? | Yes, we offer discounts for:
Request a Discount here:
You can read the full information on our discounts here: https://www.socialworkportal.com/support/#Do-You-Offer-Discounts |
| Do you have any Assessment or Intake forms? | We do have several free downloadable Assessment and Intake forms in PDF and Word that you can edit.
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| Do you have any Psychosocial assessment templates? | We do have a downloadable Psychosocial Assessment Template in PDF and MS Word that you can edit.
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| Do you have any resources on Ecomaps, Genograms, and Psychology topics, especially for complicated clients? | Here are some useful links around the Genogram and Psychology topics: Genogram Guide: https://www.socialworkportal.com/genogram-social-work/
Ecomap Guide: https://www.socialworkportal.com/eco-map-social-work/ Free Ecomap Template: https://www.socialworkportal.com/free-templates/#Free-Ecomap-Template Psychology/Therapist Resources: https://www.socialworkportal.com/all-topics/#Therapy |
| Do you have more information on the DAP process? | You can find more information about the DAP process in this article here: https://www. |
| Is there a way to see the name of the person who entered the note when its being printed? | Yes, the name of the person that entered the note is included when printing or viewing the note. |
| Do you have any example questions that I can use for my first and follow up sessions with clients? | As a social worker, counselor or therapist, it’s important to ask clients open-ended questions that encourage them to share their thoughts, feelings, and experiences. Here are other sample questions that you might consider asking:
You can also view more sample questions to ask during sessions from the below links:
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| I’m looking into developing our assessment process. Can your provide any guidance? | We have several detailed articles that you can reference about the assessment process:
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| Will your library include templates for letters that therapists often need to write? For example, ESA letters, Disability Letters/FMLA, Court Ordered Summary of Treatment and Progress, Jury Duty Exemption Letters, and basic Text and Email Correspondences to Clients? | Yes, at launch our All-in-One Social Work Client Assessment & Case Management Hub will include templates for correspondence letters. You’ll also be able to edit these and save as your own templates. |
| What happens to my data if I decide to switch to a different platform? Is the data transferable and if so, in what format? | Yes, the data is transferable. You can easily export your client data to an Excel spreadsheet. |
| What happens to my data if I stop using the platform? | For closed accounts, we retain data for a year prior to deleting it, unless the user chooses the option to have us delete their data when they close their account. In this case, it’s deleted within 30 days. |
| Can I make changes to progress notes, intakes, and assessments after they’ve been signed? | Yes, as a provider you can edit and update notes, intakes, and assessments after they have been signed and submitted. |
| Can I download the client’s record either to print out or store on my own computer? | Yes, you can export client records as an Excel spreadsheet and export/print client intakes/assessments as a PDF. |
| Do you offer special pricing for college or university classes? | Yes, it’s our pleasure to support those training for fields in human services, and we offer steep discounts for college and university classes. We only ask that if you find our software helpful that you consider giving us a testimonial. Ask about University Class Pricing here. |