Smores Health for your team
How can Smores Health support your recovery coaches?
Give coaches and supervisors a shared place to organize support and the records around it. Start with the workflow your team already uses, then explore the configuration that fits.
Organize the support
Keep participant assignments, caseloads, schedules, and tasks within the program workspace.
Document the session
Capture the support provided, the participant's response, and the agreed next step in structured notes.
Review the work
Connect signatures and supervisor review with documentation, then use reports and exports for program conversations.
This is an illustrative workflow, not a fixed setup. Your services, staff roles, documentation, and review process shape the configuration. Bring a blank form or a sample report with identifiers removed to your demo.
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What should recovery coaching software connect?
Connect the person receiving support with the coach responsible, the support delivered, the record of that work, and the next agreed action. Each part should be understandable to the team using it.
Smores Health supports assignments and caseloads, schedules and tasks, structured notes, signatures, supervisor review, and program reporting. The demo is a chance to follow one coaching workflow through those areas and discuss which configuration matches your team.[2][3][4]
The Substance Abuse and Mental Health Services Administration describes peer recovery support as person-centered and directed by the person participating. For software selection, that means making room for the participant's own goals, choices, and response. A completed task should not stand in for the person's view of their progress.[1]
What does a connected coaching workflow look like?
Follow one participant-led goal from a scheduled conversation to documentation, review, and a clear next step. Keep planned actions separate from things that actually happened.
| Moment | What your team needs to see | Question to bring |
|---|---|---|
| Assignment | The participant and the responsible coach | How would we manage caseloads and staff changes? |
| Session | The scheduled support and the service actually provided | How do our individual and group services fit? |
| Documentation | Specific coaching activity, participant response, and next steps | Can we reflect the prompts in our approved form? |
| Review | The note, its author, signatures, and review needs | How does our supervisor review process work here? |
| Reporting | Activity and outcome information with clear definitions | Which report or export answers our funder's question? |
How should you evaluate fit for your coaching program?
Evaluate the work your organization actually performs, the people who use the system, and the reporting you need. Ask to see those requirements together during the demo.
- Coaches: identify what they need before a session, what they document afterward, and how they find the next task.
- Supervisors: show how incomplete documentation, review requests, and staff responsibilities are handled.
- Program leaders: bring a redacted monthly report and define the measures behind it. Sessions, attendance, people served, and participant-reported change answer different questions.
- Operations: discuss setup, training, existing records, permissions, support, and the information you will need to export.
- Funding: separate required documentation from any claims or reimbursement workflow. Confirm the scope and availability of each requested capability before choosing a system.
Keep the first evaluation concrete. A team of coaches needs a usable daily workflow; a director also needs confidence that the records can answer program questions. Ask the same people who will do the work to take part in the walkthrough and identify where configuration is needed.
What should you bring to a recovery coaching software demo?
Bring a blank note form, a description of your coaching services, and one reporting question. Those three items make the walkthrough specific to your program without using participant records.
- Describe who you serve, how coaches are assigned, and which support you provide individually or in groups.
- Choose one ordinary coaching session. Explain the steps from scheduling through documentation and review.
- Identify one exception, such as a missed appointment, a staff reassignment, or a note that needs correction.
- Show an empty or redacted reporting format and explain what each number is supposed to represent.
- Discuss the configuration, implementation support, pricing, and next steps for the scope you actually need.
The aim is a useful decision about fit. Write down which parts match today, which need configuration, and which questions need a follow-up answer. That gives coaches, supervisors, and leadership the same understanding before implementation begins.
Where can your team start with documentation and reporting?
Use the recovery coaching note template to clarify what your team records, then explore the related documentation and reporting workflows. Adapt the template through your organization's review process before using it operationally.
Frequently asked questions
Can Smores Health be configured for our recovery coaching team?
Smores Health supports configurable documentation, roles, and review workflows. Bring your services, blank forms, and reporting needs to a demo so we can explore the setup for your program.
Is recovery coaching software the same as a recovery residence system?
The buying questions differ. This page focuses on coaching relationships, sessions, documentation, review, and reporting. If you also need beds, rent, property management, or residential operations, list those separately and confirm the scope with each vendor.
Does the free note template establish billing eligibility?
No. It is an educational starting point for recording coaching support. Have your program reviewer confirm the applicable documentation and service requirements. A template or completed note does not establish payment eligibility.
How long is a Smores Health demo?
The walkthrough is 20 minutes and focuses on your program. Bring a workflow or question you want to explore. Select "See it in action" on this page to choose a time.
Sources and product pages
Government sources establish the legal and program requirements covered here. Official vendor pages document the product capabilities and positioning used in this guide.
- Core Competencies for Peer Workers in Behavioral Health Services: Substance Abuse and Mental Health Services Administration. Person-centered principles for peer recovery support. Reviewed October 9, 2026.
- Operate: Peer Support Workforce and Caseload Management: Smores Health. Smores Health workforce, caseload, schedule, supervision, and task workflows.
- Document: Notes, Assessments, and Supervisor Review: Smores Health. Smores Health structured notes, assessments, signatures, and review workflows.
- Understand: Dashboards, Outcomes, and Reporting: Smores Health. Smores Health dashboards, outcome measures, exports, and funder reporting.