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Product
Product overview
See how staff plan services, document support and report results.
Staff & scheduling
Assign caseloads, schedule staff and track follow-up tasks.
Sessions & groups
Coordinate individual sessions, groups and referrals.
Notes & signatures
Write progress notes, collect signatures and review records.
Messaging & check-ins
Message participants, share resources and review check-ins.
Reports & outcomes
Review service activity and export reports for funders.
Setup & training
Plan your rollout, configure workflows and train staff.
Who it’s for
Recovery & peer support
Behavioral health providers
Colleges & universities
Community health & social services
Reentry & justice programs
Veteran & VA programs
For participants
Resources
State guides
Note templates
Billing & funding
Program management
Peer support basics
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Product
Product overview
See how staff plan services, document support and report results.
Staff & scheduling
Assign caseloads, schedule staff and track follow-up tasks.
Sessions & groups
Coordinate individual sessions, groups and referrals.
Notes & signatures
Write progress notes, collect signatures and review records.
Messaging & check-ins
Message participants, share resources and review check-ins.
Reports & outcomes
Review service activity and export reports for funders.
Setup & training
Plan your rollout, configure workflows and train staff.
Who it’s for
Recovery & peer support
Behavioral health providers
Colleges & universities
Community health & social services
Reentry & justice programs
Veteran & VA programs
For participants
Resources
All resources
State guides
Note templates
Billing & funding
Program management
Peer support basics
Sign in
Resources
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Note templates
Note templates
Find a note format, worked example or documentation checklist for your role.
Search note templates
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Peer support specialists
What Belongs in a Peer Support Progress Note?
Peer support progress note template (DAP)
How Do Peers Write a SOAP Note?
How Do Peers Write a HOPE Note?
Community health workers
What Belongs in a Community Health Worker Encounter Note?