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?
- 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?
- Check back soon for more FAQs
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/webinars/ |
| 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. |