Case Management Software for Social Workers & PRP Providers
Empower your clients, streamline documentation, and stay compliant with Medicaid, Medicare, and state regulations — all with ICANotes, the leading social work case management software built specifically for behavioral health. Whether you’re a licensed clinical social worker, case manager, PRP provider, or part of a multidisciplinary team, ICANotes gives you the tools to document services accurately, coordinate care efficiently, and reduce administrative burden so you can focus on what matters most: client progress and community support.
Purpose-Built Software for Social Workers
Social workers and PRP providers balance complex responsibilities — from psychosocial assessments and community referrals to outreach, follow-ups, and coordination across care teams. Generic EHRs can’t keep up.
ICANotes is software for social workers designed for real-world behavioral health workflows, giving you:
- Fast, structured notes from menu-driven templates
- Medicaid/Medicare-ready documentation
- PRP skill-building templates
- Outreach and follow-up tracking
- Integrated scheduling and billing
- Secure collaboration with multidisciplinary teams
Key Features of ICANotes Case Management Software
for Social Workers
Streamlined, Menu-Driven Documentation
Complete case management notes, PRP documentation, and biopsychosocial assessments in minutes using intuitive, menu-driven templates.
- Case management notes, treatment plans, progress notes, and referrals
- PRP-specific documentation: skill-building, daily progress, IRPs
- 100+ built-in standardized assessments for adults, adolescents, and children
- Automatic time- or encounter-based formatting for payer compliance
- Audit-ready structure that meets Medicare, Medicaid, and MCO requirements
Everything you document is defensible, consistent, and linked to goals, interventions, and outcomes.
ICANotes supports agencies providing Psychiatric Rehabilitation Program (PRP) services, community support, and skill-building interventions. Easily document:
- Individual Rehabilitation Plans (IRPs)
- Skill-building sessions and community integration
- In-home, onsite, and field-based interventions
- Coordination with schools, providers, and community agencies
- Functional impairments, needs, and goal progress
- Outreach attempts and follow-up efforts
Medicare & Medicaid-Ready Case Management Notes
ICANotes makes it simple to meet federal, state, and managed care documentation requirements, including:
- Linking services to medical necessity and functional needs
- Documenting interventions, referrals, linkage, and follow-ups
- Capturing time-based billing requirements
- Meeting encounter documentation standards for Medicaid MCOs
- Ensuring clear, defensible, audit-ready case management records
For agencies serving high-utilization Medicaid populations, ICANotes significantly reduces compliance risk while supporting accurate reimbursement.
Integrated Scheduling, Billing & Practice Management
Replace paper files and disconnected systems with one unified platform:
- Color-coded scheduling with day, week, and month views
- Appointments linked directly to client charts and progress notes
- Integrated billing and claims for Medicaid, Medicare, and commercial payers
- Automated coding support to reduce denials
- Reporting tools for utilization, productivity, and outcomes
From intake to billing, everything flows seamlessly.
Real-Time Coordination & Team Collaboration
Social workers rarely operate alone. ICANotes helps teams communicate, stay aligned, and share updates securely.
- Multidisciplinary chart access with role-based permissions
- Built-in secure messaging
- Shared treatment plans and care coordination notes
- Instant visibility into client history, referrals, and progress
Everyone stays on the same page — from therapists and NPs to case managers and PRP workers.
Secure, HIPAA-Compliant, Cloud-Based Access
Your data is protected with enterprise-grade security:
- HIPAA-compliant cloud hosting
- ONC Cures Edition certified
- Automatic backups & updates
- Two-factor authentication
- Complete audit logs and access tracking
Work securely from office, home, or in the field while maintaining full compliance.
Why Social Workers & PRP Teams Choose ICANotes
Designed for Behavioral Health
Not a generic medical EHR — built specifically for therapy, case management, and PRP.
Saves Hours Per Week
Menu-driven notes and assessments reduce documentation time dramatically.
Audit-Ready for Medicaid, Medicare & MCOs
Automatically structured to meet payer rules and clearly demonstrate medical necessity.
Supports Better Client Outcomes
Track progress, functional skills, SDOH factors, and interventions over time.
Comprehensive Support & Training
Users get one-on-one virtual training and 24/7 support at no extra charge.
Ideal for Solo Providers & Large Agencies
Role-based permissions, team collaboration, and easy onboarding.
See How Our Social Work Case Management Software Transforms Your Practice
Streamline your workflow, improve coordination, and elevate the quality of care. ICANotes helps social workers, case managers, and PRP teams work more efficiently — without sacrificing clinical depth or compliance. Ready to spend less time on admin and more time with clients? Try ICANotes — the social case management software trusted by social workers and behavioral health professionals nationwide.
