Personal dashboard
Start each day with caseload stats, today’s schedule, recent messages, priority cases, and activity notes—all in one view.
Built for frontline care
Spend more time with clients and families, less time on paperwork
CareTrack gives social workers one place to manage assigned clients and families, run care plans week by week, log visits, message clients and families securely, and keep every case action in a clear audit trail.
Your caseload, organized
From the dashboard you see today’s meetings, unread messages, active cases, and pending reports—then jump straight into the client and family or case you need.
- View only the clients, families, and cases assigned to you
- Track weekly plan activities, notes, and files in one flow
- Message clients and families without switching tools
How a typical week works
CareTrack follows the natural rhythm of social work—from opening a client and family file to closing the loop on each week’s goals.
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Pick up your assigned clients and families
Open the Clients list to see every client and family on your caseload. Each profile brings together members, active cases, plans, documents, notes, and transfer history.
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Work the case and care plan
Inside each case you manage weekly activities, reschedule visits, update stages, write week notes, attach files, and complete week reports—all tied to that client and family’s plan.
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Schedule and complete visits
Use the calendar for home visits and meetings. Connect Google or Microsoft calendars so your schedule stays in sync while Clients and families see agreed times in their portal.
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Log what happened
Record activity notes and case log entries as you go. The case activity log builds a chronological record you can review or export when supervisors or auditors need it.
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Stay in touch with clients and families
Send messages, photos, and documents through secure in-app chat. Clients and families reply from their portal, so conversations stay attached to the right case context.
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Get guidance when you need it
The Knowledge Base and AI assistant help you find policies, procedures, and case practice tips—scoped to your organization and, when needed, a specific case.
Tools that support your daily work
Everything in the staff portal is designed around the tasks social workers actually perform.
Todos & reminders
Capture follow-ups and tasks so nothing falls through between visits, reports, and client and family contacts.
Documents & week files
Upload and download plan documents, week files, and shared records without emailing sensitive attachments.
Case activity log
Every meaningful change and note is timestamped, giving you and your manager a trustworthy history of the case.
Team visibility
See who else is on a case, coordinate through group messages, and hand off cleanly when assignments change.
Works on the go
Responsive layouts let you check messages, notes, and schedules from a phone or tablet between visits.
What changes for social workers
- Less time searching emails and shared drives for the latest plan
- Clear weekly structure for activities, notes, and reports
- Clients and families stay informed through their own portal
- Faster answers from your agency knowledge base
- A single audit trail when cases are reviewed
- More focus on relationship-building and outcomes