For social workers
Client records for social workers in private practice
Reach Within is for a social worker who sees clients in private practice. It keeps the client file, session notes, the diary and invoicing together. It is not a statutory case-management system for a government department.
Keep the clinical file in one record
Within is the clinical record. The note, the plan, the consent, the release and the documents stay with the client.
What does it do? Each session note stays on that client's record, in the same place as the rest of their file.
What does it do? The treatment plan sits with the notes, so the direction of care is not kept in a separate document.
Consent forms and e-signatures
What does it do? Clients sign consent forms on an iPad or tablet. The signed form is stored on their record.
What does it do? A release of information shows who was allowed to receive what, and when.
What does it do? Documents for each client live on their record, next to the notes, the plan and the consents.
Run the front office without a second system
Reach takes the enquiry, the intake, the diary and the invoice. The same client is already in Within.
Enquiries and the lead pipeline
What does it do? Enquiries and leads stay in one pipeline, from the first message to the point where someone is ready to be seen.
What does it do? Intake opens the Within record with the details already filled in, so the same client is not typed twice.
What does it do? The practice calendar and schedule live in Reach, so the session you book is the session on the record.
What does it do? Invoices and billing sit with the notes and the calendar. The bill follows the session, in the same system.
What does it do? You can see who still owes, by how old the balance is, and keep the follow-up with that account.
Outpatient monitoring via check-in emails
Clients get between-session check-in emails that track mood, emotional regulation and general well-being.
Their answers go into the clinical record, so the clinician can see trends and notice when someone is struggling.
It is not an emergency service, and it does not provide crisis monitoring.
A file and a drafted note that stay with your practice
Within gives each client a record. Within Assist can draft the session note from a consented recording and from that client's history. You choose what is saved. Signed records lock after you sign them.
Intake, the calendar and the invoice
Reach holds the enquiry pipeline and can open the Within record already filled in. The calendar, the schedule and the invoice stay with that same client.
What this is not
It does not replace statutory systems, court-process software, or a department's case register. If you work in a team rather than on your own, book a demo and we will talk through whether it fits.