Skip to main content

Social Work
EHR Software

Empowering Social Services with a Streamlined Case Management System

Simplify your practice with our intuitive web-based software, designed to address the unique needs of social workers.

How Our EHR & Case Management Software Can Assist With Your Organization’s Needs

Our EHR software is tailored to enhance the workflow of social workers and human services. Here are key features that bring immediate benefits:

vector with computer

Client Dashboard

The Client Dashboard feature provides a centralized and comprehensive overview of each client’s profile, history, and progress. Social workers can quickly access essential information like demographic details, treatment history, current interventions, and upcoming appointments. This dashboard facilitates better case management by enabling the visualization of a client’s entire journey, helping in identifying trends, monitoring progress, and making informed decisions. Interactive elements like graphs, alerts for critical case notes, and reminders for upcoming events enhance its utility.

Treatment Plans

The Treatment Plan module is designed to assist in creating, implementing, and monitoring individualized care plans for clients. This feature allows for the development of tailored plans that address specific goals, interventions, and outcomes. Social workers can adjust these plans in real-time, reflecting changes in the client’s condition or circumstances. The module facilitates collaborative planning, involving other team members or clients in the planning process. It also includes tools for tracking progress and outcomes, ensuring the treatment remains effective and goal-oriented.

icon for adaptability and integrations


Telehealth functionality is integrated to provide remote care options, crucial in today’s increasingly digital world. This feature allows social workers to conduct secure video and audio sessions with clients, overcoming geographical barriers and enhancing accessibility. It includes features like appointment scheduling, session reminders, and secure document sharing. The platform ensures privacy and compliance with healthcare regulations, making it suitable for confidential sessions. This feature is particularly beneficial for clients with mobility issues, live in remote areas, or prefer virtual sessions.


ePrescribing streamlines the medication management process, offering a safe, efficient, and accurate method of prescribing medication. It allows social workers to electronically send prescriptions directly to pharmacies, reducing errors associated with paper prescriptions. This feature includes drug interaction checks, medication histories, and formulary information, ensuring clients receive appropriate medications. It also simplifies the process of medication renewals and modifications, enhancing client safety and convenience.

vector for insights and reporting
vector with collaboration

Clinical Notes

The Clinical Notes functionality is designed to optimize the documentation process. It offers customizable templates for various types of clinical interactions, allowing social workers to quickly and accurately record session details. These templates can be tailored to your practice or clients’ needs, ensuring that all relevant information is captured efficiently. Features like voice-to-text input, quick access to previous client notes, and integration with the client dashboard enhance its effectiveness. Additionally, our PAISLY AI feature utilizes advanced natural language processing, machine learning, and AI algorithms to analyze your documented (or referenced) information in the session note and generate insightful and coherent narratives in the format you choose.

Automatic Form Filler

The Automatic Form Filler is a valuable tool designed to reduce the administrative tasks for social workers. It automatically populates forms with client information drawn from the system, saving time and minimizing data collection and entry errors. This feature can be used for a variety of documents, including intake forms, consent forms, and assessment tools. It ensures consistency and accuracy and streamlines document management processes that require repetitive data entry, allowing social workers to dedicate more time to client interaction and care.

vector of documentation

Billing Module

The billing feature is a comprehensive tool designed to streamline the financial aspect of social work practices. This feature simplifies the entire billing process, from invoicing to processing payments and managing insurance claims. It supports various billing formats, including individual, group, and institutional billing, and is adaptable to different fee structures. The module automates the generation of accurate and timely invoices, reducing the manual processes and potential for errors. It is equipped with capabilities for electronic claim submissions, ensuring quick and efficient processing of insurance reimbursements. Additionally, the software includes features for tracking client payments, managing account balances, and generating detailed financial reports. This module integrates seamlessly with the client management system, ensuring that billing information is always up-to-date and aligned with client sessions and treatments. By optimizing the billing process, social workers can focus more on client care while ensuring financial operations are handled efficiently and compliantly.


“PIMSY is a powerful, yet very affordable, system geared for behavioral health. They thought of everything you could want – and more – and it offers a lot of customization.”

– Andrew H.

“Since we went live with PIMSY in July of 2021, ALL of our chart audits by our stakeholders have exceeded expectations. They really like how easy it is for them to review charts on PIMSY. This includes Partners Behavioral Health, US Probation Office, Sandhills Center, and Vaya Health. We look forward to growing with PIMSY.”

– Darrell B.


Q: Can I customize the software for different types of cases?

A: Absolutely! Our human service software is highly customizable to suit various case types and individual client needs.

Q: How does the software handle sensitive client data?

A: We prioritize data management and security with advanced encryption and compliance with all relevant privacy regulations.

Q: What features does PIMSY offer?

A: We offer a range of built-in features as well as customizable integrations and options. Explore all of our features and solutions from custom reports and dashboards to billing and telehealth. With more insight, we can achieve better outcomes together. Or, reach out to our team to learn how PIMSY can be customized for your practice.

Q: What kind of training and resources are available?

A: Each Implementation is phased, beginning with Discovery, to identify needs, goals, work flows, etc. The next phase begins Implementation Training which utilizes a Train the Trainer approach, conducted over the web, generally over a 6-week period. From there, we work with the client in a tiered protocol, making sure everything works for each level before proceeding to the next.

At the end of Implementation, Go Live is conducted in a manner that best meets each agency’s unique work flow. All training is supplemented with over 60 videos on the support site. Contact us for additional details.

PIMSY’s price includes Administrative training during initial implementation – and comprehensive support for the life of the contract. Contact us for details.

Q: How does the EHR software ensure compliance with professional standards in social work case management?

A: All PIMSY data is hosted in the Microsoft Azure Cloud and adheres to HIPAA protocols.

PIMSY is completely HIPAA-compliant and helps you maintain compliance and data security. Click here for additional details.

Connect Your Social Service Agency with PIMSY today

From providing essential support for healthcare professionals and mental health facilities to advocating for children and families in educational and child welfare systems, social worker’s contributions are invaluable. Here at PIMSY, we recognize that social service agencies shouldn’t have to do it alone. Allow our social work case management software to assist your efforts. 

Don’t miss out on transforming your practice. Request a Demo now and experience the change!

Feeling forced into a new EHR and the deadline is looming?

All EHRs are not the same. It’s critical to find the one that fits the unique needs of your organization. Find out why people choose PIMSY.