Assessments & Goals
Build your own assessment tools with the template builder and track each client’s plan and progress.
Case management for counseling and mental health programs
Manage intake, assessments, goals, and appointments in one place — with privacy built in.
The problem for Mental Health & Counseling Centers
- Assessments and treatment goals live in separate documents from case notes.
- Appointments and sessions are tracked outside the client’s record.
- Privacy and consent are hard to enforce across shared files.
- Counseling runs alongside other programs, each in its own system.
How Mental Health & Counseling Centers uses Impact OS
- 1
Intake and referral
Capture referrals and intakes into one secure queue and open a client record.
- 2
Assess with your own tools
Use the template builder to run the assessments your program relies on.
- 3
Set a plan and goals
Create a treatment plan and track goals on the client’s timeline.
- 4
Track appointments and notes
Schedule sessions and keep every note and interaction in one place.
- 5
See your caseload at a glance
Live dashboards and global search keep the team on top of every client and session.
Features that matter to Mental Health & Counseling Centers
Case Management
One timeline per client — assessments, goals, services, appointments, and notes in one secure place.
Calendar & Appointments
Schedule appointments and sessions, and keep every interaction on the client’s timeline.
PIPEDA-First Security
Row-level tenant isolation, encryption, admin MFA, and full audit trails — enterprise-grade protection at a nonprofit price.
We’re onboarding a small group of mental health and counseling programs now. Get hands-on onboarding and shape the roadmap — start a free trial or book a demo.
IO
Be one of our first counseling-program partners
Questions from Mental Health & Counseling Centers teams
Is client data private and secure?
Yes — row-level tenant isolation, encryption in transit and at rest, admin MFA, audit logging, and PIPEDA-aware breach-notification practices.
Can we build our own assessment tools?
Yes. The template builder lets you define the assessments your program uses and track results on each client’s record.
Can we schedule appointments and sessions?
Yes. Manage appointments and keep every session on the client’s timeline.
Are you HIPAA-certified?
We build with strong privacy and security practices (isolation, encryption, MFA, audit trails) and PIPEDA in mind. We do not claim HIPAA certification — if that’s a hard requirement, contact our team so we can be straight with you about fit.
See Impact OS with your team’s workflow
Watch the 2-minute demo — intake to case to a live caseload — or start a free trial and try it yourself.