Social Work Practice Management That Puts Clients First
Manage your full caseload — client intake, assessments, intervention notes, service referrals, compliance documentation, and billing — from one platform built for the demands of modern social work practice.
Technology That Supports the Work, Not the Other Way Around
Brebo was designed around how social workers actually work — not how hospital administrators or insurance companies think they should.
Serve More Clients Without Sacrificing Quality
Brebo automates the administrative work that pulls social workers away from clients — intake paperwork, scheduling reminders, referral tracking, and billing — so you can grow your caseload without burning out your team.
Cut Documentation Time in Half
AI-assisted progress notes, structured assessment templates, and smart auto-population from client records reduce documentation time dramatically. Your social workers spend less time typing and more time listening.
Stay Compliant Across Every Program
Whether you operate under Medicaid, state contracts, or private funding, Brebo keeps your documentation complete, your deadlines tracked, and your records audit-ready — across every program you run.
Every Tool a Social Worker Actually Needs
From initial intake and assessment through ongoing intervention, referrals, and billing, Brebo covers the full scope of social work practice in a single connected platform.
Client Intake & Enrollment
Replace paper intake packets with streamlined digital intake forms tailored to your programs. Collect consents, releases, demographic information, and initial assessments in one structured workflow.
- Program-specific digital intake forms
- Electronic consents and releases of information
- Automated eligibility and insurance checks
- Document checklist with real-time completion tracking
Assessments & Psychosocial Evaluations
Conduct structured biopsychosocial assessments, safety screenings, and risk evaluations with validated tools built into Brebo. Findings link directly to the client's care plan and documentation record.
- Standardized assessment tools (PHQ-9, CAGE, Columbia, and more)
- Custom assessment builder for program-specific needs
- Auto-population of assessment findings into care plans
- Historical assessment comparison over time
Progress Notes & Session Documentation
Document client sessions, home visits, phone contacts, and collateral contacts with structured, compliance-ready templates. AI-assisted drafting helps social workers complete notes faster without losing accuracy.
- SOAP, DAP, and narrative note templates
- AI-assisted note drafting from session prompts
- Time-stamped activity and contact logs
- Supervisor review and co-signature workflow
Service Referrals & Community Resources
Track every referral you make on behalf of a client — housing, food access, mental health, substance use, legal aid, and more. Monitor referral status, follow-up dates, and outcomes in one place.
- Built-in community resource directory
- Referral status tracking and follow-up reminders
- Warm handoff documentation
- Referral outcome measurement for reporting
Appointment & Caseload Scheduling
Manage your team's caseload and schedules in one view. Assign clients to social workers based on capacity, specialty, or location. Track upcoming appointments, overdue contacts, and at-risk clients.
- Caseload capacity dashboards
- Appointment scheduling and reminders
- Overdue contact and follow-up alerts
- At-risk client flagging and escalation
Deadline & Compliance Tracking
Never miss a reassessment, service authorization renewal, or regulatory filing deadline. Brebo tracks all critical dates and sends automated alerts to social workers and supervisors well before deadlines arrive.
- Service authorization expiration alerts
- Reassessment and review due date tracking
- Regulatory filing deadline reminders
- Escalation workflows for overdue items
Billing & Funding Documentation
Whether you bill Medicaid, submit to state contracts, or report to private funders, Brebo connects your clinical documentation to your billing — eliminating duplicate entry and reducing errors.
- Service-to-claim automation
- Medicaid and insurance billing support
- Funder-specific reporting templates
- Revenue tracking and collections dashboard
Secure Client Records Management
Maintain a complete, HIPAA-compliant digital record for every client. Every document, note, assessment, and correspondence is organized, searchable, and accessible to authorized team members at any time.
- HIPAA-compliant encrypted record storage
- Role-based access controls
- Smart document search and categorization
- Complete audit trail for every record
From First Contact to Case Closure, All in One Place
Brebo ties together every phase of the client journey — so your social workers spend less time managing software and more time doing the work that matters.
Intake & Assessment
Receive a referral or self-referral, complete a digital intake with the client, conduct an initial biopsychosocial assessment, and open the case — fully paperless from day one.
Service Planning
Develop a strengths-based service plan with the client, identify needed community resources, make referrals, and link authorizations to the plan — all from within the same workflow.
Ongoing Intervention
Document every session, contact, and referral outcome. Receive automated reminders for follow-ups, reassessments, and compliance deadlines. Monitor client progress toward plan goals over time.
Billing, Reporting & Closure
Documentation flows directly into billing and funder reports. When services conclude, close the case with a complete, audit-ready record — and generate outcome reports that demonstrate your agency's impact.