★★★★★
“The search by function makes finding any case note a breeze.”
Belinda Toohey
CEO - Including You
Built for Australian NDIS providers
Trusted by
Including You
Including YouFeatures
Everything your team needs
to stay compliant
Start with the core MyCaseNote features providers ask about most, then explore the full feature library for the complete picture.
Progress Notes
Write NDIS progress notes in a structured NDIS documentation platform with SOAP-style guidance, goal updates, approvals, and audit-ready records.
Explore featureApproval Workflows
Move case notes through draft, submitted, approved, and rejected states with a clear approval workflow for NDIS provider teams.
Explore featureStaff Access Control
Manage NDIS staff permissions with role-based access, participant restrictions, and service stream controls that protect information without slowing teams down.
Explore featureParticipant Management
Manage participant profiles, goals, status, identifiers, case notes, and documents in one participant record instead of splitting context across different tools.
Explore featureAudit Trail
Track who created, edited, submitted, approved, or rejected each note with a clear NDIS audit trail built into the documentation workflow.
Explore featureView All Features
Explore the full MyCaseNote feature library, including service streams, documents, mobile access, dashboards, and more.
How It Works
Simple workflow,
compliant results
MyCaseNote mirrors the natural case note lifecycle used by NDIS providers, digitised and streamlined.
1
Worker documents the session
After a session, the support worker creates a case note with shift notes, goal progress, and selects the relevant service stream.
2
Save as draft or submit
Notes can be saved as drafts and revisited later, or submitted immediately for coordinator review.
3
Coordinator reviews & approves
Coordinators or admins review submitted notes, approve them with one click, or return them with feedback for revision.
4
Compliant, audit-ready record
Approved notes are locked with full attribution and timestamps — ready for any NDIS audit.
Testimonials
Trusted by support teams
across Australia
Hear from coordinators, workers, and admins who've streamlined their case note process with MyCaseNote.
★★★★★
“The transition to MyCaseNote was seamless, offering a comprehensive display of client records designed for efficiency and ease. We can now store care plans, agreements, and progress notes for clients all in one place with the added benefit of privacy restrictions. We look forward to engaging with what’s next in store for this up-and-coming platform.”
Laura Mcilwraith
Accounts Administrator - Including You
★★★★★
“Finally, an affordable and easy to navigate stand-alone case notes platform.”
Dominic N.
Operations Manager - Including You
Pricing
Simple, transparent pricing
No hidden fees. Start free, upgrade when you're ready.
