Including You
“It’s quick, simple and really easy to navigate.”Read Javier’s story
Case notes
without
the chaos.
Give your team one place to write, review and find participant documentation — without piecing it together across documents, inboxes and shared drives.
One shared record.
A clearer picture.
Bring case notes, participant details, goals and documents into one shared record — so your team spends less time piecing it together.
More structure than documents.
Without the weight of an all-in-one platform.
A clear path from
first detail to final record.
The context, the writing and the review.
One connected documentation workflow.
01
Start with the participant
Keep their details, goals and documents together.
02
Make the format yours
Shape a reusable template around your Service.
03
Capture the work
Write while it’s fresh. Save a draft or submit for review.
04
Review and keep
Review notes, retain their history and export when needed.
Documentation that fits
the way your team works.
Choose the sections, prompts and required responses your team needs.
See where a note stands today, and the steps that brought it there.
Find the notes, goals, documents and Services around the same person.
Take readable records with you. Keep templates, amendments and history in MyCaseNote.
Simple for staff.
Structured for management.
Capture it while it’s fresh.
Clear prompts, participant context and saved drafts help frontline staff document the work on phone, tablet or desktop.
Keep the whole picture.
Approvals, access controls and a record you can return to give managers oversight across the team.
Sensitive participant records deserve proper controls.
Give people the access their work requires, with protection for sensitive documentation and visibility over key activity.
Explore securityEncryption built in
Encryption in transit and at rest, with additional protection for sensitive documentation fields.
The right access
Manage permissions by role, Service and participant. Keep business contexts separate.
A traceable history
Audit records for key access, case-note and administrative activity.
Stronger sign-ins
Add an extra layer of account protection with optional multi-factor authentication.
“The ability for my team to enter notes in real time during on-site meetings has been a true game changer.”Read Kelli’s story
“The search by function makes finding any case note a breeze.”
“The transition to MyCaseNote was seamless”
Read full testimonial
“The transition to MyCaseNote was seamless, offering a comprehensive display of [participant] records designed for efficiency and ease. We can now store care plans, agreements, and progress notes for [participants] all in one place with the added benefit of privacy restrictions.”
“Finally, an affordable and easy to navigate stand-alone case notes platform.”
Built for people
supporting people.
Different services. A shared need for clear, reliable participant records.
Start small.
Grow with confidence.
Every feature. Every plan.
Simple pricing based on active participants, with no per-seat charges.
Free
Perfect for trying out MyCaseNote
$0/ month
Up to 5 active participants
Start for freeNo time limit on the Free plan.
Starter
For small support services
$49/ month
Up to 20 active participants
Get startedAll features included.
Professional
For growing support services
$99/ month
Up to 50 active participants
Get startedAll features included.
Business
For large support services
$199/ month
Unlimited active participants
Get startedAll features included.
Get your case documentation into one place.
A structured workflow for writing, reviewing and keeping participant records. A clearer place for your team to start.
No credit card required · No time limit on the Free plan
