Give every note a clear structure.
Create Service-specific templates and helpful writing prompts, so your team knows what to capture.
Explore case note templatesThe details together.
The day made clearer.
Case notes, participant records and team approvals for Australian NDIS providers. Explore 19 connected features that help your team keep the full picture in view.
Every feature. Every plan.
Less searching.
More understanding.
Keep the full picture close.
Bring participant details, goals and supporting documents together. Search and export the case notes you need.
Explore participant recordsOne workspace.
19 ways to make work clearer.
Every feature is included in every plan.
01
Documentation & Compliance
Standardise case notes, approvals, audit history, and archive controls so documentation is easier to review and easier to defend.
Case Note Templates
Give each Service a practical note format with its own section labels, prompts and required responses. Staff can choose an active template or use the standard form.
Case Note Exports
Turn a filtered collection of case notes into a readable PDF or ZIP. Check the scope, choose how to package the notes, and return to My exports when the download is ready.
Case Note Attachments
Keep supporting PDFs and images with the case note they help explain. Staff can find the narrative, session details and completed attachments together, subject to their access to the note.
Progress Notes
Write NDIS progress notes in a structured NDIS documentation platform with SOAP-style guidance, goal updates, approvals, and audit-ready records.
Structured Documentation
Keep participant and session context consistent while using the standard form or Service-specific templates for the narrative. Review notes in one workflow and export them when needed.
Approval Workflows
Move case notes through draft, submitted, approved, and rejected states with a clear approval workflow for NDIS provider teams.
Audit Trail
Track who created, edited, submitted, approved, or rejected each note with a clear NDIS audit trail built into the documentation workflow.
Archive Management
Archive case notes, participants, users, and service streams without permanent deletion, then restore them when needed.
02
Security & Privacy
Protect sensitive NDIS documentation with encrypted case note content, sensitive participant field encryption, MFA, access controls, and privacy-focused workflows.
Encrypted Case Notes
Protect case note content and sensitive participant fields with encryption, access controls, audit trails, and structured NDIS documentation workflows.
Multi-Factor Authentication
Let users enable authenticator-app MFA from their profile settings to add another layer of account protection for sensitive case note workflows.
03
Team & Access
Set roles, invite staff, organise service streams, and keep access aligned with how each provider or team actually operates.
Staff Access Control
Combine workspace roles, Service responsibilities and note permissions to keep participant information within each person’s authorised scope.
Staff Onboarding
Invite new team members or add existing users to your business with role setup, participant restrictions, service stream permissions, and participant assignments.
Service Management
Connect participants, teams and documentation through Services, with Service-specific templates and permissions that match each person’s work.
Multi-Business Support
Support staff across multiple providers with separate business context, separate permissions, and clean data separation from one login.
04
Participants & Records
Keep participant details, goals, case notes, and documents together so staff do not need to jump between disconnected systems.
Participant Records
Manage participant profiles, goals, status, identifiers, case notes, and documents in one participant record instead of splitting context across different tools.
Goal Tracking
Store participant goals, surface them during note writing, and document progress more clearly across the participant record and case notes.
Participant Documents
Upload, view, and manage PDF participant documents alongside participant records so key files are easier to find during reviews and daily admin.
05
Mobile & Visibility
Give teams easier mobile access to case notes and give managers a clearer view of note status, team activity, and operational follow-through.
Mobile Case Notes
Install MyCaseNote on phones or tablets for a mobile-friendly case notes experience that keeps documentation, review, and oversight in one system.
Dashboard Reporting
Give managers and workers a clearer view of note activity, stat cards, and documentation status with dashboards built into the daily workflow.
Sensitive information.
Careful control.
Manage access by role, Service and participant. Keep a traceable history of key activity, with encryption and multi-factor authentication supporting safer access.
Read about securityMore clarity for your team.
More focus on care.
Start your 30-day trial 30 days. No card to begin. View-only access after expiry.
