Features built for NDIS providers

Write NDIS progress notes in a structured NDIS documentation platform with SOAP-style guidance, goal updates, approvals, and audit-ready records.

Create structured NDIS case notes in a documentation system with consistent fields, SOAP-style guidance, approvals, and searchable participant records.

Move case notes through draft, submitted, approved, and rejected states with a clear approval workflow for NDIS provider teams.

Track who created, edited, submitted, approved, or rejected each note with a clear NDIS audit trail built into the documentation workflow.

Archive case notes, participants, users, and service streams without permanent deletion, then restore them when needed.

Manage NDIS staff permissions with role-based access, participant restrictions, and service stream controls that protect information without slowing teams down.

Invite new team members or add existing users to your business with role setup, participant restrictions, service stream permissions, and participant assignments.

Create and manage service categories, archive unused streams, and control who can view or create notes in each service stream.

Support staff across multiple providers with separate business context, separate permissions, and clean data separation from one login.

Manage participant profiles, goals, status, identifiers, case notes, and documents in one participant record instead of splitting context across different tools.

Store participant goals, surface them during note writing, and document progress more clearly across the participant record and case notes.

Upload, view, and manage PDF participant documents alongside participant records so key files are easier to find during reviews and daily admin.

Install MyCaseNote on phones or tablets for a mobile-friendly case notes experience that keeps documentation, review, and oversight in one system.

Give managers and workers a clearer view of note activity, stat cards, and documentation status with dashboards built into the daily workflow.