Features
MyCaseNote gives administrators a cleaner way to manage archived NDIS records so active lists stay focused without losing the underlying history. Teams can archive case notes, participant records, users, and service streams, then restore them when service needs change.
Quick Guide
Archive case notes, participants, users, and service streams without permanent deletion, then restore them when needed.
Archive management lets providers remove records from day-to-day lists without deleting the underlying information. That matters when a record should no longer be active but still needs to remain available for later review or restore.
This is for NDIS providers and administrators who need a safer way to manage inactive case notes, participant records, staff, and service streams.
Archive and restore controls support cleaner governance because providers can manage what appears in active views while keeping historical records available for audits, reviews, and internal follow-up when questions come up later. This works especially well with NDIS audit trail software and participant management software for NDIS providers.
Product Workflow
See how MyCaseNote turns the day-to-day documentation work behind archive management into a workflow that is easier for staff to complete and easier for managers to review.
Providers often need records out of daily view without losing the underlying history. MyCaseNote supports archive and restore actions for case notes and participant records so cleanup does not become deletion.
MyCaseNote supports archive and restore actions across case notes, participants, users, and service streams. That keeps cleanup tied to the same record instead of forcing teams to duplicate data when needs change. It also fits neatly with NDIS service stream management software and documentation history for archived records.
Record housekeeping is not limited to participants. MyCaseNote also supports archive flows for users and service streams so staff lists and service setup stay easier to manage.
Operational needs change. MyCaseNote lets administrators restore archived records so teams can bring a participant, note, or service stream back without starting over.
FAQ
Quick answers to the questions providers usually ask before changing their documentation workflow.
MyCaseNote supports archive and restore flows for case notes, participants, users, and service streams.
No. Archiving is used to remove a record from active day-to-day views while keeping it available for authorised restore later.
Archive and restore actions are handled by administrator-level access so record cleanup stays controlled.
Related Features
Track who created, edited, submitted, approved, or rejected each note with a clear NDIS audit trail built into the documentation workflow.
Explore featureManage participant profiles, goals, status, identifiers, case notes, and documents in one participant record instead of splitting context across different tools.
Explore featureCreate and manage service categories, archive unused streams, and control who can view or create notes in each service stream.
Explore feature