Features
MyCaseNote gives providers a cleaner participant document management workflow by keeping participant documents attached to the participant record. Staff can upload PDFs, title them clearly, and view them in the app without hunting through separate folders first.
Quick Guide
Upload, view, and manage PDF participant documents alongside participant records so key files are easier to find during reviews and daily admin.
Client document management gives providers a dedicated place to store participant PDFs alongside the participant record rather than scattering files across inboxes, folders, and separate systems.
This is for NDIS providers, coordinators, and administrators who need cleaner participant document storage inside the same system they use for participant records and case notes.
When participant documents are easier to locate, providers can review records more efficiently during audits, internal checks, and general follow-up. Keeping documents attached to the participant record also reduces context switching for staff. That becomes even easier when participant management software for NDIS providers and audit-ready documentation history sit alongside the documents.
Product Workflow
See how MyCaseNote turns the day-to-day documentation work behind participant documents into a workflow that is easier for staff to complete and easier for managers to review.
A participant record is easier to work with when the supporting paperwork is stored nearby. MyCaseNote attaches documents directly to the participant area so teams can move between notes, goals, and PDFs without losing their place.
MyCaseNote supports PDF uploads with document titles and in-app viewing so participant paperwork stays inside the participant area and follows the same broader permissions model as the rest of the record. It also aligns with staff access control for participant records and participant notes and documents in one system.
MyCaseNote supports PDF document upload with a document title, then lets staff open the document in the app when they need to review it. That keeps the workflow simple and focused.
Document handling works best when it follows the same access patterns as the rest of the system. MyCaseNote keeps participant documents inside the broader permissions model so authorised staff can manage them without a separate admin process.
FAQ
Quick answers to the questions providers usually ask before changing their documentation workflow.
MyCaseNote supports PDF document uploads for participant records.
Yes. Uploaded participant PDFs can be opened from the app so staff can review them alongside the participant record.
No. The document feature is focused on storing and viewing participant PDF documents inside MyCaseNote rather than broader file management or e-signature workflows.
Related Features
Manage participant profiles, goals, status, identifiers, case notes, and documents in one participant record instead of splitting context across different tools.
Explore featureStore participant goals, surface them during note writing, and document progress more clearly across the participant record and case notes.
Explore featureTrack who created, edited, submitted, approved, or rejected each note with a clear NDIS audit trail built into the documentation workflow.
Explore feature