Clear Service context
Keep participant enrolments and documentation associated with the relevant support.
Service Management for NDIS Providers
Organise case notes around the Services your team delivers. Bring participant enrolments, team responsibilities and note templates into the right Service context while keeping access to clinical records controlled.
Included in every plan
Templates for each team
Create note formats with prompts that fit a Service’s work.
Separate responsibilities and access
Manage Service setup without treating management authority as permission to read every note.
What to know about service management
Connect participants, teams and documentation through Services, with Service-specific templates and permissions that match each person’s work.
What Services organise
A Service represents an area of support within your workspace. It connects participant enrolments, team responsibilities and case notes so staff can work in the right context.
- Organise documentation by the support your team provides.
- Associate participants with the Services they receive.
- Keep Service setup within the workspace.
Who is this for?
This is for providers delivering different kinds of support or coordinating several teams. Service organisation complements participant records and staff access controls.
- Managers maintaining Service setup.
- Teams using different note formats for different support.
- Providers controlling clinical access across mixed teams.
Use a format that fits the Service
With custom case note templates, authorised managers can create multiple active formats for a Service, nominate a default and keep the standard form available. Duplicate a template into another authorised Service when it is a useful starting point.
- Use ordered rich-text sections and writing prompts.
- Require essential responses before submission.
- Keep existing notes stable when the template changes.
How MyCaseNote helps with service management
- 01Set up a Service
- 02Choose its templates
- 03Assign team responsibilities
Organise participants and notes by Service
Maintain participant enrolments and Service context so new notes belong to the relevant area of support. Staff still need the appropriate access to work with those participants and records.
- Keep the participant and Service visible on the note.
- Use active templates from the selected Service.
- Filter notes by Service when preparing a review.
A shared workspace. A structure for each Service.
Assign responsibilities and note permissions deliberately
Workspace roles, Service responsibilities and explicit note capabilities work together. Owners have derived access. Other users, including Administrators, need the relevant clinical grants; management responsibility alone does not open note content.
- Separate Service management from clinical note access.
- Apply read, authoring and review capabilities for the person’s work.
- Keep participant restrictions in place.
Control exports and maintain Service setup
Owners and Administrators can grant case note export permission separately for each Service. Authorised managers can also archive or restore Services as the organisation changes.
- Require both note access and an export grant for non-Owners.
- Preserve export grants when Service Managers edit access they can manage.
- Archive Services that are no longer active and restore them when needed.
Service Management:
your questions answered.
Clear answers before you get started.
Can a Service have more than one case note template?
Yes. A Service can have multiple active templates and at most one active default. The standard form remains available.
Does managing a Service let someone read all of its case notes?
No. Management responsibilities and clinical access are separate. Owners have derived access; other users need the appropriate grants, and participant restrictions still apply.
Can Services be archived and restored?
Yes. Authorised managers can archive Services that are no longer active and restore them later.
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