Features
MyCaseNote gives NDIS providers a straightforward service stream management setup so documentation can be organised by service category without becoming hard to manage. You can create service streams, archive old ones, and control service stream permissions for each user.
Quick Guide
Create and manage service categories, archive unused streams, and control who can view or create notes in each service stream.
Service stream management helps providers organise case notes and permissions by service type so staff work in the right part of the business. It creates a cleaner documentation structure without changing the core case note workflow.
This is for NDIS providers with multiple service types, mixed teams, or different documentation boundaries across supports, programs, or business units.
A clear service stream structure supports better oversight because providers can keep documentation relevant to the right team, reduce clutter in note entry, and apply permissions in a way that makes operational sense. That is easier to deliver with NDIS access control software and structured NDIS documentation.
Product Workflow
See how MyCaseNote turns the day-to-day documentation work behind service streams into a workflow that is easier for staff to complete and easier for managers to review.
As providers grow, case notes often need to be separated by service type. MyCaseNote lets you create service streams that organise note writing and note review without changing the core workflow.
MyCaseNote lets administrators create service streams, set per-user can-view and can-create permissions, and archive streams that are no longer active so the list stays focused on current services. It also keeps staff onboarding with service setup and role-based access and visibility controls close to the same workflow.
Not everyone should have the same access to every stream. MyCaseNote lets administrators manage service stream permissions per person, including whether they can view a stream and whether they can create notes in it.
Service setup changes over time. MyCaseNote lets administrators archive old service streams and restore them later so active lists stay cleaner without permanent deletion.
FAQ
Quick answers to the questions providers usually ask before changing their documentation workflow.
Service streams are service categories used to organise case notes and control which users can view or create notes in each area of the business.
Yes. MyCaseNote lets administrators set can-view and can-create access separately for each user on each stream.
Yes. Service streams can be archived and restored later, which helps keep active stream lists clean as your services change.
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