Features
MyCaseNote gives NDIS providers a practical staff onboarding workflow so managers can bring people into the system with the right access from the start. That includes invitation handling, role selection, participant restrictions, and service stream permissions in one setup flow.
Quick Guide
Invite new team members or add existing users to your business with role setup, participant restrictions, service stream permissions, and participant assignments.
Staff onboarding software helps providers invite users into the system, assign the right role, and set access before documentation work begins. For NDIS teams, that means fewer manual steps and cleaner control from day one.
This is for NDIS providers, administrators, and coordinators who regularly onboard support workers, shared staff, or managers across one or more provider contexts.
Controlled onboarding supports cleaner governance because providers can decide role access, participant visibility, and service stream permissions before a person starts working in records rather than correcting issues after the fact. That works best when it is paired with NDIS access control software and multi-location NDIS software.
Product Workflow
See how MyCaseNote turns the day-to-day documentation work behind staff onboarding into a workflow that is easier for staff to complete and easier for managers to review.
Provider teams often onboard a mix of brand-new staff and people who already work in another business. MyCaseNote supports both paths from the same admin workflow.
MyCaseNote supports both new-user invitations and adding existing users to another business. During setup, providers can choose the role, apply participant restrictions, and set service stream permissions in the same flow. It also keeps service stream permissions and role-based access for NDIS teams in the same setup flow.
Good onboarding is not just about getting someone into the system. It is about giving them the right access straight away, before they start working in records.
The service team a person works in matters just as much as their role. MyCaseNote includes service stream permissions in the onboarding flow so managers can set stream access before the person starts documenting.
FAQ
Quick answers to the questions providers usually ask before changing their documentation workflow.
Yes. Administrators can invite a new team member by email and the system will handle the invitation flow from there.
Yes. Existing MyCaseNote users can be added to your business, which is useful for shared staff and multi-provider teams.
Yes. Role, restricted access, participant assignments, and service stream permissions can all be configured during the onboarding workflow.
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Explore featureSupport staff across multiple providers with separate business context, separate permissions, and clean data separation from one login.
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