Including You
The session
Keep the participant, Service and session details with the note rather than reconstructing them from messages.
NDIS progress notes connected to the participant’s support
Document the session, the participant’s response and agreed next steps. MyCaseNote brings custom case-note forms, participant goals and team review together for NDIS providers, without replacing your whole operational system.
No credit card required
A useful note needs more than a record that a visit happened
The next person reading a progress note needs to understand the support provided, the participant’s experience and what should happen next. Scattered documents make that context harder for a team to find and review.
The participant’s perspective
Capture what the person said, your observations and the next steps agreed together.
The review
Let authorised colleagues see whether a note is a draft, submitted for review or approved.
Write, review and return to the same participant record
Use the case-note workflow for progress notes after community access, daily-living support or another Service. Configure the narrative fields for your work while keeping session details and review history connected.
Build your team’s form
Choose section labels, prompts and required responses for each Service. Custom templates are created by your team; specialist NDIS templates are not preloaded.
Keep goals in view
Refer to the participant’s recorded goals while documenting the support and their response. Goal notes describe observations; they do not calculate outcome scores.
Submit for review
Save a draft and submit it when complete. Appropriate note permissions and participant access determine who can review it.
For example: documenting a community-access visit
Alex practised a bus journey to a community group. A useful note can distinguish the support provided, what Alex did and the follow-up agreed. This is an illustrative writing example, not a required format.
Participant context
Open Alex’s record and refer to the relevant current goal before writing.
View featureSupport and response
Record the route practised, the assistance provided and Alex’s response using your Service’s form.
View feature
Appropriate access
Give the colleagues responsible for Alex’s support the access required for their work.
View feature
A traceable review
Keep the named author, submission and review actions connected to the note.
View feature
Agreed follow-up
Record that Alex chose to practise the return journey next time, then submit the note for review.
View featureSet up a documentation workflow around your Services
Keep the focus on participant records and notes. MyCaseNote is not a replacement for rostering, payroll or a complete NDIS claims system.
- 01
Create the participant and Service
02Choose the template and team access
03Write the note and submit for review
Find the right starting point
Use the free resources for writing help, or explore how the shared product capabilities support your team.
“It’s quick, simple and really easy to navigate.”Read Javier’s story
“The search by function makes finding any case note a breeze.”
“The transition to MyCaseNote was seamless”
Read full testimonial
“The transition to MyCaseNote was seamless, offering a comprehensive display of client records designed for efficiency and ease. We can now store care plans, agreements, and progress notes for clients all in one place with the added benefit of privacy restrictions.”
“Finally, an affordable and easy to navigate stand-alone case notes platform.”
“The app itself is easy to navigate and very simple, and the support services are excellent!”
Read full testimonial
“This is my first time using MyCaseNote, and so far everything has been running smoothly. The app itself is easy to navigate and very simple, and the support services are excellent! I highly recommend this app to anyone who needs easy, simple case notes for their business.”
Common questions about ndis progress notes software
Clear answers before you get started.
Are progress notes and case notes different in MyCaseNote?
MyCaseNote uses a case-note workflow to document support. Teams can use that workflow for what they call progress notes, with participant and session details, configurable narrative sections and review status.
Can we use our own NDIS note format?
Yes. Create Service-specific templates with the labels, prompts and required responses your team needs. The free template is a writing resource; it is not a preloaded product template.
Does MyCaseNote guarantee NDIS compliance?
No. Templates, access controls, approvals and note history help you organise and review documentation. Your organisation remains responsible for the accuracy of its records and for checking the requirements that apply to its work.
Can staff write notes on a phone?
Yes. Use a mobile browser with an internet connection. MyCaseNote does not require a separate native application and does not provide offline note writing.
Can we export progress notes?
Authorised users can export selected case notes as a combined PDF or a ZIP of PDFs. Attachments are excluded and must be checked separately. Access and the current subscription state determine whether exports are available.
Is MyCaseNote only for NDIS providers?
No. NDIS details are optional. Nonprofit and community-service teams use the same underlying participant-record, custom-form and review capabilities. This page shows their application to NDIS progress notes.
Give your team a shared place for NDIS progress notes
Keep participant context, custom forms and team review connected to the support you document.
