Shift notes and participant records
NDIS progress notes, kept with the shift.
Write notes on a phone using your team’s templates. Keep the record with the shift and participant, with AI summaries and review tools to help.
14 days free. No card needed.
From the shift to a useful care record
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Give workers a clear template
Set required sections in your team’s note template, so workers know what to record.
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Complete the note before clock-out
Workers write notes on their phone during the shift. Workers finish any required notes before clocking out, keeping the record close to the support delivered.
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Connect notes to participant goals
Turn quick entries into an AI summary linked to participant goals. Workers check it against what happened before relying on the final record.
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Review records with your standards in view
Check notes against your organisation’s standards with AI review. Records stay with the participant and shift, with access controlled by permissions and assignments.
A useful shift note, in your worker’s own words.
Plan time for documentation during the paid shift. Give workers a clear template, then record what happened while it is fresh. This fictional library visit shows four useful sections; your team decides which sections are required.
What happened
Alex chose to visit the library and find a book about gardening. Record the actual support and relevant observations, rather than assumptions about how someone felt.
What support was given
The worker offered two route options and helped Alex read the bus timetable. Alex chose the route and asked library staff where to find the books.
Response and goal
Alex found a gardening book and borrowed it. For an agreed goal of planning community outings, record the choices Alex made and the prompts the worker provided.
Follow-up and review
Alex asked to visit again next week. Record that request for the team to follow up. The worker checks the final note against the visit, including any AI-assisted summary, before relying on it.
Keep the note with the shift and participant. Complete the configured required sections before clock-out, and follow your organisation’s process for incidents, corrections and office review.
Try the workflow with your own note template
Bring your note template and a fictional support scenario. We’ll show the worker’s note, goal-linked summary and office review. Your team sets its standards and checks the final record.
Common questions
01Are progress notes connected to the shift and participant?
Yes. Notes stay with the participant and the shift, alongside the care record. Templates provide required sections so workers know what needs to be recorded before they finish.
02Can workers write their notes on a phone?
Yes. Workers can write shift notes on their phone. Workers finish any required notes before clocking out, while the support is still fresh.
03How does AI help with NDIS progress notes?
AI can turn quick entries into a summary linked to participant goals and review notes against the provider’s standards. The worker still needs to check that the record accurately describes the support delivered.
04Who can access participant notes?
Access follows your organisation’s permissions, participant assignments and document restrictions.