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Case Notes & Incidents

Document care in the field, not at a desk

Structured progress note templates you can dictate with your phone’s keyboard or type on mobile. NDIS reportable incident forms with photo evidence, severity levels, and instant coordinator notification. Everything saved offline and synced when back online.

Keyboard Dictation & Templates

Workers write or dictate progress notes with their phone’s keyboard into structured templates. Review, edit, and save in the field.

Photo Evidence

Attach photos to case notes and incident reports. Timestamped and GPS-tagged for audit trails.

NDIS Incident Forms

Pre-built forms aligned with NDIS reportable incident categories. Severity levels, immediate actions, and follow-up tracking.

Offline Save

Write case notes in areas with no signal. Everything queues locally and syncs automatically when connectivity returns.

How it works step by step

1

Open the note

Worker taps "Add Note" or "Report Incident" in the mobile app.

2

Dictate or type

Dictate with your phone’s keyboard or type. Attach photos if needed.

3

Save offline

Note saves locally even without internet. Queued for sync.

4

Coordinator notified

When synced, coordinators see the note and incidents trigger alerts.

Related features

Try Case Notes & Incidents free for 14 days

Priced per active staff user only — participants, families, and nominees are always free.

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