Case Note Writer
Compliant case notes in 30 seconds - for every NDIS role.
Case notes are the most repetitive job in NDIS work - and the one where sloppy language causes the most headaches at plan review or audit. Case Note Writer handles the phrasing, structure, and language aligned with NDIS Practice Standards so you can capture what happened and move on with your day. SRTD is a documentation tool, not a regulatory clearance - final compliance depends on you reviewing each note before submission.
No credit card required to trial.
How it looks
Walk through the actual tool
Example output. Names and details changed for privacy.
Step 1
Type or speak a few sentences
Pick the note type, the participant, and the duration. Then jot a few rough sentences about what happened - or hit record and dictate it between visits. SRTD will handle the structure, the phrasing, and language aligned with NDIS Practice Standards.
Write the note
Session date
When did the session happen? Defaults to today.
Duration (minutes)
Include duration in the noteYour rough summary
Write a few sentences about what happened. Don't worry about format - SRTD will structure it as a STAR Note.
e.g. Met with Marcus at home. Discussed progress on goals, particularly around community access. Marcus shared they've been attending the community centre twice a week. We planned next steps for connecting with a local OT.
Your summary
Duration: 30 min
Met with Marcus at home to discuss the upcoming plan renewal and decide on reports needed to ensure his functional capacity is captured. We discussed low-cost AT he has identified including a purpose-picked walker from his OT, chopping boards, and a new mattress as his current one is causing back pain. We also discussed engaging his physiotherapist for reports for plan reassessment.
A few quick questions
These help me write an accurate STAR Note. Skip any that don't apply.
How was this meeting conducted?
What is the current status of Marcus's plan renewal?
Were any actions or next steps agreed?
Step 2
Quick chip answers if context is thin
If key details are missing - duration, outcome, mode of contact, plan renewal status - SRTD asks targeted questions with one-tap chip answers. You're never left staring at a blank output, and you can always type your own.
Step 3
A clean, role-appropriate note in seconds
STAR for Support Coordinators, shift progress for Support Workers, plan-review and incident notes - whatever your role writes, the structure adapts. Edit inline, copy as markdown, or paste straight into your case management system.
Your note
Duration: 30 min
Situation
On 16 April 2026, I attended Marcus's home for a face-to-face Support Coordination session lasting 30 minutes. Marcus's NDIS plan renewal and reassessment is due within the next three months. The purpose of the meeting was to review his current support needs, identify the evidence and reports required for his plan renewal, and discuss low-cost assistive technology items.
Task / Goal
The key tasks for this session were to identify the reports and evidence needed to support Marcus's plan renewal, document his current low-cost AT needs, and plan next steps to ensure his functional capacity is accurately represented in his reassessment submission.
Action
- I discussed with Marcus the reports and evidence that will be required for his upcoming plan renewal and reassessment, with a focus on capturing his current functional capacity.
- I discussed Marcus's low-cost AT needs, which include a purpose-specific walker selected by his OT and other items supporting his daily routine.
- I discussed the potential for Marcus to obtain a portable wheelchair to support attendance at appointments.
Result
Marcus and I agreed on next steps: I will contact the physiotherapist for reports and submit low-cost AT requests to the NDIS. Marcus will follow up with his OT regarding the walker and equipment.
What it does
Built for the way NDIS workers actually work
Every role, every note type
STAR notes, phone logs, plan-review notes and NDIA call logs for Support Coordinators; shift progress, incident, handover, behaviour, personal care and community access notes for Support Workers. SRTD adapts to whatever your role actually writes.
Voice or type
Dictate your notes between visits and SRTD transcribes them through OpenAI Whisper, or type dot-points - either way, you get clean, NDIS-aligned prose. No more retyping while you remember the detail.
Clarifying questions when context is thin
If key detail is missing - duration, outcome, what support was given - SRTD asks targeted questions with one-tap chip answers. You're never left staring at a blank output.
Participant-aware, privacy-first
Pick a participant and their first name threads through the note automatically. Last names, NDIS numbers, DOBs, and diagnoses are never included - even if you accidentally mention them in your key points.
Editable markdown output
Review the draft, edit anything inline, toggle between plain and styled view, and copy straight into your case management system. The tool does the structuring; you stay in control.
Saved history, undo, and duration
Recent notes are kept in a history tab so you can re-copy or review. Accidentally reworded something? Undo snaps back to the original draft. Add duration for billable visit accuracy.
How it works
Three steps. Seconds.
- 1
Pick note type and participant
Choose the note format for your role and the participant it's about. Defaults remember what you used last.
- 2
Add your key points - typed or spoken
A rough paragraph, dot points, or a voice recording. SRTD asks 2-3 clarifying questions if the context needs it.
- 3
Review, edit, copy
A role-appropriate note aligned with NDIS Practice Standards appears in seconds. Tweak any sentence, then copy it straight into your practice management system - you remain responsible for reviewing every note before submission.
SRTD's outputs are designed to support NDIS Practice Standards-aligned documentation. Compliance with audit and Practice Standards requirements depends on how outputs are used and verified by the worker. SRTD does not guarantee any audit outcome.
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