1
Start a new case note
Choose Case Notes, then New Case Note, or create a quick note from the participant profile. Select the participant first so the note is attached to the right record.
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Case notes and billing
How to create case notes
Write NDIS case notes with participant context, activity type, duration, support item, attachments and billing readiness.
Coordinators, therapists and managers
6 minutes
App area: /dashboard/case-notes/new
Before you start
Check these items before changing participant, billing or compliance records.
- Know which participant the work relates to.
- Have the service date, activity type, duration and notes ready.
- Confirm whether the note should be billable before finalising.
Steps
Follow this workflow.
2
Enter service details
Set service date, activity type, duration, location, SC level and support item. If the work includes travel, add travel details separately.
3
Write professional content
Describe the purpose, what happened, outcomes, decisions, risks and next actions. Use factual language and avoid unsupported opinion.
4
Attach supporting files if needed
Add relevant documents or screenshots when they support the note. Do not attach unrelated participant information.
5
Save as draft or finalise
Save as draft if you need to review. Finalise only when the note is accurate because finalised notes should be amended rather than edited directly.
Expected outcome
The participant has a clear, professional case note that can support coordination, reporting and billing.
Related CordoCare guides
How to use AI for case note drafting
Use CordoCare AI to turn rough notes into professional NDIS case note drafts while keeping human review in control.
How to finalise, amend and bill case notes
Move case notes from draft to finalised, keep an audit trail and make notes available for invoicing.
How to track participant goals
Create goals, add progress updates, link funding context and prepare goal evidence for plan reviews.
Related feature pages
Want another workflow?
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