1
Add the known activity details
Select the participant, activity type, SC level and duration before asking AI for help. This gives the assistant the right service context.
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AI and reports
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.
Coordinators, therapists and managers
5 minutes
App area: /dashboard/case-notes/new
Before you start
Check these items before changing participant, billing or compliance records.
- Write the real facts first. AI should improve structure, not invent details.
- Do not include unnecessary sensitive information.
- Review every AI output before saving or finalising.
Steps
Follow this workflow.
2
Provide rough notes or prompts
Write what happened in plain language, including who was involved, the purpose, action taken, participant response, outcome and follow up.
3
Generate the draft
Use the AI drafting or structuring action. CordoCare will produce professional wording based on the data available to your role.
4
Review for accuracy and tone
Check names, dates, facts, goal references, billing assumptions and wording. Remove anything that is not supported by your actual work.
5
Save or finalise manually
You remain responsible for the note. Save the reviewed draft or finalise it only when it meets your organisation documentation standard.
Expected outcome
You have a cleaner note draft without losing professional judgement or factual accuracy.
Related CordoCare guides
How to create case notes
Write NDIS case notes with participant context, activity type, duration, support item, attachments and billing readiness.
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 use the CordoCare AI assistant
Ask CordoCare AI for NDIS knowledge, app guidance, participant context, case note wording and workflow help.
Related feature pages
Want another workflow?
Browse the full guide library or sign in and ask the CordoCare AI assistant for contextual help.