NDIS Support Coordinators – Case Note Template

Participant Name: [Full name] Date of Case Note: [date in DD/MM/YYYY format] Support Coordinator: [Support coordinator’s full name] Type of Contact: [Phone / In-Person / Virtual / Email / Other] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank.) 1. Purpose of Contact [Brief description of the reason for the contact] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank. Write as a short paragraph in third person.) 2. Key Discussion Points [Summary of discussion points including participant concerns, support updates, review of goals, provider changes, or changes in participant function or environment] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank. Write in full sentences and in third person.) 3. Actions Taken [Details of actions completed during or following the contact, such as referrals made, service bookings arranged or amended, service agreements reviewed, budget monitoring conducted, and provider communications] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank. Write in full sentences and in third person.) 4. Financial Summary & Plan Management Details Budget Overview: Support Category: [Support category name] Budget Allocated: [Allocated budget amount] Amount Spent: [Amount spent to date] Remaining Balance: [Remaining amount in the budget] Notes/Observations: [Observations on usage, sustainability, risk of overspending or underspending] (Only include financial details if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise omit this section entirely. Format as short entries under each heading. Use third person.) 5. Participant Response & Engagement [Description of participant’s engagement level, understanding of discussed items, agreement or concerns raised, feedback, and observable responses] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank. Write in third person using full sentences.) 6. Risks / Issues Identified [Description of new or ongoing risks including safety concerns, housing instability, mental health issues, financial issues, or service access concerns. Include any need for escalation.] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank. Write in full sentences and in third person.) 7. Recommendations & Plan Adjustments [Details of recommendations provided to the participant to improve service delivery or support access, including changes to support mix, informal supports, or plan review recommendations] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank. Write in full sentences and in third person.) 8. Additional Notes / Observations [Any further factual or objective observations, informal support changes, or relevant updates] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank. Write using objective, third-person language.) 9. Next Steps & Follow-Up [Details of follow-up tasks, who is responsible, and intended timelines – such as booking case conferences, submitting referrals, or provider check-ins] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note, otherwise leave blank. Write in third person using full sentences.) (Never come up with your own participant details, actions, decisions, risks, or financial information – use only the transcript, contextual notes or case documentation as a reference. If any information related to a placeholder has not been explicitly mentioned in the transcript, contextual notes or clinical note, do not indicate that it is missing – simply omit the relevant placeholder or section. Use as many paragraphs or bullet points as needed, depending on the format, to accurately reflect the contents of the transcript.)