NDIS Case Notes – Individual

When working with an NDIS Client, most meetings/interaction are recorded as NDIS activities – allowing for the creation of linked NDIA Claims or invoices.

There is information that may need to be recorded separately to activities, whether it be non-chargeable meetings or general information.

This information can be recorded against the NDIS Support Plan as a Case Note.


Step 1. Log into your CRM database (refer to Logging On for further information).

Step 2. Search for the required NDIS Client.

Step 3.  View the Client record

Step 4. Scroll to the NDIS Support Plan sub-panel.

Support Plan Subpanel

Step 5. Select the required NDIS Support Plan.

The NDIS Support Plan page is displayed.

Step 6. Select Create in the NDIS Case Notes sub-panel

Step 7. Enter the required details in the NDIS Case Notes page

  • Subject – enter a name for the case note
  • Activity Type – select the type of activity the note refers to e.g. Phone Call, Email
  • Applies To – automatically links to the selected Support Plan
  • Time Spent – select the amount of time spent on the note/session
  • Assigned to – default to the person entering the note
  • Note Date – defaults to today, change by overwriting or clicking on the calendar
  • Case Note Type – select one or more topics from the list
  • Copy Case Note to the Cases – only required for group cases
  • Notes – enter details of the note

Step 8. Click Save

The note is saved and added to the Support Plan record.

Further Information

For further information, refer to the following articles

Updated on February 18, 2020

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