NDIS Reports – NDIS Case Notes

The NDIS Case Notes report provides details of Case notes recorded against the selected NDIS Support Plan.

This report does not include Notes recorded directly against NDIS Activities. For Activity Notes – please refer to NDIS Reports – NDIS Activity Notes


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.

If the required support plan has not been created, refer to the NDIS – Create Support plan article for instructions.

The NDIS Support Plan page is displayed.

Step 6.  Select NDIS Case Notes in the Shortcuts menu

Once the report has completed processing, click the ‘Click Here to Download’  link

Download Report

The Report will display in your browser, or open with your PDF viewer, depending on your computer’s settings.

The NDIS – Case Notes Report is displayed.

The Report lists the following information:

Client Information

  • Client Name
  • Date range of activities
  • Client Address
  • Client Contact Details
  • Client Date of Birth
  • Client Gender
  • Plan Name
  • Plan Status

Case History

  • Case Note Details
    • Case Note Date
    • Activity Type
    • Case Note Assignee (creator)
    • Case Note details
    • Case Note Type
    • Direct Hours

Further Information

For further information, refer to the following articles

Updated on March 18, 2020

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