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Your documentation.
Your workflows.
One clear system.

Case management software for support and community service organisations. Keep participant records together, create your own case-note forms and maintain oversight through approvals and audit history.

One shared record.
A clearer picture.

Bring case notes, participant details, goals and documents into one shared record — so your team spends less time piecing it together.

More structure than documents.
Without the weight of an all-in-one platform.

See what stays connected
A participant record connected to goals, supporting documents and reviewed notes.

A clear path from
first detail to final record.

The context, the writing and the review.
One connected documentation workflow.

01

Start with the participant

Keep their details, goals and documents together.

02

Make the format yours

Shape a reusable template around your Service.

03

Capture the work

Write while it’s fresh. Save a draft or submit for review.

04

Review and keep

Review notes, retain their history and export when needed.

Documentation that fits
the way your team works.

Explore all features

Choose the sections, prompts and required responses your team needs.

Simple for staff.
Structured for management.

Capture it while it’s fresh.

Clear prompts, participant context and saved drafts help frontline staff document the work on phone, tablet or desktop.

Keep the whole picture.

Approvals, access controls and a record you can return to give managers oversight across the team.

Sensitive participant records deserve proper controls.

Give people the access their work requires, with protection for sensitive documentation and visibility over key activity.

Explore security

Encryption built in

Encryption in transit and at rest, with additional protection for sensitive documentation fields.

The right access

Manage permissions by role, Service and participant. Keep business contexts separate.

A traceable history

Audit records for key access, case-note and administrative activity.

Stronger sign-ins

Add an extra layer of account protection with optional multi-factor authentication.

“It’s quick, simple and really easy to navigate.”

Javier BritosDirector / Support Worker · Soul Vida Support Services

Read Javier’s story
“The ability for my team to enter notes in real time during on-site meetings has been a true game changer.”

Kelli KristoExecutive Director · Project 150

Read Kelli’s story
“The search by function makes finding any case note a breeze.”

Belinda TooheyCEO · Including You

“The transition to MyCaseNote was seamless”

Laura McilwraithAccounts Administrator · Including You

Read full testimonial

“The transition to MyCaseNote was seamless, offering a comprehensive display of [participant] records designed for efficiency and ease. We can now store care plans, agreements, and progress notes for [participants] all in one place with the added benefit of privacy restrictions.”

“Finally, an affordable and easy to navigate stand-alone case notes platform.”

Dominic N.Operations Manager · Including You

5 out of 5 stars
“The app itself is easy to navigate and very simple, and the support services are excellent!”

Nurindah LestariNurindah Disability Services

Read full testimonial

“This is my first time using MyCaseNote, and so far everything has been running smoothly. The app itself is easy to navigate and very simple, and the support services are excellent! I highly recommend this app to anyone who needs easy, simple case notes for their business.”

Start small.
Grow with confidence.

Every feature. Every plan.
Simple pricing based on active participants, with no per-seat charges.

Compare plan details

Essentials

All included features. Unlimited staff.

$29AUD / month

Up to 5 active participants

Start your 30-day trial

30-day trial. No card to begin.

Standard

All included features. Unlimited staff.

$79AUD / month

Up to 20 active participants

Start your 30-day trial

30-day trial. No card to begin.

Most popular

Growth

All included features. Unlimited staff.

$149AUD / month

Up to 50 active participants

Start your 30-day trial

30-day trial. No card to begin.

Business

All included features. Unlimited staff.

$299AUD / month

Up to 100 active participants

Start your 30-day trial

30-day trial. No card to begin.

Organisation

All included features. Unlimited staff.

$499AUD / month

Up to 250 active participants

Start your 30-day trial

30-day trial. No card to begin.

Enterprise

Agreed capacity above 250 active participants.

Custom

Unlimited staff. All included features.

Begin an evaluation

Start with 250 participants. Contact support to arrange a larger evaluation and private offer.

Get your case documentation into one place.

A structured workflow for writing, reviewing and keeping participant records. A clearer place for your team to start.

30 days. No card to begin. View-only access after expiry.