NDIS Case Notes Template for Support Workers

A useful NDIS case note helps the provider understand what support occurred and what should happen next. It should be factual, readable, and connected to the participant's support without adding unsupported interpretation.

A simple template can include: participant, date and time, support location, activity or support delivered, participant involvement, prompts or assistance provided, goal link where relevant, progress or barriers observed, and next step.

Example wording: 'Supported Jordan to attend a grocery shopping activity. Jordan chose items from the list and used the self-checkout with verbal prompts. Goal link: building confidence with community access and daily living tasks. Next session: practise comparing prices before checkout.'

Case notes should avoid blame, diagnosis, or assumptions about motivation. If the participant or another person made a direct statement, attribute it clearly and keep the wording neutral.

Where an incident, safeguarding concern, medication issue, or changed support need appears, follow the provider's escalation process. The case note can refer to the action taken, but it should not replace a required incident or risk record.

CaresLink examples are general documentation aids. Providers should review wording against their own NDIS service types, participant plans, privacy process, and record keeping requirements.