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NDIS case note example

NDIS Case Note Example

Use this page when you need clear, factual wording for an NDIS case note or progress note without over-writing, guessing, or adding unsupported interpretation.

CaresLink AustraliaReviewed 1 June 2026Template guide

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Neutral NDIS case note wording examples for documenting support activities, participant goals, progress, follow-up, and future session plans.

Example wording pattern

Supported Alex to attend the local library and practise public transport skills. Alex checked the timetable using his phone with one verbal prompt and tapped on independently. Goal link: building confidence using community transport. Plan next session: practise the return trip with reduced prompting.

What to include

A useful case note can include the activity, what the participant did, prompts or assistance provided, relevant goal link, progress observed, and future session plan.

  • Activity completed and support provided.
  • Participant involvement and prompts used.
  • Goal link, progress, and next step where relevant.

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Common questions

Should case notes include opinions?

Keep wording factual. If an opinion or assessment is required, it should be within role, clearly attributed, and aligned with the provider's process.

Disclaimer

These resources are provided for general operational documentation and educational purposes only. They do not constitute legal, clinical, medical, compliance, or professional advice. Organisations should review and adapt all documents according to their own policies, procedures, registration requirements, funding arrangements, and regulatory obligations.