Care Coordination Note

• Template structure

  The Care Coordination Note template captures these sections automatically from your recording.

  1. Client Details
  2. Services Involved
  3. Coordination Actions
  4. Barriers
  5. Agreed Plan
  6. Next Steps

• Built for

  • Social Worker
  • Case Manager
  • Occupational Therapist
  • Nurse Practitioner
  • Mental Health Nurse
  • Registered Nurse
  • Psychologist
  • Clinical Psychologist
  • Community Services Worker
  • Rehabilitation Counsellor
  • Disability Support Worker
  • Speech Pathologist
  • Physiotherapist
  • Dietitian

1. 01 Record or dictate the session

   In-person, telehealth, or hybrid. Audio is deleted immediately once it's processed. If it can't upload, it stays on your own device so you can retry; if it uploads but can't be processed, it's held in Australia for up to 48 hours, then deleted.

2. 02 Pick the Care Coordination Note template

   Or make it your default template so future recordings use it automatically.

3. 03 Review and finalise

   Your note is generated in the structure above. Edit anything you want — your practice, your voice — then save to the client record.

• MDT Meeting MinutesMulti-disciplinary team meeting minutes documenting case discussions, decisions, and action items.
• Case Conference NoteStructured case conference note for multi-provider meetings about an individual client. Captures attendees and roles, the case formulation discussed, agreed care plan and provider responsibilities, risk and safeguarding decisions, and review date. Suitable for MBS case conference items and for shared-care documentation across services.
• Ward Round NoteInpatient ward round entry capturing interval progress since the last review, current MSE/clinical status, observations and investigations, medication changes, response and side effects, and the day's plan. Matches the structure registrars and consultants expect on the chart for psychiatric and medical inpatient teams.
• Consultation-Liaison NoteConsultation-liaison note for psychiatry or psychology services in a general hospital. Documents the referring team's question, relevant medical context, mental state and risk, formulation, recommendations to the parent team, and any handover to community services on discharge. Built for the inpatient C-L workflow.
• Discharge Planning NoteMulti-disciplinary discharge planning documentation for inpatient-to-community transitions.
• ISBAR Clinical HandoverAustralian national standard clinical handover format (ACSQHC) for shift changes, unit transfers, and clinician escalation.

Browse all MDT / Hospital templates →