Case Conference Note

• Template structure

  The Case Conference Note template captures these sections automatically from your recording.

  1. Participants
  2. Client Summary
  3. Discussion Points
  4. Agreed Plan
  5. Responsibilities
  6. Review Date

• Built for

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

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 Case Conference 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.

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• 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.
• Care Coordination NoteCare coordination contact log for activities outside direct client sessions — phone calls with other providers, advocacy, referrals, transitions, and inter-agency follow-up. Records who was contacted, the purpose, decisions made, and next steps. Useful where care coordination time is billable or auditable (NDIS, public mental health, case management).
• ISBAR Clinical HandoverAustralian national standard clinical handover format (ACSQHC) for shift changes, unit transfers, and clinician escalation.

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