Case Conference Note
Structured 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.
Generate this note from a recording or dictation
Free — 10 sessions per month, no credit card required.
Template structure
The case conference note template captures these sections automatically from your recording.
- 1Participants
- 2Client Summary
- 3Discussion Points
- 4Agreed Plan
- 5Responsibilities
- 6Review Date
Built for
How it works
- 1
Record or dictate the session
In-person, telehealth, or hybrid. Audio is deleted immediately after transcription — never stored.
- 2
Pick the Case Conference Note template
Or set it as your default for this session type so future recordings use it automatically.
- 3
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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Try the Case Conference Note template free
10 sessions per month on the free tier. Upgrade anytime from $19/month + GST for more sessions, longer recordings, and unlimited dictations.