Critical Incident Report

• Template structure

  The Critical Incident Report template captures these sections automatically from your recording.

  1. Incident Details
  2. People Involved
  3. Immediate Response
  4. Witness Accounts
  5. Outcome
  6. Notifications
  7. Review

• Built for

  • Social Worker
  • Nurse Practitioner
  • Case Manager
  • Mental Health Nurse
  • Registered Nurse
  • Clinical Nurse Specialist
  • Psychologist
  • Clinical Psychologist
  • Psychiatrist
  • School Counsellor
  • School Psychologist
  • Year Level Coordinator
  • Community Services Worker
  • Disability Support Worker
  • Aged Care Worker
  • Youth Worker

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 Critical Incident Report 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.

• Professional Letter / CorrespondenceUnified professional letter template for referrals, GP correspondence, school letters, employer letters, and provider emails. The AI adapts content and confidentiality level based on the recipient.
• Client Session SummaryWarm, client-friendly summary of the session for the client's reference.
• Progress / Insurance ReportFormal progress report for referrers, insurers, or funding bodies. Includes optional insurance-specific sections for clinical necessity, ICD codes, and claim details.
• Discharge SummaryDischarge summary closing out an episode of care. Captures presenting concerns, treatment delivered, outcomes and current functioning, risk status, recommendations, and follow-up arrangements with other providers. Written in the format GPs, referring clinicians, and external services expect when care is being handed back.
• Treatment Plan SummaryFormal treatment plan document covering diagnoses, biopsychosocial formulation, treatment goals (with measurable indicators), proposed interventions, expected duration, and review points. Designed to share with the client, GP, or third parties (insurers, NDIS, schools) as a clinical roadmap rather than a session note.
• Medical / WorkCover CertificateCertificate of capacity for fitness for work, study, or WorkCover purposes. Includes optional workers compensation fields for claim number, mechanism of injury, and functional limitations.

Browse all Document templates →