Family Meeting Note

• Template structure

  The Family Meeting Note template captures these sections automatically from your recording.

  1. Attendees
  2. Purpose
  3. Information Shared
  4. Family Questions
  5. Decisions Made
  6. Follow-Up

• Built for

  • Social Worker
  • Psychologist
  • Clinical Psychologist
  • Psychiatrist
  • Mental Health Nurse
  • Nurse Practitioner
  • Counsellor
  • Family Therapist
  • School Counsellor
  • School Psychologist
  • Case Manager
  • Youth Worker
  • Registered Nurse
  • Occupational Therapist

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 Family Meeting 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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