SC Home Visit Note

• Template structure

  The SC Home Visit Note template captures these sections automatically from your recording.

  1. Visit Details
  2. Setting & Present
  3. Purpose
  4. Wellbeing Observations
  5. Safeguarding Observations
  6. Discussion
  7. Agreements
  8. Action Items
  9. Next Contact

• Built for

  • Support Coordinator
  • Case Manager
  • Social Worker
  • Disability Support Worker
  • Community Services 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 SC Home Visit 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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