SC Initial Intake Note

• Template structure

  The SC Initial Intake Note template captures these sections automatically from your recording.

  1. Engagement Details
  2. Plan Snapshot
  3. Goal Understanding
  4. Current Supports
  5. Immediate Priorities
  6. Risk Factors
  7. Onboarding Actions

• Built for

  • Support Coordinator
  • Case Manager

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 Initial Intake 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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