SC Initial Intake Note
The first substantive note after a Support Coordination engagement is established — typically after a participant's plan is approved and the SC has had their first meeting. Captures the participant's understanding of their plan, current supports, immediate priorities, risks, and the SC's onboarding action items.
Generate this note from a recording or dictation
Free — 10 sessions per month, no credit card required.
Template structure
The sc initial intake note template captures these sections automatically from your recording.
- 1Engagement Details
- 2Plan Snapshot
- 3Goal Understanding
- 4Current Supports
- 5Immediate Priorities
- 6Risk Factors
- 7Onboarding Actions
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 SC Initial Intake 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 SC Initial Intake 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.