SC Plan Review Report

• Template structure

  The SC Plan Review Report template captures these sections automatically from your recording.

  1. Report Details
  2. Plan Period Summary
  3. Goal-by-Goal Progress
  4. Outcomes Achieved
  5. Unmet Needs
  6. Evidence for Next Plan
  7. Recommendations

• 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 Plan Review 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.

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