Transition Planning Report

• Template structure

  The Transition Planning Report template captures these sections automatically from your recording.

  1. Participant Details
  2. Current Situation
  3. Transition Goals
  4. Support Requirements
  5. Stakeholder Input
  6. Transition Timeline
  7. Risk Assessment

• Built for

  • Occupational Therapist
  • Psychologist
  • Clinical Psychologist
  • Social Worker
  • Speech Pathologist
  • Case Manager
  • School Counsellor
  • School Psychologist
  • Rehabilitation Counsellor
  • Disability Support Worker
  • Community Services Worker
  • Vocational Counsellor
  • Youth 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 Transition Planning 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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