AI scribe for social workers in Australia — Case notes and psychosocial assessments, drafted for you.
More time for clients, less time on paperwork
Audio deleted once processed · AI runs in Australia · you finalise every note
Sound familiar?
What gets in the way for social workers.
Overwhelming Caseloads
High client numbers mean mountains of documentation to complete.
NDIS Reporting
Complex NDIS documentation requirements take hours to complete properly.
Child Protection Documentation
Child protection risk assessments require precise, defensible language. Every word in a mandatory report may be scrutinised in court proceedings.
Systemic Complexity
Capturing systemic factors, family dynamics, and service coordination.
How it works
From the session to a finished note, in four steps.
Rather see it first? Try the two-minute demo.
- 01 Choose how you’re working
In the room with your client, by telehealth, dictating afterwards, or uploading a recording.
- 02 Record
No transcript scrolls on screen, so your attention stays where it should. The audio is deleted once it is processed. If it can’t upload, it stays on your device to retry.
- 03 Pick your note
Choose one of the templates for social workers below, or your own. One recording can make several notes.
- 04 Check and finalise
Edit anything, then finalise it. If you use Halaxy, Cliniko or Nookal, push it to the file in a tap.
Templates
The template library, filtered for social workers.
Pick one to see its sections, or browse every template. You can also build your own, with your headings and detail level.
Showing 12 of 95 templates for social workers
- Clinical NotesDAP NoteStreamlined three-part format favoured in mental health, counselling, and psychotherapy. The Data section combines what the client reported with what you…
- Clinical NotesStructured Session Note (BIRP/GIRP/PIRP)Unified structured session note covering BIRP (Behaviour), GIRP (Goals), and PIRP (Problem) formats. The AI selects the appropriate framing based on your…
- Clinical NotesProcess NoteDetailed narrative account of the therapeutic process, including therapist reflections and clinical observations.
- Clinical NotesSession NoteGeneral-purpose session documentation suitable for a wide range of clinical and allied health encounters, including therapy sessions and treatment sessions.
- Clinical NotesInitial AssessmentComprehensive intake assessment covering presenting concerns, history, risk, and treatment goals.
- Clinical NotesCase NoteBrief, narrative-style note for routine case management, contact records, and inter-agency coordination. Lighter than a full session note — captures who you…
- Clinical NotesPsychiatric Admission NoteComprehensive admission note for inpatient psychiatry, mental health units, and acute crisis services. Covers presenting illness, psychiatric and medical…
- Clinical NotesTelehealth ConsultationDocumentation format adapted for telehealth and phone consultations. Captures the technology used, identity verification, environment safety, consent for…
- Clinical NotesWelfare Concern RecordDocumentation for welfare concerns, safeguarding observations, and duty of care reporting.
- Clinical NotesPsychosocial AssessmentComprehensive assessment of psychosocial factors including living situation, supports, and barriers.
- Clinical NotesGroup Session NoteDocumentation for group therapy and group program sessions with participant-level observations.
- Clinical NotesCrisis Intervention RecordDetailed record of an acute crisis contact — what triggered the presentation, the de-escalation approach used, risk assessed at the time, and the safety plan…
Show all 95 templates
- Clinical NotesComp. Suicide Risk AssessmentDetailed suicide risk formulation covering ideation, intent, plan, and protective factors.
- Clinical NotesPalliative Care ConsultationHolistic care note for palliative patients addressing physical, emotional, and spiritual needs.
- Clinical NotesAOD Comprehensive AssessmentAlcohol and Other Drugs assessment covering substance use history, dependence, and impacts.
- Clinical NotesNeuroaffirming Session NoteSession documentation for neurodiversity-affirming therapy, capturing sensory state, energy levels, masking load, and progress framed as self-understanding and…
- Clinical NotesChild Therapy Session Note (Brief)Brief session note for child therapy including play-based and developmental observations, suitable for shorter sessions.
- Clinical NotesChild Therapy Session Note (Comprehensive)Comprehensive child therapy note with detailed developmental, behavioural, and family observations for complex cases.
- Clinical NotesMental Status Examination (MSE)Standalone Mental Status Examination covering appearance, behaviour, speech, mood and affect, thought form and content, perception, cognition, and…
- Clinical NotesPROC NoteFive-part psychotherapy progress note format that is structured around an explicit, stated session objective and goal-attainment review. Captures the client's…
- MBS MedicareBetter Access Individual Session (80000-80165)Unified Better Access individual session template covering Clinical Psychologists, Registered Psychologists, MH Social Workers, and MH OTs. Select the…
- MBS MedicareBetter Access Group Session (80020-80170)Unified Better Access group session template covering Clinical Psychologists, Registered Psychologists, and MH Social Workers. 6-10 patients, minimum 60…
- MBS MedicareNDPSC — Non-directive Pregnancy Support Counselling (81010 / 93026 / 93029)Non-directive Pregnancy Support Counselling — the only MBS pathway available to credentialled mental health nurses (item 81010 in person; 93026 video; 93029…
- NDISFunctional Capacity AssessmentFunctional Capacity Assessment evidencing the impact of disability on daily life — across self-care, mobility, communication, learning, social interaction, and…
- NDISNDIS Progress ReportProgress report for NDIS plan reviews documenting goal achievement and ongoing support needs.
- NDISNDIS Support ReportSupport report recommending NDIS-funded supports with the clinical rationale and evidence behind each. Covers participant goals, functional impact, supports…
- NDISNDIS Session NoteSession documentation linking therapy activities to NDIS plan goals and line items. Required for NDIS Commission audits.
- NDISBehaviour Support Plan (BSP)Legally required behaviour support plan under NDIS for participants with behaviours of concern, including restrictive practice documentation and fade-out plans.
- NDISPlan Review Evidence SummaryConcise evidence summary for NDIS plan review meetings, aggregating goal achievement, funding utilisation, and recommendations for the next plan.
- NDISSIL Shift NoteShift documentation for Supported Independent Living covering daily routines, health monitoring, behavioural observations, and handover.
- NDISNDIS Incident ReportNDIS Commission-compliant incident report with reportable incident classification, required timeframes, and follow-up actions.
- NDISTransition Planning ReportNDIS transition planning for key life stages (school leaver, moving to SIL, ageing) covering gap analysis, stakeholder input, and milestone timelines.
- NDISNDIS Service AgreementService agreement template for NDIS participants outlining supports, costs, scheduling, and cancellation terms.
- NDISNDIS Incident Report (Quick)Reportable incident template for NDIS registered providers. Must be submitted within 24 hours for serious incidents.
- NDISNDIS Plan Review Summary (NDIA Submission)Comprehensive plan review summary for submission to NDIA, covering goal progress, outcomes, and recommendations for the next plan period.
- NDISSC Contact NoteConcise contact note for any single interaction (phone, email, SMS, text, or brief in-person) between a Support Coordinator and a participant, family member…
- NDISSC Home Visit NoteExtended in-person visit documentation for a Support Coordinator visiting a participant at home or in their community setting. Captures the setting, who was…
- NDISSC Care Team Meeting NoteMulti-disciplinary care team meeting documentation for participants with multiple providers. Captures attendees, agenda, decisions made, action distribution…
- NDISSC Family Contact NoteDocumentation for contacts where the SC interacts with a family member, carer, or informal supporter ON BEHALF of the participant — particularly when the…
- NDISSC Incident NoteDay-to-day safeguarding documentation for concerns that are short of NDIS Quality and Safeguards Commission reportable incidents but still warrant a discrete…
- NDISSC Crisis Response NoteDocumentation for acute crisis events requiring rapid Support Coordinator response — mental health crisis, housing crisis, family violence escalation, provider…
- NDISSpecialist SC AssessmentAssessment by a Specialist Support Coordinator (Level 3) of a complex case, documenting complexity factors, multi-system context, coordination challenges, and…
- NDISCapacity-Building Coordination NoteDocuments the capacity-building component of Support Coordination — where the SC is teaching the participant (or family) to coordinate their own supports over…
- Therapy ModalitiesCBT Session NoteCognitive Behavioural Therapy session note with thought records, behavioural experiments, and homework.
- Therapy ModalitiesACT Session NoteSession note grounded in Acceptance and Commitment Therapy. Tracks work across the six hexaflex processes — defusion, acceptance, present-moment contact…
- Therapy ModalitiesSchema Therapy Session NoteSchema Therapy session note documenting schema modes, limited reparenting, and imagery work.
- Therapy ModalitiesIFS Session NoteInternal Family Systems session note documenting parts work, unburdening, and Self-leadership.
- Therapy ModalitiesCFT Session NoteSession note in the Compassion Focused Therapy framework. Documents work with the three affect-regulation systems (threat, drive, soothing), self-criticism and…
- Therapy ModalitiesDBT Session NoteDialectical Behaviour Therapy session note covering mindfulness, distress tolerance, emotion regulation, and interpersonal skills.
- Therapy ModalitiesEMDR Session NoteSession note for EMDR therapy structured around Shapiro's eight-phase protocol. Tracks target memory, negative and positive cognitions, SUDS and VOC ratings…
- Therapy ModalitiesNarrative Therapy SessionNarrative Therapy note focusing on externalising conversations, re-authoring stories, and identifying unique outcomes.
- Therapy ModalitiesSFBT Session NoteSolution-Focused Brief Therapy note utilising the miracle question, scaling questions, and exception finding.
- Therapy ModalitiesPlay Therapy SessionChild-centered play therapy note documenting play themes, toys used, and child-therapist interaction.
- Therapy ModalitiesArt Therapy SessionArt therapy session note focused on creative expression, media used, and symbolic processing.
- Therapy ModalitiesGestalt Therapy SessionGestalt therapy note focusing on here-and-now awareness, contact, and experiments like the empty chair.
- Therapy ModalitiesMotivational InterviewingMotivational Interviewing note tracking change talk, sustain talk, and readiness for change.
- Therapy ModalitiesInterpersonal Therapy (IPT)Interpersonal Psychotherapy note focusing on grief, role disputes, role transitions, or interpersonal deficits.
- Therapy ModalitiesEFT Couples TherapySession note for Emotionally Focused Therapy with couples. Maps the negative interactional cycle, identifies primary versus secondary emotions, traces…
- Therapy ModalitiesGottman Method CouplesGottman Method couples therapy note addressing the Sound Relationship House and conflict management.
- Therapy ModalitiesEating Disorder Session NoteStructured session note for eating disorder treatment covering food behaviours, body image, medical monitoring, and therapeutic interventions.
- Therapy ModalitiesGrief and Loss Session NoteSession note for grief and bereavement counselling including loss details, grief responses, and therapeutic support.
- Therapy ModalitiesTrauma-Focused CBT (TF-CBT) Session NoteStructured session note for Trauma-Focused CBT with children and adolescents, covering PRACTICE components.
- Documents & LettersProfessional Letter / CorrespondenceUnified professional letter template for referrals, GP correspondence, school letters, employer letters, and provider emails. The AI adapts content and…
- Documents & LettersClient Session SummaryWarm, client-friendly summary of the session for the client's reference.
- Documents & LettersProgress / Insurance ReportFormal progress report for referrers, insurers, or funding bodies. Includes optional insurance-specific sections for clinical necessity, ICD codes, and claim…
- Documents & LettersDischarge SummaryDischarge summary closing out an episode of care. Captures presenting concerns, treatment delivered, outcomes and current functioning, risk status…
- Documents & LettersTreatment Plan SummaryFormal treatment plan document covering diagnoses, biopsychosocial formulation, treatment goals (with measurable indicators), proposed interventions, expected…
- Documents & LettersClinical Supervision RecordRecord of clinical supervision session documenting case review, skill development, and self-care.
- Documents & LettersPeer Supervision RecordRecord of peer consultation or group supervision sessions — capturing the cases discussed (de-identified), reflections and feedback received, learning points…
- Documents & LettersCritical Incident ReportFormal reporting of a serious incident, responding actions, and organisational notification.
- Documents & LettersGP Letter (Brief / First Session)Brief letter to referring GP following initial consultation, confirming attendance, presenting concerns, and initial plan.
- Documents & LettersGP Letter (Progress / MHTP Review)Progress letter to GP for Mental Health Treatment Plan review, summarising treatment to date, outcomes, and recommendations for further sessions.
- Documents & LettersDisability Support Pension (DSP) Supporting LetterSupporting letter for Centrelink Disability Support Pension applications documenting diagnosis, functional impact, treatment history, and prognosis.
- Documents & LettersWorkSafe Victoria Psychology Progress Report (PS604)Structured progress report aligned with WorkSafe Victoria PS604 form requirements for psychological injury claims.
- Documents & LettersWorkCover Queensland Progress ReportWorkCover Queensland progress report for psychological injury claims. Documents diagnosis, work-related causation, current symptoms and functional impact…
- Documents & LettersNSW SIRA Allied Health Recovery RequestTemplate aligned with NSW SIRA requirements for allied health treatment requests in workers compensation and CTP claims.
- MDT / HospitalMDT Meeting MinutesMulti-disciplinary team meeting minutes documenting case discussions, decisions, and action items.
- MDT / HospitalCase Conference NoteStructured case conference note for multi-provider meetings about an individual client. Captures attendees and roles, the case formulation discussed, agreed…
- MDT / HospitalWard Round NoteInpatient ward round entry capturing interval progress since the last review, current MSE/clinical status, observations and investigations, medication changes…
- MDT / HospitalConsultation-Liaison NoteConsultation-liaison note for psychiatry or psychology services in a general hospital. Documents the referring team's question, relevant medical context…
- MDT / HospitalDischarge Planning NoteMulti-disciplinary discharge planning documentation for inpatient-to-community transitions.
- MDT / HospitalCare Coordination NoteCare coordination contact log for activities outside direct client sessions — phone calls with other providers, advocacy, referrals, transitions, and…
- MDT / HospitalISBAR Clinical HandoverAustralian national standard clinical handover format (ACSQHC) for shift changes, unit transfers, and clinician escalation.
- MDT / HospitalFamily Meeting NoteDocumentation for family meetings involving consent for information sharing, shared decision-making, and family dynamics observations.
- MDT / HospitalCMHT Review NoteCommunity mental health team review using recovery-oriented framework, including legal status, structured risk assessment, and step-up/step-down decisions.
- MDT / HospitalRehabilitation Team Meeting NoteStructured rehabilitation MDT meeting documentation with functional outcome measures (FIM/Barthel), discipline-specific updates, and discharge planning.
- MDT / HospitalPerinatal MDT ReviewPerinatal mental health team review covering maternal mental health, mother-infant relationship, EPDS scores, and child safety considerations.
- EducationSchool Group Program NoteSession note for school-based group programs — social skills, anxiety management, friendship, resilience, and similar curricula. Captures group composition…
- EducationSchools Therapy / Allied Health SessionSession note for allied health professionals (OT, speech, psychology) working within school settings.
- EducationSchools Case Conference / Parent MeetingRecord for school-based case conferences and parent meetings involving multiple staff and/or external providers.
- Assessment ReportsSafety PlanStanley-Brown style safety plan for clients at risk of suicide or acute crisis. Documents personal warning signs, internal coping strategies, social…
- Assessment ReportsCapacity AssessmentAssessment of decision-making capacity regarding finances, lifestyle, or medical treatment.
- Assessment ReportsForensic Risk AssessmentForensic psychological risk assessment for court, parole, or correctional referrers. Covers presenting offence, history (criminogenic and clinical), structured…
- Assessment ReportsVocational AssessmentVocational assessment for return-to-work, NDIS, or rehabilitation purposes. Covers work history and qualifications, current functional capacity, transferable…
- Assessment ReportsChild/Adolescent Intake Assessment (with Parent/Carer)General intake assessment for children and adolescents covering presenting concerns, developmental history, family context, and treatment planning — suitable…
Also included
More for social workers.
Session Recording
Record home visits, office sessions, or phone calls. 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.
Case Notes
AI generates comprehensive case notes capturing systemic factors and interventions.
NDIS Reports
Templates specifically designed for NDIS progress reports and plan reviews.
Family Documentation
Capture family dynamics, genograms, and multi-client interactions.
Care Coordination
Document service coordination. Track referrals and inter-agency communication.
Risk Documentation
Structured risk assessments and safety planning templates.
Privacy
Built for client records.
- Audio deletedonce processed; if it can’t upload, it stays on your device to retry
- AI runs in Australiaand your records are stored here
- You choosehow long transcripts are kept, from 1 day to 1 year
- You decideevery note is a draft until you finalise it
Questions
What social workers ask before they start.
Does it work for NDIS reporting?
Yes. We have templates specifically designed for NDIS progress reports, plan reviews, and support coordination documentation.
Can I record home visits?
Yes. Record from your phone’s browser wherever you meet. Just make sure you have appropriate consent.
Is it suitable for child protection work?
Yes. Templates capture risk factors, safety concerns, and mandatory reporting requirements.
Can multiple workers access the same client records?
Organisation accounts allow shared access with appropriate permissions and audit trails.
Does it align with the AASW Code of Ethics?
Yes. Our templates and documentation approach are designed to support AASW Practice Standards, including requirements for culturally safe practice, systemic assessment, and ethical record keeping.
Try it on your next session.
Start free, or try Pro for 14 days. No card needed.
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