How do I write effective case notes?

Booking/Shift notes are legal documents used for NDIS compliance and care continuity.

  • Be Objective: Record facts, not opinions. Instead of “The member was angry,” write “The member raised their voice and refused to eat lunch.”
  • Link to Goals: Mention how the shift activities align with the member’s NDIS goals (e.g., “Practised social skills by ordering coffee at a cafe”).
  • Be Specific: Include times, medications administered (if applicable), and any changes in health or mood.
  • Professionalism: Use clear language and avoid slang or overly casual abbreviations.

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