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Client records across a small team

One client history across the team.

The participant did not change — the face at the door did. If the file is a pile of personal notes, this month’s third worker starts from whoever happened to write something down.

14 days free. No card required. Invite up to 5 trial members.

Progress report for fictional client Avery: progress highlights across sessions, then goals progress.
Two workers on one client. The period stays one report. Fictional demonstration client.

In the product

The month should read as one client, not three diaries.

You see the participant in week one, a colleague in week two, a casual on a Tuesday in week three. On one record, each week builds on the last — and the casual can see all of it before writing Tuesday.

Leave, a casual Tuesday, a new name on the run — the client is still the client.

When several workers support the same participant, useful details can end up in separate notes or conversations. A shared client record gives each authorised worker a consistent place to prepare and contribute.

Tuesday: a casual walks in for a single shift and opens the file. Three names are on it, but no story.

The worker changes. These should not.

More than one person delivers this support, so the file has to survive that. Noteable is documentation for small NDIS providers, including the support workers who write the session record.

What travels with the client

  • Session history, with who wrote each note and when it was finalised
  • Last time, in enough detail to start the next session
  • What works, and what to be mindful of
  • Open follow-ups
  • The goal you are actually working toward

What Noteable will not do

  • Invoice or submit NDIA claims
  • Hold the appointment book or the invoice — even if that system also has a client tab

Next step

Put this month on one client — not in three diaries.

Draft your first note free, then add the colleague who covers a Tuesday — the test is whether they open the same record.

See Noteable for small teams

FAQ

One client, several workers

For small NDIS providers whose participants already see more than one worker.

Can multiple workers use the same NDIS client record?

Yes. Small-team workspaces share the client record. Each worker captures and reviews their own session. Context and history stay with the client. Self-serve up to 15 active users.

Is Noteable an app for support workers?

Yes. Noteable helps support workers capture, review and finalise session notes. Authorised colleagues can access shared participant records within their permissions. It does not replace rostering, payroll, invoicing or claiming.

What happens when a casual covers one shift?

If they have a login, they open the same client, see what was finalised, and write their own note. The record does not reset because the face at the door changed.

How is this different from a solo-worker business app?

A solo-worker app is built for one independent worker’s notes and invoicing. Noteable is built for the session record when more than one worker sees the same client. Invoicing stays where you already do it.

Solo admin vs shared client record

Does the NDIS require a shared client record in Noteable?

No. Noteable does not claim that the NDIS requires its shared-record format or endorses the product. A shared record helps your team retain the reviewed account of support across workers. Our recordkeeping guide links to the relevant official sources.

Read the NDIS recordkeeping guide

How much for several workers?

A$29 per active user per month. Two workers are A$58. Five are A$145. One invoice, billed to the owner.