When a clinical service sits inside an organisation, the record does double duty. It is the working document of care, and it is the account the service gives of itself when someone later asks what was known and what was done. Most tools handle the first job and quietly fail the second.
Notes that hold their shape
CaseNote provides SOAP and DAP structured notes alongside free text, so clinicians write the way their training and your service model expect. When a note is signed, it locks. Corrections and afterthoughts become dated addenda on the face of the record, so the file always shows what was known at the time and what was added later. Nothing about that is exotic; it is the standard clinical records are held to, applied in software.
Plans that respect the boundary
Treatment and care plans are kept distinct from peer-support plans. A clinical formulation belongs in the clinical lane, and the peer program sees its own plan and nothing more. For services that operate alongside a peer workforce, that separation is what lets both do their work without either compromising the other.
Referrals with a gate, not a forwarding rule
Referral intake in CaseNote is review-gated: a referral is raised, a coordinator reviews it, it is routed, and a practitioner accepts it. Every referral has an owner at every step. Nothing lands in a shared inbox to be discovered later, and the intake decision itself is on the record.
External providers, on a need-to-know footing
Where care involves outside clinicians, CaseNote provides an external-provider portal with its own separate authentication. Providers see only the tasks referred to them. The people in their care appear as a first name and a last initial. Records are shared per task, messaging runs per task, and when the provider completes the work, their resolution writes back to the member's record as a closing note. Continuity of care, without handing over the file.
Screening with a live wire
CaseNote includes validated screening instruments:
- Clinical screening: C-SSRS, PHQ-9, GAD-7, DASS-21, PCL-5 and K-10.
- Occupational wellbeing: ProQOL-5, the Copenhagen Burnout Inventory and WHO-5.
Instruments are completed anywhere through single-use secure token links, and a critical response raises an alert the moment it is submitted, not when someone next opens the file. Screening informs clinical judgement; it does not replace it.
Security commensurate with the content
Every record is encrypted with AES-256-GCM using a separate key per record. An append-only audit trail logs every access and change by field name, never by content, so the trail can never leak what it protects. Hosting is Australian, and the platform is built for the obligations of Australian privacy law.