What changes
From a difficult day to the right support, without relying on someone to remember.
CaseNote brings exposure, wellbeing, contact and follow-up into one working picture. It helps the right person notice when something changes and makes the next action visible.
· = suppressed below n = 5
A trend projection, not a clinical prediction. Labelled that way in the product too.
Know who needs attention today
One screen for program leads: members whose assessment scores are worsening across repeated screens, compound risk where high exposure meets high clinical scores, members approaching an exposure threshold, and high-risk members with no recent peer contact.
Check in properly, not just when something goes wrong
ProQOL-5, the Copenhagen Burnout Inventory and WHO-5 join the clinical instruments. After a major incident, affected members are scheduled to receive wellbeing pulses at 48 hours, 14 days and 28 days, and any member can opt in to a periodic check-in. Results land on the member's record like any other assessment.
Anonymous hazard survey
A 24-item survey across eight hazard categories, from job demands and role clarity to traumatic-event exposure. Responses are anonymous by design and never linked to a person, small groups are suppressed automatically, and each category is benchmarked against your baseline and your targets.
See the pattern without exposing the person
A team by risk-band view for executives and program managers, built from counts only. It shows where load is concentrating without opening a single member's record.
Projection you can explain to a board
Where a member's trajectory is worsening, CaseNote projects when it would cross the next risk band within an eight-week horizon. The rules are transparent, there is no black box, and the result is labelled in the interface as a trend projection, not a clinical prediction.
Make sure someone actually follows up
The suite creates the work it implies: supervision nudges when a peer supporter's own exposure runs high, wellbeing check-ins ahead of the anniversary of a major incident, and supervisor tasks when training or supervision currency lapses.
Care for the carers
Peer supporters track their own wellbeing with short structured check-ins. A low score, or a request for help, reaches a supervisor straight away.
A boundary, stated up front
CaseNote's Scope Statement confines exposure and wellbeing data to member support. It is never used for performance management, discipline, attendance management, surveillance or fitness-for-duty decisions. Published sector guidance is explicit that a tracking system must never become a surveillance tool; CaseNote is built to enforce that boundary, not merely promise it.
Every capability above ships with the same privacy architecture as the clinical record: role-based access, de-identification wherever identity is not required, and an audit entry for every access.
Want to see the suite on realistic synthetic data?
For the people accountable for the system
Psychosocial risk needs more than a policy on the intranet.
NSW organisations already had duties to manage psychosocial hazards. Since 1 July 2026, section 26A of the Work Health and Safety Act 2011 (NSW) has changed the status of approved codes of practice.
CaseNote helps turn part of that obligation into something operational: identify risk, respond, follow up and retain evidence of what happened. It does not replace the controls an organisation must put around work design, workload, change or other organisational hazards.
Read the section 26A readiness briefing →Start with your job
You don't need the whole platform explained to you. You need to know what changes for your team.
CaseNote keeps peer support, clinical care and organisational oversight connected without pretending they are the same job.
For peer support programs
Contact logs in seconds
Quick contact capture designed for use between jobs, so the work peers already do is counted instead of lost. Wellbeing checks and structured escalation live in the same place.
A clearly bounded peer role
Peers never see clinical detail; the boundary is enforced in the database, on both the read and the write side. Senior peer roles get wider coordination tools without crossing the clinical wall.
Coordination without spreadsheets
Task assignment with priorities, due dates and a my-tasks queue, plus training-currency tracking with auto-calculated expiry for every peer-program role.
Cumulative exposure tracking
Every potentially traumatic event is weighted for severity, volume, recency and frequency. A member's exposure history follows them across their whole service, not just this season's spreadsheet.
For clinical and mental health teams
Validated screening instruments
C-SSRS, PHQ-9, GAD-7, DASS-21, PCL-5 and K-10, completed anywhere through single-use secure token links. A critical response raises an alert the moment it is submitted.
A defensible clinical record
SOAP and DAP notes, treatment plans kept distinct from peer support plans, and signed, locked records with dated addenda.
Closed-loop external referral
Review-gated referral intake, and an external-provider portal where outside clinicians see only what is referred to them, members appear as first name and last initial, and the outcome writes back to the record as a closing note.
Alerts that reach someone
Assessment results, exposure thresholds and manual concerns all feed one alert queue with acknowledgement and resolution tracked, so nothing critical waits in an inbox.
For oversight and WHS
De-identified reporting
Workload, exposure, geographic hot-spot and privacy reporting for program managers and executives, de-identified by default with small groups suppressed.
Privacy tooling
Subject access requests with the statutory clock tracked, de-identified exports, and hosting in Australia.
CaseNote's peer-support model follows the guidelines published by Phoenix Australia (Australia's National Centre of Excellence in Posttraumatic Mental Health) and the peer-support literature they draw on: early contact, a bounded peer role, clear referral pathways, supervision for the supporters, and confidentiality with narrow, sanctioned exceptions. CaseNote has also been reviewed against Report No. 49.2025, the good-practice principles for tracking potentially traumatic event exposure published by AFAC, Natural Hazards Research Australia and Phoenix Australia in December 2025, and maps to all six of its elements. These are alignments with published guidance; CaseNote is not endorsed by, or affiliated with, any of these organisations.
The questions your security team will ask
Sensitive information deserves straight answers.
How is the information protected?
Every record is encrypted with AES-256-GCM using a separate key per record, wrapped by a master key held in a secrets manager.
Can the wrong person see this?
Clinicians, supervisors, duty officers and peers each see only what their role permits. The filter is applied at the database query, not in the interface.
Strong authentication
Multi-factor authentication for every role with access to clinical data, short idle and absolute session timeouts, and full session governance.
Can we tell who looked at a record?
Every access and change is logged by field name, never by content, so the audit trail itself can never leak what it protects.
Does our data sit beside somebody else's?
Each organisation runs in its own isolated environment with its own database and its own encryption keys. No co-mingled data, ever.
Where is the application data?
The application and its databases are hosted in Australia.
Breach readiness, built in
A data-breach register aligned to the NSW Mandatory Notification of Data Breach scheme, with eligibility assessment and notification tracking, ready before it is ever needed.
Access anomaly detection
Scheduled checks watch for unusual patterns: mass exports, access at unusual hours, repeated denied attempts. Administrators are notified automatically.
Retention, enforced
Retention policies are applied automatically: expired records and their encrypted files are purged on schedule, so data you no longer need is data you no longer hold.
This page is general information about work health and safety obligations, not legal advice. CaseNote is an independent product and is not affiliated with, or endorsed by, SafeWork NSW, Safe Work Australia, Phoenix Australia, AFAC, Natural Hazards Research Australia, Beyond Blue or any emergency service organisation. Statistics and case outcomes are drawn from the published sources named on this page: NSW legislation (legislation.nsw.gov.au), Safe Work Australia's Key WHS Statistics Australia 2025, WorkSafe Victoria, and Beyond Blue's Answering the Call (2018).