Ten questions about what your notes contain, whether you could produce them on request, and what they’d be worth to the person deciding.
When a plan is reviewed, someone has to demonstrate the support is still needed. The people deciding weren't there. An OT sees an hour a fortnight. A coordinator sees a report. You're the one in the house at 7am.
Which makes your notes the evidence their case is built from — or the reason there isn't one.
Pop your email in and the questions open. At the end you'll get your score and a list of what to fix first.
Your answers stay on this page. I'll email your result and occasionally something worth reading about working solo. Unsubscribe any time — see the privacy page.
It sets the standard your notes are written to — observations not judgements, the level of assistance actually required, and a Check before submitting list of what you left out. It tells you what's missing instead of inventing it.
It all runs from the phone you already carry. Speak the shift, read it, file it. Set up once, then about three minutes a shift.
Months of consistent notes then summarise into the report a coordinator or OT can act on — which is what gets an independent worker remembered, and referred.
The same note does two jobs. It makes you the worker a coordinator comes back to. And it makes the case for the person you support when someone decides what they need.
Most independents were never shown how to write one that does either. That's the whole gap, and it closes in an afternoon.
Everything above. No subscription, nothing to pay again, and your records stay in your own storage.
Get instant accessA 45-minute call. I set up your phone, your folders and your Project with you, and we write your first note together while I'm there. For anyone who'd rather not do it alone.
Email me to bookLaunch price, rising to $97. Instant download, yours to keep.
Want the full picture? The 27-question self-audit covers clearances, agreements, incidents, scope and invoicing as well — also free, about fifteen minutes.