Every provider has a system. You have a phone.

Finish your notes before you drive off.

Speak your shift the way you'd tell a workmate. Get back a clear, objective record with your business name and ABN on it — in about the time it takes to make a coffee.

What you say

What you get
Jane Smith Support Services
ABN 12 345 678 901
Participant: MW · 12 Aug 2026 · 7:00am–3:00pm (8 hrs)

Presentation and engagement

The participant initially declined breakfast, stating she was not hungry, and accepted a cup of tea. She was hesitant about the planned outing but agreed shortly afterwards and engaged well throughout.

Anything of note

On exiting the vehicle the participant held the door for support more than is typical. No fall occurred and no injury was observed.

No typing. Your phone's own keyboard microphone does the talking.

Get the system today Try the free self-audit first
Instant download Set up in 30 minutes Works on the free version of Claude No subscription

This isn't about your paperwork. It's about their funding.

When a plan gets reviewed, someone has to demonstrate the support is still needed, and 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. That makes your record the evidence their case is built from.

Not evidence "Good day. Helped her get up and dressed. Went to the shops. All fine." Six months of this describes someone who needs almost nothing.
Evidence "Required hands-on physical assistance to transfer from bed to chair, as on every shift this month. Verbal prompting was sufficient for dressing on 3 shifts early in the period; physical assistance was required on the other 11." Same shift. Same support. Only one of these holds up.

Better data. Stronger evidence. A better case at the next review.

Same shifts, same support, same person. The only thing that changes is what the record can prove.

Good records future-proof someone's supports. Thin ones quietly undermine them. The plan gets trimmed, the hours go, and a person loses support they genuinely needed. Not because it wasn't needed, but because of how it was written down.

None of which means writing things up as worse than they were. It means recording what actually happened, in enough detail that it counts for something.

Get instant access

The Note System. $67, instant download. Set up in under 30 minutes.

Not a pack of templates. A system you install once.

Three parts, three different jobs. Half an hour to set up, then three minutes a shift.

01
The engine

Shift Note Standards

One file you upload into Claude, once. It sets the rules every note follows: structure, language standards, what must never happen, and what gets flagged back to you. Your business name and ABN appear on every record automatically.

02
The training

The manual

24 pages. Setup, a guided practice run, the daily routine, monthly and quarterly habits, troubleshooting, and a competency record you sign and keep. Written for people who don't consider themselves good with technology.

03
The reminder

Process flow

Two printable A4 pages with the whole system on them, including the checks that confirm each step actually worked. Stick it on the fridge.

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$67, one payment. Everything above, yours to keep.

How it works

It runs on Claude — a free AI assistant on your phone. Nothing else to buy, and nothing technical to learn.

SET UP · 30 MIN

Install it once

Add your business name and ABN to the standards file, upload it into Claude, set up your folders. Every step has a check that tells you it worked.

EACH SHIFT · 3 MIN

Talk, don't type

Parked, engine off. Describe the shift like you'd tell a colleague. Give the participant's initials and your shift times — never a name.

BEFORE YOU GO

Read, then file

Check every line and fix what's wrong. Say "file it" and you get a document named MW 2026-08-12 Progress Note, ready for your folder.

EVERY QUARTER

Send the summary

The report OTs and coordinators actually want, built from your own notes. Almost nobody sends one unasked — which is why the ones who do get remembered.

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Half an hour of setup stands between you and this. $67.

I read shift notes for a living. That's why this exists.

I run a registered supported independent living provider, which means I read shift notes. Hundreds of them a week.

The ones that don't hold up almost never come from people who don't care. They come from people working alone, who were never shown what a good note looks like. Work for a large provider and you're taught it in week one. Work for yourself and you're expected to already know.

Every support worker should feel confident using AI to produce records a coordinator can actually use. That's what gives a participant the best chance of keeping the funding they need, and it's the whole point of this.

Lucy
Solo Desk

Where this comes from
  • Every participant deserves to keep the funding they need. Shift note data is the evidence.
  • Years of reading, correcting and auditing shift notes
  • Written for sole traders, not organisations
  • Australian, current as at August 2026
Get instant access

$67, instant download. Runs on the free version of Claude.

Less than one hour's pay. Under 30 minutes to set up.

If paperwork is eating three to five hours of your week, this is built to take most of that back — three minutes a shift, written in the car park while it's still fresh.

The Note System

For independent and sole-trader support workers in Australia.

  • Shift Note Standards — the one file that runs it
  • The 24-page manual — setup through to quarterly summaries
  • Printable process flow — two A4 pages for the wall
  • Progress notes, incident write-ups and handovers
  • The difficult messages — raising your rate, declining a shift, scope creep
  • The monthly self-check and the quarterly summary for OTs
  • The Five Golden Rules for keeping participant details out of AI
  • A signed competency record for your own file
  • Twelve months of updates as things change
$67 AUD
Launch price, rising to $97

About one hour of support work. Set up in under 30 minutes, then three minutes a shift.

Get instant access

Instant download, yours to keep.

The things people ask before buying.

I'm not techy at all. Is this beyond me?

If you can send a voice message, you can do this. Setup is half an hour, every single step tells you how to know it worked before you move on, and there's a whole section on setting up your records written specifically for people who don't consider themselves good with technology. If you get stuck, there's a troubleshooting section covering the eight things that actually go wrong.

Is using AI even allowed for shift notes?

Using AI to help you write is fine. Putting a participant's private information into it is not. The first rule in this system is initials only — the participant's initials go in one header field and nowhere else, and you add the full name yourself afterwards in your own record. That distinction is most of what you're buying.

Can Claude see my records?

No. It can't open your folders, reach your cloud storage, or touch a provider's system. It only ever receives what you dictate, and only ever produces text on your screen. You copy that into your own file. The record is always yours, and no participant's name ever goes near it.

Will it write my notes for me?

No, and be wary of anything claiming it will. It turns your rough spoken account into clear professional language and tells you what you've left out. You check it, correct it, and you remain the author of everything you submit. That isn't a limitation — it's the point.

Do I have to pay for Claude as well?

No. There's a free version and the manual is written around it. Some features vary by plan and the manual explains what to do either way. No subscription and no ongoing cost beyond the $67.

Does this make me compliant?

No. Nothing can promise that, and anyone who says otherwise is selling you something. It helps you keep clearer records and find your own gaps before someone else does. Requirements change and depend on your circumstances — verify current ones with the NDIS Quality and Safeguards Commission.

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Still got a question? Email me before you buy — I answer them myself.

Coming next

The Work-Ready Pack — the paperwork that wins you the work.

A participant rings on Tuesday. The worker who can send a signable agreement that afternoon gets the job — often over someone better at the actual work. This is everything you need to be that person.

Getting the work
  • Service agreement, reviewed by a lawyer
  • Rates and services schedule you can send in one message
  • Scope of practice statement — what you do, and what you don't
  • Evidence of currency tracker with expiry reminders
  • Introduction one-pager for coordinators
Doing the work
  • Incident report form and a reportability decision guide
  • Risk assessments: home, manual handling, lone worker
  • Medication support record with clear scope warnings
  • Consent and privacy forms
  • Contingency plan for when you're unavailable
Protecting the work
  • Complaints and feedback process in plain language
  • Record retention guide and invoice template
  • Everything in The Note System, included
$197 AUD
Waitlist price · then $297

No payment now, and no obligation. You'll hear from me once, when it's ready.

Join the waitlist

Not ready for either? Start free.

The 15-minute self-audit — twenty-seven questions covering clearances, agreements, notes, incidents, scope and invoicing. It scores you and hands back a personalised list of what to fix first, with the urgent things flagged separately. It's the list someone would go through if something went wrong.

Take the self-audit →
The Note System — $67Instant download · set up in 30 minutes
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