When a worker leaves, their notes leave with them.
A support worker who writes notes in their own personal account owns those records. Not you. Your organisation cannot access them, cannot export them, and cannot produce them when somebody asks. When the worker resigns, the evidence behind the shifts you claimed for goes with them.
That matters more than it used to. Records relating to the payment and receipt of NDIS amounts must be retained for seven years, and there is a civil penalty attached to failing to. Support work turns over at roughly a quarter of the workforce a year.
Twenty free individual accounts is twenty disconnected note writers and no organisational record at all.
An organisation account is what turns those notes into records you hold: every worker's notes in one place, retained under your control, attached to the claims they substantiate, and exportable when a payment assurance review asks for them.
Free for every provider until 1 December 2026 · Unlimited workers on every plan
Retention periods and penalties are the Agency's rules, not ours, and this is not legal advice. Confirm the current position with the NDIA and the NDIS Quality and Safeguards Commission before relying on it.
Two regulators, two different jobs
Since 2026 you answer to both. They ask different questions, and passing one does not answer the other.
NDIS Commission
Protecting your registration
Assesses the Practice Standards, registration, worker screening, incident management and the Code of Conduct.
If you already run a tool for this, keep it. It is doing a real job.
NDIA
Keeping the money
Assesses whether the claims you were already paid for are substantiated, through payment assurance review.
This is the one ShiftNote works on.
A tool that monitors Practice Standards does not read your claims. And a perfect Practice Standards score does not stop a payment assurance review recovering claims you have already been paid for, because the two assessments are looking at different evidence.
ShiftNote sits beside your Practice Standards tool, not over it. There is nothing to switch off and nothing to migrate.
The note behind the claim is what decides whether you keep the money
From 1 December 2026 the claiming window drops from two years to 90 days, and a claim that cannot be matched to a service agreement and a delivery record can be recovered after it has already been paid. Your claim validation checks whether the claim is formatted correctly. Nobody has been checking whether the evidence behind it holds.
The claim has no note behind it
Delivered and billed, but nobody wrote it up, or the note is in a system nobody reconciled against the claim.
The note contradicts the claim
Six hours claimed, a note describing one. Personal care billed, a note about a trip to the shops.
The window closed
Delivered work that never got claimed inside 90 days is not a paperwork problem. It is revenue you cannot get back.
Evidence Exposure Report
Three months of your claims and the notes behind them, scored claim by claim. One figure in dollars for how much you have claimed with weak or missing evidence behind it, and where it is concentrated.
Free for the next 2 design partners, until 31 October 2026.
- · Credited in full against your first 3 months on any plan.
- · NDIS audit-preparation consulting typically runs $2,000–$8,000 and produces advice. This produces a per-claim figure you can act on.
- · You keep the report whether or not you go further.
What is in it
Your exposure number
Total dollars claimed with weak or missing evidence behind them: one figure, in dollars, for the whole organisation.
Broken down three ways
By worker, by support item and by participant, so you know where to start rather than just how worried to be.
Claims with no note at all
Delivered and billed work with nothing written up. Usually the single largest line in the report.
What is still inside the window
Which claims can still be lodged, ranked by dollars at risk and days remaining.
The specific gaps
For each weak note: what is missing, and what would need to be added for it to substantiate the claim.
A walkthrough with us
Thirty minutes going through the report together. You keep it either way, with no obligation to buy anything.
How it works
1. You send us three months
An export of your claims and the matching notes. CSV is fine. Most rostering and finance systems export it in a couple of clicks. We will tell you exactly which columns we need.
2. We run the audit
Every note is scored against the claim it substantiates: does it evidence the support item claimed, do the hours match, is it linked to a plan goal, is anything in it contradicting the claim.
3. You get the report
Usually within three business days. Then a 30-minute walkthrough, and an honest answer about whether we are useful to you.
Claim and roster data comes in by CSV import or manual entry. We do not have API integrations with any care-management system. ShiftNote sits alongside whatever you already run, and there is nothing to migrate or switch off.
Who it's for
And every note your team writes lands in your record, not theirs
The report tells you where you stand. The note writer is what stops the problem recurring, and it is in production today, not a roadmap item.
Type or speak, get a structured draft
Workers capture the shift in plain words, even from the car. ShiftNote structures it into the fields an NDIS progress note expects.
Workers write in their own language, in 93 of them
The most common reason a note reads poorly is that the worker is writing in their third language. They describe the shift however they normally speak, and the note is written up in professional Australian English in your structure, with their original words kept on the record. It translates faithfully and flags anything unclear for the worker to confirm rather than guessing at it.
Your note template, your structure
Set the tone, structure, required fields and a custom instruction. Every draft your team generates follows it.
Review checklist before submission
Objective language, consent, goal link, medication, incident check, written within 24 hours, confirmed by the worker, recorded on the note.
Worker invites in a tap
Share a code or link. New workers produce usable drafts on day one, and their notes are held by the organisation from the first shift.
What we do and don't claim
ShiftNote creates drafts only, and the evidence score is a heuristic that reads a note against the claim it supports, not a compliance determination and not legal advice. We do not promise NDIS compliance. Workers and providers must review, correct and approve every note before it is used in official records.
We do not replace your care-management system, your policies, or your compliance responsibilities. Your data is stored in Australia (ap-southeast-2, Sydney) and your notes are never used to train AI models. All of that, including what is not finished yet, is on our trust page, and worth reading before you send us anything.
Request your Evidence Exposure Report
Tell us a little about your organisation. We'll be in touch within one business day with exactly what to send, and whether a design partner spot is still open.
Just here for yourself? Individual accounts are free, permanently.