NDIS and Support at Home progress notes, written at the visit and kept apart from the invoice.

Progress notes written on the phone, signal or not, finalised once and corrected in the open, with a per-client PDF on request. Never on an invoice.

A progress note is the care record of a visit: what support was given, how the client was, anything unusual, and what to follow up. In HarvestFlow Care it is written on the phone as the visit ends, saved as you type even without signal, finalised once and corrected in the open — and it is never printed on an invoice.

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No card. No sales call. Progress notes are on every plan, including the free months.

Two records for one visit

When a visit is finished, the worker writes a short service summary — the account the client sees and signs. The progress note is a separate record, kept for the people who deliver the care.

The service summary: what was delivered, when and for how long, signed by the client at check-out
The progress note: the care record, not included in invoices, statements or client emails
The participant is given their notes on request, as a PDF you export from their record

Written at the visit, in the shape a good note takes

As soon as the visit is marked complete, the app asks whether to write the note now. Write it there, or come back to it through Open note on the visit — nothing is lost by choosing later.

Guided: four boxes with a one-line example each — support provided, how they responded and what you noticed, anything unusual, follow-up
Or one note: a single box for the whole account; switch between the two while it is a draft and nothing is lost
A goal or purpose for the visit, and an outcome: progress, maintained, no change or setback
The client, the date, the recorded times and the service are already at the top — nothing is copied across by hand
Under a setting, a worker can read the client's last three finalised notes before going in

Saved as you type, signal or not

A note written in a client's hallway cannot depend on reception. Every word is kept on the phone as it is typed, and the line above the button says where it stands.

With no signal the note reads Saved on this device — waiting to sync, and sends itself when a signal returns, even if it is never opened again
Closing the note, reloading the app or an app update loses nothing
An Unsynced drafts on this device card lists anything still waiting, with Open, Sync and Discard
Signing out asks first when a draft has not reached the service yet

Finalised once, corrected in the open

Finalise makes the note read-only. From then on the note itself never changes: anything added sits beneath it with who added it, when, and the reason they gave.

It shows when it was finalised, names a finaliser who is not its writer, and carries Late entry when it was finalised later than the day after the visit
If the visit's date, times, service, client or worker changes afterwards, the note says what changed
An addendum from the worker, a correction from the office, or a correction the participant asked for — each with a reason kept on the record
A note written in error is kept and labelled, never deleted, and a new note can be written for the visit
The office can hand a draft over when the person who started it has left

Every client's notes in one place, and a PDF on request

The Progress notes card on the client's record lists every note, newest first. When the participant, their representative or an auditor asks for the record, you export it — you never retype it.

Filter by status — drafts, finalised, entered in error — and by the visit's date
Export PDF: the client's finalised notes for the dates you choose, on your letterhead, headed Progress notes and marked Provided on request
Every addition and every entered-in-error version is in it, labelled; drafts never are
The file is named by a code and the dates, never by the client's name
Reading and exporting other people's notes is a team feature you tick per role; a worker sign-in writes and reads its own

Optional, or required for every visit

Each workspace decides. Optional, the default, asks the question after every finished visit and leaves it there. Required means no visit is finished until its note is.

Required: every finished visit waits on its note until it is finalised, or someone records No note required with a reason
The worker sees Notes to complete on My Tasks — their own visits, oldest first, each Not started or Draft saved
The office sees Notes outstanding on Appointments: date, client, service, worker, and who holds the draft
Switching to Required never lists visits finished before the switch

A record you keep

A finalised note is a care record the standards ask you to hold on to, and the app treats it that way.

A client with a finalised note cannot be deleted from the app
A finished visit with a finalised note cannot be put back to scheduled — add a correction instead
If a workspace closes, its notes are exported to you before anything is deleted; the duty to keep them stays with you, as the privacy policy says

Which plan it is on

Every plan, including the free months. Writing, finalising, corrections, the client card, the PDF export and the Optional or Required setting are the same on Basic, Pro and Dedicated — a delivered visit needs a note whatever you pay.

See what each plan costs →

What it does not do

It writes nothing for you. There is no AI drafting, no suggested wording and no summary — every word in a note is the worker's own
It does not link a note to the care-plan goals yet. The goal or purpose is typed on the note, not picked from the plan
It is not a clinical record system, a medication chart or an incident register. An incident or a hazard is its own record; the note is what the worker saw
Notes are sent to nobody — not to plan managers, funders or the NDIA, and never on the family link. The participant receives their notes from you, on request
The service summary the client signs is fixed once the visit is completed; the progress note is where the record grows
The exported PDF is in English. Notes written in Chinese or Korean print correctly

Write your next note in the app

Add a client, finish a visit and write its note on the way to the car. Free for 2 months, on your real work, with no card.

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