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Shift Notes by Imploy

NDIS shift notes & progress note software

Capture shift notes in Imploy, attach photos and documents, and keep each record connected to the client and shift. Give carers structured templates where needed, with AI Shift Cautions to help your team review potential risks.

Built for Australian NDIS & home care providers
Notes, templates and follow-up in one workflow
Imploy Add Shift Note screen with client, appointment type, file upload and AI Enhance controls

Trusted by leading providers

My Companionship logo
Circle of Kindness logo
Aspire Ability logo
Apex Services Australia logo
Connection Community Services logo
Crescent Care logo
Unity Aid logo
Murray Darling Supports logo
Noble Roots Support Services logo
Bynd logo
My Companionship logo
Circle of Kindness logo
Aspire Ability logo
Apex Services Australia logo
Connection Community Services logo
Crescent Care logo
Unity Aid logo
Murray Darling Supports logo
Noble Roots Support Services logo
Bynd logo
A care record your next shift can use

Support workers record what happened. Coordinators can find the detail and follow it through.

A useful shift note describes the support delivered, the participant’s response and what needs attention next. Imploy keeps that record alongside the appointment and client, so your team can review the original information without chasing separate documents.

Capture

Add notes in the mobile app during a shift, at check-out or after the appointment.

Review

Find the original note with client and shift context. Check wording and supporting attachments.

Follow up

Review AI Shift Cautions and turn a caution into an incident when action is needed.

From delivered support, to a useful handover

Record the facts while the details are fresh. Keep observations, participant responses and follow-up clear so the next person can understand what happened.

How the workflow connects
Start with the shift, complete the note and review what needs attention. Use a client’s assigned template where configured, rather than asking workers to remember a separate form.
1
Capture the note
Open the shift in the mobile app. Record support, observations and the participant’s response, adding relevant photos or documents.
2
Keep the context
Save the record against the client and shift. The team can retrieve it from the participant’s profile alongside the appointment information.
3
Review and act
Review potential risks surfaced through AI Shift Cautions. Check severity and the original note, then convert a caution into an incident when follow-up is needed.
A USEFUL NOTE RECORDS
Support delivered
What happened
Participant response
What you observed
Goals and progress
Relevant context
Next steps
What needs follow-up
Imploy client note editor with support observations and participant goals
Imploy Shift Note Template form prompting a carer to complete configured fields
Structured note capture

The right prompts for the person receiving support.

Configure a Shift Note Template on the client’s profile. Instead of a standard free-text note, carers complete the assigned form, with the fields your service needs. Required template fields must be completed before clock-out.

From recording to review

One connected workflow for shift and progress notes.

Use the app for capture, templates for consistent prompts and Shift Cautions for risk review. Each has a clear role, while the client and shift provide the context for your team’s next action.

Mobile shift notes and attachments

Add notes during an active shift, at check-out or after the appointment. Attach relevant photos and documents so reviewers can see supporting information alongside the worker’s observations.

AI wording improvement, checked by the worker

Refine the wording of recorded information with Imploy’s note-improvement tool. The worker reviews the result before using it, checking that it accurately reflects the support and observations.

AI Shift Cautions with severity

Progress notes can trigger AI Shift Cautions. Review the severity, risk category and source note together so your team can decide what needs attention and turn a caution into an incident.

Frequently asked questions

What is the difference between a shift note and a progress note?

A shift note records what happened during a support shift. Progress notes also describe the participant’s response and relevant progress over time. Teams may use either term; Imploy connects the recorded note to the client and shift so it can be reviewed in context.

Icon - Elements Webflow Library - BRIX Templates

Can carers complete a form instead of a standard free-text note?

Yes. Configure a Shift Note Template on the client’s profile. The assigned form prompts the support worker or carer to complete its fields when recording a shift note. Where required fields are configured, they must be completed before clock-out.

Icon - Elements Webflow Library - BRIX Templates

How do notes connect to AI Shift Cautions and incidents?

Progress notes can trigger AI Shift Cautions. Staff review the original note alongside the caution’s severity and risk category. A caution can then be turned directly into an incident when follow-up is needed. AI flags support staff review and do not replace it.

Icon - Elements Webflow Library - BRIX Templates

Can we test the whole note workflow in a demo?

Yes. Bring a sample shift note and a template your team uses. Ask us to demonstrate mobile capture, attachments, retrieval from the client’s profile and the review of a Shift Caution through to an incident. You can also review the setup and permissions your team needs.

Icon - Elements Webflow Library - BRIX Templates

Experience the Imploy difference with AI

Get ready to experience how AI can transform the way you work,and unlock smarter, more efficient workflows.

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