Casefile
Casefile reads OT, physio, psychology and behaviour support documents and turns them into functional capacity summaries, plan review narratives, and shift-ready staff training cards — so support coordinators and providers spend less time formatting and more time supporting.
What Casefile does
Every output is a drafting aid built from the documents you upload — designed to be checked and signed off by a qualified professional, not to replace one.
Upload OT, physio and psychology reports and Casefile pulls every domain — mobility, self-care, community access and more — into one comparison table, and automatically flags where reports disagree so nothing gets missed before a review.
Goals and progress notes scattered across several reports get pulled into a single draft narrative in the participant's voice — ready to review, edit and submit, instead of built by hand from scratch each time.
With NDIS funding decisions under more scrutiny, Casefile checks a report set against what's typically expected for a plan review or uplift and flags what's missing or under-evidenced — before it costs you a rejection.
Long Behaviour Support Plans get condensed into a shift-ready quick-reference card — key reminders, behaviours of concern, proactive and reactive strategies, restrictive practices and emergency actions — built for support workers reading it during a shift, not just before one.
See it in action
Both clips below use fabricated sample reports and a fictional participant so nothing real or identifiable is shown.
Report structuring
Upload sample OT, physio and psychology reports and watch Casefile merge every domain rating, catch a conflict automatically, and draft a plan review narrative from the goals and progress across all three.
BSP summarising
Upload a sample Behaviour Support Plan and Casefile pulls out the key shift reminders, behaviours of concern, proactive and reactive strategies, and restrictive practices — structured for a support worker to scan in seconds.
Example output
The emergency card Casefile generates from a Behaviour Support Plan — this one for "Jordan," a sample participant, so it's safe to show publicly. A real card is built the same way from a real plan, but never leaves the account that uploaded it.
Built for
Anyone drowning in allied health paperwork on a participant's behalf.
Pulling functional capacity evidence and drafting plan review narratives across multiple participants and multiple reports each week.
Getting Behaviour Support Plans in front of casual and new starter staff as a scannable card, not a 20-page document nobody has time to read before a shift.
Preparing plan reviews and funding uplifts and wanting to catch missing or weak evidence before it becomes a rejected request.
Casefile structures what's already in your documents — it doesn't diagnose, recommend, or replace clinical judgement. Every summary, narrative and card is built to be reviewed by a qualified practitioner before it's used in staff training, a plan review, or an NDIS submission.
Get in touch
Tell us a bit about how you'd use Casefile and we'll walk you through it — no pressure, no lock-in.
We'll get back to you within one business day.