ProvideWise turns rough call notes into polished case notes and follow-up tasks in seconds — so you can spend more time with participants, and less on paperwork.
No credit card required · Built for Australian NDIS providers
One place for participants, plans, notes, tasks and providers — with AI helping you stay on top of every detail.
Turn rough notes into professional case notes with detected follow-up actions.
Plans, providers, documents and timeline for every participant in one place.
Auto-created tasks with priority and due dates from your notes.
See spend pacing against plan budgets, with alerts when things drift.
Plan expiries, stale contact, outstanding referrals and expiring documents.
Row-level security and role-based access for participant data.
Type or paste what happened on a call or visit. ProvideWise generates a professional case note and extracts the follow-up actions — referrals, appointments, plan reviews — ready to assign.
"Called Joe, said his OT hasn't followed up in 3 weeks, feeling anxious about plan review next month, needs new referral."
Contacted participant regarding delayed OT follow-up (3 weeks). Participant reported anxiety related to upcoming plan review. Actioned new OT referral and scheduled plan review preparation.