Progress Notes in Aged Care, Disability & NDIS: A Complete Guide

Progress notes are essential documents shared throughout aged care, disability services, and the National Disability Insurance Scheme (NDIS) that record the day-to-day well-being, progress, and issues of Participants or residents. Progress notes give a current picture of a person’s health status, care received, and changes in their condition or needs. They serve as a clinical as well as a communication tool, facilitating care continuity among various workers, assisting in adherence to legislative and organisational demands, and acting as a reference to guide future care planning or auditing.

Nursing Progress Notes and Their Use in Aged Care and Disability Support 

Nursing progress notes are systematic accounts recording care, treatments, and observations bestowed upon individuals, generally prepared by nurses or health workers. In aged care, they serve as an integral part of tracking residents’ health status, recording information like administration of medications, changes in vital signs, mental state, or reactions to a care plan. In disability support situations, progress notes document the manner in which Participants are interacting with supports, functional independence, and limitations to goal attainment.

Keeping notes promotes communication between multidisciplinary teams (often made up of support workers, nurses and allied health professionals) assuring uniformity in the delivery of care. For instance, if an NDIS Participant with a mobility problem had a fall in a SIL facility, the progress note records the event, care rendered, and subsequent actions taken. This not only ensures continuity of care in the short term but also directs long-term risk control and service realignment.

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Key Contents of Progress Notes 

Well-documented progress notes should contain factual, objective, and relevant information. 

The typical elements are:

  • Date and time of entry for chronological ordering.
  • Staff member’s identification who made the note.
  • Observations: physical, emotional, or behavioural change.
  • Interventions: care rendered, support tasks done, or therapeutic engagement given.
  • Responses: how the individual responded to interventions (e.g., pain relief, better mood, resistance).
  • Incidents/risks: falls, injuries, or safety issues.
  • Ongoing needs or follow-ups: referrals, care changes, or monitoring needs.

In particular, notes should not contain subjective comments (e.g., “the client was lazy”) and rather stick to the facts that can be observed (e.g., “the client did not engage in the activity despite prompting”). This adds clarity, professionalism, and a higher chance of indemnity.

The Reason Behind Progress Notes 

Progress notes are written primarily to maintain an open, true, and continuous record of care and support, however they fulfil several purposes:

  • Communication tool: facilitating staff handover and keeping all workers current.
  • Legal protection – establishing a defensible record in the event of complaints, audits, or investigations.
  • Participant-focused support: monitoring progress, issues, or changes to inform more effective care plans and NDIS progress reports.
  • Risk management: helping to identify potential safety issues, health decline, or abuse of supports.
  • Regulatory compliance: building assurance that organisations are NDIS Practice Standards and aged care quality frameworks compliant.

Finally, progress notes guarantee that the patient’s changing needs and objectives are recorded openly, ensuring accountability and consistency throughout the care system.

Key Guidelines and Alternate Styles of Writing Progress Notes 

Effective progress notes adhere to regular guidelines to ensure professionalism and accuracy. Main principles are:

  • Objectivity and clarity – Steer clear of assumptions or judgments; record only what was seen or done.
  • Concise – Record only pertinent information; exclude unnecessary narrative.
  • Timeliness – Note down events as soon as they occur, minimising the chance of memory lapses.
  • Confidentiality – Avoid sharing confidential information that is not care-related.

There are various formats or ways employed:

SOAP method (Subjective, Objective, Assessment, Plan) – prevalent in nursing, both recording clinical observations and planned interventions.

DAP method (Data, Assessment, Plan) – frequently utilised in disability services, with a focus on functional data and what comes next.

Narrative notes – chronological free-text entries, commonly utilised in residential aged care.

Checklist-based notes – brief tick-box styles used to note regular daily supports (e.g., eating, hygiene).

The correct method is determined by organisational needs, the intricacy of the Participant’s needs, and whether the environment is clinical, community-based, or residential.

Progress Notes Templates and Examples

Templates guarantee consistency and facilitate rapid access to essential information. Standard templates have provisions for:

  • Date and time
  • Support rendered
  • Participant’s feedback
  • Incidents, issues, risks
  • Follow-up or next shift plan

Example (Narrative Style):

20/08/2025, 10:30 am – Support worker gave bathing and dressing assistance. The Participant was in good humour, laughing, and conversing. No issues with mobility noted. Medication given according to the care plan. Participant reported feeling fatigued after lunch. Staff advised rest, and the Participant consented. Will observe energy levels throughout evening activity.

Example (SOAP method):

S: Participant complained of being worried about the group outing.

O: Breathing seemed laboured, Participant retreated in a group situation.

A: Symptoms consistent with mild anxiety.

P: Suggested one-on-one support during next outing; will discuss strategy in team meeting.

Standardised templates help to reduce oversight errors while promoting clear, consistent, and professional documentation.

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Conclusion 

Progress notes are the foundation of high-quality care in aged care, disability, and NDIS settings; securing communication between employees, enhancing the quality of services, and recording a defensible history of support. 

By using structured approaches, remaining objective, and using templates, workers can create professional and meaningful progress notes. In the end, good progress notes facilitate staff accountability and Participant outcomes, making services person-centred, safe, and quality-compliant. 

FAQs

1. What should be recorded in progress notes? 

Progress notes should record objective observations, care details provided, the response of the individual, any incidents, and planned follow-up actions. Times, staff identity, and Participant feedback should be recorded. Notes should avoid using personal opinions and must be based on facts. For example, rather than saying “the Participant was upset,” it is preferable to say “the Participant was crying and said they were lonely.” This detail is helpful in maintaining clarity, safeguarding staff legally, and offering beneficial information for healthcare or support planning. 

2. What are the various types of progress notes? 

There are various types of progress notes based on the location and reason:

  • Narrative entries: unstructured free-text descriptions of care delivered.
  • SOAP notes: common across healthcare (Subjective, Objective, Assessment, Plan).
  • DAP notes: helpful in social work and disability (Data, Assessment, Plan).
  • Checklist notes: common in residential or daily living support, rapid tick-boxed entries.

Each of these types has its advantages; SOAP works well in clinical settings, whereas narrative entries are well-suited for day-to-day aged care documentation. Organisations usually mandate which type staff member should use. 

3. What is a Therapy Progress Note? 

A Therapy Progress Note is a formalised record produced by allied health or therapy specialists, including occupational therapists, physiotherapists, or psychologists. It captures the therapeutic interventions provided, the response of the Participant, and progress against particular therapy objectives. In a disability support environment, therapy progress notes play an important role in monitoring functional gains, determining obstacles, and documenting additional strategy suggestions. These notes not only inform current therapy plans but also help to provide justification for NDIS plan reviews and funding reports.

4. Do support workers need to record progress notes? 

Yes, support workers are needed to record progress notes as a professional practice. According to NDIS and aged care regulations, all direct care staff must keep precise records of interactions, incidents, and daily tasks undertaken. Progress notes enable the subsequent worker to know the Participant’s current status, enhance communication between shifts, and facilitate quality assurance; while incomplete notes may affect continuity of care and compliance. Proper documentation also has legal safety for employees, demonstrating clear evidence of the care they received.

5. Example Disability Progress Note: 

Date: 19/08/2025, 2:00 pm – Assisted with meal preparation. Participant participated actively, chopping vegetables independently with support. Needed minimum prompting to safely employ adaptive knives. Showed increased confidence from last week. No accidents noted. Plan: Encourage ongoing practice in the next session and observe skill acquisition towards the aim of independent meal preparation.

This shows how disability progress notes emphasise developing independence, recording skill gains, and endorsing Participant gains with safety and accountability.