Part 2: Creating High-Quality Case Management Documentation

What will this webinar cover? 

Writing case notes is an essential part of every case manager’s responsibilities. While case notes are helpful tools in many ways, creating them can be a time-consuming aspect of a very demanding profession. This webinar will cover the fundamentals of case notes, service plans, and other types of case management documentation. Participants will gain context for the importance of documentation throughout the case management cycle, learn the essential elements of a typical case file, and acquire tools and techniques for efficiently writing high-quality case notes. 

Is this webinar for me? 

This webinar is for direct service staff and other individuals, including volunteers and community support groups, responsible for creating case management documentation such as client interaction records and service plans. This training may also be valuable for supervisors, offering insights to help them better support their teams and networks in producing high-quality documentation. Prior knowledge of this topic is not required. 

Why should I participate?

After participating in this ​60-minute​ session, you will be able to:  

• Explain the importance of documentation within the case management cycle 

• Describe different elements of a case file—including case notes, service plans, and critical incident reports—that adhere to most program guidelines 

• Apply new tools and techniques to improve the quality and efficiency of case management documentation