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Documentation Series: Writing Effective Case Notes

This interactive workshop will highlight the significance of adequate case notes, a discussion of the SOAP (subjective, objective, assessment and plan) model for writing case management and clinical case notes and provide an opportunity for participants to write case notes in accordance with social work, counseling and mental health best practices


TARGET AUDIENCE:

licensed social workers (beginner, intermediate and advanced levels of practice)

# of CE Contact Hours: 4


COURSE OUTLINE:

11:00am - 11:30am: Overview of case documentation
11:30am - 12:15pm: Distinctions Between Case Management and Clinical Case Notes
12:15pm - 1:15pm: SOAP Notes
1:15pm - 2:00pm: Legal Considerations
2:00pm - 3:00pm: Practical strategies for writing aappropriate, compliant notes


LEARNING OBJECTIVES

After completing this workshop, participants will be able to:


1. DESCRIBE the significance of documentation and case notes in human services
2. DEFINE SOAP notes and IMPLEMENT the process in your own writing
3. IDENTIFY the legal significance and implications of case note writing
4. IMPLEMENT strategies for writing acceptable notes


COURSE FORMAT:

live webinar

COURSE FEE: $60 for 4 CE Contact Hours

COURSE INSTRUCTOR:

Dawn Pic Resized.png

Dawn Shedrick, LCSW-R, is the founder and CEO of JenTex Training & Consulting, a professional development company that designs and delivers live and online continuing education workshops to social workers, mental health professionals and human services organizations.

Dawn is a licensed clinical social worker, trainer, consultant and certified life/business coach with a broad range of experience that includes community organizing, case management, clinical practice, community health education and executive administration.  Her interests and expertise lie in mental health equity for LGBTQ and gender nonconforming people across the lifespan, culturally competent trauma-informed treatment and healing models for LGBTQ trauma survivors, feminist social work practice, anti-oppressive social work practice and holistic approaches to clinical and administrative social work supervision.

In addition to her training and consulting in the health and human services, she has also designed and delivered mental and emotional wellness and LGBTQ inclusion seminars in corporate workplaces in including Travelers Insurance, JP Morgan Chase, GE, NY Mets Administration, Office Depot, GlaxoSmithKline, National Grid, Office Depot, Barnard College, St. John’s University and Canon USA North American Headquarters.

Dawn serves on the Board of Directors of the Network for Social Work Management and is an adjunct instructor in the Columbia University School of Social Work and St. Joseph’s College (NY) Department of Human Services.


ACCOMMODATIONS FOR INDIVIDUALS WITH DISABILITIES

Please got to this LINK to request the appropriate accommodations for this webinar.


IMPORTANT ADDITIONAL INFORMATION BEFORE REGISTERING:

  1. Refunds are only awarded if you cancel your registration within 36 hours of registration. Should you wish to cancel after 36 hours of registration we will issue you a credit to be used toward a future workshop. Please email info@jentextraining.com to cancel or receive a credit.

  2. In order to receive a completion/CE certificate you are required to be present for the entire webinar. Our webinar technology indicates your engagement throughout the webinar. At the end of the webinar you will receive a link to complete the evaluation. Upon completion of the full webinar AND submission of the evaluation, you will receive your completion certificate via the email addressed you used to register within 5 days.

  3. Please visit this link for information about our Grievance Policy and how to submit a grievance if necessary: https://www.jentextraining.com/grievances


CONTINUING EDUCATION PROVIDER APPROVALS:

For New York State licensed social workers: JenTex Training & Consulting, LLC, SW CPE is recognized by the New York State Education Department's State Board for Social Work as an approved provider of continuing education for licensed social workers #0136.

For social workers licensed in the United States, the U.S. Virgin Islands and most of CanadaJenTex Training & Consulting, LLC, #1441, is approved as a provider for social work continuing education by the Association of Social Work Boards (ASWB) www.aswb.org, through the Approved Continuing Education (ACE) program. JenTex Training & Consulting, LLC maintains responsibility for the program. ASWB Approval Period: 2/28/2017–2/28/2020. Social workers should contact their regulatory board to determine course approval for continuing education credits. Please click here to verify if your jurisdiction accepts CE hours from JenTex Training & Consulting.