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Case Notes and Record Keeping Workshop

21 May @ 9:30 am - 12:30 pm

- $230 – $250

This half day workshop will be run by David Cherry who is a Clinical and Forensic Psychologist who has been working for 40 years.  David has provided training for staff in the homelessness sector for over 25 years.


  • To provide the participants with information about their legal and professional obligations in regard to keeping case notes and records.
  • To assist the participants to write case notes and records in a way that is both professional and efficient.

Outline of the workshop:

  • why it is necessary to keep case notes and records (this section includes a discussion of professional and legal obligations);
  • different types of records;
  • common mistakes when keeping case notes and records and how to avoid them;
  • how to write notes as efficiently as possible;
  • writing in a way that is easy to defend and hard to attack;
  • a suggested structure for keeping case notes and records and;
  • how to write case notes and records in a way that is respectful of the client and allows the worker to discharge his or her professional responsibilities.
  • Detailed guidelines on writing client requested letters (letters of support) will also be provided.
  • Participants will have the opportunity to critique some bogus records in order to identify common mistakes as well as refine their ideas about what is an appropriate writing style for keeping case notes and records.

Who is this course for?

  • Tenancy workers
  • Case Managers
  • Team Leaders
  • HR professionals
  • Reception staff
  • Customer service staff
  • Staff who work with youth


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21 May
9:30 am - 12:30 pm
$230 – $250


Holly Mullaney