Loading Events

« All Events

Case Notes and Record Keeping Workshop

4 August @ 9:30 am - 12:30 pm

- $230 – $250


  • 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?

  • regulatory staff
  • reception staff
  • customer service staff
  • staff who work with youth
  • Tenancy workers
  • HR professionals


The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities.
Tickets are no longer available


4 August
9:30 am - 12:30 pm
$230 – $250


Holly Mullaney