Case Notes & Record Keeping

Designed for those who have an obligation to keep case notes and records for social housing clients.

Duration

3-Hours

Location

In-House and Online

How to attend this workshop

In-House Workshop

If you have eight or more people interested in attending this workshop, our in-house training is tailored to your learning needs and offers great value for money.

In-house workshops can be delivered online or face to face!

Online Public Workshop

Join the waiting list and we’ll let you know as soon as the next workshop opens.

Self-Paced e-Learning

Complete courses online in your own time by enrolling in the self-paced e-Learning from our course catalogue.

Case Notes And Record Keeping Linkedin Image

Good case notes are an integral part of our professional practice. Quite simply, it matters to our customers that we keep good records.

Accurate case notes create a clear picture of events and ensure that we provide a personalised, consistent and good quality service.

Designed for people who have an obligation to keep case notes and records for social housing clients, this workshop will provide participants with information about their legal, regulatory and professional obligations. Including how to write case notes in a professional and efficient way.

Course Outline

This online workshop takes a blended learning approach.

  • 1 x 3-hour online workshop session via Zoom
  • Access to online self-study learning content and resources

What you’ll learn:

  • Why it is necessary to keep case notes and records (this section includes a discussion around professional and legal obligations including Privacy)
  • The different types of records that we keep
  • Common mistakes when keeping case notes and and how to avoid them
  • 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
  • The CRAFT of good record keeping. How to write notes that are factual, attributable, free from bias, timely, relevant, clear and concise.

Join the Workshop Waitlist