Webinar Overview 

​​Writing case notes is an essential part of every case manager’s responsibilities, but creating them can be a time-consuming aspect of this 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.  

​This free webinar is Association of Social Work Boards (ASWB) ACE-approved to offer 1.25 continuing education (CE) credits that can be applied to the maintenance of your existing social work licensure.​

What I Will Learn 

After participating in this event, 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​ 

Who Will Benefit? 

• ​​Direct service staff 

• ​Volunteers, community support groups, and other individuals who create case management documentation 

• ​Supervisors

About this webinar

Cost: Free

Length: 75 Minutes

Level: Introductory

Wednesday, May 27, 2026

2:00 – 3:15 PM ET

11:00 AM – 12:15 PM PT​

Please use a time zone converter to determine your local time for this webinar