Hosted on May 27th, 2026, the training was delivered by Maya Wahrman, Training Officer, Switchboard
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.
What I Will Learn
After watching this webinar recording, 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
