Case Conferencing and Documentation

This course introduces the principles and practices of effective case management and professional documentation in social work. You'll learn how to assess client needs, develop and monitor case plans, coordinate services, and maintain accurate, objective, and confidential records. By the end of the course, you'll be able to manage client cases systematically while producing high-quality documentation that supports ethical, accountable, and client-centered practice.

By the end of this course, learners should be able to:

1. Explain the purpose and key stages of the case management process.
2. Conduct client assessments to identify needs, strengths, and appropriate interventions.
3. Develop individualized case plans with measurable goals and follow-up activities.
4. Coordinate services and referrals with multidisciplinary teams and community resources.
5. Prepare clear, accurate, and confidential case notes, reports, and client records.
6. Apply ethical and legal standards for documentation, record keeping, and information sharing.