Description:
Building upon the ‘Introduction to Documentation Skills’ workshop, this advanced workshop will reinforce best practices while deepening participants’ ability to document effectively and ethically. The session begins with a review of key principles, policies, and legislation that inform how information is collected and recorded in social service settings. Participants will engage in hands-on exercises that involve writing case notes based on simulated live interviews and work scenarios. The workshop will explore strategies for documenting risk, including crisis situations, safety planning, and liability considerations. A strong emphasis will be placed on integrating anti-oppressive and trauma-informed approaches to ensure that documentation is client-centered, strengths-based, and mindful of systemic barriers. Participants will also learn to use non-stigmatizing, people-first language that respects clients’ dignity while meeting professional and legal standards. Throughout the session, participants will have the opportunity to reflect on their own documentation practices, engage in structured self-assessment and peer feedback, and identify areas for growth.
Learning Objectives:
- Apply key principles of professional documentation by integrating relevant policies, legislation, and ethical considerations into their case notes.
- Demonstrate the ability to document risk effectively, including crisis situations, safety planning, and liability considerations, while maintaining professional standards.
- Utilize anti-oppressive and trauma-informed approaches in documentation to ensure records are client-centered, strengths-based, and mindful of systemic barriers.
- Write clear, concise, and defensible case notes using non-stigmatizing, people-first language that upholds clients’ dignity and respects their lived experiences.
- Critically assess and refine their own documentation practices through self-reflection and peer feedback to improve accuracy, consistency, and accountability.
Learning Outcomes:
- Strengthened their ability to create accurate, ethical, and legally sound case documentation that aligns with professional and organizational standards.
- Developed enhanced confidence in documenting risk and complex client interactions in a manner that is clear, objective, and defensible.
- Improved their ability to apply anti-oppressive, trauma-informed, and client-centered approaches in written records.
- Identified personal areas for growth in documentation skills and established strategies for continuous improvement in their professional practice.
Instructor: Michelle Lewis
Mode(s): Live Online or Live In-Person
Length: One (1) day
Cost: $140 per person
Target Group: All
Prerequisite(s): IDEA TC recommends that participants complete the Introduction to Documentation course before registering for the Advanced Documentation course.