Introduction to Documentation

Instructor:

Course Description:

Accurate, clear, and ethical documentation is a vital skill for social service professionals, ensuring accountability and continuity of care. This interactive training workshop provides a comprehensive foundation in documentation and case note reporting, equipping participants with the skills necessary to write concise and professional records in community and healthcare settings. Emphasizing anti-oppressive and strength-based approaches, this workshop ensures that documentation practices align with principles of equity, inclusion, and client-centered care. Participants will leave with practical tools and strategies to improve their documentation practices, ensuring compliance, professionalism, and enhanced service delivery.

Introduction to Documentation Training – Course Learning Objectives: 

  • Understand the legal and ethical requirements of documentation, including compliance with PHIPA.
  • Differentiate between subjective and objective case note writing to enhance clarity and accuracy.
  • Apply anti-oppressive and strength-based approaches to documentation that uphold client dignity and autonomy.
  • Identify and utilize various case note formats, such as DAP, SOAP notes and narrative documentation.
  • Develop effective, concise, and professional documentation practices to improve service delivery and interagency communication.

Introduction to Documentation Learning Outcomes: 

  • Demonstrate the ability to write clear and accurate case notes.
  • Apply strength-based and anti-oppressive principles to documentation practices.
  • Enhance their confidence in documenting complex cases while maintaining ethical and professional standards.
  • Improve efficiency and effectiveness in record-keeping to support continuity of care.

Instructor: Michelle Lewis

Mode(s): Instructor-Led (Live Online / Live In-Person)

Length: One Day

Cost: $140 per person

Target Group: All

TSS Training Matrix: Client Support Staff (M – 3 months), Dietary Staff (R), Cleaning & Maintenance Staff (R), Supervisory/Management (M – 3 months)

Upcoming Dates:

Date Time Type Location
December 9, 2025 9:30 AM - 4:30 PM Live Online Zoom Meeting
February 4, 2026 9:30 AM - 4:30 PM Live Online Zoom Meeting
March 24, 2026 9:30 AM - 4:30 PM Live Online Zoom Meeting
May 8, 2026 9:30 AM - 4:30 PM Live Online Zoom Meeting
July 9, 2026 9:30 AM - 4:30 PM Live Online Zoom Meeting
September 22, 2026 9:30 AM - 4:30 PM Live Online Zoom Meeting
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Holiday Hours Notice

Please note that our office will be closed for the long Easter weekend from Friday, April 3rd through Monday, April 6th. We will resume regular business hours on Tuesday, April 7th.

Thank you for your understanding.