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:

DateTimeTypeLocation
December 9, 20259:30 AM - 4:30 PMLive OnlineZoom Meeting
February 4, 20269:30 AM - 4:30 PMLive OnlineZoom Meeting
March 24, 20269:30 AM - 4:30 PMLive OnlineZoom Meeting
May 8, 20269:30 AM - 4:30 PMLive OnlineZoom Meeting
July 9, 20269:30 AM - 4:30 PMLive OnlineZoom Meeting
September 22, 20269:30 AM - 4:30 PMLive OnlineZoom Meeting
October 27, 20269:30 AM - 4:30 PMLive OnlineZoom Meeting
November 12, 20269:30 AM - 4:30 PMLive OnlineZoom Meeting
December 4, 20269:30 AM - 4:30 PMLive OnlineZoom Meeting
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Office Closed Tomorrow

June 12, 2026

Please note that our physical office will be closed for the day tomorrow. If you were planning to visit in person, we kindly ask that you hold off, as no one will be on site.

The good news is we’re still fully operational remotely and happy to help. You can reach us anytime by phone or email, and we’ll get back to you right away.

Thank you for your understanding!