Introduction to Documentation (Live Online)

Instructor:

Course Description:

Accurate, clear, and ethical documentation is a vital skill for social service professionals, ensuring accountability and continuity of care. This interactive 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.

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.

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): Live Online or 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 Online Zoom Meeting
February 4, 2026 9:30 AM - 4:30 PM Online Zoom Meeting
March 24, 2026 9:30 AM - 4:30 PM Online Zoom Meeting
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