This online self-directed course is designed for newcomer service providers, including caseworkers, case managers, and, because we’ll spotlight a learning scenario set in an employment context, employment specialists. Others new to the employment services context may find this course particularly useful. 

After completing this course, you will be able to: 

  • Describe the benefits of case note documentation and why it is important at the organizational, staff, and client levels
  • Identify the key components of effective case notes, information to include, and information not to include
  • Incorporate at least one new strategy in your own work for timely and efficient case note documentation


Approximate time to complete: 60 mins

Need support?  Email [email protected]

Course Curriculum

    1. How to Navigate this Course

    2. Welcome to the Course

    1. Introduction to Case Notes

    2. Knowledge Check: Case Notes Pre-Assessment

    3. What are Case Notes?

    4. Organizational Benefits of Case Notes

    5. Staff and Team Benefits of Case Notes

    6. Client Benefits of Case Notes

    7. Case Noting Scenario 1

    8. Module 1 Knowledge Check

    9. Module 1 Objectives Check-In

    10. Module 1 Conclusion

    1. Introduction to the Core Components of Effective Case Notes

    2. Case Noting Scenario 2

    3. Module 2 Objectives Check-In

    4. Module 2 Conclusion

    1. Welcome to Module 3

    2. Strategies for Completing Case Notes Efficiently and in a Timely Manner

    3. Practicing Writing an Efficient Case Note

    4. Module 3 Knowledge Check

    5. Khalil Reflects

    6. Module 3 Objectives Check-In

    7. Module 3 Conclusion

    1. Course Conclusion

    2. Course Satisfaction Survey

    3. Course Outro & Next Steps

About this course

  • Free
  • 26 lessons
  • 60 minutes of video content

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