Are you tired of spending hours on case notes? Ready to write documentation that actually serves your clients, teams, and organization?
Switchboard's free online self-paced course, Writing Effective and Efficient Case Notes, can help you create case notes that are meaningful, efficient, and support the work you're passionate about.
Course Objectives: Upon 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
Who Is This Course For? This course is designed for social workers providing services for newcomers, including:
- Caseworkers
- Case Managers
- Employment Specialists
- Other service providers new to the employment services context
How Can I Use this Self-Paced Course?
- For Yourself: Take the course at your own pace to improve your case note writing skills and efficiency
- For Your Team: Encourage staff members to complete the course individually, then discuss key take aways during team meetings
- For Professional Development: Organize a staff training session around the course content
- Other service providers new to the employment services context
This course takes 60 minutes to complete
Need support? Email [email protected]
This is an ASWB ACE approved course worth 1 continuing education (CE) unit.
This is an independent, asynchronous, pre-recorded course that learners will navigate via Thinkific course player. Registration is free and ongoing. For ADA accommodations, please contact [email protected], attn: Tigest Coleman. All learners are required to have a computer system and internet connection sufficient to play online course videos.
Course Curriculum
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How to Navigate this Course
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Welcome to the Course
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Introduction to Case Notes
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Knowledge Check: Case Notes Pre-Assessment
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What are Case Notes?
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Organizational Benefits of Case Notes
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Staff and Team Benefits of Case Notes
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Client Benefits of Case Notes
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Case Noting Scenario 1
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Module 1 Knowledge Check
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Module 1 Objectives Check-In
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Module 1 Conclusion
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Introduction to the Core Components of Effective Case Notes
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Case Noting Scenario 2
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Module 2 Objectives Check-In
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Module 2 Conclusion
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Welcome to Module 3
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Strategies for Completing Case Notes Efficiently and in a Timely Manner
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Practicing Writing an Efficient Case Note
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Module 3 Knowledge Check
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Khalil Reflects
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Module 3 Objectives Check-In
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Module 3 Conclusion
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Course Conclusion
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Course Satisfaction Survey
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Course Outro & Next Steps
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About this course
- Free
- 26 lessons
- 60 minutes of video content
Jenna Christie-Tabron
LMSW, MFT
Jenna is Switchboard’s Senior Training Officer. She is a licensed social worker in Arizona who has nearly a decade of experience in treating adults and adolescents facing various individual and family challenges. Jenna has worked as a trauma-focused clinician, advocate, educator, and consultant in the psychiatric, health care, judicial, and education systems. Before joining Switchboard, she was the Intensive Case Management Supervisor for the IRC’s Phoenix office. She holds two postgraduate degrees in Family Therapy and Social Work.
Course Completion
ASWB CE Information
Social workers must attend the entire course and complete a course evaluation to be eligible for CE credit. Social workers will be required to get 100% on a post-test in order to receive CE credit, but they may retake the test as many times as necessary to get this score. Certificates of completion will be issued within 1 business day of course completion.
Writing Effective and Efficient Case Notes, course #6518, is approved by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program to be offered by Switchboard TA as an individual course.
Regulatory boards are the final authority on courses accepted for continuing education credit. ACE course approval period: XXXX – XXXX. Social workers completing this course receive 1 general continuing education credit.
This course is free to register; there is no penalty or cost for discontinuing the course. To unenroll, you may simply leave course uncompleted, but will receive no credit for the portions of the course you have fulfilled. This course was last updated September 23, 2025.
Grievance Policy: Switchboard TA’s grievance policy ensures timely, ethical, and transparent resolution of complaints—including those related to course content, instructors, certificates, or other concerns—with oversight by the designated social work consultant and CE director to safeguard fairness and objectivity. Participants may request a copy of the full grievance policy or submit a grievance at any time using the contact information provided.