Earn your ASWB ACE-approved certificate worth 1.25 continuing education (CE) credits for completion of the free Switchboard webinar, Creating High-Quality Case Management Documentation.
Writing case notes is an essential part of every case manager’s responsibilities, but creating them can be a time-consuming aspect of this very demanding profession. This webinar will cover the fundamentals of case notes, service plans, and other types of case management documentation. Participants will gain context for the importance of documentation throughout the case management cycle, learn the essential elements of a typical case file, and acquire tools and techniques for efficiently writing high-quality case notes.
Objectives:
After participating in this event, you will be able to:
Explain the importance of documentation within the case management cycle
Describe different elements of a case file—including case notes, service plans, and critical incident reports—that adhere to most program guidelines
Apply new tools and techniques to improve the quality and efficiency of case management documentation
Who Is This Course For?
Social workers, including:
Direct service staff
Supervisors
Volunteers, community support groups, and other individuals who create case management documentation
Need support? Email [email protected]
This is an ASWB ACE-approved course worth 1.25 continuing education (CE) units.
This is a recorded asynchronous distance learning course with one asynchronous session hosted on Thinkific. Registration is free. Registration deadline is ongoing. For ADA accommodations, please contact [email protected], attn: Tigest Coleman. All learners are required to have a computer system and internet connection.
Contents
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Creating High-Quality Case Management Documentation Webinar
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Learning Assessment
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Objectives Check-In
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Training Satisfaction Survey
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About this course
- Free
- Length: 75 Minutes
- Level: Introductory
- 1.25 CEs
Maya Wahrman, MSW, LSW
Maya is a social worker licensed in New Jersey with a lifelong commitment to working with refugees and immigrants. She brings to Switchboard a decade of experience in resettlement and immigrant services, including direct case management, mental health counseling, school and education support, program management, and state government policy and administration. Maya previously served as the Refugee Health and Wellness Specialist in the New Jersey Office of New Americans. Maya holds a Master of Social Work from Rutgers University and a Bachelor of Arts in History with certificates in Near Eastern Studies and Creative Writing from Princeton University. She speaks English, Hebrew, and Spanish fluently and has basic proficiency in Arabic.
Completion
ASWB CE Information
Social workers must attend the entire course and complete a course evaluation to be eligible for CE credit. There is no penalty for withdrawing from this free course, but leaners who do not finish the course will not receive a certificate of completion. To withdraw, contact [email protected]. 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 accessible in the course player within 10 business days of course completion.
Creating High-Quality Case Management Documentation, course #6589, 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: 3/12/2026 - 3-/12/2028. Social workers completing this course receive 1.25 general continuing education credits.
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.