Improve Your Client Notes Documentation Workshop

Improve Your Client Notes Documentation Workshop


Event date: -

Event type: Single day (a day or less)

Date: September 18, 2023

Time: 9:00 am - 12:30 pm EST

Registration Link: Click Here

Cost: $169.50 (tax included)

Clear, concise, factual, and timely client documentation is foundational to the provision of quality human services. This workshop offers a framework for writing client documentation as a standard of practice required by most regulatory colleges in the Province of Ontario.  

Participants will learn about the importance of: collecting and maintaining accurate client documentation to support client privacy, client progress and outcomes while balancing legal and professional risk. These standards are discussed in depth and are linked to common scenarios.

Participants will:

  • Understand the purpose of a client record
  • Understand and Operationalize Five Standards of Client Record Keeping
  • Operationalize the use of Inclusive Language in the Client Record

Target Audience

This workshop is offered in 3.5 -hour workshop module.   It is designed for individuals working in a variety of Human Services and who are interested in improving their client documentation skills, and that ensure client documentation meets regulatory standards. This workshop is a mixture of presentation and experiential learning.

Participants can include front-line community workers, clinicians, team leaders, managers, consultants, and people who are required to document and/or supervise client interactions as part of their role.


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What People Are Saying:

The workshop was engaging and interesting

Workshop particpant

Very thorough and informative

Workshop particpant

One of the biggest takeaways was the "observations without evidence" bit - if you don't write down the evidence for how it happened, then it didn't. Language usage was also very informative.

Workshop particpant

Lots of good tips of how to structure notes and what the content in them should be.

Workshop particpant

I enjoyed learning about client-centered, strengths-based case notes. It is important to be respectful while writing notes.

Workshop particpant