Documentation Basics


Workshop Description

3-hour interactive virtual session

If it’s not written down, it doesn’t exist. Clear, appropriate documentation, properly kept, ensures your clients get the service they require in an effective manner. It can also save your organization time, money and in some cases – embarrassment.


This workshop will help your staff understand:

  • what a client record should contain (and what it should not contain!)
  • steps to documentation that are clear and easy to understand
  • how to tell the difference between need-to-know and nice-to-know information
  • how to maintain client privacy when handling client information


Who Should Attend

This workshop is designed to provide PSWs with practical, relevant training—regardless of prior experience or formal education.

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