Documentation and Case Management

Master ethical intake, defensible documentation, planning, referrals, and risk-aware case management habits.

Course curriculum

1. Welcome and Course Overview
1. Introduction to Case Management and Ethical Foundations: Lesson Notes
2. Introduction to Case Management and Ethical Foundations: Video Overview
1. Intake and Assessment Processes: Lesson Notes
2. Intake and Assessment Processes: Video Overview
1. Documentation Standards and Legal Defensibility: Lesson Notes
2. Documentation Standards and Legal Defensibility: Video Overview
1. Documentation Formats in Practice: Lesson Notes
2. Documentation Formats in Practice: Video Overview
1. Confidentiality, Privacy, and Record Retention: Lesson Notes
2. Confidentiality, Privacy, and Record Retention: Video Overview
1. Service Planning and Goal Setting: Lesson Notes
2. Service Planning and Goal Setting: Video Overview
1. Referral and Service Coordination: Lesson Notes
2. Referral and Service Coordination: Video Overview
1. Risk Management and Critical Incidents: Lesson Notes
2. Risk Management and Critical Incidents: Video Overview
1. Digital Record Systems and File Management: Lesson Notes
2. Digital Record Systems and File Management: Video Overview

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