Effective case notes are crucial for delivering impactful 1:1 services in BIT and case management. These notes provide a clear, concise, and accurate record of student interactions and progress, serving as a cornerstone for professional practice.
This interactive workshop will equip BIT members, case managers, and related professionals with the skills and tools to create high-quality documentation. Through engaging exercises, real scenarios, and guided practice, participants—both those new to case note writing or those looking to refine their approach—will gain the confidence to write precise, actionable, and legally sound case notes, improving their effectiveness in 1:1 services.
Key topics include FERPA compliance, best practices for documentation, and widely recommended recordkeeping frameworks.
In this course, you will learn:
- The essential elements of professional case notes, including clarity, objectivity, and legal considerations.
- Practical frameworks for structuring notes.
- How to document 1:1 interactions, goals, and interventions effectively while maintaining objectivity and ethical standards.
- Common pitfalls to avoid, including vague language, over-documentation, and biased phrasing.
Who should attend?
- BIT/CARE/TAT members
- Case Managers
- Student Affairs staff such as Conduct Officers, Residential Life staff, Deans of Students
- Staff currently doing case management without the formal title
Counselors or clinical staff