Due Friday by 3 pm
Virgo41
HUS3350_Creating_Case_Notes_in_Human_Services1.pptxCreating Case Notes in Human Services
The Purpose of Case Notes
Record details of the client interaction
Monitor progress of client
Document actions taken by client and recommendations proposed by the Human Services professional
Case Notes Include:
Current and accurate information
Concise details
Descriptions of the meeting and content involved
Objective, factual information
Assessment of the meeting
Suggested actions or plans for the client
Follow-up information
Case Notes - Poor Example
Client: Michael S.
Date: 1/9/2015
Michael S. didn’t stay in the center very long today. I think he did one or two tasks for work readiness but was nervous and frustrated with the computers. He smelled like cigarettes, too, so probably just needed a smoke. When he left he said he would come back another time so I told him to have a good weekend.
Case Notes – Good Example
Client: Tiffany L.
Date: 1/9/2015
Client attended her appointment with a career counselor on 1/6/15. Resume writing and vocational activities were reviewed with client. Ms. L. has completed 15 of her required 25 hours towards job skills training that need to be completed by 1/30/15. The childcare stipend was reviewed and issued to Main County. Transitional employment services will be discussed at the next appointment on 1/28/15 at 11am.
Important Reminders
Maintain objectivity
Use professional language
Include recommendations for future referrals if necessary
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