Guidelines for Documentation in IDD

Guidelines for Documentation in IDD 

As a direct support professional, or DSP, you will routinely document the services you provide. This course explains why documentation is important and the factors that affect the quality of your documentation. It also covers best practices for keeping records that adhere to legal, ethical, and programmatic standards.

The goal of this course is to teach DSPs in intellectual and developmental disability, or IDD, services about documentation guidelines.


Hours: 0.75


Certificates provided by accrediting body (1 Match)

National Alliance for Direct Support Professionals

0.75 HOURS

This activity is approved for 0.75 contact hours.

Course Details

Hours: 0.75
Type: Online Course
Content Expiration Date: 9/30/2026
Learning Objectives:
Explain the value of documentation in IDD services.
Identify the components of quality documentation.
Distinguish a good documentation sample from a poor documentation sample.

Section 1: Introduction

About This Course

Learning Objectives

Section 2: The Importance of Documentation

Collin’s Emergency

What is Documentation?

Why Is Documentation Important?

Types of Documentation

Service Plan Tracking

Health Monitoring

Communication Tracking

Communication Log

Incidents and Accidents

Making Time for Documentation



Section 3: Guidelines for Effective Documentation

Meet Claude

Effective Documentation



Clear and Accurate

Objective and Respectful

Correcting Mistakes

Writing Incident Reports

Objective Reports

Putting it All Together



Section 4: Conclusion


Course Contributors


Staff Writer: Katy Kunst, MBA, QIDP
Katy Kunst received her Bachelor of Arts in Psychology from the University of North Carolina at Chapel Hill, and her Master of Business Administration from Elon University. She has 14 years of experience serving people with intellectual and developmental disabilities and their supporters, including roles as direct support professional, program director, and training facilitator. She has created and facilitated training on topics including non-violent crisis interventions, person-centered planning, cultural competence, quality service delivery, regulatory compliance, and a variety of topics related to IDD services. Disclosure: Katy Kunst, MBA, QIDP has declared that no conflict of interest, Relevant Financial Relationship or Relevant Non-Financial Relationship exists.
Instructor: Molly Shaw, MBA

Ms. Shaw is the Director of Adult Education for the Ohio Alliance of Direct Support Professionals. She received her Bachelor of Arts with majors in Public Affairs, Economics, Business, and International Business from Muskingum University, and her Master of Business Administration from Ashland University. While in graduate school she was introduced to the field and found her true calling to serve. During her 18 years of experience supporting people with intellectual and developmental disabilities, she has held roles as a direct support professional, case manager, community services director with a county board of developmental disability, and a project manager for the Ohio Department of Developmental Disabilities. She resides in northeast Ohio with her husband and 4 children and enjoys spending her free time in the great out-of-doors.

Disclosure: Molly Shaw, MBA has declared that no conflict of interest, Relevant Financial Relationship or Relevant Non-Financial Relationship exists.
Target Audience:
The target audience for this course is: Direct Support Professionals; in the following settings: Intellectual Developmental Disabilities.
Relias will be transparent in disclosing if any commercial support, sponsorship or co-providership is present prior to the learner completing the course.
Course Delivery Method and Format
Asynchronous/Online Distance Learning; please see certificate details for specifics on delivery format.
Relias has a grievance policy in place to facilitate reports of dissatisfaction. Relias will make every effort to resolve each grievance in a mutually satisfactory manner. In order to report a complaint or grievance please contact Relias.
If you require special accommodations to complete this module, please contact Relias Support by completing the web form ( or by using the chat functionality.
All courses offered by Relias, LLC are developed from a foundation of diversity, inclusiveness, and a multicultural perspective. Knowledge, values and awareness related to cultural competency are infused throughout the course content.
Reference herein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer or otherwise does not constitute or imply any endorsement, recommendation, or favoring of, or affiliation with, Relias, LLC.
All characteristics and organizations referenced in the following training are fictional. Any resemblance to any actual organizations or persons living or dead, is purely coincidental.
To earn continuing education credit for this course you must achieve a passing score of 80% on the post-test and complete the course evaluation.
If you require special accommodations to complete this module, please contact Relias Customer Support here.