I. Section 1: Introduction A. Course Contributors B. About This Course C. Learning Objectives II. Section 2: The What and Why of Documentation A. Ian's Issue B. What Is Documentation? C. Why Is Documentation Necessary? D. Why Is Documentation Important? E. Factors Influencing Documentation F. Why Must I? G. General Documentation Requirements H. Types of Documentation I. More with Ian J. Section Summary III. Section 3: Documentation Requirements in Client Services A. New Referrals B. Client Consent C. Service Notes D. Client Profiles / Assessments - Overview E. Client Profiles / Assessments - The Phases F. Let's Document! G. Service Plans H. Reports I. Requests and Complaints J. Lara's Learning K. Section Summary IV. Section 4: Other Documentation Requirements A. Legally Required and Agency-Specific Documentation B. Incident Reporting C. Communication Logs D. Let's Practice E. Medication Administration F. Clients with Special Needs G. What Should They Do? H. Section Summary V. Section 5: Strategies for Effective Documentation A. Remembering the Purpose B. Allocating Time C. Let Values Guide You D. How Do I Get It Done? E. Creating Meaningful Documentation F. Creating Documentation that is Understandable G. Writing Tips H. Carole's Plan I. Section Summary VI. Section 6: Conclusion A. Summary B. References C. Congratulations!
Ms. Jeanine McDonald has more than 15 years of experience in direct service and management positions in the community and social services sector, specializing in services to children with special needs, their families, and the community. She has worked with children, families, and child care programs as a supported child development consultant and supported programs as a manager, executive director, and regional advisor. Ms. McDonald also has been an instructor at post-secondary institutions, has provided private consulting services to help organizations with grant writing, staff training, as well as developing programs, policies, and procedures. Ms. McDonald has an Honours B.A. in Early Childhood Education and Psychology. She is currently completing the University of Victoria Certificate in Adult and Continuing Education with emphasis in online learning. Disclosure: Jeanine McDonald, B.A. has declared that no conflict of interest, Relevant Financial Relationship or Relevant Non-Financial Relationship exists.Expert Reviewer: Joanne Granek, M.A.
Joanne Granek is a consultant in organizational planning and accountability, community engagement, and leadership development. Joanne has worked in non-profit social services for almost 40 years, including 13 years as executive director of a multi-service organization. Joanne has served on boards of directors and has led many community initiatives related to poverty reduction. She has a Master's Degree in Community Psychology, has trained and worked as a family therapist, and worked and trained others in critical incident debriefing. Joanne is a CARF accreditation surveyor and is currently managing the development of Canadian content for Essential Learning course work while continuing her consulting practice. Disclosure: Joanne Granek, M.A. has declared that no conflict of interest, Relevant Financial Relationship or Relevant Non-Financial Relationship exists.