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Case Notes Recording for CAFS

Thursday February 23, 1:15 pm - 5:00 pm


This 4-hour workshop provides theoretical as well as practical training in understanding the role & importance of case notes & report witing using the Best Interests Case Practice Model (BICPM) framework to ensure best outcomes & quality assurance in line with professional standards.  The training aims to develop participants’ skills in this important area through discussion and exercises. 

Participants will gain an understanding of:

  • Legislative requirements
  • Contents of case notes
    • Effective case notes
    • Barriers & poor recording
    • Structure of case notes
    • Changes to case notes
  • BICPM framework
  • BICPM Descriptive evidence-based case notes
  • Constructive feedback
  • Self-reflecting on my case notes
  • Report writing processes
    • What type of report is required, begin the information gathering process, planning to write, what is the purpose, who are the audiences, what is the structure & outline, then begin to write the report in a draft form, revise, proof-read and make any amendments or editing to the report, complete the final stage of the report
  • Case study
  • Summary
  • Closure

 Learning outcomes

  • Develop effective case note recording
  • Awareness of legislation, regulations & agency requirements
  • BICPM Best practice principles in relation to case note recording
  • How to ensure case noting is professional curiosity, strengths-based, solution-focused & evidence-based
  • Practical skills involved in case notes
  • How to construct a report to meet organizational standards
  • Understanding the barriers or constraints to case noting and how to avoid them
  • How to write descriptive evidence-based case notes
  • Reflecting on my case notes


Trainer Bio

Kerry Marshall, Grad Dip Family Therapy/Counselling, Grad Cert in Developmental Trauma, Grad Cert in Education & Training, Dip Community Welfare Work, Dip in Education & Training, Dip in Training & Assessment, Cert 1V Community Services & Cert 1V in Training & Assessment.

Kerry is a Freelance Senior Training & Development Consultant & Family Therapist. Kerry has worked in the community services sector for over thirty years both for the Department of Health & Human Services in Child Protection, Juvenile Justice and out of home care, in direct work and management and for the non-government organisations as Program Manager for Case Management, LAC Looking after children Coordinator, a Coordinator in Education and Training programs & Student Placement Co-coordinator.  As the Student Placement Co-coordinator Kerry developed a strong network within the Universities, TAFE’s and RTO’s, supporting student placements within programs at The Salvation Army.

Kerry’s role as a freelance trainer is to design, develop and coordinate community services nationally accredited training in certificate, diploma and advanced practitioner level. Kerry delivers numerous in-house training sessions that are tailored & customised for organisations training needs.


Thursday February 23
1:15 pm - 5:00 pm
The Centre for Excellence acknowledges the Tradition Custodians of the land on which we work, the Wurundjeri people of the Kulin Nations and pay our respects to Elders past, present and emerging. Sovereignty has never been ceded and this was and always will be Aboriginal land.
We appreciate and celebrate diversity in all its forms. We believe diversity of all kinds makes our teams, services and organisation stronger and more effective.
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