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Case Notes Recording for RSL Victoria

Tuesday May 23, 2023, 9:15 am - 4:30 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.


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