Case Notes and Record Keeping - Online Workshop, 08 December 2020

1:30pm Tuesday, 8 December 2020
4:00pm Tuesday, 8 December 2020
Professional Development Workshops

Case notes are an integral and important part of practice. Research shows that record- keeping practices have an impact on client outcomes because poor case notes can result in poor decision-making and adverse client outcomes (Preston-Shoot 2003, Cumming et al. 2007).

This workshop will provide participants with information about their legal and professional obligations regarding case notes and records, including how to write them in a professional and efficient way.

 Workshop content:

  • Why it is necessary to keep case notes and records (this section includes a discussion of professional and legal obligations)

  • Different types of records

  • Common mistakes when keeping case notes and records and how to avoid them

  • How to write notes as efficiently as possible

  • Writing in a way that is easy to defend and hard to attack

  • A suggested structure for keeping case notes and records

  • How to write case notes and records in a way that is respectful of the client and allows the worker to discharge his or her professional responsibilities

  • Detailed guidelines on writing client requested letters (letters of support)


The workshop takes a blended learning approach which provides fantastic added value:

  • 1 x 2.5-hour online workshop session via Zoom

  • Access to online self-study learning content and downloadable resources

  • Option to participate in an individual telephone/video coaching session to further personalise the learning and build confidence

Who should attend:

Anyone who has an obligation to keep case notes and records for social housing clients


  • Non member: $169
  • Senior Professional Member: $118
  • Professional Member: $127
  • Member: $135
  • Affiliate: $152

Click here to see AHI’s new membership structure and join online.

Presenter: Joanna Leckie

Jo is an accomplished, enthusiastic and motivational facilitator and public speaker who prides herself on delivering memorable training that translates to the workplace. She utilises accelerated learning techniques to deliver lively, interactive and engaging on-line and in person workshops.

Jo holds an ILM Certificate in Coaching a BSc Honours degree from De Montfort University and a Certificate in Learning and Development.

Having worked in leadership roles for some of the largest social housing providers in the UK and Australia, Jo has a wealth of experience of working remotely and successfully leading remote and dispersed teams.


To make sure the Membership discount is applied, please log in to the website as a member and click Lookup button at the event registration window. If you're experiencing any issues with registration, please email or call +61 2 6494 7566 for assistance. 

$169.00 *
$169.00 *
* Price includes GST where applicable

Additional Information

Attendance of this event will meet the requirements for 10 CPD points under the current AHI Certified Professional program. Click here to read more about the accreditation for housing professionals.