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Preferred registration deadline: Sept 12th

3 CEs

Documentation is a legal and ethical obligation that can leave social workers feeling overwhelmed, frustrated, and anxious – especially when they fall behind or their days are not structured to allow sufficient time for this duty.   In this workshop, participants will learn strategies to meet their ethical responsibility to maintain accurate confidential case files. We will review the NASW Code of Ethics standards pertaining to documentation as well as current best practices for storing case files in physical and digital formats. Participants will also practice succinct ways of writing documentation that both protects client information and reduces secondary traumatic stress to the social worker. Lastly, this workshop will offer suggestions for individuals and agencies to help complete documentation in a timely fashion. 

This is an interactive synchronous distance learning course via Zoom. This class meets the licensure requirement for 3 hours of continuing education in ethics.

General Admission: $65**
**Eligible discounts can be applied during checkout.

Class size is limited to 45.

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Course Outline

Content Level: Beginner

Target Audiences: Therapists and/or other mental health providers (Social work, counseling, psychology, etc.); Case managers; Supervisors; Supervisees; School Social Workers; Hospital Social Workers; and Social Policy Advocates

Agenda:

  • 8:30 AM to 8:45 AM – Introductions and Agenda Setting
  • 8:45 AM to 9:15 AM – Example Client Situation Requiring Advanced Documentation Skills (Group Setting with Multiple Diverse Clients)
  • 9:15 AM to 10:00 AM – Overview of the Code of Ethics (Specifically highlighting the portions of the Code pertaining to record-keeping/confidentiality/privacy)
  • 10:00 AM to 10:05 AM – Midpoint break
  • 10:05 AM to 10:45 AM – Clinical Documentation and Decision-Making Strategies Explained
  • 10:45 AM to 11:20 AM – Ethical Dilemma Case Vignettes/Documentation Practice
  • 11:20 – 11:30 AM – Wrap-up and Final Questions

*A 5-minute break will occur approximately halfway through the workshop.  

Learner Outcomes

  • Participants will be able to define and explain ethical best practices pertaining to portions of the Code concerning record keeping, confidentiality, integrity, and competence.
  • Participants will demonstrate an understanding of the NASW Code of Ethics and documentation best practices as evidenced by their completion of a skill-rehearsal exercise.
  • Participants will identify strengths and/or areas of growth in various documentation examples, and successfully rewrite weaker examples into stronger ones.

Course Completion Requirements:

  • The Brown School, Washington University in St. Louis, Professional Development, provider #2130, is approved as an ACE provider to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: 9/24/2024 – 9/24/2025. Social workers completing this course receive 3 ethics continuing education credits.
  • The Brown School is also an approved provider of Social Work CEs in Missouri and Illinois.

  • To earn ACE credit, attendees must arrive at the scheduled time, attend the entire course, and complete an online course evaluation. ACE credit is not provided for partial attendance.  However, you may still qualify for partial Social Work Missouri and Illinois CEs provided by the Brown School.

  • Brown School CE Certificates will be available online within 10 business days of course completion by visiting your learner profile at https://ce.wustl.edu/portal/logon.do?method=load&parentSite=brown. You will receive an email notification with specific instructions for accessing the online certificate when it is available. ACE CE Certificates, if requested in your evaluation survey, will be emailed within 10 business days of course completion.

  • For more information about CEs, accessibility, refund/cancelation policy, our grievance policy, or other inquiries please visit our About Us page or email brownprofdev@wustl.edu.

 

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Enroll
Section Title
Ethical Documentation: Tracking Progress & Protecting Client Information
Type
Online
Days
F
Time
8:30AM to 11:30AM
Dates
Sep 19, 2025
Schedule and Location
Location
  • Online
Delivery Options
Course Fee(s)
General Admission non-credit $65.00
Drop Request Deadline
Sep 16, 2025
Transfer Request Deadline
Sep 16, 2025
Section Notes

Course Interaction & System Recommendations: This live Zoom course is fully interactive. Attendees may ask and answer questions throughout the presentation and participate in instructor-led discussions.
System recommendations:

  • Operating Systems: Windows 10 or higher, macOS X with macOS X (10.11) or later.
  • Internet Browser: Internet Explorer, Google Chrome, Firefox, or Edge - all within 2 versions of the current release.
  • Broadband Internet connection: Cable, High-speed DSL & any other medium that is Internet accessible.
  • A full list of Zoom recommendations can be found on the Zoom Support website.
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