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The Social Work Case Note PDF template is a comprehensive and professionally designed document used by healthcare professionals, specifically social workers, to record and manage client information. It includes sections for client details, presenting issues, background information, assessment results, goals, interventions, progress monitoring ...
To give you a clear idea of the different styles and formats, we’ll take you through five sample case notes for social workers across different sectors, including shelters, hospices and social service organizations.
- Step One: Download The Template
- Step Two: Fill in Your Client and Session Details
- Step Three: Write The Main Purpose of The Visit
- Step Four: Fill in The Case Notes Section
- Step Five: Fill in The Next Steps
- Step Six: Add Your Designation and Signature
- Step Seven: Store The Case Note Securely
The first step is to download the template using the link on this page. This will give you a free copy of the interactive PDF version of this template. You can type directly into the interactive text boxes, or you can go on to print out the template and fill it in by hand if that’s more your style.
The header of our template includes spaces for you to add your client’s name, date of birth, your name (as their social worker), the date, the venue of your session, a case ID (if known) and a list of the others present at the session (if applicable).
The visit could either be a visit you make to your client’s residence, school or workplace or could refer to a visit your client makes to your offices. Either way, this space is the main focus of this visit- it could be an initial meeting, a well-being check-up, or any other reason you or your client has visited today.
The case notes section is for the body of your case notes, this is where you will include the important details of your visit. This section will be structured differently depending on the nature of the visit, your note-taking style, and the content covered in the visit. Take a look at our case notes exampleto see how this section might be filled in...
The Next Steps section is a dedicated space for your plan for your client. This section is designed to address any issues raised in the body of the case notes section.
At the bottom of the template, there is space for your signature and designation. This is important for traceability, and to ensure your compliance with legal, record-keeping requirements.
The final step is to store your case note safely. This case note contains confidential client information and you, therefore, have a legal requirement to store it securely. We recommend doing this electronically to utilize digital encryption.
In this article, we’ll provide you with two social work case note templates, the best practices for writing case notes, and what technological advances are available to streamline note-taking.
Below you’ll find a set of prompts to guide you in using this template. Subjective: The subjective thoughts a client expressed. “I am feeling jittery, sad, and unable to work these days. I’m not sleeping and I was fired.” Objective: The social worker’s objective summary of what the client expressed and data available.
Jun 1, 2023 · The 4 social worker case notes formats we will review are: BIRP Notes; DAP Notes; GIRP Notes; SOAP Notes; Looking for software that comes equipped with social work case note templates? You found it!
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What is a social work case note template?
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AGS (2019) provides two examples of case notes to illustrate the above. The AGS website also provides a template social workers can use to record case notes.
