Are you ready to take your case note writing and documentation to the next level?

This on demand course will build on your skills and includes discussions on:

  • The necessity of the Career Development Practitioner's awareness of funder mandates so as to avoid negligence and/or liability on agency
  •  The importance of Case Notes showing progress and follow through of both client and CDP
  • Risk mitigation and Legalities*
    • Compliance with privacy laws, informed consent, file retention periods, client requests to their case notes

* This topic should not be considered legal advice

  • How to handle disclosure of or suspected suicide/homicide ideation, domestic violence/abuse etc.
  • Are redacted notes permitted or not? 
    • If so, how?



We highly recommended that you take the Professional Case Note Writing and Documentation — Level 1 course in preparation for Level 2. 

Here's what's inside...

    1. How To Navigate This Course

    2. How to Navigate Your Dashboard and Account *Important Course Expiry Date Information

    3. All Rights Reserved

    4. Before we begin...

    1. Slide Deck

    2. Understanding Funder Mandates | Ensuring CDP Accountability | Documenting Clients’ Progress

    1. Slide Deck

    2. Mitigating Risks | Handling Sensitive Disclosures

    1. Before you go...

    2. How to Leave a Review

    3. How to Get Your Certificate of Completion and Share Your Achievement

    4. Let's get social!

Check it out!

  • $168.37
  • 3 hours of video content
  • Downloadable PDF content
  • Earn a certificate of completion

Enrol Today

Take Your Case Note Writing and Documentation to the Next Level

Meet Jayne

Jayne is an award-winning, Certified Career Development Professional, and a Certified Professional in Human Resource with extensive experience in the career development sector as a coach, trainer, mentor, and trusted advisor.

Jayne has trained 1000s of career practitioners in Case Management, Job Development, Career Development Theories, and Ethics in Career Development. Jayne is also an independent Career Transition Consultant providing outplacement services to organizations of all sizes.

Jayne Barron

Senior Instructor