How To Write Case Notes: Practical Guidance & Risk Mitigation For Case Managers, Counselors & BITs
This program offers clear, practical examples of what a case note should look like for BIT members, case managers, and counselors.
What makes a good note for a BIT, case management or a counseling center? This topic has been tackled in the past as it applies to record management and general best practices, but often leaves the question remaining: what does a good note look like?
Based on his decades of clinical experience, Dr. Van Brunt will guide participants through examples of common mistakes BITs, case management teams and counseling centers make in their documentation. These will include:
- Taking too long to write the note and forgetting important details
- Not including enough information in the note
- Including too much detail in the note beyond what is needed
- Using subjective or overly descriptive language in the note
- Failing to close a door in future notes that was opened in an earlier note
In addition to discussing what not to do, Dr. Van Brunt will share over a dozen examples of well-written notes to be used as templates and guides when staff are addressing suicidal behavior, non-compliance with interventions, referrals for mental health or academic support, inclusion of dissenting opinions in managing the case, and how to include third party documentation.
- Review how to document behaviors in an objective manner
- Utilize provided information about common mistakes related to documentation for BITs, counseling and case management notes
- Discuss ways to train their staff regarding documentation with an emphasis on risk mitigation
- 2-year & 4-year institutions
- Academic Affairs/Instruction
- Student Services/Affairs
- Campus Safety
- Human Resources
- Student Code of Conduct Officers
- Behavioral Intervention Teams
- Counselors & Case Managers
- Any educator interested in practical guidance on case notes and risk mitigation
Dr. Brian Van Brunt, past president of the American College Counseling Association, is Senior Vice President for Professional Development Programs at the National Center for Higher Education Risk Management (NHCERM, www.ncherm.org). He is the president of the National Behavioral Intervention Team Association (NaBITA, www.nabita.org) and the managing editor for Student Affairs eNews (SAeN, www.studentaffairsenews.com). Over the past fifteen years Brian has taught counseling theory, ethics, program evaluation, statistics and sociology topics at both public and private schools for both graduate and undergraduate students at five different colleges and universities. Brian has served as the director of counseling at New England College and Western Kentucky University. He is the author of several books including: Harm to Others: The Assessment and Treatment of Dangerousness, Ending Campus Violence: New Approaches in Prevention and A Faculty Guide to Addressing Disruptive and Dangerous Behavior in the Classroom. Brian is an expert on mental health and campus violence and has been interviewed by the New York Times, National Public Radio, LA Times, USA Today and has appeared on Headline News and Anderson Cooper 360.
What is a live webinar?
A live webinar is an interactive online training. Participants can communicate with the presenter(s) during the event via a live chat feature.
What is an on-demand webinar and how do I get access?
An on-demand training is a previously recorded webinar available online for faculty and staff to access anytime, anywhere. You can register for on-demand trainings at any time. You typically receive a link to the recording and handouts within 24 hours of registration.
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Webinars can be 30, 45, 60, 90 or 120 minutes. Please check the webinar page for the exact timeframe.
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What is the process for attending a live event?
The process is as follows:
- We email participants login instructions approximately 1 week prior to the live event.
- We email participants a link to the PowerPoint (.pdf) and any additional handouts approximately 1-2 days prior to the live event. Participants can make copies for attendees if desired.
- We give a courtesy reminder call the day before the live event.
- On the day of the live event, participants can login 30 minutes prior to the start time. Once logged in, participants can see the PowerPoint slides, ask questions, and make comments via the chat feature.
- We email participants a link to the recording the Monday following the live event.
Is there a recording available? And how long is the recording good for?
Approximately one week after the conclusion of the live webinar, participants will receive a link to the recording which can be forwarded to all faculty and staff for viewing anytime, anywhere. The recording is a campus access license and is available for one year from the date of the live event.
What are the technical requirements?
Innovative Educators uses WebEx as its web conferencing provider. If you have not previously attended a WebEx event, please Join a Test Meeting to make sure your computer is compatible with WebEx. Be sure to complete this test prior to the live event. System Requirements - Webex System Requirements
What equipment is required?
For individual or small group viewing, a computer with a reliable Internet connection and audio capabilities are all that’s needed. For large group presentations, we recommend a computer with a reliable Internet connection and speakers, as well as an LCD projector. Participants can call in via phone if they are having trouble retrieving the audio over the computer. Please be sure to reserve a meeting room prior to the live event that can accommodate these requirements as well as your attendees. You should reserve the room 30 minutes prior to the webinar start time and you may want to allow at least 15-30 minutes after the webinar for discussion.
How much does a live webinar or on-demand training cost?
1 Training (Live Webinar or On-Demand Training) - $425 Unlimited connections, campus-wide access license to the recording for one year.
- 2 Trainings - $645 Unlimited connections, recording for one year (campus-wide access)
- 3 Trainings - $900 Unlimited connections, recording for one year (campus-wide access)
- 6 Trainings - $1500 Unlimited connections, recording for one year (campus-wide access)
What type of payment do you accept?
You may pay with a credit card (MasterCard or Visa), PO, check, or electronic transfer of funds. You can email us (firstname.lastname@example.org), call 303-955-0415 or fax 1.866.508.0860.
Where do I send payment?
Please mail checks and POs to our mailing address:
3277 Carbon Place
Boulder, CO 80301
What is your cancellation policy?
Below is a breakdown of our cancellation policy.
- 30 days prior: Full refund
- 14 days prior: $100 processing fee
- Fewer than 14 days: Credit toward another IE event. Please note that registration for the live webinar includes access to the recording which you can share, as it is a campus access license. We email the recording the Monday following the live event. For questions, please email us or call 303.955.0415.
What are the benefits of online training?
Cost-Effective: No travel required. Online Training is an innovative way to provide your entire faculty and staff with a variety of professional development opportunities for one low price! The more you train the more you save, as the registration fee is per institution, not per person.
Easy: You will receive a detailed list of instructions via email. If you run into any problems, we're always here to help.
Practical: Our training sessions focus on the most critical and relevant issues facing educators today. Our primary goal is to provide participants with the information, training, and skills necessary to immediately implement positive change at their institutions.
Top-Notch Presenters: Our presenters are subject matter experts and recognized in their field.
Value Added: When you purchase an online training, you also receive a campus-wide access license to the recording for one year. Faculty and staff can access it as often as they like from any location.
Satisfaction Guaranteed: Our online training is 100% guaranteed. If you are not satisfied, we will give you a credit for a future webinar or on-demand training of your choice (of equal or lesser value).
How can we use these trainings?
- Live: Promote and attend a live webinar and debrief immediately following.
- Hybrid: Distribute the recording to all faculty and staff at the beginning of each month and plan a discussion session at the end of the month to determine how you will implement the strategies presented.
- On-Demand: Distribute the recording to faculty and staff so they can watch anytime, anywhere.
In-Service Training: Plan an in-service around a live webinar or schedule a day and time to show the recording in a lecture hall or large conference room and invite faculty and staff to brainstorm and discuss implications for your institution.
Online Faculty and Staff Learning Communities: Distribute the recording to faculty and staff so they can watch anytime, anywhere.
Staff Recognition: Develop a program around the webinar with monthly themes and recognize the staff members that implement the best idea related to the theme.
Team-Building: Utilize these trainings to develop cross-functional and cross-discipline teams to foster collegiality.
New Employee Training: Include the online training as part of your new employee training program to ensure consistency.
Implementation and Follow-Up: Use the guide and evaluation materials provided by Innovative Educators to plan, implement, and track your progress.