Can Good Documentation & Recordkeeping Safeguard My Social Work Career?

On Demand Recording

Target Audience: Social Workers | Content Level: Beginner, Intermediate, and Advanced

On Thursday, March 27, 2025, we hosted a 90-minute interactive webinar about documentation and recordkeeping for social workers. We had an overwhelming response of more than 3,000 mental health professionals. You can now view the recording of this webinar on demand at your leisure.

Good, solid, complete, and up-to-date documentation is one of the most crucial risk management tools for social work professionals.

Social workers must document all interactions with their clients. They should also record exchanges with colleagues, supervisors, or any other third parties that could impact their performance in accordance with the profession’s code of ethics.

In addition to the proper documentation, social workers must understand how to maintain records, including storage options, client accessibility, and compliance with their state’s statute of limitation, if applicable.

This 90-minute recording does not provide continuing education credits. You can register to view this workshop on demand. To register, click the button below.

If you don’t have an online profile with us, please create one to access registration, materials, and resources. (See the Sign Up button in this page’s “Getting Started” section.)

If you have any questions, contact us at [email protected] or 240-608-5734. We will be sure to respond within 48 hours.

Learning Objectives

After the webinar, participants will be able to:

Create or revise their documentation and recordkeeping protocols to ensure that client data is complete, up to date, and structured to identify and correct areas of risk.
Develop or revise recordkeeping policies and procedures to ensure compliance with state regulations and confidently respond to records requests from clients and third parties.
Make informed decisions about using artificial intelligence to automate client notes, understanding the importance of training to ensure accuracy, confidentiality, industry compliance, and security.

Webinar Instructors

Betsy Cauble

Emily Donovan

Terrie Fritz

Dina Larsen

Getting Started

Please take the next step in your professional development by creating an account with our learning management system. Your secure account gives you:

Easy registration for educational events
Access to course materials and resources
On-demand viewing of recorded sessions
Digital CE certificates for qualified courses
Personal tracking of your learning progress

System Requirements

To make sure our learning management system runs well, please make sure your desktop computer, laptop, tablet, smartphone, or smart device has the following:

The most recent version of one of the web browsers listed below
Javascript enabled
PDF plugin
Graphic and audio output capability
Broadband internet connection with a minimum speed of 5Mbps (recommended)
TLS 1.2 supported by your web browser

Supported Devices:

Our learning management system is fully mobile responsive – so participants will be able to access courses from any phone, tablet, laptop, or desktop computer!

Supported Browsers:

Note that we do not support Internet Explorer. You will see an error message if attempting to access on Internet Explorer.

Preferra Insurance Company RRG, provider # 2109, is approved as an ACE provider to offer continuing education in social work 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: 09/30/2024-08/30/2025. Social workers completing this course receive 1.5 ethics continuing education credits.