Good Documentation & Recordkeeping:
A Non-Negotiable in Social Work Practice

Register

On Demand Recording

Target Audience: Social Workers

On Tuesday, June 30, 2026 we hosted a 90-minute interactive webinar on good documentation and record keeping.

Good, solid, complete, and up-to-date documentation is one of the most crucial risk management tools available to 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 professional practice, in accordance with the profession’s Code of Ethics.

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

This 90-minute, live, interactive webinar will provide actionable information and guidance that participants can implement immediately in their current practice setting.

Register

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 240-858-1112 (AI Receptionist). We will be sure to respond within 48 hours.

Learning Objectives

After the webinar, participants will be able to:

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

Tim Davis

Emily Donovan

Emily Donovan

Dina Larsen

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
Sign Up

System Requirements

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  • The most recent version of one of the web browsers listed below
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  • PDF plugin
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  • Broadband internet connection with a minimum speed of 5Mbps (recommended)
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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:

Desktop: Chrome | Firefox | Safari | Microsoft Edge
Mobile: iOS Safari | Chrome | Samsung Internet

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: 09/30/2025-09/30/2028. Approved for In-Person and Synchronous distance learning.