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Topic
Case Management Essentials: Two-Part Webinar Series
Date & Time
Selected Sessions:
Mar 27, 2025 02:00 PM
Description
Part 1: Creating Balance in Case Management
Thursday, March 13, 2–3 PM ET
Every year, Switchboard receives many questions from case managers about balancing caseloads, paperwork requirements, and other challenging aspects of case management, such as setting boundaries with clients and creating self-care regimens. This webinar will provide guidance on some of our most frequently asked questions on these topics. While there are no easy answers to these complex challenges, this webinar will share ideas that have helped many experienced case managers.
After this session, you'll be able to:
•Recognize several common challenges of case management while identifying strategies to set healthy professional boundaries with clients
•Describe ways to improve work-life balance, including shifts in mindset and self-care strategies
•Apply new time management approaches and organizational tools to navigate high caseloads
Part 2: Creating High-Quality Case Management Documentation
Thursday, March 27, 2–3 PM ET
Writing case notes is an essential part of every case manager’s job. While case notes are helpful tools in many ways, creating them can be a time-consuming aspect of a very demanding profession. This webinar will cover the fundamentals of case notes, service plans, and other types of case management documentation. Learners will gain context for the importance of documentation throughout the case management cycle, learn the essential elements of a typical case file, and learn tools and techniques for efficiently writing high-quality case notes.
After this session, you'll be able to:
•Explain the importance of documentation within the case management cycle
•Describe different elements of a case file—including case notes, service plans, and critical incident reports—that adhere to most program guidelines
•Apply new tools and techniques to improve the quality and efficiency of case management documentation