About this resource
This template gives social workers a consistent way to record contacts. It goes with the Strengths-Based Case Note Guide, and keeps the client's voice, risk and follow-up in view.
Purpose
A case note template with purpose, what happened, assessment, actions and follow-up.
Who it is for
Primary profession: Social workers. Also relevant for community services and case workers, youth workers.
Client or participant group: Practitioners and teams.
Practice setting: Private practice, community and organisational settings.
Suggested uses
- Daily case notes
- Supervision
- File audits
Instructions for practitioners
- Add your details and delete what does not apply.
- Check it against your professional requirements.
- Explain it to the person in plain language.
- Store completed copies securely.
Accessibility considerations
Clear headings and tables. The Word version can be edited and filled in on screen.
Scope and limitations
A template. Follow your organisation's policy, AASW standards and privacy law.
Research basis
Case management practice standards describe assessment, planning, coordination, review and planned exits with the person at the centre. The strengths model, a recovery-oriented approach, builds on people's own abilities, interests and resources.
- Case Management Society of Australia and New Zealand. (2013). National standards of practice for case management (3rd ed.). https://www.cmsa.org.au/
- Rapp, C. A., & Goscha, R. J. (2012). The strengths model: A recovery-oriented approach to mental health services (3rd ed.). Oxford University Press.
What is included
A 2-page printable A4 PDF, including a practitioner notes page with the research basis (version 1.0).
Originality
Original Practitioner Plus content: wording, activity structure, layout and icons were created for this resource. No third-party worksheets, illustrations or text were reproduced. Written for Practitioner Plus from the sources in the research basis.
