Social Worker how-to

How to Write Clear Case Notes

Notes support clients and hold up in court.

Updated By the Career Education Institute Curriculum Team
Quick answer

Notes support clients and hold up in court. In short: write; record; separate, then complete the remaining steps below.

Step by step

  1. Write soon after contact.

  2. Record facts and quotes.

  3. Separate observations from opinions.

  4. Note services offered.

  5. Document follow-ups.

  6. Proofread.

Safety reminders for social workers

  • Share your schedule for field visits
  • Trust your instincts and leave unsafe situations
  • Follow agency safety protocols
  • Use supervision and self-care to prevent burnout

Case plan · Safety plan · CPS · Mandated reporter · Foster care · Kinship care: see the full social worker glossary.

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