Creating Clear & Concise CASE NOTES . For TANF/Welfare Transition. Presented by Anita McLendon Region 3. The Importance of Case Notes. Provide record of customer contact Track the customer’s progress Enable review of state/local policy process Provide documentation for action
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For TANF/Welfare Transition
Presented by Anita McLendon
Should include the following:
NOTES for: Tracey TANF
12/07/2010 10:45:29 PM
Created by: Robert Resource Room Staff
Tracey didn’t stay in the resource room much today. I think she did complete one or two of the work readiness components but was nervous and probably doesn’t know much when it comes to computers. I think she needed a smoke because she smelled like cigarettes. She said she would come back another day so I wished her a “Merry Christmas” when she left.
NOTES for: Wendy Welfare
10/25/2010 12:45:29 PM
Created by: Cindy Career Counselor
Client attended appointment with career counselor on Monday, 10/25/10. Vocational training time limits as well as Core Activities were reviewed with client. Since Ms. Welfare has obtained 25 hours unsubsidized employment per week she was assigned to 15 hours per week in job skills training which will allow her to complete her electrical wiring training class the end of December. The day care referral was updated and issued to ELC. The IRP was updated with client and signed. The Transitional Services Reminder Letter was given and explained. Time sheets were given to client to be returned at the next appointment on 11/5/10 at 9 AM.
Remember case notes could cause rewards or penalties for your TANF/WT participants and program.
Good Luck Writing &
Entering Case Notes!