They are important for insurance coverage purposes, legal proceedings, and social work continuity as they provide an accurate historical record of treatment. Well-written case notes provide objective descriptions grounded in fact and evidence, and leverage a social worker’s assessments and opinions without bias. Social workers may even interview family members and persons relevant to a given case they’re assessing. Social workers record incidents observed during a visit, their client’s recent history and present circumstances, as well as document their overall progress, goals, and response to various treatments (if undergoing any). Case notes are records of a client’s or patient’s one-on-one meetings with social workers, usually written in chronological order.
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