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S332 - Week 4

Professional Social Work Documentation

Tammi Nelson

on 1 February 2018

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Transcript of S332 - Week 4


Practice Scenario
Darnyl is a 34 y.o., married, father of 3. Darnyl and his wife have been married 8 years and report being in a
mixed race marriage has made them a stronger family unit. Darnyl is close to his 3 children (ages 7, 4 and 1), coaching soccer and participating in the Parent-Teacher Organization at the 7 y.o's school.

The family is strong in their Baptist faith, participating in services and events. They are close to extended family and have a strong social support network.

Darnyl works 3/4-time as a Regional Sales Associate for a heating and Air conditioning company. His wife is a Preschool Teacher at the daycare center their children attend. Despite both working, they are struggling to meet the bills, which has recently been exacerbated by medical bills from the complicated birth of their youngest child and his reduced hours at work from fulltime to 3/4 time (due to company cutbacks to all staff).

Darnyl presents for assistance with financial pressures, fear of future foreclosure on their house, and health insurance.
Service Plan
In your groups, develop a Service Plan for Darnyl.

Objective, Interventions, timelines.
Intended outcome.
Social Work Consultation
Peer Supervision and Consultation
Identify key information about
the Client challenges.

Rule of 3: eliminate details that would
violate confidentiality

Identify skills used as the Social Worker
Identify challenge you need help with

Group must assist with ethical
problem solving.
Familiarity with layers of Professional Documentation
Practice documentation based on Case Scenario's
Peer-Client engagement

Practice Skills

S332 - Week 4
Balancing Risks and Expectations of
Professional Social Work Documentation

Preparation for Next Week
Chang, Ch 12: Identifying Key Prolems and Challenges
Reading Reflection
in Canvas

Canvas/Files – Week 5
Collins Ch 7-8

Entrance Ticket Week 5
bring to class.

HW 12.2, 12.3, 12.4, 12.5, 12.6
, bring a copy to class.

Progress Note #1
due Sunday at Midnight.

Bring 1sr attempt at the Initial Assessment to Class next week
Initial Assessment
Initial Assessment- Worth 10 pts
Interview your Peer Client to gather answers to key areas of information necessary to successfully begin working with the Client. Bring a printed copy to class next wee.

Social Workers type the form using professional language, grammar and sentence structure.
Attending to pronouns and ensuring you, as the Social Worker, are not mentioned in the document.
Client's role play Darnyl.
Social Workers conduct an initial meeting, gathering information to assess his needs and challenges, strengths and potential options.

Peanut Gallery: In groups, write
your professional Initial Assessments

Develop a list of questions for which you still need answers.
New Darnyl - & - New Social Worker
Figure out the answers to group questions.
What are your group findings?
What do you need to research to assist Darnyl?
Social Worker Feedback
What did our Social Worker do well?

What could our Social Worker do better?

Way to go Social Worker!
Professional Documentation
Initial Assessments
Demographic information
Beginning and duration of problem, attempts to resolve, confounding issues. Strengths, limitations, and motivation.
Progress Notes
Current needs, interventions, progress toward goals, plans.
Client Rights, Registration, Consent


Identifying information: (age, race, marital status, current work or school and duration, living arrangements, family and support relationships, family of origin, spirituality)

Presenting Problems: (Onset including precipitating events, history, current circumstances, whom is involved.)

Affect, behavior, mood and orientation.

Functional Impairments (Symptoms of sleep appetite, behavior, speech, engagement with others, hygiene, household tasks, care of others, work/school activity)

Medical and or developmental history

Social worker impressions


Recommended Treatment Plan (Describe Client Strengths in Achieving Case Plan)

Client Registration

Client Full Name: Social Security Number

Home Address: City/State/Zip:

Phone: Cell Phone:
Alternative Phone:

Client or Guardian Employer: Phone Number:

Student Enrollment Location: Student status:

Family Physician:
Emergency Contact: Emergency Contact Phone:

INSURANCE (Responsible Party)
Name of Insured: Relationship:
Occupation: Phone:
Employer Address: Phone:
Insured's SS#:

Spouse's Name: SS#:
Spouse's Employer: Phone:

Insured's Primary Insurance Co: ID Number:
Group Number:
Secondary Insurance Co: ID Number:
Group Number:
Workmen's Comp Co

Billing and Insurance Policy:
I authorize the use of this information on all insurance submissions.
I authorize the release of information to my insurance company(s).
I understand that I am responsible for the full amount of my bill for services provided.
I authorize direct payment to my service provider.
I permit a copy of this to be used in place of an original.

Name (Print): Signature:
Case Management, Inc.
Progress Note
DATE: __________ Start time: ________________ Stop time: ________________ Units: _______
Appearance: WNL Unkempt Dirty Meticulous Unusual
Behavior: WNL Guarded Withdrawn Manipulative Cooperative
Mood: WNL Depressed Euphoric Anxious Irritable Angry
Safety: Danger to self or others? Yes / No Safe to be home? Yes/ No
Service goals addressed this session: ________________________________________________
Intervention and/or teaching:
Client response and participation:
Date/time of next meeting: ________________ Location of next meeting: ________________________
_________________________________ ___________________
Signature Date
Evaluation and Treatment Consent
The below named Client is presenting for services associated with an autonomous and individual need. As the client, or guardian thereof, I authorize the evaluation and services identified below. As the client, or guardian thereof, I have the right to request information concerning the evaluation, treatment, service plan and discharge planning. I have a right to identify who receives confidential information, signified in my express consent through a Release of Information agreement. I have the right revoke a release of any information at any time.
Client Name (Printed): ______________________________
Signature: ________________________________________ Name if Guardian: _________________
Client Rights & Responsibilities
Client's Rights
Every effort is made to respect individuals who come to Children's Bureau, Inc. for services and to protect clients' rights. As a client, you have a right to:
•Receive confidential services.
•Review your record, except those protected by law.
•Ask questions about any services or procedures.
•Request correction of information you believe to be wrong or add written material of your choosing.
•Review a detailed copy of clients' rights.
•End counseling/services at any time, unless court-ordered.
•Know that there are certain situations in which the agency and your worker are required by law to reveal information obtained during counseling without your permission.
•If you threaten bodily harm or death to another person.
oIf you reveal information about child abuse or neglect.
oIf you violate a court order.
oIf your counseling is court-ordered.
oIf your worker or records are subpoenaed by the court; and if you are a minor, certain information may need to be shared with your parent/guardian to get the additional help you need.
You are encouraged to comment on our services and to inform us of unmet needs in the community.
Working with Children's Bureau, Inc.
In order to get the full benefit of the service in which you are involved, we expect that you will:
•Keep appointments.
•Make an effort to involve yourself in counseling, group or other activities.
•Communicate openly and honestly.
•Complete contracts entered into with worker/agency.
Clients of the agency are expected to participate fully to the extent that they are able in the Goal Assessment, Treatment and Discharge process. Clients will only be involuntarily discharged from service for the following reasons:
•Assaulting or threatening behavior or language toward a worker or worker's property.
•Continued use of drugs or alcohol with no commitment to treatment when recommended.
•Refusal to adhere to specific components of a court-ordered service.
•A pattern of failure to show up for appointments (usually 30 days).
•Movement out of a geographic service area (Children's Bureau, Inc. will make every effort to provide, in writing, referrals for services from other agencies).
•Treatment no longer warranted by circumstances.
Grievance Procedure
The staff at Children's Bureau will make every effort to help you resolve the problems that brought you to the agency. If you are not satisfied with the services you receive, you should talk with your assigned social worker/counselor. The social worker/counselor is expected to schedule an appointment for you within two weeks. If the grievance cannot be resolved with your social worker/counselor, the following steps may be taken:
Talk to your social worker/counselor's program supervisor (the appointment should be scheduled for you within two weeks).
Make an appointment to talk to the vice president responsible for the program (the appointment should be scheduled for you within two weeks).
Send a written request to the president/CEO for a review of the problem (a response should be received from the president/CEO within 30 days).
Treatment/Service Plan
Intended outcomes
Dates, Providers,
Client Signature
Service Plan

Client Name: _____________________________________ Date: ____________

Goal: __________________________________________________________________

Objectives: Interventions: Date of Completion:



Intended Outcome: _______________________________________________________

___________________________ ______ ______________________ ______
Client Signature Date Provider Signature Date
3rd Meeting with Darnyl
Darnyl is working with a Consumer
Credit agency and the utility companies. His medical debt has been reduce by 90%.

Darnyl indicates that he needs more assistance. Even with debt reduced, he is concerned about the future of family finances due to his reduced salary at work.

Social Worker: Evaluate progress, identify strengths and identify Darnyl's future plans.

Groups: Write a professional progress note.

Subjective, Objective, Assessment, Plan
Client presents today, reporting progress following referrals to consumer credit and utility advocates. Client indicates that his hospital debt has been 90% forgiven and his utilities are on a fixed plan.
Client appears happy with the progress and open to additional work on financial stability goal.
Client identified interest in taking advantage of educational assistance and job resources.

Client was provided referrals to Educational Assistance Program and Work One. Client will follow up with both and return in two weeks.
Share. Rewrite.
Due Week 6
Service Plan
supervision meeting SIGN UP
Biopsychosocial Assessment Form
Full transcript