Flawless Case Management
The Art of Writing Case Notes

One of the hallmarks of social work is case management. Case managers serve on the front lines, helping client families and individuals move toward positive change. Case managers are forced to serve multiple overlapping goals. They can feel torn between the missions of their organizations, the needs of their clients, and their own self-interests. These internal personal conflicts can actually obstruct the work conduct with and on behalf of clients.

This course aims to help case managers develop a fuller understanding of the principles of case management, write appropriate case notes, understand how your role with clients fits into the mission of your organization, and develop practical skills and processes for using yourself to foster positive change in your clients.


Date: Saturday, March 12, 2022

Time: Sign-In: 9:30am EST – Workshop: 9:45am-1:00pm EST

Location: Online, Live, Real-Time & Interactive – Cat I CE Credits (same as in-person!)

Cost: $59 early registration through March 5

   $69 after March 5, 2022

  $45 per person Group Registration for groups of 3 or more

Presenter: Ashley McSwain, LSW, MSOD

CE Credits: 3 Cat I MD and DC Social Work CE Credits (same as in-person) – See below for credit details


Ashley is the Executive Director for Community Family Life Services, an organization serving women who are returning home following a period of incarceration, homeless and low income families and offers case management, release planning and navigation services. Ashley is also part-time faculty for Catholic University’s Graduate School of Social Work and adjunct for American University in their School of Public Administration. Ashley is licensed to practice Social Work in Maryland and the District of Columbia and holds a Master of Social Work from Temple University, a Master of Organizational Development from American University and a bachelors in Criminal Justice from Temple University. Ashley has worked in the human services field for over twenty-five years and served six years as a probation officer in Philadelphia. Ashley is passionate and committed to representing the voice of those who feel voiceless and those living on the margins of society.



CE Credit Info


All attendees receive Maryland and DC Social Work CE credits. These credits are accepted for:

  • Maryland Licensed Professional Counselors
  • Maryland Social Workers
  • Maryland Psychologists
  • Maryland Substance Abuse Counselors
  • Maryland Marriage and Family Therapists
  • Maryland Residential Child Care Professionals
  • DC Social Workers
  • DC Licensed Professional Counselors
  • Virginia Social Workers
  • West Virginia Social Workers
  • New Jersey Social Workers
  • Alabama Social Workers
  • Don't see your licensure listed here? Contact your licensing board and ask if they accept Maryland or DC Social Work approved credits. Many states automatically accept credits approved by another state licensing board.

Maryland CEU Institute/Optimal Life Solutions, LLC is an approved sponsor of the Maryland Board of Social Work Examiners (under the Department of Health and Mental Hygiene) for continuing education credits (Category 1 CE Credits). Our workshops are also approved for credit through the DC Board of Social Work.  For more information please visit our FAQ page.

Workshop Objectives


1. Understanding how to engage your client that will build trust

2. Understanding the five phases of case management; Contracting, Data Collection, Planning & Feedback, Implementation and Termination & Institutionalization

3. Encourage collaboration between yourself and your clients,

4. Understanding how your values influence your case notes

5. Understand how to write proper case notes to record your work with clients.

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