Your documentation can protect you – or expose you.
Every note you write creates a legal and ethical record. It can defend your clinical judgment in an audit, support continuity of care when a client transfers, or become evidence in a complaint or lawsuit.
But here’s the problem: most social workers were never actually taught how to document well … and when you’re sitting down to write a note, questions creep in:
This 3-hour training removes the guesswork.
You’ll join Jessie Timmons, LCSW. She’s a former president of the Pennsylvania Society for Clinical Social Work with over 15 years of clinical, supervisory, and teaching experience who’s worked at Temple University, Albert Einstein Medical Center, and the Children’s Hospital of Philadelphia.
She’ll show what to document, how to document it, and how to make your notes work for you – protecting your clients, your practice, and your license.
This training is essential for clinical social workers of any experience level and in any setting – private practice, agencies, hospitals, schools, or community mental health.
Don’t wait until you’re facing an audit, complaint, or legal challenge to wish you’d learned this.
Register now!
All members of the PESI, Inc. planning committee have provided disclosures of financial relationships with ineligible organizations and any relevant non-financial relationships prior to planning content for this activity. None of the committee members had relevant financial relationships with ineligible companies or other potentially biasing relationships to disclose to learners. For speaker disclosures, please see the faculty biography.
NOTE: Each purchase includes CE credit for one individual (participants in full attendance will be able to print the certificate of completion after passing the online post-test (80% passing score) and completing the evaluation). Instructional methods will include PowerPoint, didactic lecture, Q&A, and others.
Continuing Education Information: Credits listed below are for full attendance at the live, interactive webinar only. This webinar is being broadcast live in real-time and must be attended live, in its entirety, in order to earn credit. You will be able to type questions to the speaker. The speaker will see the questions and address them during the presentation as time allows. Please note, your licensing board dictates whether web-based activities are an acceptable form of continuing education, as well as which credit types are acceptable for continuing education hours. Please refer to your licensing board's rules and regulations. If your profession is not listed, please contact your licensing board to determine your continuing education requirements and check for reciprocal approval. For other credit inquiries not specified below, please contact info@pesi.com or 800-844-8260 before the event.
Materials that are included in this course may include interventions and modalities that are beyond the authorized practice of your profession. As a licensed professional, you are responsible for reviewing the scope of practice, including activities that are defined in law as beyond the boundaries of practice in accordance with and in compliance with your profession's standards.
For Planning Committee disclosures, please see the statement above. For speaker disclosures, please see the faculty biography.
Earn up to 3.0 CE hours. Please see below, for more details, as credit amounts vary by jurisdiction and profession.
THIS ACTIVITY QUALIFIES FOR 3.0 HOURS OF General ETHICS INSTRUCTION. Not all boards allow ethics credit for on-line programs. If ethics is not specified within your licensing board’s approval statement below, please contact your board to determine the applicability and amount of ethics allowed.
PESI, Inc., #1062, is approved as an ACE provider to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: January 27, 2026 - January 27, 2029. Social workers completing this course receive 3.0 Ethics continuing education credits.
Course Level: Intermediate Format: Synchronous distance. Full attendance is required; no partial credits will be offered for partial attendance.
Canadian Social Workers: Canadian provinces may accept activities offered by providers approved by the ASWB ACE program for ongoing professional development.
This activity qualifies for 180 continuing education minutes as required by many national and local licensing boards and professional organizations. Save your activity advertisement and certificate of completion, and contact your own board or organization for specific requirements.
Jessie Timmons, LCSW is a licensed clinical social worker with over 17 years of experience in clinical practice, supervision, and social work education. She is a past president of the Pennsylvania Society for Clinical Social Work and former adjunct professor at Temple University’s School of Social Work.
Her clinical experience spans private practice, community mental health, and hospital-based settings, giving her a comprehensive understanding of documentation requirements across contexts. Jessie specializes in substance use treatment, LGBTQ+ affirmative therapy, and trauma-informed care. She is passionate about supporting social workers in developing the practical skills and ethical frameworks they need to practice with confidence and integrity.
Speaker Disclosures:
Financial: Jessie Timmons maintains a private practice. She receives a speaking honorarium from PESI, Inc. She has no relevant financial relationships with ineligible organizations.
Non-financial: Jessie Timmons has no relevant non-financial relationships.
For live CE credit, you must watch the live webcast in its entirety at its scheduled time and complete the CE quiz and evaluation within one week. You will have access for 90 days after the program for review.
Please note: There will be a 15-minute break mid-afternoon. Actual break start time is at the discretion of the speaker. A more detailed schedule is available upon request.
Visit our FAQ page at https://www.pesicanada.ca/faq or contact us at https://www.pesicanada.ca/contact-us.
Foundations of Ethical and Legal Documentation
Practical Strategies for Effective Documentation
Apply Ethics and Critical Thinking to Documentation
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Your satisfaction is our goal and our guarantee. Concerns should be addressed to info@pesicanada.com.
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