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!
Planning Committee Disclosure - No relevant relationships
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 state 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 state 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 state and profession.
THIS ACTIVITY QUALIFIES FOR 3.0 HOURS OF Ethics 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.
CE credit is available. This course consists of 3.0 contact hours of continuing education for Oregon Counselors. The Oregon Board of Licensed Professional Counselors and Therapists (Division 80, 833-080-0041(F)) confirms acceptance of continuing education programs relevant to counseling that are approved by the National Association of Social Workers (NASW). This program is approved by the National Association of Social Workers (Approval #886759332-8634 ) for 3.0 Ethics continuing education contact hours.
CE credit is available. This course consists of 3.0 continuing education clock hours for Washington Counselors. The Washington State Department of Health confirms acceptance (WAC 246-809-610) of continuing education programs (including distance learning) relevant to counseling that feature instructors, speakers or a panel approved by the National Association of Social Workers. This distance learning program is approved by the National Association of Social Workers (Approval #886759332-8634 ) for 3.0 Ethics continuing education contact hours.
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 Live Remote program is approved by the National Association of Social Workers (Approval #886759332-8634 ) for 3.0 continuing education contact hours in Ethics.
CE credit is available for 3.0 continuing education hours for Alabama Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for Alaska Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for Arizona Social Workers. Please see national social work approvals for this program.
This course consists of 3.0 continuing education contact hours for Arkansas Social Workers and is designed to meet the continuing education requirements of the State of Arkansas Department of Health Social Work Licensing Board (Ark. Code Ann. §17-103-203). Please retain the course advertisement and certificate of completion for your CE records.
The California Board of Behavioral Sciences accepts CE programs that are approved by other approval agencies, including several that approve PESI and its programs. A full list of approval agencies accepted by the BBS can be found at www.bbs.ca.gov/licensees/cont_ed.html under “Where to find CE Courses.” This intermediate level activity consists of 3.0 clock hours of continuing education instruction.
PESI, Inc. is an approved provider with the Colorado Chapter of the National Association of Social Workers. Provider #1413. This course has been approved for 3.0 continuing education hours.
Please note: Colorado Social Workers must select "Colorado Social Workers" credit and complete the post-test and evaluation if they would like their participation submitted to the Colorado Chapter of the NASW. Participation cannot be reported without a completed post-test.
CE credit is available for 3.0 continuing education hours for Connecticut Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for Delaware Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for District of Columbia Social Workers. Please see national social work approvals for this program.
PESI, Inc. is an approved provider with the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling. Provider Number 50-399. This course qualifies for 3.0 continuing education credits.
CE credit is available for 3.0 continuing education hours for Georgia Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for Hawaii Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for Idaho Social Workers. Please see national social work approvals for this program.
PESI, Inc is an approved provider with the State of Illinois, Department of Professional Regulation. License #: 159-000154. Full attendance at this course qualifies for 3.0 contact hours.
CE credit is available for 3.0 continuing education hours for Indiana Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for Iowa Social Workers. Please see national social work approvals for this program.
PESI, Inc. is an approved provider with the Kansas Behavioral Sciences Regulatory Board. Provider #14-006. This course has been approved for 3.0 continuing education hours.
CE credit is available for 3.0 continuing education hours for Kentucky Social Workers. Please see national social work approvals for this program.
This course consists of 3.0 continuing education contact hours for Maine Social Workers and is designed to meet the continuing education requirements of the Maine State Board of Social Work Licensure (Rule 416, Chapter 14(1)(1)). Please retain the course advertisement and certificate of completion for your CE records.
PESI, Inc. is a Board Authorized Sponsor with the Maryland Board of Social Work Examiners. This activity qualifies for 3.0 Category 1 continuing education units.
CE credit is available for 3.0 continuing education hours for Massachusetts Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for Michigan Social Workers. Please see national social work approvals for this program.
PESI, Inc. is an approved provider with the State of Minnesota, Board of Social Work. Provider #: CEP-140. This course has been approved for 3.0 continuing education hours. This certificate has been issued upon successful completion of a post-test.
CE credit is available for 3.0 continuing education hours for Missouri Social Workers. Please see national social work approvals for this program.
The Montana Board of Behavioral Health no longer pre-approves any courses or sponsors. Each licensee is responsible for taking courses which contribute to their competence and directly relate to their scope of practice as defined in board statute (MAR 24-219-32). Licensees must keep CE documentation for three years in case of an audit. This intermediate level activity consists of 3.0 clock hours of instruction.
This course consists of 3.0 continuing education contact hours for Nebraska Social Workers and is designed to meet the requirement for acceptable continuing education hours related to mental health practice (Title 172, Chapter 94, 012). Please retain the course advertisement and certificate of completion for your CE records.
CE credit is available for 3.0 continuing education hours for Nevada Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for New Hampshire Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for New Jersey Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for New Mexico Social Workers. Please see national social work approvals for this program.
PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0008. This activity will qualify for 3.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance.
CE credit is available for 3.0 continuing education hours for North Carolina Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for North Dakota Social Workers. Please see national social work approvals for this program.
PESI, Inc. is an approved provider with the State of Ohio Counselor, Social Worker and Marriage & Family Therapist Board. Provider approval #: RCST071001. Full attendance at this course meets the qualifications for 3.0 clock hours of ethics continuing education credit. Tracking number: 20-TBD
CE credit is available for 3.0 continuing education hours for Oklahoma Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for Oregon Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for Pennsylvania Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for Rhode Island Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for South Carolina Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for South Dakota Social Workers. Please see national social work approvals for this program.
This course consists of 3.0 continuing education contact hours for Tennessee Social Workers and is designed to meet the continuing education requirements of the Tennessee Board of Social Workers (Section 1365-01-.09(7)). Please retain the course advertisement and certificate of completion for your CE records.
CE credit is available for 3.0 continuing education hours for Texas Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for Vermont Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for Virginia Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for Washington Social Workers. Please see national social work approvals for this program.
CE credit is available for 3.0 continuing education hours for Wisconsin Social Workers. Please see national social work approvals for this program.
This activity consists of 3.0 continuing education clock hours for Hawaii marriage & family therapist and is designed to meet the continuing education requirements of the Department of Commerce and Consumer Affairs. Please retain the course advertisement and certificate of completion for your CE records.
This activity consists of 3.0 continuing education clock hours for Oregon marriage & family therapist and is designed to meet the continuing education requirements of the Oregon Board of Licensed Professional Counselors and Therapists 833-080-0031, 0041. Please retain the course advertisement and certificate of completion for your CE records.
CE credit is available. This course consists of 3.0 continuing education clock hours for Washington Marriage & Family Therapists. The Washington State Department of Health confirms acceptance (WAC 246-809-610) of continuing education programs relevant to counseling that feature instructors, speakers or a panel approved by the National Association of Social Workers. This program is approved by the National Association of Social Workers (Approval #886759332-8634 ) for 3.0 Ethics continuing education contact hours.
CE credit is available. This course consists of 3.0 continuing education clock hours for Hawaii Certified Substance Abuse Counselors (CSAC). The State of Hawaii Department of Health Alcohol and Drug Abuse Division (ADAD), pursuant to Policy and Procedure for Obtaining ADAD Approval for Continuing Education (CEs) for Trainings, confirms acceptance of continuing education programs approved by the National Association of Social Workers (NASW). This program is approved by the National Association of Social Workers (Approval #886759332-8634 ) for 3.0 Ethics continuing education contact hours.
This activity qualifies for 180 continuing education minutes as required by many national, state 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 www.pesi.com/faq or contact us at www.pesi.com/info
Foundations of Ethical and Legal Documentation
Practical Strategies for Effective Documentation
Apply Ethics and Critical Thinking to Documentation
Satisfaction Guarantee
Your satisfaction is our goal and our guarantee. Concerns should be addressed to: PO Box 1000, Eau Claire, WI 54702-1000 or call 1-800-844-8260.
ADA Needs
We would be happy to accommodate your ADA needs; please call our Customer Service Department for more information at 1-800-844-8260.
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