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Case Management Documentation

Started Feb 21, 2020
2 credits


Full course description

This course provides an overview of the importance and purpose of high-quality case documentation when working with individuals with visual impairments. Areas of case documentation, including client confidentiality and privacy, intake, assessment, progress notes, and case closure will be reviewed.

This course is available for CRC, ACVREP, and NBPCB credit.

Course Objectives:

  1. Identify the purpose of high-quality case documentation.
  2. Identify the types or formats of case documentation.
  3. Know the importance of assessment, planning, progress notes, and closure reports, and how to document these.
  4. Know how to complete progress notes using a systematic approach.
  5. Know how to write goals and objectives.
  6. Identify the importance, legal requirements, and processes for client confidentiality and protection of client information.

The following are recommended screen reader and browser combinations.

Mac: Voiceover with the latest version of Safari,

PC: JAWS or NVDA with Firefox.

Note that currently, course quizzes are not functioning properly for Microsoft screen reader users with Chrome or Edge.

The course shows a start date, but this is simply the date the course was made available to the public. They are self-paced. So, there is not an end date. You can enroll at any time.

This course was developed by the National Research & Training Center on Blindness and Low Vision (NRTC) at Mississippi State University. We are the only national center funded to conduct research related to employment for people with blindness or low vision, and training and technical assistance for the federal Older Individuals who are Blind program. As a national center of excellence, we offer resources on a variety of topics for service providers, businesses, and persons with vision loss on our websites:

NRTC logo and Mississippi State logo 

NTAC Website 

OIB-TAC Website

For daily content relevant to the field of blindness and low vision, connect with us on social media:

NRTC FacebookNRTC Twitter

Sign up for this course today!