When should a case note be written?

• Every Activity or Event

• Every Point of Contact

• All of the Above

Name 3 questions you should ask and answer, as you are building a strong case note. Select all that apply.

• What day did the interaction occur?

• What is the purpose for this meeting/how should this meeting be labeled?

• None of the Above

• What happens next?

What is your definition of a case note?

• Get in participant's business

• Tell a narrative of a participant’s history of participation

• Satisfy state requirements

• CAWD told me to

Name 3 items contained in a case note. Select all that apply.

• Date

• Subject - NCWorks Activity Code/Label

• Participant Name

• Results

Name 4 types of case notes discussed in today’s training. Select all that apply.

• Initial Case Note

• Work Experience

• IEP/ISS

• Case Closure

Why is the Initial case note so important?

• Documents registration into NCWorks Online activities

• Documents a participant's participation in a workshop or group activity

• Documents when a participant is participating in a WEX

• When an enrolled participant reports completion of an open service/activity

Name 2 items that should be included in a case note if you are entering into any training activity. Select all that apply.

• State the training/employment goal

• State why the participant chose training provider

• Describe the specific training schedule, including a beginning and end date

• Participant's Employment Goal

When is a Work Experience (WEX) case note required?

• When a participant starts a WEX

• When a counselor recommends a WEX

• When a participant declines a WEX

True or False, Supportive Services are expenditures designed to reduce barriers that prevent participants from participating in training or work activities.

• True

• False

True or False, a case note is not required when a case is being prepared for closure.

• True

• False