A comprehensive Social Work Case Note should include client details, presenting issues, background information, assessment results, treatment goals, interventions, progress updates, collateral contacts, barriers/challenges faced, reassessment, and plans.

Social Work Case Note
Streamline your workflow with our free Social Work Case Note. Download the PDF template now.
Social Work Case Note Template
Commonly asked questions
Social Work Case Notes should be updated regularly, ideally after each client interaction or significant event. Frequent updates ensure the accuracy and relevancy of information and support ongoing treatment planning and progress monitoring.
While digital record-keeping is becoming increasingly popular, maintaining physical copies of Social Work Case Notes can be essential for some organizations or legal purposes. Storing physical and digital copies ensures redundancy and mitigates the risk of data loss.
EHR and practice management software
Get started for free
*No credit card required
Free
$0/usd
Unlimited clients
Telehealth
1GB of storage
Client portal text
Automated billing and online payments










