Case Noting Style Guidance and Best Practice


From: Haugh, John - DWD
Sent: Tuesday, March 31, 2015 11:02 AM
To: DWD DL DVR All


Subject - Case Noting Style Guidance and Best Practice

DVR Staff

The previous DVR Guide to Content for Case Notes and Style Guidelines has been combined and revised into one guidance piece called Case Noting Style Guidance and Best Practice. Several updates were made to include different types of case notes needed at various points in the vocational rehabilitation process.

These include:

Effective Date

April 1, 2015

This Replaces

Previous information included in the Guide to Content for Case Notes and other Style Guidelines

Why is this change being made?

To update and clarify what should be included in case notes and to account for IRIS updates which has incorporated some fields in the case record. The guidelines should serve as helpful reminders to staff when creating case notes and promote some consistency.

Action Required

All DVR case notes should reflect the guidelines provided to the extent that it is possible given the individual circumstances of case progress.

All DVR staff should review the updated guidelines.

Please consult with your WDA Director or VR Supervisor if you have questions related to the updated guidelines.

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