Review of the CMSUK Study Day 'Effective Record Keeping' 12th June 2014

Posted 3rd July 2014

The CMSUK Study Day, 'Effective Record Keeping for Case Managers' sponsored by Plexus Law which ran on 12th June 2014 was a very well attended (in fact oversubscribed) event.  The day was presented by CMSUK Directors & Committee members as well as external speakers:-   Tracey Storey, Partner, Irwin Mitchell, Andrew Trott, Senior Associate, Plexus Law and Bev Wild, Case Manager, Complex Case Management all of which deserve great thanks for putting on such an informative day.

We are very lucky to have received two reviews of the day from both a Case Manager and a Service Coordinator.

Case Manager Review:

“I had the opportunity to attend Effective Record Keeping for Case Managers organised by CMSUK. This study day incorporated all the requisite elements of record keeping which included the basics of Initial Needs Assessment (INA) reports, setting SMART goals, data protection and the importance of accurate screening of the injured person and his/her circumstances.

The course highlighted the importance of effective and thorough documentation of communications to support good practice which was further reiterated by a case presentation using the Loughlin v Singh Judgement presented by Bev Wild. The study day provided me with a broader understanding of the relevant standards and legal requirements of record keeping.   I found it really useful to hear the legal requirements of record keeping directly from solicitors and to hear the experience of a case manager who was subject to trial and gaining her advice for good practice.”

Annamaria Nsuk, Rehabilitation Manager at ProclaimCare Ltd

Service Coordinator Review:

"The report writing training day was very useful. It helped me understand what is needed in a quality report from, not only a Case Manager's point of view, but also from other professionals we come in contact with in our case management world. Being able to understand what a Claimant Solicitor and a Defendant Solicitor aims were when reviewing a report was a unique insight that we rarely get to experience and this was perhaps the most interesting part of the day. The most useful presentation, however, was about documentation and the possibility of being called into court.  This discussion was really able to get across how important it is to document not just what we do, but also why we decide NOT to follow certain paths in the rehabilitation process."

Morgyn Edwards, Rehabilitation Service Coordinator, Broadspire Rehabilitation

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