Good documentation isn’t about writing more—it’s about writing what matters. This free printable case management notes template helps you capture key details without wasting time. From intake to follow-ups, every section is designed to keep your notes clear, structured, and useful.
Start with Screening & Intake to document the first interaction. Use Stratifying Risk to quickly assess urgency. Comprehensive Assessment helps you understand the client’s needs, while Care Coordination keeps track of referrals and resources. Monitoring & Follow-Up ensures no one falls through the cracks, and Transition Planning prepares for what’s next. Case Notes & Observations give space for anything important that doesn’t fit elsewhere.
The simpler the system, the more likely you are to use it. Want to stay even more organized? Try meeting notes templates for structured discussions.
Format: PDF (print ready)
License: Read the license terms.
