SWK X029 - Practical Documentation Skills for Substance Use Professionals

This course introduces participants to ethical, client‑centered documentation practices in substance use treatment. Participants will learn to identify the ethical responsibilities of documentation, write notes that clearly articulate clinical reasoning and the connection between interventions and treatment goals, and use language that honors client identity, autonomy and lived experience while meeting legal and regulatory standards. The course also builds fluency in structured documentation formats—including SOAP, BIRP and DAP—and emphasizes using these frameworks with flexibility, clarity and clinical nuance.

What You’ll Earn

• Social workers completing this training will receive 2.75 clinical continuing education clock hours under ACE.
• This training is approved for 2.75 continuing education clock hours in Ethics for counselors, social workers, and marriage and family therapists in the state of Ohio.
• This training is approved for 2.75 continuing education clock hours for substance use counselors in domains C2 – counseling procedures and strategies as applied to those with substance use disorder (1) and C9 – legal and ethical issues pertaining to substance use disorder professionals (1.75) in the state of Ohio.

Additional Information

Development Date: July 2026

Target Audience: Licensed Social Work professionals, chemical dependency treatment counselors and other behavioral health professionals

Content Level: Beginner

Training Outline

• Welcome to the Training
  • Training Information
    • Overview, Objectives, Training Outline and Format, Navigation, Accessibility, AI Disclosure
  • Continuing Education Information
  • Meet Your Instructor
  • Questions? Contact Us
• Module 1: Fundamentals of Documentation
  • Module 1 Introduction
  • Lesson 1: Reframing Documentation
  • Lesson 2: Assessments, Treatment Plans & Risk Documentation
  • Lesson 3: Progress Notes and Discharge Summaries
  • Module 1 Review
• Module 2: Streamlining Documentation
  • Module 2 Introduction
  • Lesson 1: An Introduction to Collaborative Documentation
  • Lesson 2: Pros & Cons of Collaborative Documentation
  • Module 2 Review
• Module 3: Progress Note Frameworks
  • Module 3 Introduction
  • Lesson 1: An Introduction to Progress Note Frameworks
  • Lesson 2: SOAP Notes
  • Lesson 3: BIRP Notes
  • Lesson 4: DAP Notes
  • Module 3 Review
• Module 4: Ethical Considerations for Documentation
  • Module 4 Introduction
  • Lesson 1: Progress Notes & AI
  • Write & Reflect #1: AI Concerns
  • Lesson 2: The Ethics of AI in Documentation
  • Write & Reflect #2: AI Opportunities
  • Lesson 3: Other Ethical Considerations for Documentation
  • Module 4 Review
• Putting it All Together
  • Wrap-Up
  • References
• Post-Test
• Training Evaluation
• Certificate
  • Next Steps for Your Certificate
• Credits

Presenter

Mitzi Moody, JD, MSW, LISW-S
Clinical Assistant Professor

Mitzi Moody, JD, MSW, LISW-S, is a licensed independent social worker with twenty plus years of social work experience and subject matter expertise in community mental health, children’s mental health, justice and equity, prevention and social work administration. She earned a Master of Social Work from California State University, Sacramento and a law degree from Capital University Law School. Her clinical practice focuses on youth and families involved in the child welfare, juvenile justice and behavioral health systems. She has experience delivering mental health and substance use programs, including home visits, direct patient care, diagnostic assessments, and individual & family therapy. As a social work administrator, she engaged in program development and implementation, evaluation, strategic planning, grant writing and community planning to address substance use prevention, suicide prevention, harm reduction, children’s mental health and infant mortality. Moody is currently an Assistant Professor in the College of Social Work at The Ohio State University. She teaches both in the undergrad (BSSW) and graduate (MSW) programs and is a dynamic instructor who promotes critical thinking through effective teaching practices that make complex concepts easily understood by all learners.

Continuing Education Approvals

The Ohio State University College of Social Work, (Provider: 1628), is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved as ACE providers. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. The Ohio State College of Social Work maintains responsibility for this course. ACE provider approval period: 4/30/25-4/30/28. Social workers completing this course receive 2.75 clinical continuing education credits.

The Ohio State University College of Social Work provides approvals for continuing education for counselors, social workers, and marriage and family therapists that are accepted by the state of Ohio Counselor, Social Work, and Marriage and Family Therapist (CSWMFT) Board.

The Ohio State University College of Social Work has been approved by the Ohio Chemical Dependency Professionals (CDP) Board as a provider of Continuing Education, approval number: 50-24068.

Certificates & CE Reporting

CE certificates will be available for download in your learner portal within 1 business day after submitting the evaluation survey.

Hours for those with Ohio licenses that are submitted with the evaluation survey will be reported to CE Broker every 14 days (twice per month).

⚠️ Note: You may only complete this training once for CE credit. You may revisit the content, but only one certificate will be issued and credit will only be reported to CE Broker one time.

Cancellations, Refunds, Grievances, Accessibility Requests & Learning

Please visit the Policies section of our website for more information on our processes for cancellations, refunds, grievances, training completions & certificates, participant conduct, and accessibility requests and learning accommodations.

We strive to host inclusive, accessible events that enable all individuals, including individuals with disabilities, to engage fully. If you require an accommodation to participate in this training, please contact CSW Accessibility as early as possible and in advance of the training start date by email at csw-accessibility@osu.edu or call 614-688-1657. Requests received at least 14-days prior to the date you plan to begin a training will generally allow us to provide seamless access, but the College will make every effort to meet requests that we receive regardless of lead time.

Contact Us

For questions about the enrollment process, payment options, technology, or training records, please submit an inquiry and our Enrollment Support team will assist you within 24 hours during business days.

Submit an enrollment inquiry

If you have any questions, concerns or feedback about the training content or delivery format, please contact the College of Social Work Office of Continuing Education team at cswce@osu.edu. For questions related to the training content, our office will facilitate communication with the training instructors on your behalf and connect you, if applicable. Presenter contact information is provided within the training for questions, feedback, or comments.

Phone: (614) 292-3032
Email: cswce@osu.edu
Website: csw.osu.edu/continuing-education/