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A Supervisor’s Guide to Collaborative Documentation
Original Recording Date :


Course Format

Recorded webinar.


Collaborative documentation (CD) is an Evidence-Based intervention that, when used effectively, enhances the therapeutic alliance and leads to positive treatment outcomes. In fact, national research has linked collaborative documentation to about a 10% increase in show rates immediately following implementation and an 85% success rate in engaging patients. This research also found a direct link to preventing clinician burnout. So why aren’t more clinicians incorporating CD into their practice? This course will explore collaborative documentation using a coaching framework. Participants will learn key strategies to support and inspire their clinical team members to incorporate this person-centered approach to care.

Learning Objectives:

  1. Describe the best practices and tips for implementing collaborative documentation into sessions.
  2. Identify common “sticking points” clinicians face when implementing collaborative documentation as well as methods to support and work past these barriers.

Research: There have been a number of journal articles and studies published on collaborative documentation that can be found on Google Scholar. Additional articles can be found in the Journal of Human Services: Training, Research and Practice. Clinical publications and best practices may also be found on the MTM Services website.

Target Audience: social workers, mental health therapists, and other clinicians providing mental health services to children, youth, and families who meet the NYS OMH training grant eligibility criteria

Customer Service

We are happy to respond to any concerns or questions you may have. Please contact us at by email at sw-ce@buffalo.edu or by phone at 716-829-5841.

ADA Accommodations: If you require any support for your ADA needs in the United States, please contact us by email at least 3 weeks prior to the event by email at sw-ce@buffalo.edu or by phone at 716-829-5841.


Lindsay Stuart, LMSW, CASAC, HU Operations Director, Horizon Health Services

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