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Fundamentals of Clinical Documentation

January 31 @ 10:00 am - 12:00 pm


Institute on Aging welcomes you to a free, 2-hour training at 3575 Geary Blvd., San Francisco, CA 94118.  Continuing Education credit will be offered, and the presenter will be IOA’s own Anne Almendral, LCSW, Clinical Supervisor/Consultant, Citywide Clinical Consultation Services.

During this training, participants will review the fundamentals of clinical documentation, including best practices and current standards.  Methods of improving already-existing documentation will be covered, as will opportunities for immediately applying practical knowledge taught.  Attendees will learn how to develop their own clear, concise and efficient documentation systems, and how to minimize documentation stress. Though this training covers fundamental information, it is also an excellent refresher course for all who wish to brush up on their knowledge base and procedures regarding clinical documentation.

This introductory workshop will be appropriate for all those who clinically document (and manage clinical documentation), including: psychologists; family therapists; social workers; case managers; nurses; elder-law practitioners; fiduciaries; long-term care administrators, gerontologists, administrators and support staff.

Instructor: Anne Almendral, LCSW, Clinical Supervisor/Consultant, Citywide Clinical Consultation Services, IOA.

Anne Almendral, LCSW, has worked in both the public and private sectors. serving in community mental health settings and as an inpatient social worker.  Some of her past roles include: Faculty member and Social Worker at Langley Porter Psychiatric Institute, University of California San Francisco; Program Director at St. Mary’s Hospital in San Francisco; Clinical Administrator at United Health Care; and Social Worker at Asian Community Mental Health Services. Anne earned her MSW/LCSW from San Francisco State University.

By the end of this program, attendees will be able to:

  • Identify four reasons for implementing improved clinical documentation
  • Practice at least three documentation techniques and their associated style formats
  • Apply the five qualities of standardly-recognized good clinical documentation
  • Evaluate at least three methods of minimizing documentation-related stressors

Date: Friday, January 31, 2020, 10 a.m.-12 p.m. Doors to the training will open at 9:15 a.m. The program will begin on time, so please be prompt.

Place: Institute on Aging, 3575 Geary Blvd., San Francisco, CA 94118

Directions and Parking: Limited street parking around the building, in mostly 2-hour increments. Public transportation is nearby, with the Geary bus running right in front of the building.


Continuing Education Information (2 Continuing Education Units): APA; BRN; CAMFT (serves LCSWs); MCLE.

If you seek 2 professional Continuing Education Units, please note this in your reservation. There will be no charge for this.

Also note that BBS no longer delivers CEs. CAMFT is an approved BBS provider, and offers CEs to LCSWs, MFTs, LEPs, and LPCCs.

For further information or cancellation (within 24 hours prior to event), in addition to questions, grievances, concerns, and special accommodations for disabilities, please contact Caitlin Morgan, Education Manager, Institute on Aging, at cmorgan@ioaging.org, or (415) 750-4114. This training is taking place within a fully ADA-compliant building.

Introductory Level: Some basic knowledge of the specific content area is required, but you need not have in-depth knowledge or skills. The activity will provide information at a level beyond the basic knowledge of the topic.

All Continuing Education certificates will be delivered digitally, within 5 working days of the event. An evaluation-test will be provided to all CE registrants, who must then attend the entire program and turn in their evaluation at the end of the program in order to qualify for a CE certificate.

American Psychological Association (APA): Institute on Aging is approved by the American Psychological Association to sponsor continuing education for psychologists. Institute on Aging maintains responsibility for this program and its content.

Provider approved by the California Board of Registered Nursing (BRN), Provider # CEP13610, for 2.0 Contact Hours.

CAMFT: Institute on Aging is approved by the California Association of Marriage and Family Therapists to sponsor continuing education for this program. IOA maintains responsibility for the course and its content. Course meets the qualifications for 2.0 hours of continuing education credit for LMFTs, LCSWs, LPCCs, and/or LEPs. CAMFT provider number is #135377.

State Bar of California (MCLE) : Course meets the qualifications for 2.0 hours of continuing education credit for Attorneys (Provider #13264).

This is a program of the IOA Clinical Collaborative Expansion of Services, and funded by the San Francisco Department of Aging and Adult Services.

Photo by Nitish Meena on Unsplash


January 31
10:00 am - 12:00 pm


Institute on Aging San Francisco
3575 Geary Boulevard
San Francisco, CA 94118 United States


Institute on Aging


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3575 Geary Boulevard San Francisco, CA 94118

Phone: (415) 750 - 4111

Fax: (415) 750 - 5338

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