Confident, Clear, and Compliant Case Notes—Without the Overwhelm
A powerful, step-by-step mini course for case managers who want to master documentation and protect their clients, careers, and peace of mind.
The Pain Point:
You’ve been told to “document everything.”
But no one ever showed you how to do it right.
And now? You’re:
- Spending too much time writing notes
- Wondering if you included enough (or too much)
- Getting pushback from adjusters or employers
- Feeling anxious that one chart could come back to bite you
Here’s the Truth:
Documentation doesn’t have to be hard, risky, or stressful.
You just need the right tools—and a process that works.
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INTRODUCING: Chart Smarter
An easy-to-follow mini course designed by a case management expert with over 25 years of experience in catastrophic, field, and workers’ comp cases.
What You’ll Learn:
- The exact structure to use for every case note
- What must be included (and what you can leave out)
- How to document defensively and professionally
- Real-world examples and how to write with clarity and confidence
What’s Included:
4 concise video modules breaking down best practices
Premium editable templates for field and telephonic notes
Printable guides + cheat sheets for consistent, compliant documentation
Case Note Template Pack to use immediately in your daily work
Bonus: Documentation Language Prompts to help you say the right thing—fast
Lifetime access to all course content and any future updates
This Mini Course Is For You If…
- You’re new to case management and want to start strong
- You’re experienced but know your notes could be tighter
- You’ve ever been nervous about an audit, deposition, or peer review
- You want to protect your license, your clients, and your time
“This course changed how I document forever. Brandi breaks it down in a way that finally makes sense—and the templates save me so much time.”
____ Brad Harvey
“This course changed how I document forever. Brandi breaks it down in a way that finally makes sense—and the templates save me so much time.”
____ Brad Harvey
COURSEÂ Investment
The confidence and clarity you’ll gain? Priceless.
Click below to enroll in Chart Smarter and get instant access today.