Developed By DHHS and the USM Muskie Institute Center for Learning
For Mental Retardation Services and Community Case Managers

Collaborative Effort of the MR Regional Supervisors, MRQA Staff, and Mary Crichton & Bill Hughes

To review the basics of required Action Note documentation with Case Managers.


Objective 1

Explain why keeping Action Notes is important.

Objective 2

List what is required to be included in Action Notes.

Objective 3

Write an Action Note that is reflective of the work with
the Consumer, meets regulatory guidelines, and
is time effective.

Your Role

  • Read all the material.
  • Participate in all activities.
  • Discuss this training with your Supervisor.

Before You Begin

Be sure you have the following resources available to you before you go any further with this training:

  • At least one Co-Worker.
  • Material for taking notes.
  • BDS MR Case Management Manual or use link:

Please click through each page to complete the training.
You can do so by hitting the arrows at the top of each page.

Click button to begin training

button: click for training

Helpful Websites