Introduction To Gatekeeper Case Notes










Audience: County Board, SSA’s, SSA Managers/Directors, Supported Employment, Compliance Staff and Clerical Staff

An essential part of the SSA role is to understand how to create case notes to capture services that have been provided. Learn how to insert case notes recognize fields within the case notes window, and how to retrieve existing case notes.   After this course, attendees will have the confidence to:

  • To use the Gatekeeper program based upon employees job
  • Navigate through the case note window to access current information
  • How Gatekeeper can assist County Board staff with maintaining and access case note records
  • How to access and generate reports to ensure accuracy and completion of required documentation

CEU Availability: This course has been approved for 1 CEU hours by DODD for SSA, Superintendent, Adult Services only. To receive hours via webinar, each qualifying attendee must register individually and sign into the event. The attendee must stay on for the duration of the event, in order to receive the CEU hours.

Webinar Registrations: If you are selecting to attend this training by webinar,  you will receive an email 1 – 3 days prior to webinar event with the event link.

Cancellation Policy: Cancellations must be received 2 business days prior to the scheduled training date. No shows and cancellations within the two-day period will be invoiced the full rate.

Invoices will be mailed to attendees after booking.

Date(s) - Thu, Jul 11, 2019 - Thu, Jul 18, 2019
1:00 pm - 2:30 pm

Primary Solutions Training Center



Ticket Type Price Spaces
For guests who would like to attend in-person.
Webinar Registration
For attendees who would like to attend on a webinar.