Older Adult Care Planning and Documentation Course

Name: Older Adult Care Planning and Documentation Training Course
Availability: InStock

Create person-centered care plans, coordinated records, progress notes, handovers, reviews, and documentation quality controls.

Older Adult Care Planning and Documentation Course

At a glance

Duration: 5 days
Format: Classroom
Cities: Bali, Tokyo, San Diego, Amsterdam, Abu Dhabi, Barcelona and more
Next session: 11 – 15 October 2026, Bali
Average fee: 5,800 €

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Older Adult Care Planning and Documentation Training Course

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Course Overview

Older Adult Care Planning and Documentation Training Course is a five-day course for care coordinators, healthcare administrators, nursing supervisors, social care professionals, case managers, quality staff, and documentation leads who leave with an Older Adult Care Plan and Documentation Pack. Participants record needs, preferences, goals, risks, interventions, multidisciplinary contributions, progress, handovers, and reviews through one continuing case. The course strengthens continuity and accountability without teaching diagnosis or clinical procedures. Older adult care planning and documentation are taught by Agile Leaders Training Center.

Who Should Attend

Care coordination functions responsible for assessments, plans, referrals, and follow-up
Healthcare administration functions responsible for service records and continuity processes
Nursing supervision functions responsible for documentation quality and team handovers
Social care functions responsible for preferences, daily support, and family involvement
Case management functions responsible for goals, interventions, reviews, and transitions
Quality functions responsible for record audits, corrective actions, and care-plan assurance

The course assumes participants already support older adults, care teams, or service records, and it leaves out diagnosis, prescribing, treatment decisions, and clinical procedures.

Departments and Industries

The course supports coordinated care records across health, social-care, residential, and community settings.

Healthcare administration, care coordination, and quality
Primary care, community services, and home-care operations
Residential care, assisted living, and day services
Social services, case management, and family support
Rehabilitation, allied health, and transition coordination
Nonprofit and public-service organizations supporting older adults

Learning Objectives

By the end of this course, participants will be able to:

Analyze needs, preferences, strengths, risks, and support networks
Build person-centered goals, interventions, and responsibility records
Apply consent, capacity, safeguarding, and escalation documentation
Use progress notes, handovers, and multidisciplinary contributions
Evaluate review triggers and update care plans
Build documentation audits and corrective action records

Course Agenda

Day 1: Person-Centered Care Information

Older Adult Profile and Preference Record
Strengths, Needs, and Support Network Map
Functional Ability and Daily Routine Profile
Communication and Accessible Information Record
Care Planning Involvement Map

Day 2: Goals and Care Plan Design

Priority and Outcome Definition Sheet
Person-Centered Goal Statement Method
Intervention and Support Action Table
Responsibility and Coordination Matrix
Care Plan Agreement and Version Record

Day 3: Risk, Consent, and Safeguarding Records

Risk and Protective Factor Register
Consent and Decision Participation Record
Capacity Concern and Referral Note
Safeguarding Observation and Escalation Log
Confidentiality and Information-Sharing Checklist

Day 4: Progress, Handover, and Review

Objective Progress Note Structure
Multidisciplinary Contribution Template
Care Handover and Transition Record
Review Trigger and Change Detection Matrix
Care Plan Update and Closure Log

Day 5: Documentation Practice and Capstone

Needs and Preferences Recording Exercise
Goal and Intervention Design Exercise
Risk and Safeguarding Documentation Exercise
Progress Note and Care Review Exercise
Capstone Older Adult Care Plan and Documentation Pack

Practical Exercises

The course uses suggested activities that connect person-centered information, coordinated action, daily records, and review decisions.

Suggested activity: build a preference and support profile for an older adult receiving home care
Suggested activity: convert agreed priorities into goals, interventions, owners, and review points
Suggested activity: document a safeguarding concern and route it through the defined escalation process
Suggested activity: audit progress notes and update a residential care plan after a change

FAQs

Who is the Older Adult Care Planning and Documentation Training Course suited to?

The course suits intermediate care, administration, coordination, supervision, social-care, case-management, quality, and records professionals who already support older adults or their service documentation.

How does older adult care planning and documentation differ from clinical geriatric training?

Older adult care planning and documentation focus on person-centered goals, coordinated support, records, handovers, reviews, and quality controls, while clinical geriatric training addresses diagnosis, prescribing, treatment, and clinical procedures.

What should an older adult care plan document?

An older adult care plan should document preferences, strengths, needs, desired outcomes, agreed goals, support actions, responsibilities, risks, consent and involvement, communication needs, review points, and changes.

How should progress notes support an older adult care plan?

Progress notes should record relevant observations, actions, responses, changes, communications, and follow-up in objective language linked to the person's goals and current plan.

When should an older adult care plan be reviewed?

An older adult care plan should be reviewed at agreed intervals and when needs, preferences, functional ability, risks, support arrangements, transitions, incidents, or outcomes materially change.

Conclusion

Participants take back an Older Adult Care Plan and Documentation Pack containing profiles, goals, interventions, responsibilities, risk records, consent notes, progress entries, handovers, reviews, updates, and audit tools. The pack creates a shared record for older adults, families, and care teams. It helps services preserve preferences, coordinate support, identify changes, and improve documentation quality.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 41-60 of 76 events

Location	Dates	Duration	Mode	Price
Amman	Week 15, 2027 18 – 22 April 2027	5 Days	Onsite	€4,100
New York	Week 16, 2027 19 – 23 April 2027	5 Days	Onsite	€12,000
London	Week 17, 2027 26 – 30 April 2027	5 Days	Onsite	€5,700
Lisbon	Week 17, 2027 26 – 30 April 2027	5 Days	Onsite	€5,700
Baku	Week 18, 2027 3 – 7 May 2027	5 Days	Onsite	€5,000
Seoul	Week 18, 2027 3 – 7 May 2027	5 Days	Onsite	€10,000
Zoom	Week 19, 2027 10 – 14 May 2027	5 Days	Online	€1,500
Barcelona	Week 20, 2027 17 – 21 May 2027	5 Days	Onsite	€5,700
Tashkent	Week 20, 2027 23 – 27 May 2027	5 Days	Onsite	€4,500
Milan	Week 21, 2027 24 – 28 May 2027	5 Days	Onsite	€5,700
Geneva	Week 21, 2027 30 May – 3 June 2027	5 Days	Onsite	€6,200
Riyadh	Week 22, 2027 6 – 10 June 2027	5 Days	Onsite	€5,700
Paris	Week 23, 2027 7 – 11 June 2027	5 Days	Onsite	€5,700
Toronto	Week 23, 2027 13 – 17 June 2027	5 Days	Onsite	€12,000
Casablanca	Week 24, 2027 14 – 18 June 2027	5 Days	Onsite	€4,100
Manama	Week 24, 2027 20 – 24 June 2027	5 Days	Onsite	€4,700
Dubai	Week 26, 2027 28 June – 2 July 2027	5 Days	Onsite	€4,500
Al Jubail	Week 26, 2027 4 – 8 July 2027	5 Days	Onsite	€5,700
Istanbul	Week 27, 2027 5 – 9 July 2027	5 Days	Onsite	€4,500
Jakarta	Week 28, 2027 12 – 16 July 2027	5 Days	Onsite	€5,700

Frequently asked questions

What does this course cover?

Course OverviewOlder Adult Care Planning and Documentation Training Course is a five-day course for care coordinators, healthcare administrators, nursing supervisors, social care professionals, case managers, quality staff, and documentation leads who leave with an Older Adult Care Plan and Documentation Pack. Participants record needs, preferences, goals…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Older Adult Care Planning and Documentation Course