NC AHEC CHW Specialty Training Program: Documentation in Client Record

Available through Jun 30, 2025 Open Public Health

NC AHEC CHW Specialty Training Program: Documentation in Client Record


Register now for this online self-guided course.

NC AHEC, as an anchor partner in the NC CHW Initiative, is committed to ensuring that Community Health Workers have access to ongoing training and professional development resources. As a vital workforce for advancing health equity, it is important that CHWs are able to deepen their knowledge and sharpen their skills for providing all North Carolinians with the opportunity for health and wellness. Through funding provided by the NC DHHS Department of Health Benefits (Medicaid), NC AHEC has worked with other key stakeholders, including CHWs and CHW supervisors, to develop standards for CHW Specialty training, identify key training topics, and develop a series of online modules specifically geared towards preparing CHWs to partner with primary care practices as part of the new Medicaid Managed Care network.

Each module provides continuing education credit recognized by the NC CHW Association for the purposes of maintaining certification. Some modules stand alone in terms of the topic covered while others can be combined to deepen CHW knowledge and skills on a particular topic. Each module has been co-developed with CHWs to ensure the focus of learning and style of education reflects CHW culture and real-life scenarios. This module is divided into three sections focusing on an overview of Client Record Documentation, ethical consideration, and effective team based documentation.

Click here to see all the current CHW online courses. Check back later for more options!

Partners on the CHW Specialty Training Work Group:
Avery Health Education and Consulting, LLC
Carolina Community Tracing Collaborative
Central Piedmont Community College
CommUnity Healing through Activism and Strategic Mobilization (CHASM) Institute
Durham Tech Community College
Mountain AHEC
NC Community Health Center Association
NC CHW Association
NC DHHS Office of Rural Health
North Central Carolina University
NorthWest AHEC
Piedmont AHEC
Saint Augustine's University
South Piedmont
Southern Regional AHEC
UNC Pembroke

Approximate time to complete the course: 90 minutes

Learner content includes: Video, corresponding course handout, exercises and a brief post test

Participants have unlimited time to complete this course and access course materials.

This course is part of the online NC AHEC Community Health Worker courses of recorded content.

In Collaboration with



Target Audience

Community health workers, lay health workers, outreach workers, and other frontline public health workers improving the health of their communities, and the supervisors, colleagues and allies of the CHW workforce.


Upon completion of this activity, the participant should be able to:

  • Describe the role that accurate and effective documentation plays in providing high quality, safe, effective, timely, and culturally appropriate care
  • Describe additional roles that documentation plays in promoting effective care and CHW sustainability (e.g., data collection used to demonstrate impact and for guiding care for clients, billing, coding, and quality performance that all align with payment)
  • Identify specific tools and resources to guide and capture key information from client interview
  • Describe the basic competencies needed by CHWs in order to be successful in client record documentation
  • Describe the role that client record documentation has played in causing harm to individuals (e.g., terminology used, stigma, implicit bias)
  • Define "HIPAA" and implications of HIPAA violations
  • Describe the key components of HIPAA regulations that apply to the work of CHWs (e.g., client record documentation, social media, texting, email, computer passwords)
  • List culturally responsive terminology to use and terminology NOT to use


  • Katie Bartholomew, MA, RN


NC AHEC CHW Specialty Training Program: Documentation in Client Record

6/30 10:00 AM – 10:00 AM


.200 CEU

The Mountain Area Health Education Center designates this entire online continuing education activity as meeting the criteria for 0.20 CEUs as established by the National Task Force on the Continuing Education Unit.

1.500 Contact Hours

MAHEC designates this online continuing education activity as meeting the criteria for 1.50 Contact Hours.


FREE Free, but must register to attend
register iconRegister