Downloadable Tools & Job Aids

Contact Notes Job Aid

Every contact with an individual under guardianship provides a chance to learn more about the person's skills, needs, and situation. This important information must be documented and provided to the Massachusetts Family and Probate Court in 60-Day Care Plan and Annual Care Plan Reports. Use this form to notate what you observe, discuss and take action on.
Any attached content or information will be available here.
  • Lesson 6-Contact Notes Tool.pdf
Completion rules
  • Courses are completed when you have opened and worked through every attached document, video or exam. The system will mark your course as "completed." Then, any certificate you earned will become available in your Certifications Tab within an hour. If you have questions or concerns, please contact