Medical Record Keeping Pre-Course Activity


These are the pre-course components of Medical Record Keeping Course. Participants of this course are REQUIRED to complete the pre-course activity before registering for the group activities.


The medical record facilitates good care. With contemporaneous documentation of patient encounters, the reflection and review can reinforce the consistency, completeness and quality of your clinical activities. This course aims to address sufficient documentation, which is central to patient safety and continuity of quality care.

Participants will complete a series of learning activities:

1) Online self-learning (i.e. the pre-course activity)
2) Face-to-face group learning (i.e. the workshop)
3) Three-month post-workshop, online group learning (i.e. the webinar)

The pre-course activity is available for you to self-register and complete at any time.
The combination of a half-day workshop followed by a one-hour webinar will be offered several times per year.
Completion of the pre-course activity is the prerequisite of registering for the workshop and webinar. Individuals who have completed the pre-course activity will be notified for registration of the upcoming workshop.
Three months after the workshop, participants will be reminded to submit sample clinical notes and referral notes. They will then attend a one-hour webinar.


It is not recommended to access the online modules on smartphones at this point as your learning experience might be compromised.

There are required learning activities in the modules, such as reviewing text and video materials, submitting your own (PDF or scanned image) files, responding to open-ended questions, responding to some short surveys.

‘TAKE NOTES’: To make notes for your own use, click on ‘TAKE NOTES’ at the upper right corner of your screen to open the notes field. All the course notes you have made can be found in a full list in the page of ‘My Courses’.

‘RESUME LEARNING”: Please be aware that it will take you several hours to complete the modules. For the convenience of self-paced learning, you may exit from the middle of the course and come back later. When you log into the e-learning portal again, click on ‘RESUME LEARNING’, and you will be redirected to where you left last time.


Upon completion of the course, participants will be equipped to:

  • Recognize the general principles and multiple purposes of medical record documentation
  • Identify the elements and characteristics of appropriate documentation of patient encounters
  • Use the SOAP-based tool to self-evaluate and improve the practice of documenting patient encounters
  • Practice effective written communication of referral or consult letters


This activity is currently accredited till February 8, 2020.

This one-credit-per-hour Self-Learning program meets the certification criteria of the College of Family Physicians of Canada and has been certified by the University of Calgary Office of Continuing Medical Education and Professional Development for up to 4.0 Mainpro+ credits.

This activity is an Accredited Self-Assessment Program (Section 3) as defined by the Maintenance of Certification Program of the Royal College of Physicians and Surgeons of Canada, and approved by the University of Calgary Office of Continuing Medical Education and Professional Development. You may claim a maximum of 4.0 hours (credits are automatically calculated).

You may also perform Linking Learning exercises around a question you ask yourself as a result of learning from this course at: Each completed Linking Learning exercise earns five Mainpro+ certified credits.

Accredited Royal College MOC Section 1 and Section 3 credits are eligible for certified Mainpro+ credits, up to a maximum of 50 credits per five-year cycle; any additional credits are eligible as non-certified Mainpro+ credits. MOC Section 3 accredited activities can be claimed at 3 credits per hour up to the cycle maximum.


Material presented are in compliance with the University of Calgary Copyright Policy, Acceptable Use of Material Protected by Copyright.

Course materials are for individual use only and not to be distributed.

  • This course has received no commercial sponsorship support.
  • This course is co-developed by the College of Physicians and Surgeons of Alberta and the University of Calgary CME&PD, and was planned to achieve scientific integrity, objectivity and balance.
  • Faculty disclosure
Faculty Credentials Disclosure Affiliation
Heather Armson MD MCE CCFP FCFP Nothing to disclose Professor, Department of Family Medicine;Assistant Dean, Personalized Learning, CME&PD, University of Calgary
Michael Caffaro MD CCFP Nothing to disclose Assistant Registrar and Complaints Director,
College of Physicians & Surgeons of Alberta
Nigel Flook MD CCFP FCFP Nothing to disclose Senior Medical Advisor,
College of Physicians & Surgeons of Alberta
Monica Sargious MD CCFP FCFP Nothing to disclose Clinical Assistant Professor,
Section Chief Community Primary Care,
Department of Family Medicine-Calgary Zone



Heather Armson MD MCE CCFP FCFP (Chair)
Michael Caffaro MD CCFP
Sarah Weeks MD FRCPC
Nigel Flook MD CCFP FCFP
Wes Jackson MD CCFP FCFP
Monica Sargious MD CCFP
Monica Wickland-Weller MD
Chloe Burnett MSc MEd (CME Representative)


This program has received educational grants from the College of Physicians and Surgeons of Alberta.