Lesson 6: Intakes


Attention


Learning Outcomes

Upon completion of this lesson's material, students will be able to:

  • Demonstrate the ability to summarize and document a new referral's chief complaint.

Teaching

Mental health agencies may receive many calls each day from people seeking services. Sometimes the clients call directly and sometimes other service providers call. It is important to know what information to gather during the initial telephone call and how to document this information.  

This lesson will review the process of completing a typical intake/inquiry form and will address the skill of abbreviated and concise writing style.



Assessment

Welcome to Western Psychological & Counseling Services!

For this assessment you are going to play the part of a Case Manager at WPCS. You will locate a person to play the role of a "client" and you will complete all of the following forms as if you were conducted a real intake at WPCS. Keep this information and we will be working with this through the next few Lessons.

Intake Forms to Complete

Lesson 6 Quiz

Refer to the handout "Abbreviating Your Written Statements on Forms". Following the guidelines and suggestions from the handout, write a summary for each of the two scenarios.  The idea is to write a summary that you would use on a real form.  Be sure to include all of the pertinent information from the scenario in the summary for the client file.   

  1. Write your abbreviated summary for Case #1
  2. Write your abbreviated summary for Case #2