Description
Overview:
After reading about your client, Sue, you will write up an intake summary. Using the
information provided in the Case Vignette, you will take on the role of the case manager
and prepare an intake summary. Additionally, you will identify questions that you would
ask during your interview.
Instructions:
• Part 1: Complete an Intake Summary template that includes important
information. Remember that this should be brief and include only the information
that is relevant to eligibility for services.
o Your summary will need to include:
▪ The client’s demographic information
▪ Sources of information for the intake interview
▪ Presenting problem
▪ Summary of background and social history related to the problem
▪ Previous contact with your agency
▪ Diagnostic summary statement
▪ Treatment recommendations
o Your intake summary will also need to include your name, the date of
contact, and the date of the summary. (Note: best practice suggests
submitting documentation within 48 hours of client contact).
• Part 2:
o After completing your intake summary, write a brief summary about the
experience.
▪ What was challenging about writing an intake interview summary?
▪ What information is missing that would have made this easier?
o Identify what questions you would include in order to identify Sue’s
strengths. Be sure to use proper APA format and include in-text citations
when discussing specific techniques or questionnaires that you may
suggest.
Client Interview
Requirements:
• Part 1: Your intake summary must be submitted using the provided template
attached to the assignment in Blackboard. You will see that the template includes
comments that provide insight and suggestions as to what information should be
included in each section.
• Part 2: Complete this part in a separate Word document.
(No cover sheet or reference page)
