Screening And Intake

Front 1

The process by which a client is determined appropriate and eligible for admission to a particular program.

Back 1

IC & RC definition of screening

Front 2

The systemic approach to screening and assessment of individuals thought to have a substance use disorder, being considered for admission to addiction related services or presenting in a crisis situation

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Tap 21 definition of Pinnacle evaluation

Front 3

The process by which the counselor, the client, and available significant others review the current situation, symptoms, and other available information to determine the most appropriate initial course of action, given the clients needs and characteristics and available resources within the community

Back 3

Screening

Front 4

Something is happening in the clients alive to either internally or externally motivate him or her to call or seek alcohol or drug abuse counseling or information. Internal motivation may come from the natural or logical consequences of substance use or abuse. Hey loved one may be abusing alcohol or drugs. A significant other may have given an ultimatum. An accident or DWI may have occurred. A person might say to him or herself "It's about time I do something about my drinking."

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From the clients perspective

Front 5

Screening of the process to determine whether a potential plan is eligible and appropriate for admission to your program often becomes a routine matter asking and answering questions. Leaving a potential client with the impression of unconditional positive regard with both facilitate the client and continuing to seek treatment and enhance the beginning of rapport necessary for effective confrontation and treatment later. Incompetent counselor will listen to what the potential plan is saying, ask clarifying or probing questions, and, as appropriate, direct questions. The counselor needs to use appropriate diagnostic criteria to determine whether a potential client's alcohol or drug use constitutes abuse. Put through the initial telephone interview a counselor solicit specific examples of how the potential clients use of alcohol or other drugs has become dysfunctional or a focus of concern for self or significant others.

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From the counselors point of view

Front 6

McAllister needs to know the psychological, social, and physiological signs and symptoms of alcohol and other Drug use and abuse. The skill needed to demonstrate competence in this global criterion is the application of knowledge to the initial evaluation of the client seeking information or admission to a program. The counselor needs to recognize specific examples of the signs and symptoms of substance abuse. For example psychological signs and symptoms of the effects of substance use or abuse might include depression, anxiety, low self-esteem, loneliness, and isolation. Social science and symptoms might include parent / child conflict, about estrangement, lost or threat of a loss of job, and legal charges such as DWI / DUI. Physiological signs and symptoms might include increased tolerance, liver problems, and withdrawal symptoms.

Back 6

Spicy rentals evaluate psychological, social, and physiological signs and symptoms of alcohol and other Drug use and abuse.

Front 7

A counselor knows how to actively solicit information from the potential clients. Or, a counselor can purposefully tell a potential client about the treatment programs modality, the level of care and conditions needed for the person to be appropriate for admission to the program. Level of care is a key point for determining appropriateness. Another way to look at this criterion is whether or not the potential client is appropriate for the "level of care" provided by your agency. A counselor for certification needs to connect a potential client's initial presenting situation to the agency's level of care.

Back 7

Determine the client's appropriateness for admission or referral

Front 8

A counselor would need to recognize the limitations of one's background and training. Certification assumes that the counselor has enough educational background and training in order to be aware of the signs and symptoms for major coexisting conditions with substance abuse disorders. During the screening process that counseling must evaluate whether there are any obvious or known coexisting conditions that indicate the need for additional professional assessment and services. It is a counselor's ethical and professional responsibility to make a referral when the presenting picture indicates the presence of a coexisting condition for which the individual counselor or program is not equipped to treat.

Back 8

Identify any coexisting conditions (medical, psychiatric, physical, etc). That indicate the need for additional professional assessment and/or services.

Front 9

A counselor needs to know one's professional responsibilities, follow ethical requirements, and adhere at all times to applicable laws, regulations, and agency policies governing alcohol and other Drug abuse services. Adherent is not only important, but also critical, and a frequent skill to be demonstrated by a competent counselor. The rental needs to be aware of applicable regulations and agency policies. It is each counselor's responsibility to adhere to whatever agency policy applies in their treatment programs. A counselor would need to know what actions the counselor performs in order to comply with the applicable laws, regulations, or policies of the program. Knowledge of applicable laws, regulations and agency policies must be practiced and demonstrated by The counselor specific actions.

Back 9

Appear to applicable laws, regulations, and agency policies governing alcohol and other Drug abuse services.

Front 10

The administrative and initial assessment procedures for admission to a program

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IC & RC definition of INTAKE

Front 11

The recording of the screening and intake process, assessment, treatment plan, clinical reports, clinical progress notes, discharge summaries, and other client related data.

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Documentation

Front 12

A. Intake is an extension of the screening process; it occurs after a client is accepted into treatment.

B. The intake interview is instrumental and engaging a client in the treatment process and beginning to develop a relationship between client and counselor/ treatment program.

C. The intake interview consists primarily of the completion of admission forms.

D. The information collected during the intake will form the basis of the client's treatment plan.

E. The primary counselor is generally assigned to the client at this time.

F. The counselor and client discuss confidentiality at this point

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TASKS

Front 13

1. Basic information: name, address, employer, family composition, who to contact in an emergency

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Admission/Intake Form

Front 14

Free statement about the presenting problems and immediate client needs, i.e. detox, residential, outpatients

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Initial assessment form

Front 15

The client's agreement to the general terms of the treatment, i.e. type of treatment, number of sessions, cost, name of counselor, etc

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Consent for treatment form

Front 16

A summary of the client's financial status, generally used to determine the cost and for necessary billing to insurance companies

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Financial form

Front 17

The required written permission of a client for the release of information to a specific outside party or to receive any information from an outside party, i.e. former treatment provider or therapist, probation or parole officer, family physician

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Release of information forms

Front 18

A. State and federal regulations protect the client's identity and the content of the counseling sessions.

B. Confidentiality is a therapeutic, ethical and legal issue.

C. The client is often anxious about "who will find out" this anxiety should be addressed in the first section in order to:

1. Reduce clients anxiety.

2. Build rapport and trust

D. The regulation should be explained to the client in the first session and in writing semicolon should be presented in a way that lets the client know that they are in his/her best interest.

E. The federal regulations:

1. Cover any program providing alcohol / drug abuse diagnosis, treatment or referral for treatment which is directly or indirectly federally assisted

2. Allows disclosure of information about a client only under certain circumstances:

A. When the client has consented in writing

B. In a medical emergency

C. When the client commits or threatens to commit a crime on program premises or against program personnel

D. To qualified persons conducting audit, research, or program evaluation

E. If required by court order

3. Even under the circumstances, the requirements are strict regarding the redisclosure of plant information

4. There are criminal penalties for violation of the regulations

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Confidentiality

Front 19

The first face-to-face meeting between a client and a treatment provider occurs during the intake process. In many programs a person doing the intake will be the counselor who will subsequently provide treatment. And other programs at different person is assigned to do the intake and the one who conducts the treatment is the primary counselor

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From the client's point of view

Front 20

As an intake counselor, it is important to be aware of what your client may be feeling. The screening information may give you some indication of the client's emotional status, but not always. As a counter, your therapeutic relationship begins with greeting the client. First impressions are important. An intake counselor needs to develop skills at assessing the clients initial feelings by evaluating their body language, verbal interaction, and communication when you recognize the emotions of the client you are better able to manage your relationship and interaction with him or her.

The intake process is the administrative and initial assessment procedures for program admission. Your role is to determine that the that this particular individual is indeed eligible and appropriate for your program.

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From the counselor's point of view

Front 21

1. Have knowledge and understanding of the need for a client signing a form that allows the counselor to obtain confidential information from another source or to be able to release confidential information from the counselor to a third party and

2. Facilitate the client signing authorizations to release information documenting to whom and why. If no releases are signed during the intake process, the counselor would need to understand why there was no need to obtain information from outside sources or to release information to a third party. Authorization does appear more appropriate as a client is authorizing the counselor or agency to release information.

Back 21

Obtain appropriately signed consents when soliciting from or providing information to outside sources to protect client confidentiality and rights.