Client Intake

Question 1

What are the 8 general steps of the client intake process?

Answer 1

• Greet client
• Introduce self (credentials, ed. training, theoretical approaches)
• Explain the counseling process
• Explain legal and ethical aspects of counseling
• Clinical interview
• Assessment
• Diagnosis
• Summary

Question 2

What are the 9 components of the Intake Interview?

Answer 2

• Source of referral
• Presenting problem
• Medical history
• Mental health history
• Family history
• Occupational history/ educational history
• Legal history
• General screening for risks, barriers, reporting
• Close with summary, collaborative ident. of goals, any referrals, plans for next session, client experience