Unit 5 Assignment: Client Interview

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Due Date: Sunday at 11:59 pm EST Points: 100 points 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 eligilbity 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

HSV340 – Case Management

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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.

• Submit both documents to the assignment link in Blackboard.

Be sure to read the criteria below by which your work will be evaluated before you write and again after you write.

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Evaluation Rubric for Intake Summary Assignment

CRITERIA Deficient Needs

Improvement

Proficient Exemplary

0 – 17 Points 18 – 23 points 24 – 29 points 30 points

Intake Summary

Summary template

was not used.

Minimal required

elements provided.

Summary template

used. Some

required elements

provided. It includes

information that is

relevant to eligilbity

for services. Some

extraneous

information may be

included.

Summary template

used. Most required

elements provided.

It is written

concisely and

includes information

that is relevant to

eligilbity for

services. Some

extraneous

information may be

included.

Summary template

used. All required

elements provided.

It is written

concisely and

includes only the

information that is

relevant to eligilbity

for services.

0 – 14 Points 15 – 19 points 20 – 24 points 25 points

Experience Summary

Missing or only one

question

addressed.

Summary

addressed both

questions with little

insight.

Summary

addressed both

questions with

sufficient insight.

Summary

addressed both

questions with

significant insight.

Additional Questions

Missing or questions lacked evidence of critical thinking.

Questions demonstrated some critical thinking; no references.

Questions demonstrated some critical thinking and

included references.

Questions demonstrated critical thinking and included

references.

0 – 11 Points 12 – 15 points 16 – 19 points 20 points

Clear and

Professional

Writing and

APA Format

Errors impede professional

presentation; guidelines not followed.

Significant errors

that do not impede

professional

presentation.

Few errors that do

not impede

professional

presentation.

Writing and format

are clear, professional, APA

compliant, and error free.