Conduct an intake assessment on a friend
Refer to the example presented in the content section of the course to conduct an intake assessment on a friend or classmate. Develop a problem and a complete history of the client. Use the attached assessment form to complete your report. The social history has three parts: Presenting problem (Why is the client here?) Background to the presenting problem(Give additional info on the presenting problem, the history of it, and some relevant info on the client). Your impression and recommendations (write your thoughts about the client and what the client needs.)
Intake Assessment Form
Client Name _______________________________________ D.O.B. __________________
Unit # __________ Date of Assessment__________________________________________
1. PRESENTING PROBLEM (Functional impairment..(What is it impairing, symptoms, background) Example john is a 16 year old boy living with his single mom and currently addicted to alcohol. Next two sentences write 2-3 sentences to describe the client situation. Example He is currently not attending school and his mother indicates she cannot manage him at present. The boy father is not in the picture and mother works 2 jobs to support the daughter and self.
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2. CURRENT CLIENT INVOLVEMENT WITH OTHER AGENCIES (add in a local service)
AGENCY/PERSON PHONE SERVICE DATE
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3. ASSESSMENT OF LIFE CIRCUMSTANCES OR CHANGES IN THE FOLLOWING AREAS (How is the family, social functioning, support, legal, education, occupation, finances, etc in these areas?) What does that look like?
FAMILY
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SOCIAL
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SUPPORT
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LEGAL
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EDUCATION
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OCCUPATION
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FINANCES
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PSYCHOSOCIAL & ENVIRONMENTAL PROBLEMS
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4. CURRENT MEDICAL CONDITIONS (Does the client have any other medical conditions such as depression, ADHD, etc?)
CONDITION PHYSICIAN TREATMENT
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5. PREGNANT ( ) YES ( ) NO
RECEIVING PRENATAL CARE? ( ) YES ( ) NO
6. PRIMARY CARE PHYSICIAN (Who is the physician and location
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7. CURRENT MEDICATIONS (List all clients current medications)
NAME /DOSAGE PRESCRIBED BY CONDITION
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SIDE EFFECTS ____________________________________________________________________________________
MEDICATION ALLERGIES ____________________________________________________________________________________
7. RELATIONSHIP RISK FACTORS;
IS CLIENT SAFE AT HOME? ( ) YES ( ) NO
DOES CLIENT FEEL THREATENED IN ANYWAY? ( ) YES ( ) NO
IF YES DESCRIBE ____________________________________________________________________________________
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HAS CLIENT BEEN ABUSED IN ANY WAY ( ) YES ( ) NO
IF YES CHECK ALL THAT APPLY
( ) PHYSICAL ( ) EMOTIONAL ( ) SEXUAL
RELATIONSHIP OF PERPETRATOR TO CLIENT ___________________________________________________________________________________
ANY LEGAL ACTION TAKEN? ___________________________________________________________________________________
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DOES CLIENT HAVE A SAFETY PLAN? ( ) YES ( ) NO
NEEDS SHELTER ( ) YES ( ) NO NEEDS PROTECTION FROM ABUSE ORDER ( ) YES ( ) NO
8. SUICIDE/HOMICIDE EVALUATION
CLIENT’S SELF RATING OF SUICIDE RISK ____________
CLIENT’S SELF RATING OF BECOMING VIOLENT __________
CLIENT’S SELF-RATING OF HOMICIDE RISK __________
(1-NONE 2 – SLIGHT 3 – MODERATE 4 – EXTREME/IMMEDIATE)
9. MENTAL STATUS EXAM (Just check client mental condition. What does the client appearance look like etc…does not need any additional information)
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APPEARANCE ( ) Age appropriate ( ) Well groomed ( ) disheveled/unkempt ( ) bizarre ( ) other
ORIENTATION ( ) Person ( ) Place ( ) Time ( ) Situation
BEHAVIOR/ EYE ( ) Good ( ) Limited ( ) Avoidant ( ) None ( ) Relaxed/calm ( ) Restless
CONTACT ( ) Rigid ( ) Agitated ( ) slumped posture ( ) Tense ( ) Tics ( ) Tremors
MOTOR ACTIVITY ( ) Mannerisms ( ) Motor retardation ( ) Catatonic behavior
MANNER ( ) Appropriate ( ) Trusting ( ) Cooperative ( ) Inappropriate ( ) Withdrawn
( ) Seductive ( ) Playful ( ) Evasive ( ) Guarded ( ) Sullen ( ) Passive
( ) Defensive ( ) Hostile ( ) Manic ( ) Demanding ( ) Inappropriate boundaries
SPEECH ( ) Normal ( ) Incoherent ( ) Pressured ( ) Too detailed ( ) Slurred ( ) slowed
( ) Impoverished ( ) Halting ( ) Neologisms ( ) Neurological language disturbances
MOOD ( ) Appropriate ( ) Depressed ( ) Irritable ( ) Anxious ( ) Euphoric ( ) Fatigued
( ) Angry ( ) Expansive
AFFECT ( ) Broad ( ) Tearful ( ) Blunted ( ) Constricted ( ) Flat ( ) Labile ( ) Excited
( ) Anhedonic
SLEEP ( ) Good ( ) Fair ( ) Poor ( ) Increased ( ) Decreased ( ) Initial insomnia
( ) Middle insomnia ( ) Terminal Insomnia
APPETITE ( ) Good ( ) Fair ( ) Poor ( ) Increased ( ) Decreased ( ) Weight gain
( ) Weight loss
THOUGHT PROCESS ( ) Logical and well organized ( ) Illogical ( ) Flight of ideas ( ) Circumstantial
( ) Loose Associations ( ) Rambling ( ) Obsessive ( ) Blocking ( ) Tangential
( ) Spontaneous ( ) Perseverative ( ) Distractible
THOUGHT CONTENT ( ) Delusions ( ) Paranoid delusions ( ) Distortions ( ) Thought withdrawal
( ) Thought insertion ( ) Thought broadcast ( ) Magical thinking
( ) Somatic delusions ( ) Ideas of reference ( ) Delusional guilt
( ) Grandiose delusions ( ) Nihilistic delusions ( ) Ideas of inference
PERCEPTION/HALLUCINATIONS ( ) Illusions ( ) Hallucinations ( ) Depersonalization ( ) Derealization
SUICIDE RISK ( ) None ( ) Slight ( ) Moderate ( ) Significant ( ) Extreme
( ) No Plan ( ) Plan (describe _________________________________________________________________________________________________________
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VIOLENCE RISK ( ) None ( ) Slight ( ) Moderate ( ) Significant ( ) Extreme
( ) No Plan ( ) Plan (describe _________________________________________________________________________________________________________
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9. MENTAL STATUS EXAM cont.
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JUDGEMENT ( ) Intact ( ) Age appropriate ( ) Impulsive ( ) Immature ( )
( ) Impaired ( ) Mile ( ) Moderate ( ) Severe
INSIGHT ( ) Intact ( ) Limited ( ) very limited ( ) Fair ( ) None
( ) Aware if current disorder ( ) Understands personal role in problems
SENSORIUM ( ) Alert ( ) Drowsy ( ) Stupor ( ) Obtundation ( ) Coma
MEMORY ( ) Intact ( ) Impaired ( ) Immediate recall ( ) Remote ( ) Amnesia
Type of amnesia _________________________________________________________________________________________________________
INTELLIGENCE ( ) Average ( ) Above average ( ) Below average ( ) Unable to establish
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INTERVIEWER SUMMARY OF FINDINGS ( add details where appropriate
10. SUBSTANCE USE/ABUSE
TYPE AMOUNT HOW TAKEN DURATION FREQUENCY DATE OF LAST
USED USE
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TOBACCO _________________________________________________________________________________________________________
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ALCOHOL_________________________________________________________________________________________________________________________________________________________________________________________________________
ILLICIT DRUGS _________________________________________________________________________________________________________
_________________________________________________________________________________________________________ PRESCRIPTION DRUGS _________________________________________________________________________________________________________
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OTC DRUGS _________________________________________________________________________________________________________
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OTHER _________________________________________________________________________________________________________
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EXPERIENCING: (Check off)
WITHDRAWAL ( ) YES ( ) NO
BLACKOUTS ( ) YES ( ) NO
HALLUCINATIONS ( ) YES ( ) NO
VOMITING ( ) YES ( ) NO
SEVERE DEPRESSION ( ) YES ( ) NO
DTS AND SHAKING ( ) YES ( ) NO
SEIZURES ( ) YES ( ) NO
OTHER ( ) YES ( ) NO DESCRIBE _____________________________________________________________________________________________
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PATTERNS OF USE
USES MORE UNDER STRESS ( ) YES ( ) NO
CONTINUES USE WHEN OTHERS HAVE STOPPED ( ) YES ( ) NO
HAS LIED ABOUT CONSUMPTION ( ) YES ( ) NO
HAS TRIED TO AVOID OTHERS WHILE USING ( ) YES ( ) NO
HAS BEEN DRUNK/HIGH FOR SEVERAL DAYS AT A TIME ( ) YES ( ) NO
NEGLECTS OBLIGATIONS WHEN USING ( ) YES ( ) NO
USUALLY USES MORE THAN INTENDED ( ) YES ( ) NO
NEEDS TO INCREASE USE TO BECOME INTOXICATED ( ) YES ( ) NO
HAS TRIED TO IDE CONSUMPTION ( ) YES ( ) NO
SOMETIMES USES BEFORE NOON ( ) YES ( ) NO
CANNOT LIMIT USE ONCE BEGUN ( ) YES ( ) NO
FAILED TO KEEP PROMISES TO REDUCE USE ( ) YES ( ) NO
DESCRIBE ATTEMPTS TO STOP
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DESCRIBE CIRCUMSTANCES THAT USUALLY LEAD TO RELAPSE
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IS CLIENT INVOLVED IN AA/NA? ( ) YES ( ) NO _____________________________________________________________________________________________
11. CLIENT REQUESTS, GOALS, EXPECTATIONS( These are when you are working with the client to develop these goals and expectations) Follow smart goals or map goals as well.
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12. CLINICAL SUMMARY (PULL TOGETHER INFORMATION YOU HAVE COLLECTED AND SUMMARIZE, IDENTIFYING POSSIBLE RELATIONSHIPS, CONDITIONS AND CAUSES THAT MAY HAVE LED TO CURRENT SITUATION) Use your subjective language.
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13. IMPRESSIONS
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14. RECOMMENDATIONS (Write your recommendations and say what they are for an example Recommend 3 weeks intensive impatient treatment for detox, followed by NA meeting, 90 meetings, 90 days for supporting and remain clean, family and individual counseling to develop better family relationships and John’s self-esteem. Recommend John return to school at the end of inpatient treatment to maintain his academic achievement.
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